# VELOXY

> The Best AI-Powered Field Sales Software for Salesforce Users.
Purpose: Provide actionable insights, tools, and resources for field sales and Salesforce CRM users.
Audience: Sales executives, sales managers, territory sales managers, regional sales managers, field sales reps, outside sales reps, sales enablement professionals, and Salesforce administrators worldwide.
Expertise: Field sales productivity, AI-powered automation, and CRM optimization.

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## Posts
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URL: https://veloxy.io/15-win-loss-analysis-questions/
Title: 15 Win-Loss Analysis Questions to Reinforce Your Sales Process
Category: Sales Best Practices
Author: Samir Majumdar
Publication Date: September 21, 2021
Updated Date: March 23, 2023

Summary:
This article provides a comprehensive guide to conducting win-loss analyses to strengthen sales processes by identifying why deals are won or lost. It defines win-loss analysis as the practice of gathering feedback from both customers and non-customers to understand decision-making factors, perceived strengths and weaknesses, and competitive positioning. The post outlines 15 detailed questions designed to uncover actionable insights, covering topics such as decision-making processes, key purchase influences, team interactions, product/service ratings, sales process timing, reasons for purchase or non-purchase, industry reputation, competitive differences, improvement suggestions, and additional feedback. The guide also explores questions about discovery sources, most valued features, areas for improvement, and factors that could have swayed a buying decision. Additionally, it presents “The 5 Rules of Successful Post-Decision Interviews,” emphasizing timely execution (within 3 months), a non-sales interview environment, possible outsourcing to unbiased third parties, the importance of perception, and the use of structured, metrics-based templates. The intended audience is sales leaders, account managers, and business development professionals seeking to improve sales outcomes and competitive edge. Readers will gain a ready-to-use question set, procedural guidelines for conducting effective post-decision interviews, and strategies for translating qualitative and quantitative feedback into sales process enhancements.

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URL: https://veloxy.io/sales-movies-and-tv-shows/
Title: The Ultimate List of Sales Movies & TV Shows
Category: Sales Best Practices
Author: Samir Majumdar
Publication Date: June 27, 2022
Updated Date: September 4, 2023

Summary:
This article curates a list of ten notable sales-focused movies and five television shows that inspire, educate, and motivate sales professionals. Drawing from client input, the post categorizes each entry with a brief synopsis, notable sales lessons, and viewing options. The movies range from high-pressure sales environments in “The Wolf of Wall Street,” “Boiler Room,” and “Glengarry Glen Ross,” to lighter, morale-boosting titles like “Tommy Boy” and “Cedar Rapids,” and emotionally resonant stories such as “The Pursuit of Happyness” and “Door to Door.” Each film is linked to specific sales traits—such as resilience, adaptability, client relationship building, and competitive drive—illustrated through memorable scenes and quotes. The list also includes “The Founder,” “Jerry Maguire,” and “The Internship,” emphasizing entrepreneurial mindset, personal connection, and problem-solving skills. The television selections—“Mad Men,” “Million Dollar Listings,” “The Office,” “Shark Tank” (and UK’s “Dragons’ Den”), and “The Profit”—highlight negotiation tactics, personal branding, sales persistence, and strategic thinking under scrutiny. The intended audience includes sales representatives, managers, trainers, and entrepreneurs seeking relatable and engaging portrayals of sales scenarios to spark creativity, reinforce best practices, or inspire team discussions. Readers will gain a curated viewing guide with clear takeaways for skill development, confidence building, and maintaining motivation during challenging periods.

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URL: https://veloxy.io/kpis-for-sales-operations/
Title: The 10 Essential KPIs for Sales Operations in 2023
Category: Sales Best Practices
Author: Samir Majumdar
Publication Date: September 5, 2022
Updated Date: September 4, 2023

Summary:
This article outlines 15 key performance indicators (KPIs) essential for evaluating and improving sales operations performance, organized into five metric categories: CRM metrics, sales funnel metrics, procedural metrics, sales resource KPIs, and financial KPIs. The opening section defines the scope of sales operations, noting responsibilities such as training sales agents, developing scripts, optimizing sales funnels, and improving lead generation, with the goal of increasing sales efficiency and ROI. Under CRM metrics, the guide covers Average Deal Value, Close Rate, and Upsell Rate. Sales funnel metrics include Pipeline Forecast, Open Opportunities, and Win Rate, helping assess pipeline health and conversion performance. Procedural metrics—Sales Cycle Length, Lead Generation Ratio, Lead Response Time, and Sales Forecast Accuracy—evaluate process efficiency. Sales resource KPIs, such as Sales Efficiency and Sales Agent Turnover Rate, focus on human capital management. Financial KPIs—Customer Lifetime Value (CLV), Customer Churn Rate, and Customer Acquisition Cost (CAC)—address the bottom-line impact of sales activities. Each KPI is explained with definitions, calculation methods, and its strategic importance. The intended audience is sales operations managers, revenue leaders, and business analysts seeking a structured approach to measuring team effectiveness and identifying improvement areas. Readers will gain a clear framework for tracking performance across operational, personnel, and financial dimensions, enabling more accurate forecasting, better resource allocation, and targeted process optimization.

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URL: https://veloxy.io/linkedin-inmail-guide/
Title: A Comprehensive Guide to LinkedIn InMail in 2024
Category: Sales Best Practices
Author: Samir Majumdar
Publication Date: October 4, 2023
Updated Date: January 3, 2024

Summary:
This guide offers an in-depth overview of LinkedIn InMail, a premium messaging feature enabling outreach to professionals beyond one’s immediate network. It defines InMail, explains its purpose in bypassing first-degree connection limits, and outlines three types: Free (Premium users), Paid (Sales Navigator/Recruiter Lite), and Sponsored (via LinkedIn Ads). The article details character limits—8,000 for message body—and stresses concise, structured writing. Benefits highlighted include higher visibility, average response rates of 18–25% compared to 3% for cold email, and expanded access for sales and recruiting. Best practices are covered through sections on crafting attention-grabbing subject lines, personalization based on recipient profiles, and clear, actionable calls-to-action. Additional guidance compares when to use InMail versus standard LinkedIn messages, managing and purchasing InMail credits, and optimizing send times (e.g., weekdays 6–8 am or 8–10 pm). The guide provides sample templates for sales outreach, collaborations, partnerships, and event invitations, emphasizing customization. Measurement advice includes tracking response rates, acceptance rates, and engagement to refine strategy. The intended audience includes sales professionals, recruiters, and business development specialists seeking to maximize LinkedIn outreach efficiency. Readers will gain a full framework for using InMail strategically, from message composition and timing to credit management and performance evaluation.

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URL: https://veloxy.io/sales-quota/
Title: Sales Quota: The Complete Guide to Hitting & Crushing Quota in 2024
Category: Sales Best Practices
Author: Samir Majumdar
Publication Date: March 23, 2023
Updated Date: January 20, 2024

Summary:
This comprehensive guide examines sales quotas—defined as measurable sales targets set for individuals or teams within a specific time frame—and provides detailed strategies for setting, meeting, and exceeding them. It outlines three primary time-based quota types (monthly, quarterly, annual) and differentiates quotas from sales targets and goals. The article explains the business importance of quotas, including motivating performance, monitoring results, setting realistic expectations, and improving profitability. A five-step process for setting effective quotas covers identifying the sales cycle, determining target volumes, considering historical performance, evaluating resources, and establishing attainable goals. Additional sections describe activity, revenue, and profit quotas, and contrast individual versus team quota structures. Practical guidance for meeting quotas includes prospecting, following a defined sales process, building relationships, collaborating with peers, setting clear goals, and using incentives. “Crushing” quota involves setting higher personal goals, analyzing sales data, continuous learning, focusing on performance metrics, encouraging healthy competition, and emphasizing teamwork. The guide also addresses tracking metrics such as sales attainment, volume, conversion rate, and sales cycle length, with tools including CRM, sales performance management software, and business intelligence platforms. The article concludes with a framework for diagnosing and correcting shortfalls through performance reviews, feedback, targeted improvements, and action plans. Intended for sales representatives, managers, and revenue leaders, it provides a structured, metrics-driven approach to quota management from planning to execution and recovery.

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URL: https://veloxy.io/jordan-belfort-quotes/
Title: Sales Quota: 20 Jordan Belfort Quotes to Inspire Salespeople
Category: Sales Best Practices
Author: Samir Majumdar
Publication Date: May 24, 2022
Updated Date: March 7, 2024

Summary:
This article compiles 20 selected quotes from Jordan Belfort—known both as “The Wolf of Wall Street” and as a high-energy sales seminar leader—curated to inspire and motivate sales professionals. Belfort’s statements emphasize persistence, confidence, emotional influence, rapport-building, and strategic selling behaviors. The quotes address themes such as creating one’s own circumstances, treating failure as a learning process, using urgency and emotional certainty to close sales, recognizing behavioral patterns, employing power words, balancing logic with emotion in persuasion, and sustaining enthusiasm to establish expertise. Other advice focuses on controlling the sales conversation, matching body language to build rapport, and understanding that multiple “no’s” often precede a “yes.” The piece also touches on practical skills like making consistent eye contact, leveraging pain points to prompt action, and resisting the urge to mirror unproductive buyer behavior. Each quote is presented in full with attribution, making the resource useful for personal reflection, team motivation, or sales training sessions. The intended audience includes inside and outside sales representatives, sales managers, and trainers seeking concise, memorable principles to reinforce high-performance mindsets and selling techniques. Readers will gain a condensed, high-impact reference of Belfort’s motivational and tactical guidance applicable to daily sales practice.

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URL: https://veloxy.io/the-wizard-of-sales-a-savvy-salesmans-guide-to-covert-hypnosis/
Title: The Wizard of Sales: A Savvy Salesman’s Guide to Covert Hypnosis
Category: Sales Best Practices
Author: Samir Majumdar
Publication Date: September 20, 2021
Updated Date: March 11, 2024

Summary:
This guide explores the concept of covert hypnosis—also known as “sleight of mouth”—and its application in sales to subtly influence prospects’ subconscious decision-making. It defines covert hypnosis as the practice of establishing unconscious communication without the subject’s awareness, often used in neuro-linguistic programming (NLP), and distinguishes it from traditional hypnotherapy. A key focus is on “pattern interrupt” techniques, which break habitual thought patterns to make individuals more receptive to suggestions. Four methods are detailed: Blocking (disrupting verbal or physical cues), Redirection (diverting focus through questions or reframing), System Overload (engaging multiple senses to overwhelm cognitive channels), and Confusion (using verbal ambiguity to pause thought processes). The article also presents six persuasion and hypnotic selling techniques: reframing a prospect’s mindset, repeating key points confidently, fostering authenticity, leveraging social proof, using precise and specific details, and creating perceived value. It emphasizes ethical use, understanding customer behavior patterns, and tailoring approaches to buyer personas. FAQs address the legitimacy of hypnosis in sales, the nature of hypnotic selling, and its adoption by high-performing professionals. Intended for sales representatives, managers, and trainers, the piece provides actionable methods for improving rapport, gathering information, and guiding prospects toward decisions through scientifically grounded psychological triggers.

