There's a bit of a lag which can be a bit of a pitfall when you're trying to get people to purchase something else but you don't have the right data points to back up the big purchase.

Great for data-scraping; Fast and quality Support.

We connect it to a custom-built solution that provides context regarding where we are spending our time and the effectiveness. For that, SalesDirector makes it extremely easy.

Super simple to set up - just connect Outlook and Salesforce accounts and it will automatically write back activities into Salesforce.

Linking of accounts seems hit or miss overall.

Implementation of the product was very easy and we were able to realize the benefits within a few weeks of use.

We were stood up in days; ease of deployment is high. Their team is excellent.

I find Salesdirector easier to navigate than Salesforce, and I love being able to see my target vs my opportunities and shortfall.

Overall it's fine and a good tool to help increase productivity. I would hesitate to recommend it to anyone immediately without knowing their situation, but i would most likely recommend it.

It's an effective coaching tool (you can flag reps who are forecasting deals that haven't engaged with you for weeks) and provides a stronger and more intuitive way to run forecast reviews.

I love how easy it is to categorize my meetings.

I like the ease of use, it's pretty functional and for the most part is accurate.

The font weight needs to be heavier. Also, i am not sure why, but sometimes the data is incorrect.

Writing contacts back to Salesforce can sometimes be problematic.

The technical support has been great. They've really customized the tool to help fit our needs.

It does the daily scraping of our email to port it over ot CRM. I dont really interact with it other than that, but its a helpful tool that it does that.

Shows when a prospect opens an email - makes for an easy follow-up call. Integrates with SalesForce seamlessly.

Not to mention an amazing Outlook integration to seamlessly keep in contact with my prospects and customers.

My overall experience has been great, very good with assisting with managing my time.

The software is easy to use and helps make prospecting easy. You can see who you are prospecting to and what opportunities are closest to closing.

This software is very user friendly. Once you get it going it really does become super useful.

The format on a new email can get kind of messed up when I use a template. Nothing major, just a minor inconvenience that adds a few deletes and space removal.

Alerts me when it’s time to schedule call backs with customers. Ensures I miss no deadlines.

Veloxy is great AI for sales with our high cost or setup.

Overall, it is an awesome product for anyone in sales. Working with the Veloxy team for any questions has been great as well, they provide A+ customer service and are quick to respond.

The user interface is easy to navigate and has some great features.

Talk-to-text is supported so it's very quick and easy to get your sales activities recorded for reference.

I love how effective it makes me and how much time it can save me.

Great for tracking prospect interactions and organizing efforts. The help desk is also unusually responsive when you have questions or problems.

A lot of location based notifications that can be annoying while driving around.

Since using Veloxy, it's been pretty amazing of how I have been able to touch so many more of my prospects in a short period of time.

The integration with Salesforce is amazing and also offers many features that I use daily to perform my job at a higher level.

Importing leads was difficult could have been our integration with the CRM.

I love how clean the dashboards are, and the granular detail is great. I can easily track  when and where my prospecting emails are opened.

User friendly and helps with my day to day business info.

This AP is great at tracking activity and helps with discovery opportunities near you, the up to date information based on location is a must.

Very easy to navigate and user friendly. If I need help I can always reach out to Veloxy team.

Initially difficult to set up and kind of ugly interface.

I have no word for veloxy to dislike this product.

I like how everything is organized, and the seamless contacts feature really saved me a lot of time going through every one of my prospects and adding them to my phone.

This tool helps me with my follow-ups and helps me stay on top of my sales funnel. I am grateful my company invest in Veloxy.

US Dollar

SalesDirector.ai is a data capture solution designed to help sales, marketing and customer success teams within businesses access email or calendar interactions, optimize contact information, manage accounts and automate data entry processes from within a unified platform. Administrators can create customizable dashboards and gain insights into revenue data based on sales representatives, territories, customers and new account growth.

Key features of SalesDirector.ai include account-based marketing (ABM), leaderboards, data visualization and sentiment analysis. Businesses can identify risks within each territory, identify account upsell or expansion opportunities and target disengaged stakeholders. Additionally, the signature capture technology helps teams fill in titles, phone numbers and other information about contacts.

SalesDirector.ai facilitates integration witj Microsoft Office 365, Salesforce, Microsoft Dynamics, Tableau and more. The product is available on monthly subscriptions and support is extended via documentation and other online measures.

LongDescription

Forecasting

Performance Management

Activity Tracking

Campaign Tracking

Competitive Analysis

Data Capture and Transfer

Sales Trend Analysis

Win/Loss Analysis

Graphical Data Presentation

Account Alerts

Contact Management

Opportunity Management

Email Marketing

Statistical Analysis

Sales Reports

Performance Metrics

Data Retrieval

Dynamic Modeling

Revenue Management

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Predictive Analytics

Account Management

Multi-Channel Attribution

Customer Management

Correlation Analysis

Dashboard

Customer Engagement

Reporting/Analytics

Usage Tracking/Analytics

Contact Database

Campaign Analytics

Pipeline Reports

Third-Party Integrations

Onboarding

Campaign Management

Sales Forecasting

Health Score

Sales Activity Management

Multi-Channel Data Collection

Target Account Identification

AI/Machine Learning

For Sales Teams/Organizations

Contact SalesDirector.ai for pricing details.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

11-50

51-200

201-500

501-1000

1000+

SalesDirector.ai

In Person

Live Online

Webinars

Documentation

Veloxy is a sales enablement solution that helps businesses using Salesforce CRM track potential leads, schedule and send emails to customers in bulk and share product information with prospective clients in real-time. The artificial intelligence (AI)-enabled platform lets teams streamline the sales pipeline, automatically log sales activities and add prospects using geolocation.


Sales representatives can use the application to extract data from Salesforce, email, calendars and other sources and gain actionable insights for upcoming meetings, tasks and business opportunities. Veloxy allows teams to view leads, clients and customer details on maps and receive alerts via location-based prospecting functionality.


Veloxy comes with an application programming interface (API), which facilitates integration with several third-party platforms such as Gmail, Microsoft Exchange Server, Office365, Microsoft Outlook and more. Pricing is available on monthly or annual subscriptions and support is extended via phone, email, documentation and video tutorials.



User Management

Meeting Management

Email Alerts

Access Controls/Permissions

Sales Pipeline Management

Route Optimization

Calendar/Reminder System

Customer Database

Template Management

Data Import/Export

Lead Generation

Email Templates

Lead Management

Mobile Access

Territory Management

Social Media Integration

Email Management

Customizable Templates

Calendar Sync

Lead Qualification

Client Management

Task Management

Search/Filter

Content Delivery

Content Management

Veloxy offers a 15-day free trial for new users, after which the software is available across 3 pricing tiers, details of which are outlined below:
Veloxy Mobile – $39 User/Month or $29 User/Month (billed annually)
Veloxy Engage Pro – $35 User/Month or $25 User/Month (billed annually)
Veloxy Suite – $65 User/Month or $49 User/Month (billed annually)

SalesDirector.ai vs Veloxy

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Product Demo & Screenshots

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