Take the guesswork out of sending emails. Veloxy tracks if they are opened, or not, and gives you real-time alerts. So you can take prompt action to keep things moving forward.
When your email is forwarded to others, you can see that it was opened by multiple people on different devices in different locations. This gives you unique insight on the level of interest.
Create as many email templates as you need for any stage in the sales cycle, both for sends and replies. Even add attachments. For variations, simply edit one that exists, and save it with a new name.
Stop sending emails one-by-one, and avoid cut-and-paste mistakes. Using personalized templates, you can import a view from Salesforce and send emails to all its members at once.
Select an email thread, and Veloxy shows you the lead or contact with the opportunity details, right there in Outlook. So you know where you stand in the sales cycle, and what to do next.
In one click, you can save an email, as an activity on an account, prospect or opportunity. This cuts out so many steps, saves you time, and gives others on your team more details to go on.
If you create an appointment for a prospect, it is instantly saved as an event in Salesforce, and all the details are put in an Outlook calendar invite. You only need to check it and press send.
All emails you send out are logged in Salesforce for you. The subject line and time you sent it, is saved to the lead or contact record. Now you can review your email activity with ease.
If a prospect is not already in Salesforce, you can add it as a lead or contact in one click. The smart address search feature helps you find the address and it fills in the fields for you.