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URL: https://veloxy.io/sales-resources/
Title: 10 Sales Resources to Help You Sell Faster and Easier
Category: Sales Acceleration
Author: Samir Majumdar
Publication Date: May 3, 2022
Updated Date: May 13, 2024

Summary:
This article presents a curated selection of 10 practical, non-promotional sales resources designed to help sales professionals improve efficiency and results. It emphasizes actionable tools and thought leadership from recognized experts and organizations, divided into five key categories: sales calculators, sales checklists, sales KPI dashboards, sales technology landscapes, and continuous learning resources. The calculators include HubSpot’s Sales Metrics Calculator and Veloxy’s Revenue Growth Calculator, both providing quick, customizable performance analysis. Checklist resources such as Process Street’s MEDDIC sales process checklist and Veloxy’s Sales Enablement Checklists help identify and close process gaps. KPI tracking is addressed through SBI Growth Advisory’s KPI Dashboard, enabling managers to monitor and optimize team performance. The sales technology landscape section recommends SBI/Nancy Nardin’s Enterprise SalesTech Landscape to guide tech stack decisions. Continuous learning options include recommended webinars (Veloxy, Dale Carnegie, Sandler Sales), podcasts (SBI Growth, Make It Happen Mondays, SalesGravy), eBooks (Veloxy, Sales Pop!, RingLead), and sales reports (Veloxy Strategic Five, LinkedIn’s State of Sales, Salesforce’s State of Sales). Each resource listing specifies cost, requirements, intended audience, and problem-solving focus. The intended audience is sales representatives, managers, and leaders seeking vetted, high-value resources without the distraction of marketing-heavy content. Readers will gain a targeted toolkit for accelerating sales performance, enhancing skill development, and making informed technology and process decisions.

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URL: https://veloxy.io/best-entry-level-sales-jobs/
Title: Best Entry Level Sales Jobs for College Graduates (Updated)
Category: Field Sales
Author: Samir Majumdar
Publication Date: March 16, 2022
Updated Date: May 20, 2024

Summary:
This comprehensive guide outlines the best entry level sales jobs for recent college graduates, with a focus on field sales roles offering high earning potential, skill development, and accelerated career growth. The article begins by noting that over half of all college graduates start their careers in sales, regardless of major. It covers six key sections: inspiring entry-level sales success stories, the best sales jobs, how to find a sales job, top job search engines, reasons to choose sales, and essential people skills. Four main reasons sales is ideal for graduates are explored: rapid advancement opportunities, network expansion, achievement recognition, and financial rewards. Notable case studies of Howard Schultz (Starbucks) and Mark Cuban illustrate real-world career trajectories beginning in sales. The guide details high-potential roles in pharmaceutical, software, and solar sales, and identifies leading employers such as Dell Technologies and Southern Glazer’s Wine and Spirits. A step-by-step job search strategy is provided, covering resume preparation, networking, online job boards, company research, interview readiness, skill development, and internships. A curated list of six recommended job search engines—LinkedIn Jobs, Indeed, Glassdoor, CareerBuilder, SimplyHired, and ZipRecruiter—concludes the piece. The target audience is recent college graduates seeking a structured path into sales, and readers will gain clarity on career options, actionable job search tactics, and industry-specific salary insights.

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URL: https://veloxy.io/networking-as-a-field-sales-representative/
Title: Improving Your Networking Game as a Field Sales Representative
Category: Field Sales
Author: Samir Majumdar
Publication Date: August 28, 2023
Updated Date: May 18, 2024

Summary:
This article outlines eight practical networking strategies tailored for field sales representatives, emphasizing persistence, opportunity readiness, and targeted relationship building. It begins by underscoring the competitive nature of sales and the importance of persistence, citing statistics showing that 80% of sales occur after the fifth contact, yet 90% of salespeople give up before reaching that point.

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URL: https://veloxy.io/sales-tech-stack-consolidation/
Title: Future-Proofing Your Sales Team: A Guide to Sales Tech Stack Consolidation
Category: Sales Best Practices
Author: Samir Majumdar
Publication Date: November 6, 2023
Updated Date: May 28, 2024

Summary:
This in-depth guide examines the challenges and solutions related to sales technology stack consolidation, providing a comprehensive roadmap for streamlining tools to enhance productivity, reduce costs, and improve sales execution. It begins by outlining the current state of sales tech stacks, where many teams use 10 or more tools—often leading to inefficiencies, data silos, integration challenges, and cognitive overload for sales representatives. Drawing on data from Salesforce’s State of Sales report, the article notes that 66% of reps feel overwhelmed by too many tools, and 69% of high-performing teams use AI to automate repetitive tasks. Key sections include the psychological impact of tool overload, the operational and financial benefits of consolidation, and best practices for evaluating new tools, such as defining objectives, prioritizing integration, ensuring scalability, seeking end-user feedback, testing before investing, and aligning with consolidation goals. The guide explains how replacing redundant tools with an all-in-one platform can lead to higher ROI and better team performance. Veloxy is presented as a case example, offering integrated capabilities for email marketing, cold outreach, route planning, Salesforce automation, and field sales operations. The target audience is sales leaders, operations managers, and decision-makers seeking to simplify tech environments while future-proofing their teams. Readers will gain an understanding of the hidden costs of bloated stacks, strategies for choosing the right consolidated solutions, and the measurable advantages of a lean, well-integrated sales tech stack.

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URL: https://veloxy.io/best-cold-call-opening-lines/
Title: 10 Best Cold Call Opening Lines for Sales Pros
Category: Sales Best Practices
Author: Samir Majumdar
Publication Date: September 28, 2022
Updated Date: January 5, 2024

Summary:
This article presents ten proven cold call opening lines designed to capture and maintain a prospect’s attention from the very start of a conversation. It emphasizes four key principles for successful openings: making the call about the prospect, respecting their time, offering value without strings, and building intrigue. Each of the ten opening lines is paired with three concrete examples, illustrating practical ways sales professionals can implement them. The openings cover a range of approaches, including expressing enthusiasm (“I am happy to be speaking with you today!”), creating urgency (“I was going to call you next week/month, but…”), personalizing outreach with congratulations, leading with a problem-solving question, leveraging client referrals, piquing curiosity with outcomes or research, prioritizing the prospect over their competitor, tying results to CEO recognition, referencing shared interests or recent events, and fostering healthy intra-office competition. Each section explains why the tactic works, the psychology behind it, and the impact it can have on call length and engagement. The content is intended for sales professionals—both inside and field sales reps—seeking practical, actionable cold call scripts that go beyond generic tips. Readers will gain a toolkit of customizable openers that can be adapted to different industries, prospect personas, and call contexts to increase engagement rates, reduce early hang-ups, and improve the likelihood of moving conversations toward a successful outcome.

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URL: https://veloxy.io/what-is-the-difference-between-a-hot-call-and-a-cold-call/
Title: What is the Difference Between a Hot Call and a Cold Call?
Category: Sales Best Practices
Author: Samir Majumdar
Publication Date: April 5, 2022
Updated Date: May 20, 2024

Summary:
This article defines and compares three primary phone outreach strategies in sales—cold calling, warm calling, and hot calling—detailing their meanings, use cases, advantages, and disadvantages. It opens by noting the declining use of phones in sales due to expanded technology stacks, buyer control over the purchasing process, and sales rep reluctance. Cold calling is described as reaching out to prospects with no prior contact or interest, often facing gatekeepers, low success rates, and high burnout. Warm calling refers to contacting leads or customers who have had prior interactions or outreach guided by sales intelligence such as job changes or promotions, making calls more relevant and better received. Hot calling has two definitions: initiating calls after prior contact via other channels, or calling prospects who have explicitly expressed interest, often through inbound actions. The article includes a detailed pros-and-cons comparison table for each approach, highlighting factors such as speed, reception, relationship-building potential, budget needs, and ROI. It concludes by stressing that all three methods can be valuable, with applicability depending on team roles—inside sales tending toward cold calls, outside sales toward warm and hot calls—and advancements in sales technology enabling greater flexibility. The content is intended for sales leaders, managers, and reps seeking to optimize their phone outreach mix and understand how each tactic fits into modern sales strategies.

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URL: https://veloxy.io/b2b-cold-email-templates/
Title: Steal Our 10 B2B Cold Email Templates (to 2X Response Rates)
Category: Sales Best Practices
Author: Samir Majumdar
Publication Date: November 16, 2022
Updated Date: September 4, 2023

Summary:
This guide presents ten B2B cold email templates designed to increase reply rates, supported by benchmarks such as Campaign Monitor’s 10% average and the author’s goal of 25% or higher. Authored by Samir Majumdar with expert contributions from Kyle Borner, it emphasizes sales-owned messaging and practical execution. Each template includes a subject line, sample body copy, best-time-to-send recommendations, and a “How to use this template” checklist. Scenarios addressed include holiday and weekend outreach, wrong-number verification, geo-based travel notifications, senior-decision-maker appeals, end-of-period momentum pushes, value proposition offers, social proof references, client video endorsements, urgency-driven follow-ups, and KPI-focused metrics pitches. The article details supporting tactics such as Salesforce segmentation, email tracking, field-visit mapping, ABS data enrichment, and progressive profiling. Intended for B2B sales representatives, account executives, field sales reps, sales managers, and marketers supporting outbound campaigns, it provides ready-to-use templates alongside sequencing strategies to pair emails with calls, voicemails, and LinkedIn outreach. Related resources on deliverability, tracking, and email fundamentals are linked for further skill development.

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URL: https://veloxy.io/how-to-change-your-signature-in-outlook-gmail/
Title: How to Change Your Signature in Outlook & Gmail
Category: Sales Best Practices
Author: Sauvik Sarkar
Publication Date: May 9, 2022
Updated Date: February 2, 2024

Summary:
This article provides detailed, step-by-step instructions for updating or creating email signatures in Outlook (desktop, iPhone, Android) and Gmail (desktop, iPhone, Android), aimed at sales professionals and other users who want to optimize their signatures for improved response rates. It begins by noting that while 13% of publicly listed companies use Outlook or Gmail exclusively, most use a mix of email platforms, and both can make basic features like signature editing difficult to locate. The guide is organized by platform and device, with each section breaking down the navigation steps required to access signature settings, edit or create a signature, and save changes. Instructions cover Microsoft 365 and multiple Outlook versions, the Outlook mobile apps, Gmail’s web interface, and Gmail mobile apps, with clear sequences for both iOS and Android. The article also points out similarities between iPhone and Android processes for each platform to help users transition between devices. A closing section suggests ways to improve response rates through strategic use of calls to action in signatures and notes the potential of integrating Drift chat with email signatures. The content is intended for sales reps, marketers, and business users seeking to manage their professional email presence efficiently across devices and platforms.

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URL: https://veloxy.io/email-tracking-for-salesforce/
Title: Email Tracking for Salesforce Users: The Complete Guide
Category: Salesforce Automation
Author: Sauvik Sarkar
Publication Date: May 30, 2022
Updated Date: June 3, 2024

Summary:
This comprehensive guide explains how Salesforce users can leverage email tracking to improve sales performance, follow best practices, and engage prospects at the right time. Drawing from Salesforce’s State of Sales Report, it highlights that top-performing salespeople are significantly more likely to track customer communication history, particularly beyond basic call or meeting records. The article defines email tracking as the continuous monitoring of messages in a recipient’s inbox, including metrics such as open times, link clicks, forwards, locations, and device usage, facilitated by an invisible tracking pixel. It describes Salesforce’s built-in email tracking capabilities and their limitations, the Salesforce Inbox app, and the broader Salesforce AppExchange marketplace with over 3,400 apps. A three-part checklist for selecting an email tracking app emphasizes integration with Gmail or Outlook and a Salesforce Sidebar, automation of Salesforce activity tied to emails, and automated lead prioritization using sales AI. The guide identifies three primary user groups—inside sales, field sales, and job applicants—explaining how each benefits from email tracking in their workflows. It also addresses questions about blocking tracked emails, adoption challenges, and practical scenarios for use in meetings and outreach. The content is intended for Salesforce users, sales managers, and other professionals seeking to improve productivity, prioritize leads, and time their engagement for higher conversion rates.

