AI-Powered Field Sales Productivity
The Best Field Sales Software for
Salesforce Users.
- When Salesforce fits your team, performance scales fast.
Veloxy is the only platform built exclusively for field reps who live in Salesforce. Automate CRM updates, optimize sales routes, prioritize leads with AI-driven insights, and eliminate busywork—so your team can focus on selling, not software.
Work Smarter, Not Harder
Veloxy is a complete sales software solution that simplifies your teams’ daily work and puts them in control. Let them access all their essential business activities and info, like tasks, calendars, contacts, notes, and reports, in one seamlessly integrated single app.
Some of our Customers & Accolades
Designed by Sales Professionals,
For Sales Professionals
Veloxy was meticulously crafted by top field sales professionals to enhance sales team productivity. By consolidating their daily workflow into one user-friendly interface, Veloxy frees up time so your sales reps can devote more attention to every customer – putting their focus where it belongs.
With Veloxy, you quickly:
Optimize the sales process with just a few taps
Enable access to everything needed for a productive day
Help your teams engage with customers more effectively
Provide insights to improve performance over time
Access Information From Anywhere
One of the biggest challenges for busy sales professionals is the fragmentation of tools across different apps and desktop programs.
Your sales reps probably use different apps for calendars, tasks, contacts, notes, reports, and other information.
This means they have to spend a lot of time and effort bouncing between various apps to get their work done.
Key Tools in a Single App
Veloxy changes all that by integrating the most important tools into a single app. With Veloxy, the calendar, tasks, contacts, notes, and sales reports become accessible from a central hub.
What’s more, because Veloxy is a mobile app, your sales reps can access all their essential business tools, whether they’re at a desk or on the go. No more being stuck without access to important customer information or reports just because they aren’t at a computer.
Veloxy Helps Your Teams Succeed
With Veloxy, your business is accessible with just a few taps on a phone or mobile device. Streamlining essential business tools into one seamless experience, Veloxy saves your reps time and boosts their efficiency.
No more chaos—just simplicity and efficiency from a single source. The outcome? A sales team focused solely on your customers, providing higher quality service.
Optimize the Sales Process on the Go
With Veloxy, optimizing the sales process has never been easier. Key features like dynamically populated task lists, automated workflows, and detailed contact profiles ensure the sales process runs like a well-oiled machine:
Task Lists That Adapt to the Day
Veloxy’s intelligent task manager adapts to the daily to-do list based on the calendar, upcoming calls, meetings, and past activities. Tasks are automatically generated for follow-ups, next steps with prospects and clients, and campaigns. Your team will never miss an important task again!
Automated Workflows Save Time
Veloxy’s automated processes help simplify complex sales workflows that would require many manual steps. Everything is taken care of based on the activities in your sales pipeline. That means less time is wasted on repetitive tasks and more spent on revenue-generating activities.
Customizable Contact Profiles at a Glance
A single tap brings up a customer’s entire 360° profile – past interactions, opportunities, EVERYTHING, all in one view. Customizable fields ensure your teams have the correct data for EVERY conversation. Enhance sales efficiency and personalize engagement on-the-go with Veloxy.
Make Every Day Productive
Once all the tools and sales workflows are set up in Veloxy, getting your sales teams ready for a profitable day is simple. A few quick taps in Veloxy are all it takes:
Check the Task List and Review the Calendar
Your sales reps can see what’s planned for the day based on the calendar. Veloxy shows them the priority tasks for client meetings or follow-ups so they start the day with a clear purpose and defined aims.
They can see scheduled calls, meetings, and to-dos in one calendar view – and, if needed, make adjustments on the go.
Scan Important Contacts and Skim the Inbox
Veloxy lets your teams view concise profiles for key clients, prospects, or stakeholders at a glance. This allows them to quickly refresh on past discussions and ensure the proper context to move deals forward.
Your reps get a birds-eye view of new emails without switching apps, and they can flag essential messages to revisit later without missing a beat.
Check Yesterday's Metrics
With Veloxy, it only takes a moment to review sales KPIs like demos booked, new opportunities created, and more, to stay on top of the numbers.
With just a few taps, teams can cover all the bases for a highly productive work day. No more wasting time switching between disjointed apps and windows. Your business is optimized and accessible from morning to night.
Better Engage Customers
While productivity and process optimization are major benefits, Veloxy’s value comes from helping your teams build stronger customer relationships through personalized, data-driven interactions.
Key features like in-depth contact profiles, smart automated tasks, and robust analytics allow teams to engage customers better.
Tailored Interactions Drive Success
Detailed customer profiles in Veloxy give a 360-degree view of past interactions, pain points, next steps, and more. Addressing individual customer needs based on this intelligence strengthens meaningful connections.
Personalized follow-ups, emails, and meeting discussions move deals forward faster based on each customer’s unique situation.
Consistent Follow-Through Is Key
Automated tasks and workflows in Veloxy ensure nothing falls through the cracks. Prospecting emails, follow-up calls, and opportunity reviews are handled seamlessly behind the scenes. Customers appreciate this type of consistency and responsiveness, and it helps build trust over time.
Data-Driven Insights Guide Strategy
Actionable reports in Veloxy highlight top-performing sales reps, core customers, the most effective campaigns, and more. Armed with these insights, you can double down on the best strategies for your business and improve things in areas that need adjustment. The result is stronger customer relationships and increased sales.
