As a result your company's revenue potential, reputation, and return on sales and marketing investment suffer. ... AUTOM
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GET ON THE FAST TRACK TO MORE REVENUE
Many sales leaders today face the challenge of meeting escalating revenue targets with the same or fewer resources and inconsistent performance across their team. Meanwhile, sales representatives are struggling to stay on top of the sea of leads, opportunities, and daily sales activities and often spend too much time sifting, contemplating, and documenting instead of selling. Too much critical selling time is wasted and too much of their daily practices are left up to their own discretion. As a result your company’s revenue potential, reputation, and return on sales and marketing investment suffer. Velocify for Salesforce is designed to optimize selling speed and discipline, and
• Accelerate response and selling speed
to improve sales team performance — ultimately generating more opportunities
• Improve team effectiveness
and revenue. Velocify extends the value of Salesforce® Sales Cloud® by
• Drive more opportunities and revenue
integrating high-velocity selling features that drive rapid lead response, more productive daily sales rep activity, consistent selling practices, faster ramp-time.
DRIVE SELLING SPEED AND PRECISION • Keep leads from falling through the cracks
Velocify for Salesforce drives high velocity selling in the Sales Cloud, enabling
• Ensure sales reps respond rapidly
sales teams to respond rapidly to leads, easily follow your desired sales
• Deploy consistent sales practices
processes, stay on top of priority leads and opportunities throughout the day,
• Focus reps on revenue-generating activities
engage with more prospects, and spend more time selling. Meanwhile, sales management has tighter control over lead assignment and reassignment, selling processes, prioritization of daily activities and more granular visibility into their team’s performance.
Velocify for Salesforce invigorates Salesforce Sales Cloud with sales acceleration capabilities through the following unique features:
CORE FEATURES DYNAMIC DISTRIBUTION Sales management can easily build intelligent lead distribution and redistribution programs that can be leveraged to assign leads or opportunities. Hourly limits and daily caps can be set to ensure ongoing volumes of leads are dispersed to reps as desired. Multiple lead distribution programs can be deployed and layered, including: • Round-robin
• Performance-based
• Re-distribution
• Skills-based
• Schedule-based
• Product-based
AUTOMATED GUIDED SELLING Sales leaders can develop a contact strategy that determines when your reps will follow up on leads and opportunities by phone, how many times they’ll follow up before giving up, and what email messages are to be automatically triggered in between calls. Another key to streamlining sales processes is the manager-defined actions and subsequent statuses that drive ongoing sales activities. • Implement optimal contact strategy
• Develop ongoing trigger-based sales cycle messaging
• Define actions and statuses
• Extend and automate other partner integrations
INTELLIGENT ACTIVITY PRIORITIZATION When logging into Salesforce, reps can choose the Velocify tab to see a prioritized view of all of their leads and opportunities that require attention throughout the day. combined view of leads and opportunities. No need to waste time jumping around to multiple screens looking for information or ideal contacts to reach out to, and no need to worry about the contact strategy. It’s all handled for the rep and delivered through one prioritized view. Note: Activity Prioritization is also available through a Salesforce Console for Sales integration. • Central priority view list of highest value leads and opportunities • Access priority preview of each lead and opportunity • Automatically schedule tasks based on actions taken
INTEGRATED SALES DIALER With Velocify, sales teams have the option of using click-to-dial to call leads and opportunities in a Salesforce record or power through calls leveraging the dialer display panel. Next Call lets reps quickly connect with the next lead or opportunity shown on the list without having to disconnect from a previous call. Pre-recorded voicemails reduce follow up time and call recordings automatically track calls being made to monitor call effectiveness. Sales teams can also take advantage of local presence to increase response rates. Multiple dialing capabilities can be utilized, including: • Click-to-dial
• Local Presence
• Pre-recorded voicemails
• Open CTI integrations available
• Call Recordings
FUNNEL INSIGHTS With Funnel Insights, sales leaders can leverage granular lead response and sales process data to gain newfound visibility and insights for performance monitoring, coaching, and improvement. Insights available include: • Speed-to-first attempt
• Pre-opportunity pipeline activity volume
• Speed-to-contact
• Milestone attainment throughout sales cycle
• Contact rates
Capture a more granular level of sales activity data, providing greater visibility into sales performance.
CONFIGURATION CONSOLE Eliminate your reliance on IT resources and custom development as you refine and make changes to lead assignment, sales processes, or priorities. This administrative interface accessed through your Salesforce account, acts as a centralized “sales automation cockpit” to easily make ongoing changes to Dynamic Distribution, Automated Guided Selling, Intelligent Activity Prioritization, and Integrated Dialer feature settings.
“Our new premium matchmaking service, eH+ has already seen a remarkable 215 percent growth rate between the first and second quarter of 2014. Velocify for Salesforce and the Sales Cloud and Service Cloud solutions enable us to provide our clients with a true premium service.” Dr. Neil Clark Warren, Founder and CEO of eHarmony
Velocify, a market-leading provider of cloud-based intelligent sales software, has partnered with Salesforce.com to address the needs of high-velocity sales environments. Velocify has helped more than 1,500 companies across a variety of industries improve customer acquisition practices and sales performance. Learn more at velocify.com/salesforce. 222 N. Sepulveda Blvd., Suite 1800 El Segundo, CA 90245 Phone: 888-808-5577 Web: velocify.com © 2014 Velocify. All Rights Reserved. BRSF0914