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URL: https://veloxy.io/email-deliverability-salesforce/
Title: How to Improve Email Deliverability (5 Steps for Salesforce Users)
Category: Sales Best Practices
Author: Sauvik Sarkar
Publication Date: September 13, 2022
Updated Date: June 3, 2024

Summary:
This detailed guide provides Salesforce users with a five-step framework to improve cold email deliverability rates to as high as 98–100%. It begins by highlighting the impact of poor deliverability on sales outreach and introduces Step 1—auditing email deliverability—covering blacklist checks, IP quality analysis, sender score evaluation, and test emails. Step 2 advises separating cold email outreach from opt-in email marketing to protect sender reputation, explaining features like email throttling, inbox warming, and send limits, and naming tools such as Lemlist, Mailshake, and Autoklose. Step 3 recommends using a custom sender domain to shield the main company domain from spam penalties, with examples of alternative domain formats. Step 4 emphasizes adding SPF, DKIM, and DMARC records to DNS to verify authenticity and prevent phishing, including brief definitions and setup resources. Step 5 addresses Salesforce-specific considerations, including shared IP risks, using the Test Deliverability function, and integrating Salesforce with cold email solutions from AppExchange. Designed for SDRs, sales managers, Salesforce administrators, and inside/field sales teams, the post combines technical setup, process recommendations, and software guidance to safeguard domain reputation, ensure consistent inbox placement, and maximize the success of email campaigns.

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URL: https://veloxy.io/sales-messaging/
Title: Create an Effective Sales Messaging Strategy for 2024
Category: Sales Best Practices
Author: Samir Majumdar
Publication Date: June 21, 2023
Updated Date: June 3, 2024

Summary:
This article provides a comprehensive guide to building an effective sales messaging strategy for 2024, emphasizing the importance of aligning communication with target audience needs to drive engagement and conversions. It outlines the foundational steps of defining a target audience, establishing clear value propositions, and ensuring alignment between sales and marketing teams for consistent messaging across all touchpoints. The piece details three core components of a sales messaging framework—customer-centric approach, storytelling and emotional connection, and data-driven insights—and explains how these elements work together to build trust and relevance. Key sections offer actionable guidance on personalization techniques, proactively addressing objections, and crafting compelling calls-to-action. The article also discusses implementation and optimization through training and enablement, measuring performance via KPIs such as conversion rates and customer lifetime value, and adapting to market changes and customer feedback. Case studies are referenced to illustrate successful applications of these strategies. Intended for sales professionals, managers, and business leaders, the content equips readers with practical steps to create messaging that resonates with prospects, addresses unique business pains, and evolves with changing market conditions.

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URL: https://veloxy.io/field-sales-engagement/
Title: How to Maximize Field Sales Engagement on the Road (3 Steps)
Category: Field Sales
Author: Samir Majumdar
Publication Date: November 23, 2022
Updated Date: May 20, 2024

Summary:
This detailed guide outlines a three-step process for maximizing field sales engagement during on-the-road visits with prospects, leads, and customers. Acknowledging the resurgence of face-to-face meetings post-COVID, it emphasizes the importance of planning, automation, and responsiveness to buyer signals. Step 1 focuses on optimizing travel plans and routes, recommending pre-trip drip campaigns to fill calendars and using route planners to identify drop-in opportunities between scheduled meetings. Step 2 highlights automating email and phone outreach through AI-driven lead prioritization, enabling reps to execute targeted email blasts and call blitzes in minimal time. Step 3 centers on tracking and responding to buyer signals in real time, such as email engagement notifications and LinkedIn profile views, to time outreach for maximum impact. The article also provides an eight-point checklist for selecting field sales engagement software, covering user interface, mobile capability, segmentation, automation, analytics, CRM integration, real-time alerts, and customer support. Additional sections define sales engagement, explain its role in outside sales, and compare leading tools—Veloxy, Salesforce, and Sales Rabbit—while noting Veloxy’s advantages in mobility, AI, and route optimization. Intended for field sales representatives, managers, and business development professionals, the content equips readers with actionable strategies and technology recommendations to increase meeting volume, improve productivity, and convert more opportunities during travel.

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URL: https://veloxy.io/how-to-find-someones-phone-number-and-email-address/
Title: How to Find Someone’s Phone Number and Email Address
Category: Field Sales
Author: Samir Majumdar
Publication Date: January 29, 2024
Updated Date: July 23, 2024

Summary:
This detailed guide provides field sales representatives and other professionals with practical methods for locating a prospect’s phone number and email address, emphasizing efficiency, legality, and respect for privacy. It explains the inherent link between phone numbers and email addresses due to their joint use in online account creation and outlines multiple approaches for finding each type of contact information. Key methods for locating phone numbers include scanning social media profiles (particularly LinkedIn), applying Google search operators, conducting reverse phone lookups via platforms such as TrueCaller, AnyWho, and WhitePages, and using online directories. Additional tools like Hunter.io are discussed for domain-based email discovery, which can then be paired with phone lookup services. The article also covers using Veloxy’s mobile and inbox integration features to discover contacts, access geo-targeted prospect data, and log activity in Salesforce. Methods for finding email addresses mirror those for phone numbers, with an emphasis on Google searches, social media, corporate website patterns, and specialized tools such as UpLead and Lead411. The piece concludes with guidelines for respecting privacy, staying within legal boundaries, and avoiding intrusive or unethical practices. Designed for field sales reps, business development professionals, and marketers, the content offers actionable, tool-based strategies to streamline prospecting, reduce time wasted on unverified leads, and increase the likelihood of making timely, well-informed outreach.

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URL: https://veloxy.io/pipeline-management-in-salesforce/
Title: Pipeline Management in Salesforce: Everything You Need to Know
Category: Salesforce Automation
Author: Samir Majumdar
Publication Date: May 9, 2023
Updated Date: July 23, 2024

Summary:
This comprehensive guide examines the principles, challenges, and best practices of pipeline management within Salesforce, with additional insights into how Veloxy enhances these capabilities. The article begins by defining the sales pipeline as the sequence of stages a potential customer moves through—from lead generation and qualification to opportunity creation, engagement, and closing. It describes how effective pipeline management increases sales efficiency, improves forecasting accuracy, and fosters team collaboration. Key challenges such as lack of visibility, inconsistent sales processes, and poor lead qualification are addressed, with Salesforce presented as a solution through centralized data management, workflow automation, and analytics-driven decision-making. The content details how Veloxy integrates with Salesforce to provide intelligent prospecting, lead prioritization, personalized engagement, and real-time analytics. A case study of Vast Networks illustrates measurable improvements in pipeline size, revenue, sales adoption, and forecasting accuracy after implementing both tools. The article concludes with actionable best practices, including automation use, lead segmentation, data cleansing, regular pipeline reviews, and continuous improvement strategies. This resource is intended for sales leaders, managers, and operations professionals seeking to optimize pipeline performance, align team processes, and leverage technology for more predictable and scalable sales outcomes.

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URL: https://veloxy.io/open-ended-sales-questions/
Title: 15 Open-Ended Sales Questions to Close More Deals
Category: Sales Best Practices
Author: Samir Majumdar
Publication Date: February 17, 2023
Updated Date: July 18, 2024
Summary:  
This article explains how open-ended sales questions can improve prospect engagement, uncover deeper needs, and increase closing rates. It begins by defining open-ended questions as those that encourage prospects to elaborate rather than respond with a simple “yes” or “no.” The content is structured to guide sales professionals on why these questions are effective in building rapport, identifying pain points, and revealing decision-making processes. The core of the post is a curated list of 15 open-ended sales questions designed to elicit detailed responses at various stages of the sales cycle. Each question includes a brief explanation of its purpose, the type of insight it can generate, and how it can be adapted to different industries or customer profiles. The article also highlights best practices for using open-ended questions, such as active listening, asking follow-up questions, and tailoring phrasing to the prospect’s communication style. The target audience is sales representatives, account executives, and business development professionals seeking to improve discovery calls, needs assessments, and relationship building. Readers will leave with actionable question templates they can immediately apply to their next prospect conversation.

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URL: https://veloxy.io/elevator-pitch-examples/
Title: Elevator Pitch Examples: How to Sell in 30 Seconds or Less
Category: Sales Best Practices
Author: Samir Majumdar
Publication Date: March 16, 2023
Updated Date: July 18, 2024
Summary:  
This article is a detailed guide to crafting elevator pitches—short, persuasive statements that communicate your value in 30 seconds or less. It defines what an elevator pitch is, why it is essential for sales professionals, entrepreneurs, and job seekers, and how it can create strong first impressions. The content breaks down the elements of a high-impact pitch, including clarity, audience targeting, a compelling value proposition, and a call-to-action. It stresses the importance of tailoring your pitch to the listener and delivering it with confidence, appropriate pacing, and effective body language. The post features real-world elevator pitch examples from various industries, illustrating both best practices and common mistakes. It also outlines a step-by-step framework for developing your own pitch, from identifying your unique value to refining your message through practice. Intended for sales reps, business owners, founders, and professionals seeking career opportunities, the article equips readers with actionable techniques to create concise, memorable pitches that capture attention and open doors for further conversation.

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URL: https://veloxy.io/treat-others-how-you-want-to-be-treated/
Title: Golden Rule of Sales: Treat Others How You Want to be Treated
Category: Sales Best Practices
Author: Samir Majumdar
Publication Date: July 25, 2022
Updated Date: July 23, 2024

Summary:
This article explores the application of the Golden Rule—treating others as you would want to be treated—to modern sales practices, highlighting its relevance in today’s customer-driven marketplace. It begins by tracing the principle’s roots across civilizations and religions, emphasizing its moral universality, then adapts it to sales as “Sell to others however you would have them sell to you.” The piece outlines three core behavioral forms of the Golden Rule—promoting positive behavior, preventing negative behavior, and encouraging empathetic behavior—and parallels them with sales-specific practices such as acting as a trusted advisor, offering personalized experiences, and investing in the customer’s success. It discusses the shift away from quota-driven selling toward building trust and delivering value proactively, supported by 2019 Salesforce research on buyer expectations. A dedicated section examines how sales technology can automate the Golden Rule, including centralizing intelligence, leveraging data-driven insights, and fostering cross-departmental collaboration. The article also features three quotes from sales experts Steve Lander, Tony Morris, and Brian Tracy, reinforcing the client-first mindset. Intended for sales professionals, managers, and organizations seeking to enhance customer loyalty and experience, this resource provides practical strategies, moral framing, and technological solutions to integrate the Golden Rule into everyday sales engagement.

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URL: https://veloxy.io/field-sales-representative-and-manager/
Title: Field Sales Representatives & Managers: The Complete Guide
Category: Field Sales
Author: Samir Majumdar
Publication Date: February 22, 2023
Updated Date: July 23, 2024

Summary:
This in-depth guide covers all aspects of field (outside) sales for both sales representatives and managers. It explains how field sales differs from inside sales, highlighting that reps travel within a territory to meet customers in person. It outlines the industries where field sales is most common and details the responsibilities of field sales reps—prospecting, relationship-building, presentations, closing, and account management—along with the personal traits linked to success such as adaptability, communication skills, persistence, and organization. Career guidance includes pros and cons of the role, earning potential, and job search resources. The manager section focuses on leadership duties including team oversight, target setting, coaching, data analysis, and cross-functional collaboration, plus qualifications and salary ranges. The article addresses common field sales challenges such as time management, productivity, limited technology access, reduced face-to-face time, and communication barriers, offering strategies like personalization, trust-building, leveraging CRM and sales enablement tools, social selling, and proactive prospecting. A section on sales tools covers CRM, mobile apps, automation, analytics, and online meeting software, including examples of Salesforce-integrated mobile stacks. The conclusion emphasizes field sales’ role in providing personalized customer experiences, accelerating sales cycles, and gathering valuable feedback.