By consolidating all customer profiles, automated processes, and analytical data in Veloxy, your sales teams can reach their full potential – building lasting partnerships through personalized and insightful customer engagement.
Succeed as a Team, Together
While optimizing productivity is invaluable, Veloxy shines when it’s used to empower your teams to take your business to the next level. Its key features unlock unprecedented visibility and collaboration at scale, including:
Full Workflow Transparency and Activity Reports
Veloxy’s sales intelligence gives managers real-time views of reps’ tasks, calls, notes, and pipelines. Custom dashboards show metrics like demos booked, opportunities won or lost, emails sent, and more. Full transparency across teams helps benchmark performance and identify strengths and weaknesses.
Streamlined Process Management and Collaborative CRM
Veloxy ensures consistent best practices across teams through custom workflows, auto-assigned tasks, and standardized processes managed from the central hub. Shared opportunity records, client profiles, and notes nurture natural teamwork. Isolated spreadsheets and overlapping efforts become a thing of the past.
On-Demand Coaching
Join calls, review emails, and provide guidance through Veloxy. Remote coaching keeps teams focused, wherever they are. Veloxy connects your sales organization, boosting visibility, process optimization, and collaboration, ensuring your teams exceed goals and quotas.
Start Streamlining Your Business Today
Are you ready to liberate your sales teams from disjointed tools and empower them to engage customers more effectively? Veloxy puts your business on the fast track to maximum productivity, streamlined processes, better collaboration, and breakout business success.
Launch your free trial today to experience the Veloxy difference without commitment. You’ll immediately see how much time and money Veloxy saves by integrating all your critical sales workflows into one seamless system.
Go ahead and get started, risk-free.
Enterprise-Class Implementation and Support
After implementing Veloxy, many clients consistently report breakthrough results across key metrics:
An increase in new contacts through streamlined prospecting
More deals closed per quarter with optimized sales processes
Increased rep productivity by removing redundant tasks
Shortened sales cycles with real-time tracking
Revenue growth year-on-year with optimized sales efforts
With Veloxy providing the workflow efficiency, sales intelligence, and connectivity needed, your teams will be well on the way to reaching their full potential.
Enterprise-Class Implementation and Support
For our enterprise clients, we go above and beyond to ensure a smooth onboarding and optimized ongoing experience. Our dedicated Enterprise Success team provides:
Customized Implementation
We conduct discovery calls to understand your unique workflow needs. Then, our implementation experts will configure Veloxy precisely to your requirements with customized fields, forms, permissions and more.
Data Migration Assistance
Don't want to rebuild your existing CRM data from scratch? Our data experts can help migrate all your contacts, accounts, deals, and activity history from other platforms to Veloxy.Training Sessions
Administrators and key users will receive personalized training. Our experts will train your sales teams on best practices for configuring the platform.
Priority Support
A dedicated support team provides 24/7 phone or email assistance. We handle implementation, support, and optimization in-house, ensuring a seamless Veloxy rollout and experience. Recognized by G2 for years, our white-glove services set enterprises up for success.
Salesforce Integration
While Veloxy is a powerful standalone solution, it can also integrate tightly with the Salesforce CRM platform many of our customers already rely on.
Synced Contact and Account Data
Contacts, accounts, deals, and activities are automatically synced between Veloxy and Salesforce, via Velxoy’s real-time bidirectional API integration. That means no more duplicate or out-of-date records.
Associated Emails and Tasks
Prospecting emails sent from Veloxy are logged as activities in Salesforce. Follow-up tasks in Veloxy trigger reminders in Salesforce, too, offering complete end-to-end visibility.
Automated Prospecting
Veloxy uses predefined prospecting workflows to send nurture sequences from Salesforce automatically. Qualified leads are scored through lead prioritization and moved to the pipeline.
Dynamic Lead Generation
AI-assisted lead capture forms in Veloxy populate Salesforce on form submittal. Dynamic routing assigns new leads to reps.
Centralized Pipeline Management
Sales teams manage opportunities more easily in Veloxy, updating key fields and monitoring pipeline health with a few clicks. Veloxy and Salesforce are fully synced for end-to-end visibility and management.
Stay Compliant With Integrated Tools
Veloxy provides built-in email marketing tools and safeguards that comply with global regulations like CAN-SPAM, CASL, and GDPR for email communications:
Address Validation and Template Approval
Contact list addresses are validated on upload and periodically to remove invalid or false emails. By making compliance features core to the platform, Veloxy empowers your marketing teams to achieve their outreach goals safely without burdening them with complex consent, list, or legal issues.
Consent Management and Unsubscribe Linking
The platform tracks customer communication preferences and consent histories to ensure only those individuals and businesses who opt in are contacted. Marketing emails are sent with visible, functional unsubscribe links as CAN-SPAM and CASL require.
Veloxy Lite Inbox Extension for Gmail and Outlook
Just imagine how much more revenue your sales teams would generate if they could manage the pipeline, customer engagement, opportunities, and calendar right from their inboxes. With Veloxy Lite, they can!
Do Your Team a Favor
Try Veloxy!
Ready to see how our sales software could drive 200% more revenue from your sales team? Schedule a free demo today.
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