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URL: https://veloxy.io/field-marketing/
Title: Mastering Field Marketing: Strategies for Impactful Brand Presence
Category: Field Sales
Author: Samir Majumdar
Publication Date: January 18, 2024
Updated Date: July 23, 2024

Summary:
This comprehensive guide defines field marketing as an in-person, experience-led approach that leverages localized activations to build brand awareness, influence purchase decisions, and support the sales pipeline. It contrasts field marketing with traditional mass-media efforts, emphasizing the importance of direct interaction, community-level relevance, and measurable sales contribution. The article outlines three core components—product sampling and demonstrations, in-person events and experiences, and street/guerrilla promotions—detailing their goals, when to use them, and operational considerations. It explains team structure, including the strategic role of field marketing managers, the customer-facing work of field marketing representatives, and the reach extension provided by brand ambassadors and influencers. Strategic development focuses on aligning with sales and marketing objectives, understanding target audiences, and using metrics such as CAC, LTV, ROI, and ROAS for continuous optimization. A digital integration section discusses QR/NFC tools, social media, SEO/paid ads, and email as complements to offline engagement, as well as virtual events for extended reach. The guide also explores the relationship between field marketing and field sales, highlighting differences, synergies, and lead handoff processes. A short FAQ clarifies common distinctions and references a downloadable resource, “The Strategic Seven,” for further guidance.

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URL: https://veloxy.io/what-is-team-selling/
Title: What is Team Selling and Why it Matters Post-Pandemic
Category: Field Sales
Author: Samir Majumdar
Publication Date: June 20, 2022
Updated Date: July 23, 2024

Summary:
This guide explores the concept of team selling—where sales representatives involve colleagues from other departments such as marketing, product development, customer service, and the C-suite in the sales process—and its heightened relevance in the post-pandemic business environment. It defines team selling’s core purposes: providing customers with diverse, specialized advice; increasing customer value perception; and shortening the sales cycle. The article examines its benefits for both field and inside sales. For field reps, collaboration prevents leads from going cold during extended travel periods, boosts personalization, and offers a competitive edge over single-rep proposals. For inside sales, it enhances authority, builds cross-departmental relationships, and improves information access. A comparison with personal selling highlights team selling’s advantages in revenue generation, morale, optimism, and productivity through shared intelligence and resources. The piece also offers a three-step Salesforce implementation roadmap: enabling team selling features, defining user roles via Account Teams, and reviewing the sales tech stack for integration and efficiency, with emphasis on vetted Salesforce AppExchange tools. Drawing parallels to team sports, the author underscores the importance of leveraging teammates’ strengths to outperform competition. The content targets sales professionals, managers, and organizations seeking to improve engagement, streamline processes, and enhance performance through collaborative selling strategies.

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URL: https://veloxy.io/salesforce-adoption-challenges/
Title: 5 Major Salesforce Adoption Challenges (And How to Avoid Them)
Category: Salesforce Automation
Author: Samir Majumdar
Publication Date: November 21, 2022
Updated Date: July 23, 2024

Summary:
This comprehensive guide outlines five major challenges sales managers face when driving Salesforce adoption—lack of communication and involvement, low login and usage rates, excessive data entry, poor data quality, and tech stack failures—and provides actionable strategies to address each. It emphasizes the risk these challenges pose to demonstrating Salesforce’s ROI to executives and sustaining user engagement. For each challenge, the article details causes, such as insufficient training, “big brother” fears, over-complexity, and fragmented tool integration, supported by industry statistics like the 166 annual hours sales reps spend on data entry. Solutions focus on improving communication, empowering champion users, extending Salesforce access via Gmail/Outlook and mobile apps, leveraging automation and data enrichment tools, and streamlining the tech stack. The guide also references related resources, including adoption principles, automation setup tips, and recommended Salesforce apps. Targeted at sales managers and leaders, it offers step-by-step methods for reducing non-selling activity, enhancing data integrity, and aligning Salesforce functionality with sales team workflows, ultimately increasing usage rates, productivity, and cross-departmental collaboration.

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URL: https://veloxy.io/cold-calling-meme/
Title: Best Cold Calling Memes of 2024 (Updated): Pick Your Favorite & Win!
Category: Sales Best Practices
Author: Samir Majumdar
Publication Date: December 15, 2021
Updated Date: January 22, 2025

Summary:
This lighthearted post presents 45 curated cold calling memes that humorously reflect the realities, challenges, and quirks of sales outreach, updated for 2024 and tied to a contest where readers can vote for their favorite to win a three-month Veloxy subscription. Each meme is described in context, using popular cultural references—from Bernie Sanders and Squid Game to The Matrix and Oprah—to highlight scenarios familiar to SDRs, BDRs, and field reps, such as dealing with rejection, gatekeepers, unrealistic sales targets, tech stack frustrations, and CRM data entry burdens. Many entries illustrate the persistence, resilience, and adaptability required in cold calling, alongside the humor found in daily challenges like hitting quotas early, awkward call openers, and onboarding gaps. Some memes tie directly to practical advice, including using predictive analytics, integrating dialers with CRMs, leveraging buyer intent signals, and personalizing outreach. The post’s structure invites readers to browse, relate, and engage through the voting mechanism, making it both entertainment and a community touchpoint for sales professionals seeking a morale boost while acknowledging the shared grind of cold calling.

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URL: https://veloxy.io/the-wolf-of-wall-street-book/
Title: Discovering The Wolf of Wall Street Book by Jordan Belfort
Category: Sales Best Practices
Author: Samir Majumdar
Publication Date: July 23, 2023
Updated Date: January 22, 2025

Summary:
This page provides a comprehensive overview of *The Wolf of Wall Street*, Jordan Belfort’s memoir chronicling his meteoric rise and dramatic fall as head of the brokerage firm Stratton Oakmont. Aimed at readers interested in finance, entrepreneurship, and cautionary tales of excess, the article outlines Belfort’s journey from humble beginnings to leading a culture of greed, indulgence, and questionable financial practices that culminated in a federal conviction and prison sentence. The content describes key figures such as Donnie Azoff, Naomi Lapaglia, and Mark Hanna, and examines major events including high-stakes deals, lavish lifestyles, and legal downfall. Themes of greed, corruption, and the consequences of unethical conduct are emphasized, with lessons for modern investors and entrepreneurs on avoiding similar pitfalls. The page also details the book’s adaptation into a major motion picture by Martin Scorsese, comparing narrative choices between the book and film, highlighting memorable scenes, and discussing critical reception. It explores the work’s cultural impact, its parallels to Tom Wolfe’s *The Bonfire of the Vanities*, and its influence on Wall Street perceptions. Additional sections address reader reviews, criticisms, and related book recommendations, including Belfort’s sequel *Catching the Wolf of Wall Street*. Overall, the article positions the memoir as both an engaging narrative and a cautionary resource for those navigating the complexities of business ethics and financial ambition.

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URL: https://veloxy.io/how-does-email-tracking-work/
Title: How Does Email Tracking Work? Guide for Outlook & Gmail
Category: Sales Best Practices
Author: Sauvik Sarkar
Publication Date: July 6, 2022
Updated Date: January 23, 2025

Summary:
This comprehensive guide explains the mechanics, benefits, and limitations of email tracking for sales professionals using Outlook and Gmail. It begins by likening email tracking to postal Proof of Delivery, detailing how tracking software uses invisible 1×1 pixel images to record when an email is opened, links are clicked, attachments downloaded, and messages forwarded. The article covers what tracking pixels are, how they work, and the types of engagement data they collect, including device type, geolocation, engagement duration, and forwarding frequency—while clarifying that sensitive personal information is not gathered. Key sections outline two major benefits: improving buyer personas through inbox behavior insights and increasing sales efficiency by optimizing send times and content. The guide also addresses three limitations: errors caused by email preview panes, the impact of strong security settings, and the trade-off between open rates and reply rates. Practical advice is provided for avoiding spam folders, maintaining deliverability, and respecting data privacy. Step-by-step instructions for enabling email tracking in Outlook (via Microsoft AppSource) and Gmail (via Chrome Web Store) are included, along with vendor selection tips. The piece emphasizes ethical considerations, GDPR compliance, and strategic use of tracking to boost engagement, forecasting accuracy, and overall sales effectiveness.

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URL: https://veloxy.io/maximizing-salesforce-roi-in-2023/
Title: Maximizing Salesforce ROI in 2025: Strategies and Metrics to Consider
Category: Salesforce Automation
Author: Samir Majumdar
Publication Date: August 16, 2023
Updated Date: February 4, 2025

Summary:
This in-depth guide outlines strategies, metrics, and best practices for maximizing Salesforce return on investment (ROI) in 2025, addressing the challenge of achieving measurable results faster than the industry-average 13-month payback period. It explains the importance of Salesforce ROI as a measure of CRM effectiveness and details the key factors influencing it—user adoption, data quality, and customization and integration—while offering actionable methods for improvement such as self-service features, employee training, automation, and establishing data standards. The post breaks down essential metrics across sales (lead conversion, deal closure, revenue growth), marketing (campaign effectiveness, lead generation, conversion rates), and customer service (CSAT, NPS, resolution times) to monitor ROI through dashboards and reports. Strategies to boost ROI include aligning Salesforce with business goals, leveraging automation and AppExchange solutions, improving process efficiency, and using ROI calculators. The article also covers ongoing monitoring, adapting strategies to evolving needs, and drawing insights from case studies of successful implementations. Common challenges like adoption resistance, poor data quality, and integration complexity are addressed with practical solutions. Finally, it emphasizes the value of engaging external experts for customization, integration, and optimization, highlighting their role in accelerating ROI and aligning Salesforce performance with organizational objectives for sustained business growth.

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URL: https://veloxy.io/increase-sales-productivity/
Title: Field Sales: How to Improve Your Sales Productivity Quickly
Category: Field Sales
Author: Samir Majumdar
Publication Date: January 1, 2024
Updated Date: February 6, 2025

Summary:
This comprehensive guide for field sales leaders outlines practical, measurable strategies to quickly improve sales productivity amid competitive pressures and limited resources. It begins by defining sales productivity as the conversion of inputs—time, effort, and resources—into revenue, emphasizing its role in profitability. The article details how to measure productivity using metrics such as conversion rates, revenue growth, customer profitability, contact-to-conversion ratios, outreach volume, and revenue per salesperson. It identifies common productivity barriers, including unqualified leads, vague processes, repetitive tasks, and unrealistic goals. The core of the content provides eight actionable strategies: improving lead prospecting through targeted research, scoring, outreach, and qualification; leveraging technology to streamline scheduling, data entry, and analytics; investing in sales training to enhance skills and customer engagement; setting balanced, motivating sales objectives; creating a defined, repeatable sales process; assigning territories strategically to prevent overlap; eliminating unnecessary meetings; and celebrating small wins to maintain morale. Each section includes specific benefits, such as faster onboarding, improved decision-making, and increased conversion rates. The guide concludes with the broader benefits of enhanced productivity—resource optimization, competitive advantage, cost savings, shorter sales cycles, and higher revenues—framing these improvements as essential to sustaining growth in a challenging market.

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URL: https://veloxy.io/sales-productivity-metrics/
Title: Boost Your Team’s Efficiency: Top Sales Productivity Metrics to Track in 2024
Category: Sales Best Practices
Author: Samir Majumdar
Publication Date: January 30, 2024
Updated Date: February 6, 2025

Summary:
This in-depth guide explains the most impactful sales productivity metrics sales leaders should track to improve efficiency, streamline processes, and boost revenue. It defines sales productivity metrics as essential indicators for evaluating sales performance, resource allocation, and goal achievement, and emphasizes their role in identifying strengths, weaknesses, and opportunities for improvement. The article focuses on three core metrics: lead response time, conversion rate by sales funnel stage, and quota attainment, detailing how to measure each, interpret results, and implement strategies for improvement. It also covers additional sales activity metrics—number of calls made, email open and response rates, and meetings scheduled and held—highlighting how these provide granular insights into daily sales operations. The content outlines best practices for leveraging CRM tools to track metrics, aligning sales and marketing teams for maximum productivity, overcoming challenges like data overload and lack of standardization, and setting goals and incentives tied to performance data. Continuous improvement is stressed, with recommendations for monthly or quarterly reviews to ensure metrics remain relevant. Designed for sales managers, executives, and operations leaders, the guide offers a structured, data-driven framework to measure and enhance sales productivity systematically.

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URL: https://veloxy.io/best-mobile-crm-apps/
Title: Best Mobile CRM Apps to Boost Your Sales Productivity
Category: Salesforce Automation
Author: Samir Majumdar
Publication Date: June 20, 2024
Updated Date: February 6, 2025

Summary:
This comprehensive guide reviews the top mobile customer relationship management (CRM) applications for enhancing sales productivity in 2025. It begins by explaining the role of mobile CRM apps in enabling sales teams—particularly field and outside sales reps—to manage customer relationships, track activities, and access data from smartphones or tablets. Key selection criteria are discussed, including intuitive user interfaces, integration with tools like email, calendars, and social platforms, offline access, customization, and security. The article then profiles six leading solutions. Veloxy is highlighted for its Salesforce and email integration, predictive analytics, offline capabilities, and sales rep–oriented design. Salesforce Mobile offers customization, strong integration, and robust analytics within the Sales Cloud suite. Zoho CRM emphasizes affordability, flexibility, and broad third-party app integration. HubSpot CRM provides a free, user-friendly platform with pipeline management and analytics, ideal for small to midsized businesses. Pipedrive focuses on visual pipeline management and automation to reduce manual tasks. Insightly combines CRM with project management, enabling contact, sales, and project tracking in one app. The piece also notes additional CRMs like ActiveCampaign, Salesflare, and Freshworks CRM, and advises considering features such as push notifications, route planning, and automated data entry. Targeted at sales managers, executives, and reps seeking mobile solutions, the guide provides a structured overview to help teams select a CRM that fits their workflow and maximizes efficiency.

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URL: https://veloxy.io/shorten-sales-cycle/
Title: 13 Strategies to Shorten Your Sales Cycle
Category: Sales Acceleration
Author: Samir Majumdar
Publication Date: January 2, 2025
Updated Date: February 13, 2025

Summary:
This in-depth guide by Samir Majumdar provides a comprehensive framework for shortening the sales cycle to increase efficiency, close deals faster, and improve profitability, particularly in B2B environments. It begins by defining the sales cycle, its stages—prospecting, engagement, qualification, presentation, objection handling, and closing—and explaining its importance for aligning sales and marketing teams. The article outlines how to analyze and map the current cycle, identify bottlenecks, and use metrics like lead response time, conversion rates, deal size, and cycle length to guide improvements. Thirteen detailed strategies are presented, including effective lead qualification with BANT and CRM tools, sales-marketing alignment, CRM automation, standardized processes, targeted training, consultative selling, leveraging testimonials, clear communication, content marketing, automation and AI, reducing decision-making time, addressing objections early, and transparent pricing with strong negotiation. A case study of Vast Networks demonstrates practical application, showing how combining these strategies with Veloxy’s CRM automation led to rapid sales growth, increased funnel size, and higher deal volume. The article concludes by emphasizing continuous process evaluation, adaptation, and team support to maintain momentum and achieve long-term sales success.

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URL: https://veloxy.io/salesforce-is-the-best-crm-for-field-sales/
Title: 20 Key Reasons Why Salesforce is the Best CRM for Field Sales
Category: Field Sales
Author: Samir Majumdar
Publication Date: April 25, 2023
Updated Date: February 19, 2025

Summary:
This detailed article by Samir Majumdar outlines twenty specific reasons why Salesforce is the leading CRM platform for field sales teams, emphasizing its ability to enhance productivity, streamline workflows, and support sales growth. It defines a Field Sales CRM, explains its importance for industries like payment processing, solar, and telecommunications, and identifies essential features such as mobile accessibility, geolocation tracking, lead and opportunity management, real-time data syncing, collaboration tools, and reporting. Each of the twenty reasons is explored in depth, covering capabilities like customizable dashboards, extensive integrations via AppExchange, sales forecasting, AI-powered insights with Einstein, territory management, gamification, and robust security compliance. The article highlights how these features benefit both reps and managers by optimizing route planning, improving lead qualification, centralizing customer intelligence, and automating workflows. A section on Veloxy demonstrates how it complements Salesforce with enhanced mobile, AI, and route optimization tools tailored for field sales. The piece concludes that Salesforce’s flexibility, depth of integrations, and advanced features—especially when paired with Veloxy—make it the most effective CRM solution for managing territories, increasing close rates, and delivering superior customer engagement in competitive field sales environments.

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URL: https://veloxy.io/revenue-enablement/
Title: Revenue Enablement: The Complete Guide for 2025
Category: Sales Best Practices
Author: Samir Majumdar
Publication Date: March 15, 2023
Updated Date: February 19, 2025

Summary:
This comprehensive guide by Samir Majumdar explains revenue enablement as a holistic approach to aligning sales, marketing, customer success, and product teams around shared revenue growth objectives, distinguishing it from traditional sales enablement’s narrower focus. It details why revenue enablement is critical, citing benefits such as improved alignment, faster time-to-revenue, enhanced customer experience, and increased revenue channels. The article outlines five best practices—developing a framework, aligning revenue channels, empowering enablement teams, focusing on time-to-revenue, and measuring key metrics—followed by a seven-step strategy-building process, from defining goals and buyer personas to mapping the customer journey, defining the sales process, creating enablement programs, and tracking results. It addresses common challenges, including resistance to change, lack of alignment, and resource constraints, and offers improvement methods such as gap analysis, investing in technology, ongoing training, and performance measurement. Key metrics (revenue growth, sales cycle length, win rates, retention) and tools (CRM, LMS, analytics) are reviewed, alongside the roles of the Chief Revenue Officer, revenue enablement managers, and cross-functional departments. The piece also explores revenue enablement platforms with features like content management, sales coaching, and analytics, concluding that a strategic, measured, and collaborative approach is essential for sustained revenue growth.

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URL: https://veloxy.io/cold-calling-books/
Title: 11 Best Cold Calling Books of 2025: Key Techniques & Strategies
Category: Sales Best Practices
Author: Samir Majumdar
Publication Date: March 24, 2022
Updated Date: February 21, 2025

Summary:
This resource by Samir Majumdar presents a curated list of eleven highly regarded books on cold calling, aimed at sales professionals seeking to improve their outbound calling skills, accelerate sales cycles, and boost confidence. The introduction clarifies misconceptions about cold calling versus “warm calling” and emphasizes the role of real-time intelligence, sales technology, and AI in modernizing the practice. Each book entry includes the author’s credentials, target audience, and distinctive contributions, such as Gregory Priola’s concise process-oriented “Authentic Cold Calling,” Art Sobczak’s reluctance-busting “Smart Calling” with companion course, Paul Neuberger’s strategic-first approach in “The Secrets to Cold Call Success,” and Stephen Schiffman’s enduring “Cold Calling Techniques (That Really Work!).” Additional notable titles address mindset, humor, and emotional resilience, including Bob Etherington’s “Cold Calling is for Chickens” and Mark White’s “Oh F*ck Off – The Art of Cold Calling.” Jeb Blount’s “Fanatical Prospecting,” Rex Biberston and Ryan Reisert’s “Outbound Sales, No Fluff,” Jerry Hocutt’s “Cold Calling for Cowards,” Mike Brooks’ script-filled “Power Phone Scripts,” and Armand and Nick’s “Cold Calling Sucks (And That’s Why It Works)” round out the list. The article also references related blog posts and recommends managers stock these titles for team learning. It serves as both a reading guide and a tactical improvement resource for SDRs, account executives, and sales managers looking to refine scripts, objection handling, tonality, and overall cold calling effectiveness.

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URL: https://veloxy.io/salesforce-maps-or-veloxy/
Title: Salesforce Maps or Veloxy: Which is the Best Sales Mapping Software?
Category: Field Sales
Author: Samir Majumdar
Publication Date: June 13, 2022
Updated Date: March 3, 2025

Summary:
This detailed comparison by Samir Majumdar examines two leading Salesforce-compatible mapping solutions—Salesforce Maps and Veloxy—focusing on their features, strengths, limitations, and pricing. It begins with market context from the State of Field Sales Report, highlighting increased adoption of mobile-friendly Salesforce tools such as route optimizers and geolocation lead finders. The article defines Salesforce mapping and then profiles Salesforce Maps, outlining key features like Territory Planning, Route Planning, and Delivery & Rep Tracking, each supported by user testimonials. Pros include native integration and advanced territory visualization, while cons cite higher costs, limited field rep autonomy, and complexity. Veloxy is then presented as an alternative, offering bundled features such as Lead Finder, Geolocation Intelligence, and Guided Field Sales, with user feedback emphasizing efficiency and automation of non-selling activities. Pros highlight its integration of mapping with automation and analytics, while cons note a lack of manager route-planning tools. Pricing structures are detailed for both platforms, followed by guidance on choosing a solution based on whether managers or reps are the primary users. The post concludes with recommendations for user testing, reviews of alternative mapping apps like Badger Maps, Map My Customers, Spotio, and SalesRabbit, and a reminder that Veloxy is a top-rated AppExchange product favored by field reps for extending actionable location intelligence to smartphones.

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URL: https://veloxy.io/field-sales-management-strategies/
Title: Mastering Field Sales Management: Effective Strategies for Success
Category: Field Sales
Author: Samir Majumdar
Publication Date: November 22, 2023
Updated Date: April 24, 2025

Summary:
This comprehensive guide by Samir Majumdar outlines the essential strategies, skills, and processes required for effective field sales management, aimed at helping sales managers build, lead, and sustain high-performing teams. It begins by defining the role of a field sales manager, emphasizing responsibilities such as setting sales targets, developing strategies, overseeing activities, and providing mentorship. The content details the core skills necessary for success—leadership, communication, problem-solving, and industry expertise—while highlighting the importance of continuous training and professional development. It covers how to assemble and maintain a top-tier team through targeted recruitment, structured onboarding, skill development, competitive compensation, and motivational recognition. The article also examines implementing effective sales processes, including territory management, pipeline oversight, and performance tracking, supported by CRM systems and sales enablement tools to streamline operations and boost productivity. Additional sections address overcoming common challenges like time management, rejection, and adapting to market shifts. Best practices such as fostering a strong company culture, setting SMART goals, and delivering consistent feedback are presented as cornerstones of long-term success. The piece concludes by stressing the ongoing nature of field sales management, encouraging managers to continually refine strategies, leverage technology, and cultivate team resilience to drive sustained business growth.

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URL: https://veloxy.io/field-sales-guide/
Title: What Is Field Sales? The Ultimate Guide for Success in 2025 (Updated)
Category: Field Sales
Author: Samir Majumdar
Publication Date: February 14, 2022
Updated Date: April 30, 2025

Summary:
This extensive 2025 update by Samir Majumdar serves as a definitive guide to field sales, also known as outside sales, offering a comprehensive overview of its definition, importance, evolving practices, and strategies for success. It explains the role of field sales representatives, the concept of field enablement, and the essential skills—communication, negotiation, adaptability, and problem-solving—supported by sales assistants and increasingly AI tools. The guide addresses why field sales remains vital in a hybrid selling era, balancing in-person engagement with virtual touchpoints, and outlines six core strategies: personalized outreach, route and time optimization, virtual engagement, relationship building, ongoing training, and KPI tracking. It delves into technologies critical to modern field sales, including AI assistants, B2B intelligence, route planners, advanced scheduling, and wireless charging devices. The article examines top challenges such as low response rates, long sales cycles, and fewer qualified leads, offering technology-driven solutions, and highlights seven in-demand capabilities like customer experience focus, continual improvement, consultative selling, and data-driven decision-making. It also discusses job roles, industries with high earning potential, and distinctions between field, outside, and inside sales, along with Covid’s impact on selling. Concluding with practical career tips, the piece positions field sales as a dynamic, adaptable, and relationship-centered discipline essential for sustained revenue growth.

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URL: https://veloxy.io/solar-sales-tips/  
Title: 20 Solar Sales Tips to Win More Business in 2025  
Category: Field Sales  
Author: Samir Majumdar  
Publication Date: Aprili 11, 2023  
Updated Date: May 19, 2025  

Summary:  
This comprehensive guide by Samir Majumdar presents 20 actionable tips for increasing solar sales success in 2025, blending foundational sales strategies with solar-specific best practices. Aimed at both new and seasoned solar sales professionals, it emphasizes understanding and segmenting audiences, educating prospects, and maintaining transparency on costs, savings, and installation realities. The article covers relationship-building through free consultations, testimonials, and case studies; financial persuasion via ROI demonstrations and diverse financing options; and objection-handling reinforced by social proof. Tactical sections advise on leveraging partnerships, sales technology, geolocation intelligence, referrals, humor, and urgency to differentiate offerings. Additional guidance focuses on tailoring customized proposals, highlighting aesthetics, and aligning benefits to customer motivations such as cost savings, energy independence, and environmental impact. The piece also stresses after-sale trust-building through guarantees and long-term service commitment. Throughout, it integrates tool recommendations (e.g., CRMs, proposal generators, VR visualizers), industry resources, and anecdotal examples, creating a practical, step-by-step playbook for closing more deals while enhancing customer confidence in renewable energy investments.

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URL: https://veloxy.io/sales-route-planner/
Title: Sales Route Planners: What They Are + How to Choose One
Category: Field Sales
Author: Samir Majumdar
Publication Date: February 28, 2022
Updated Date: May 27, 2025

Summary: This article explains what sales route planners are, why they are important for field sales professionals, and how to choose the right one. It distinguishes sales-specific planners from general navigation tools like Google Maps and Waze, noting that dedicated sales routing software offers route optimization, CRM integration, geolocation intelligence, and real-time adaptability that standard apps lack. The content outlines how sales route planners work, detailing input, calculation, route generation, and real-time updates, and emphasizes their impact on time efficiency, productivity, and customer experience. Comparisons are made between popular options, including Veloxy, Badger Maps, and GeoPointe, highlighting unique features such as Salesforce integration, sales engagement capabilities, personalized data visualization, and advanced territory management. The advantages of sales route optimizers are explored, including reduced travel time, cost savings, increased market penetration, and data-driven insights. The article concludes with guidance on selecting a planner suited to a sales team’s needs, considerations for free versus paid options, and the benefits of tools designed specifically for sales reps. FAQs address differences between Veloxy and other planners, scalability, real-time functionality, setup ease, device compatibility, and why specialized sales route planning software is critical for maximizing efficiency and closing more deals.

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URL: https://veloxy.io/what-is-sales-acceleration/
Title: What is Sales Acceleration? Everything You Need to Know
Category: Sales Acceleration
Author: Samir Majumdar
Publication Date: September 21, 2022
Updated Date: June 8, 2025

Summary: This article defines sales acceleration as the process of speeding up and improving the efficiency and effectiveness of the sales cycle through a combination of technology, data, and refined selling techniques. It outlines the evolution from traditional, volume-based sales approaches to modern, tech-enabled strategies that integrate CRM systems, automation, data analytics, and personalized outreach. The piece highlights three key components—speed, efficiency, and effectiveness—and explains their impact on revenue growth, market share, and customer engagement. It contrasts sales acceleration with traditional methods, emphasizing smarter, data-informed outreach over sheer volume. Techniques discussed include personalization at scale, data-driven decision-making, and enhancing sales team productivity, supported by strategies such as CRM and automation adoption, optimized field sales practices, and digital and social selling. Implementation guidance covers setting clear objectives, selecting the right tools, fostering a culture of continuous improvement, and addressing challenges like resistance to change, data security, and scalability. The article also explores emerging trends such as AI, machine learning, and predictive analytics, and stresses the growing importance of customer experience. It concludes with Veloxy’s proprietary sales acceleration formula, underscoring the role of AI-driven lead prioritization and activity optimization in shortening sales cycles and increasing selling time.

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URL: https://veloxy.io/salesforce-adoption-strategies/
Title: Explore Our 16 Strategies for Improving Salesforce Adoption
Category: Salesforce Automation
Author: Samir Majumdar
Publication Date: August 8, 2022
Updated Date: June 8, 2025

Summary: This article provides a comprehensive guide to improving Salesforce adoption, outlining sixteen actionable strategies designed to help organizations integrate Salesforce effectively into daily workflows and maximize ROI. It begins by defining Salesforce adoption, emphasizing its dependence on user engagement, data quality, and customized configuration, and explaining the risks of partial adoption. The strategies include securing leadership buy-in, implementing progress reporting and KPIs, involving departments beyond sales, engaging with the Trailblazer Community, centralizing training materials, using before-and-after performance documentation, recognizing high performers, maintaining data quality, encouraging exploration of AppExchange apps, and fostering friendly competition through trophies. Additional methods cover setting clear goals, creating an implementation timeline, offering role-specific training, streamlining the user interface, integrating feedback loops, and building a collaborative Salesforce culture. Each strategy is accompanied by practical implementation steps, reasoning, and notes on how Veloxy can enhance results by automating tasks, improving data accuracy, and simplifying user experience. The article concludes by stressing that adoption success requires executive commitment, cultural alignment, and continuous improvement, supported by measurable metrics, targeted training, and cross-functional collaboration.

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URL: https://veloxy.io/salesforce-inbox-or-veloxy/
Title: Salesforce Inbox or Veloxy: Which is the Better Inbox Sidebar App?
Category: Salesforce Automation
Author: Samir Majumdar
Publication Date: October 7, 2024
Updated Date: June 8, 2025

Summary: This article compares Salesforce Inbox and Veloxy as inbox sidebar applications that integrate email with Salesforce to improve sales productivity. It outlines Salesforce Inbox’s core features, including direct CRM access from Gmail or Outlook, email tracking, calendar integration, lead prioritization, and Einstein Activity Capture for automatic syncing of emails and events. Benefits such as centralized communications, team collaboration, and data-driven insights are highlighted, along with integration tips for streamlining workflows. Challenges with Salesforce Inbox include a steep learning curve, email overload, manual record creation, mobile limitations for custom objects, syncing issues, and data storage in a separate database with potential loss after two years. The Veloxy comparison emphasizes enhanced capabilities: more comprehensive email tracking and analytics, built-in advanced email marketing, permanent Salesforce data storage, streamlined setup, superior pipeline management, automated compliance with regulations, and collaboration-friendly features. The analysis notes that while Salesforce Inbox offers basic integration at a lower entry cost, Veloxy provides a fuller, more intuitive, and cost-effective solution with no extra fees for advanced functions, making it a stronger choice for teams seeking robust CRM-linked sales communication tools.

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URL: https://veloxy.io/outlook-vs-gmail-for-business-email/
Title: Outlook vs Gmail Showdown: Picking the Best Email Service in 2025
Category: Sales Best Practices
Author: Sauvik Sarkar
Publication Date: March 4, 2024
Updated Date: June 8, 2025

Summary: This article provides a detailed comparison of Outlook and Gmail to help businesses and professionals choose the best email service for 2025, examining interface design, accessibility, usability, email management, security, integrations, storage, pricing, and customer support. Gmail is noted for its beginner-friendly, intuitive interface, strong mobile accessibility, extensive third-party integrations, and AI-driven spam filtering, while Outlook offers advanced customization, robust organization tools, seamless integration with Microsoft Office, and features like the Focused Inbox and Clean Up function. The piece contrasts organizational structures—Gmail’s labels versus Outlook’s folders—alongside security capabilities, from Gmail’s TLS encryption and phishing protection to Outlook’s end-to-end encryption in higher-tier plans. It reviews advanced productivity tools, ecosystem compatibility with Google Workspace and Microsoft 365, and third-party app integration limitations. Storage limits, attachment handling, and tiered business pricing plans are analyzed, with Gmail generally more affordable for small businesses and Outlook offering deeper enterprise features. Customer support performance and response times are compared, noting mixed experiences for both platforms. The article also introduces Veloxy Lite as a Salesforce-integrated inbox extension for Outlook and Gmail, enhancing sales productivity with email tracking, compliance automation, and streamlined CRM workflows. Ultimately, it concludes that the best choice depends on individual needs, with Gmail excelling in simplicity and integration breadth, and Outlook leading in advanced organization and Microsoft ecosystem compatibility.

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URL: https://veloxy.io/cold-outreach/
Title: The Ultimate Cold Outreach Guide: Outbound Marketing on Steroids
Category: Sales Best Practices
Author: Samir Majumdar
Publication Date: May 27, 2024
Updated Date: June 8, 2025

Summary: This guide provides a comprehensive framework for executing effective cold outreach as a key outbound marketing strategy, covering its evolution, benefits, and step-by-step implementation. It emphasizes identifying and researching target audiences, setting SMART campaign objectives, crafting personalized and concise messages with strong subject lines, and including clear calls to action. Techniques for capturing attention, building trust through social proof, and using a conversational tone are detailed alongside strategies for integrating cold outreach into each stage of the sales funnel, from awareness to conversion. The article explores multi-channel outreach—email, social media, phone, and direct mail—recommending consistent messaging, careful timing, and analytics-driven adjustments. It outlines best practices for cold calling and cold emailing, overcoming objections, improving response rates, and adhering to legal requirements like GDPR and CAN-SPAM. The role of automation, CRM integration, and analytics in scaling outreach while maintaining personalization is discussed, as are methods for segmenting audiences, tracking ROI, and refining campaigns. By applying these techniques, sales teams can increase lead generation, nurture relationships, and accelerate revenue growth while maintaining compliance and professionalism.

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URL: https://veloxy.io/predictive-sales-ai-technology/
Title: Transform Your Sales Strategy With Predictive Sales AI Technology
Category: AI for Sales
Author: Sauvik Sarkar
Publication Date: July 22, 2024
Updated Date: June 8, 2025

Summary: This article explains how Predictive Sales AI leverages machine learning, natural language processing, and big data analytics to forecast sales trends, prioritize high-value leads, and improve sales performance. It details the technology’s ability to integrate with CRM systems, adapt through continuous learning, and analyze both structured and unstructured data for deeper customer insights. Key benefits include more accurate forecasting, improved resource allocation, stronger customer relationships, and the ability to uncover patterns that inform targeted sales strategies. Real-world examples show its impact across industries such as technology and retail, from shortening sales cycles to increasing conversion rates. Best practices for implementation stress the importance of data quality, cross-departmental collaboration, ongoing training, and continuous refinement of predictive models. The piece also highlights how predictive analytics supports KPI tracking, fosters a culture of data-driven decision-making, and delivers measurable ROI. Looking ahead, advancements in deep learning and NLP are expected to enhance precision, enabling businesses to anticipate customer needs with greater accuracy and integrate predictive AI seamlessly into broader operational workflows.

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URL: https://veloxy.io/what-is-field-sales-software/
Title: The Emerging Role of the Latest Field Sales Software
Category: Field Sales
Author: Samir Majumdar
Publication Date: January 18, 2023
Updated Date: June 8, 2025

Summary: This article explores the definition, capabilities, and evolving importance of field sales software—also known as outside sales software—in enhancing productivity, communication, and customer engagement for mobile sales teams. It details how these solutions centralize key sales functions such as pipeline management, route optimization, real-time data access, and CRM integration, enabling reps to operate efficiently on the go. The piece outlines unique challenges of field sales, including the need for in-person relationship building, instant access to customer data, and seamless team collaboration, and explains how mobile and management-focused tools address these needs. It presents strategies for excelling in field sales, from leveraging CRM and analytics to embracing storytelling and active listening, as well as criteria for selecting the right software, such as integration capabilities, mobile accessibility, and reporting features. The article also examines emerging trends, including AI-powered predictive analytics, augmented reality demonstrations, voice interfaces, and IoT integration, highlighting their potential to transform workflows. By illustrating best practices, ROI potential, and the role of data-driven decision-making, it positions field sales software as a critical enabler for optimizing sales processes, strengthening customer relationships, and driving sustained revenue growth.

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URL: https://veloxy.io/ai-for-sales-prospecting/
Title: Elevate Your Strategy with AI for Sales Prospecting
Category: AI for Sales
Author: Sauvik Sarkar
Publication Date: October 22, 2024
Updated Date: June 8, 2025

Summary:
This article from Veloxy, authored by Sauvik Sarkar, explains how AI is revolutionizing sales prospecting by replacing inefficient, traditional lead generation methods with data-driven precision and automation. Aimed at CEOs, Sales Executives, and sales teams, it outlines how AI enhances, rather than replaces, human expertise by analyzing historical sales data, customer behavior, and market trends to identify high-quality leads and predict optimal engagement strategies. The piece details AI’s role in improving sales strategy, highlighting benefits such as predictive lead scoring, automated data logging, and personalized outreach suggestions. It covers the inner workings of machine learning in refining lead targeting over time, the tangible impact on lead generation and conversion rates, and the reduction of time spent on manual tasks like CRM updates. Additional sections explain AI-driven sales techniques including predictive forecasting, personalized engagement, and pipeline health monitoring. Veloxy’s integration with Salesforce CRM is presented as a leading example, offering real-time contextual insights, automatic data capture, and actionable analytics. The article concludes by positioning AI-powered prospecting as a competitive advantage that shortens sales cycles, boosts productivity, and delivers measurable revenue growth, encouraging readers to adopt AI early to lead in their markets.

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URL: https://veloxy.io/ai-for-sales/
Title: AI Sales to Improve Your Prospects
Category: AI for Sales
Author: Sauvik Sarkar
Publication Date: October 20, 2021
Updated Date: June 8, 2025

Summary:
This Veloxy article by Sauvik Sarkar provides an in-depth exploration of how artificial intelligence can transform sales operations by enhancing efficiency, customer engagement, and revenue growth. It explains that AI for sales is not about replacing sales teams but augmenting their capabilities through automation, predictive analytics, and data-driven insights. The piece covers the broad roles AI tools play, from CRM integration and predictive lead scoring to chatbots and virtual assistants that manage routine inquiries. Key benefits outlined include generating high-quality leads, improving sales strategies through behavioral data analysis, optimizing pricing, streamlining processes to shorten sales cycles, and increasing conversion rates through personalized engagement. It addresses revenue generation via market trend analysis, customer retention through predictive support, and expanded opportunities via cross-selling and upselling recommendations. The article also discusses reducing operational costs, enhancing decision-making, and supporting long-term strategic planning with scalable and adaptable AI solutions. Implementation guidance includes best practices, overcoming adoption challenges, integrating with existing systems, securing team buy-in, and ongoing training. The conclusion positions AI as a critical driver of innovation and sustained competitive advantage for modern sales organizations.

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URL: https://veloxy.io/salesforce-automation-tools/
Title: Boost Efficiency and Sales With Salesforce Automation Tools
Category: Salesforce Automation
Author: Samir Majumdar
Publication Date: August 17, 2022
Updated Date: June 8, 2025

Summary:
This Veloxy article by Samir Majumdar examines the benefits, capabilities, and specific solutions within Salesforce automation to improve sales team efficiency, productivity, and revenue growth. It explains how automating repetitive CRM tasks—such as data entry, lead assignment, follow-ups, and workflow approvals—frees sales representatives to focus on strategic selling, enhances lead management through scoring and routing, and centralizes customer data for increased visibility. The content outlines key advantages including better sales forecasting via analytics dashboards, reduced operational costs, stronger customer relationships through personalized engagement, and scalability for growing organizations. The article lists ten recommended Salesforce automation tools—Veloxy, Docomotion, ZoomInfo, Qualtrics, LevelEleven, TaskRay, Apptoto, Conga, LeanData, and Zapier—describing their pricing, core automations, and popular features. These range from AI-driven lead prioritization and document generation to gamification, onboarding automation, appointment scheduling, contract management, data enrichment, and cross-platform workflow integration. Each tool is presented with its integration benefits and functional highlights, emphasizing how combined automation solutions can accelerate deal cycles, improve accuracy, and strengthen sales management. The piece concludes that strategic adoption of these tools, particularly Veloxy, equips sales teams to achieve measurable gains in performance and revenue in 2025 and beyond.

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URL: https://veloxy.io/ai-sales-tools/
Title: The Best AI Tools for Sales
Category: AI for Sales
Author: Sauvik Sarkar
Publication Date: August 23, 2023
Updated Date: June 8, 2025

Summary:
This Veloxy article by Sauvik Sarkar presents a curated guide to top AI tools that enhance sales team efficiency, prioritization, and closing rates through automation, personalization, and data-driven insights. It explains the selection criteria—AI as the core technology, targeted sales enhancements, integration flexibility, and continuous evolution—before detailing standout solutions. Overloop AI is highlighted as an all-in-one outbound sales platform with AI-powered lead sourcing, ultra-personalized outreach, and intelligent campaign management. Regie.ai is profiled as a comprehensive AI sales suite integrating campaign automation, content creation, and lead enrichment. Avoma is introduced as a meeting-focused AI assistant offering performance analytics, CRM integration, and coaching tools. Other tools include My AI Front Desk for virtual receptionist services, Clay for LinkedIn-driven lead data collection and enrichment, Postaga for outreach sequencing, Suede for AI-driven cold email creation, Avantis AI for market intelligence from financial filings, and Lavender for email coaching and performance tracking. The piece concludes with Veloxy’s own AI suite for Salesforce integration, sales engagement, and automation, alongside emerging solutions like Orbofi for voice AI agents. Throughout, the article emphasizes how each tool addresses specific sales challenges—from prospecting to customer engagement—offering clear functional descriptions, pricing details where available, and integration capabilities to help organizations choose the best-fit AI solutions for accelerating sales outcomes.

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URL: https://veloxy.io/ultimate-guide-to-lead-prioritization/
Title: The Ultimate Guide to Lead Prioritization for Sales Reps
Category: AI for Sales
Author: Samir Majumdar
Publication Date: July 26, 2022
Updated Date: June 8, 2025

Summary:
This comprehensive guide by Samir Majumdar explores how sales representatives can optimize their time and close more deals through effective lead prioritization, with a focus on AI-driven methods. It opens by highlighting the inefficiency of manual prioritization, which consumes an average of 145 hours per year and often relies on subjective factors like geography or company size. The article defines lead prioritization as ranking leads based on their likelihood to engage, distinguishing it from lead qualification, which evaluates fit earlier in the sales process. Central concepts include SMART lead prioritization, propensity-to-buy models, and predictive lead scoring—each leveraging sales data, algorithms, and real-time analytics to increase engagement rates and shorten sales cycles. The piece explains how Sales AI automates non-selling activities, freeing reps to focus on revenue-generating tasks, and details the specific data points used in prioritization such as email opens, click activity, sales cycle times, and optimal engagement windows. It positions automated prioritization as essential for both field and inside sales teams, offering clear steps, definitions, and examples to guide adoption. The article concludes with a call for sales teams to embrace predictive, data-driven prioritization for smarter, faster selling, supported by tools like Veloxy’s mobile and inbox extension apps.

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URL: https://veloxy.io/what-is-ai-sales-assistant-software/
Title: What is an AI Sales Assistant? The Future of Sales
Category: AI for Sales
Author: Sauvik Sakar
Publication Date: September 17, 2021
Updated Date: June 8, 2025

Summary:
This article provides an in-depth explanation of AI sales assistant software, detailing its functions, benefits, and the criteria for selecting the right solution for a sales team. It defines AI sales assistants as tools that automate non-selling tasks, streamline data entry, scheduling, and lead prioritization, allowing sales professionals to focus on customer engagement. The piece traces the evolution of AI in sales, from basic task automation to advanced predictive analytics, and highlights four primary benefits: streamlining training and onboarding, enabling guided selling, positioning sellers as trusted advisors, and creating effective playbooks. A six-step roadmap guides businesses in selecting software, emphasizing vendor sales expertise, automation capabilities, alignment with company size, chatbot integration, smooth workflow compatibility, and scalability. The article also explores AI’s role in optimizing lead generation, predictive lead scoring, personalized email campaigns, data management, CRM integration, sales intelligence, and real-time coaching. Future trends include IoT integration, AR/VR applications, and ethical AI practices. Throughout, Veloxy’s platform is showcased as a feature-rich, Salesforce-integrated solution recognized by G2, with claims of boosting revenue by up to 200%. The piece concludes by encouraging readers to explore Veloxy’s 15-day trial to experience its potential for increasing productivity and shortening sales cycles.

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URL: http://veloxy.io/why-salesforce-adoption-fails-and-how-to-fix-it/
Title: Why Salesforce Adoption Fails and How to Fix It
Category: Salesforce Automation
Author: Samir Majumdar
Publication Date: December 9, 2024
Updated Date: June 8, 2025

Summary:
This article examines the common reasons Salesforce CRM implementations fail and offers practical solutions to improve adoption and maximize ROI. It identifies key pitfalls such as lack of user buy-in, overly complex setups, insufficient training, poor data quality, and unclear goals. To address these issues, the piece emphasizes involving users in planning, simplifying the interface, providing ongoing training through various formats, and tying usage to performance incentives. It advises leaders to model Salesforce use, maintain strict data standards, set measurable objectives, and highlight its full capabilities, including automation and analytics. The article also stresses avoiding common mistakes like ignoring feedback, focusing on features instead of benefits, and setting unrealistic expectations. Best practices for executives include aligning Salesforce with strategic priorities, fostering accountability, encouraging cross-team collaboration, and regularly reviewing and optimizing workflows. Leveraging automation for repetitive tasks, celebrating success stories, and maintaining a culture of continuous improvement are presented as essential steps. The piece concludes by positioning Veloxy’s integrated automation tools as a means to accelerate adoption, increase productivity, and drive sales growth, supported by a free trial offer.

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URL: https://veloxy.io/15-inside-sales-tips/
Title: 20 Inside Sales Tips That Will Grow Your Sales Pipeline in 2025
Category: Sales Best Practices
Author: Samir Majumdar
Publication Date: September 16, 2021
Updated Date: June 8, 2025

Summary:
This article presents twenty actionable strategies for inside sales professionals to strengthen their sales pipeline and adapt to evolving sales dynamics in 2025. It begins by emphasizing the importance of embracing the inherent discomfort in sales, maintaining consistent follow-up, and handling objections with empathy and skill. Tips include leveraging social selling to build credibility, customizing pitches for individual prospects, fostering a competitive yet collaborative team culture, and adopting data-driven sales models for optimized timing and targeting. The guide stresses the value of product knowledge, technology consolidation for efficiency, and the use of email templates and scripts refined through testing. Other recommendations involve offering help in initial outreach, asking targeted questions, using traditional outreach methods to stand out, and applying account-based selling to personalize engagement. Continuous training, emotional intelligence, adaptability, personal branding, and storytelling are highlighted as essential for long-term success. The article closes with a reaffirmation of inside sales as a demanding but rewarding career, underscoring the need for persistence, personalization, and alignment with marketing to achieve and exceed sales goals.

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URL: https://veloxy.io/high-velocity-sales/
Title: Supercharge Your Revenue With High Velocity Sales Strategies
Category: Sales Acceleration
Author: Samir Majumdar
Publication Date: September 7, 2022
Updated Date: June 8, 2025

Summary:
This article explains the concept of high velocity sales (HVS) and outlines strategies for accelerating sales cycles, closing deals faster, and increasing revenue through speed, efficiency, and data-driven decision-making. It defines HVS as a shift from traditional, time-intensive sales toward rapid lead identification, qualification, and conversion, supported by technology, automation, and process optimization. Key strategies covered include efficient lead generation and qualification through inbound/outbound methods, sales process optimization to remove bottlenecks, data-driven decision-making with CRM and analytics tools, automation of repetitive tasks via platforms like sales engagement systems and automated dialers, and effective communication with personalized outreach across multiple channels. The post contrasts Salesforce Sales Engagement with Veloxy, highlighting Veloxy’s mobile-first design, intelligent lead management, productivity enhancements, and advanced analytics tailored for field sales reps. It also addresses challenges such as resistance to change, data quality management, balancing speed with personalization, and the need for continuous optimization. Additional revenue-growth tactics include upselling, cross-selling, fixed pricing for long-term contracts, and shortening sales cycles. The piece concludes by framing HVS as an ongoing process requiring adaptation, consistent monitoring, and the right tools—positioning Veloxy as a superior solution for achieving high velocity sales, particularly for mobile field sales teams.

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URL: https://veloxy.io/door-to-door-sales-tips/
Title: 13 Door-to-Door Sales Tips for New Salesmen
Category: Field Sales
Author: Samir Majumdar
Publication Date: September 26, 2023
Updated Date: June 8, 2025

Summary:
This article provides a practical, step-by-step guide for new door-to-door salespeople, outlining 13 actionable tips to improve success rates in the field. It begins by highlighting the earning potential of door-to-door sales and emphasizing that success depends on both product knowledge and personal presentation. The tips cover a range of strategies, from knowing your product thoroughly, researching leads, and dressing appropriately for the target market, to visiting doors at optimal times and focusing on high-probability prospects. The piece also addresses subtle yet impactful techniques such as angling body posture to appear approachable, asking if it’s a good time in a way that prompts engagement, and addressing common objections early. Additional advice includes exuding confidence, making genuine personal connections, getting to the point quickly, discussing customer pain points before pitching, and allowing leads to speak. Each section provides reasoning behind the tactic and practical application advice. The article closes by encouraging readers to apply these methods consistently, leverage sales tools like Veloxy to work more efficiently, and explore related resources on cold emailing and cold calling for further skill development.

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URL: https://veloxy.io/field-sales-automation/
Title: Ways to Improve Performance With Field Sales Software and Automation
Category: Field Sales
Author: Samir Majumdar
Publication Date: August 24, 2024
Updated Date: June 8, 2025

Summary:
This comprehensive guide by Samir Majumdar explores how field sales software and automation can improve performance, efficiency, and accuracy for sales teams operating outside the office. It begins by highlighting that sales representatives spend only 35% of their time selling, with the rest consumed by administrative tasks that automation can reduce or eliminate. The article explains three core benefits—reducing manual tasks, streamlining processes through Salesforce automation, and enhancing data accuracy—before outlining essential features to look for in field sales software, including mobile accessibility, CRM integration, and customizable reporting tools. It provides a step-by-step approach to implementing automation, covering goal setting, software selection, system integration, team adoption strategies, and tailored training. Best practices for optimization include setting clear KPIs, maintaining technology, and ensuring consistent usage, while common challenges such as resistance to change and technical issues are addressed with communication, support, and continuous improvement. The piece also examines future trends like AI and machine learning advancements, deeper integration with business tools, and the evolving role of field sales representatives toward relationship-building. The conclusion reinforces the productivity and workflow benefits of Veloxy’s integrated app, which consolidates tasks, calendars, contacts, and reporting into a single platform designed to empower modern field sales teams.

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URL: https://veloxy.io/what-is-outside-sales/
Title: What is Outside Sales? Everything You Need to Know in 2025
Category: Field Sales
Author: Samir Majumdar
Publication Date: December 27, 2023
Updated Date: June 8, 2025

Summary:
This in-depth guide by Samir Majumdar defines outside sales, contrasts it with inside sales, and provides a comprehensive overview of the role, required skills, strategies, tools, and challenges faced by field sales professionals. It explains that outside sales involves traveling to meet clients in person, typically managing higher-value accounts, and emphasizes relationship-building as a core differentiator. The article outlines the responsibilities of an outside sales representative, factors driving industry growth, and essential skills such as communication, adaptability, and problem-solving. It details approaches for building customer trust, managing autonomy, leveraging technology, and executing the sales process, from prospecting to closing. Key prospecting tactics include networking, social media engagement, cold outreach, and tailored follow-ups, while closing techniques focus on value articulation, urgency creation, and effective negotiation. The guide covers compensation structures, modern sales tools like CRM, call tracking, and lead generation software, and examines evolving sales models that integrate inside and outside teams.

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URL: https://veloxy.io/medical-device-sales/
Title: How to Get Into Medical Device Sales (Key Strategies for Success)
Category: Field Sales
Author: Samir Majumdar
Publication Date: October 25, 2023
Updated Date: June 8, 2025

Summary:
This comprehensive guide by Samir Majumdar outlines the path to starting and excelling in a medical device sales career, detailing the role’s responsibilities, required skills, qualifications, and strategies for success. It explains that medical device sales representatives promote and support the use of diagnostic tools, surgical instruments, and implantable devices, combining technical knowledge with relationship-building to improve patient care. The article covers work environments involving frequent travel, face-to-face client meetings, conferences, and training, and stresses essential skills such as interpersonal communication, negotiation, presentation, and clinical understanding. Educational pathways, including bachelor’s degrees in life sciences, business, or engineering, along with professional certifications, are discussed as ways to enhance credibility. It emphasizes gaining foundational sales experience, exposure to the medical industry, and robust networking through LinkedIn, trade shows, and conferences. The piece provides job search resources, including general and industry-specific job boards, and explores compensation structures involving base salaries, commissions, and bonuses. It addresses strategies for staying informed, building trust with healthcare providers, and mastering time management with CRM tools like Salesforce. The guide also analyzes the competitive landscape, major market players, emerging trends, and how to stand out through buyer persona targeting, social media insight gathering, and personalized engagement. It concludes with best practices for navigating long sales cycles, strengthening customer relationships, and leveraging tools such as Veloxy to streamline processes and maximize productivity in a competitive, purpose-driven field.

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URL: https://veloxy.io/sales-territory-management/
Title: Sales Territory Management: 6 Steps to Creating an Effective Plan
Category: Field Sales
Author: Samir Majumdar
Publication Date: July 19, 2023
Updated Date: June 8, 2025

Summary:
This detailed guide by Samir Majumdar presents a structured six-step approach to building and executing an effective sales territory management plan, aimed at improving sales productivity, resource allocation, and customer satisfaction. It begins by defining sales territory management as an evolving practice that extends beyond geography to include continuous resource allocation, opportunity prioritization, and performance measurement. The article emphasizes conducting a SWOT analysis, balancing new business development with account management, and understanding the benefits such as higher revenue, enhanced morale, and increased customer retention. Key planning components include market segmentation, customer profiling, and sales rep skill assessments to ensure optimal territory assignments. Strategy development covers goal setting, resource allocation, and territory assignments using tools like CRM systems, mapping software, and field sales platforms such as Veloxy. The piece stresses the importance of implementation, monitoring, communication, collaboration, and data-driven adjustments. It highlights the role of technology in mapping, visualization, and performance tracking, while encouraging the adoption of emerging best practices, regular plan reviews, and continuous skill development. By integrating these steps, sales leaders can create balanced, efficient territories that align with market needs, optimize sales potential, and drive sustained business growth.

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URL: http://veloxy.io/inside-sales-vs-outside-sales/
Title: Inside Sales vs Outside Sales: Different but Equally Important
Category: Field Sales
Author: Samir Majumdar
Publication Date: March 28, 2022
Updated Date: June 8, 2025

Summary:
This comprehensive article by Samir Majumdar examines the distinctions and complementary roles of inside and outside sales, outlining their responsibilities, advantages, disadvantages, and strategic applications. Inside sales, conducted from an office or remote setting, relies on phone, email, and virtual tools to connect with customers, often in B2B, SaaS, and tech sectors, with duties including high-volume calls, emails, lead nurturing, and relationship management. Outside sales, or field sales, involves face-to-face meetings, travel to client sites, participation in industry events, and on-the-spot problem solving, requiring strong interpersonal skills, time management, and autonomy. The guide contrasts their operational environments, tools, reach, tempo, costs, challenges, and methods of relationship building, providing salary comparisons and career growth insights for both roles. It also explores decision-making factors for businesses choosing between models, including product fit, customer preferences, and budget, and discusses outsourcing considerations for each type of salesforce. Additional sections address adaptability to industry trends, the synergy between inside and outside sales in SaaS, and factors for determining the optimal ratio of the two within a sales strategy. The piece concludes that both approaches are equally important, with success hinging on aligning team strengths with organizational goals.

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URL: http://veloxy.io/salesforce-automation-setup-tips/
Title: 10 Tips for Optimal Salesforce Automation Setup
Category: Salesforce Automation
Author: Samir Majumdar
Publication Date: September 11, 2023
Updated Date: June 18, 2025

Summary:
This article provides a comprehensive guide for businesses seeking to maximize the benefits of Salesforce automation, outlining ten detailed strategies to enhance efficiency, productivity, and sales performance. It begins with leveraging Salesforce’s personalized email marketing tools—such as Email Studio, Journey Builder, Pardot, and Einstein Engagement Scoring—for highly targeted campaigns based on customer data. The piece then covers using the geolocation tool for lead discovery, implementing AI-powered sales assistance through Einstein GPT, and capitalizing on Salesforce’s data analytics for pipeline assessment, trend analysis, and forecasting. Additional recommendations include automating customer service through FAQs and AI-driven interactions, analyzing and streamlining existing sales processes before automation, prioritizing one streamlined process over multiple fragmented ones, and scheduling consistent external data uploads to maintain analytical accuracy. The importance of rigorous testing—ideally AI-assisted—to ensure scalability and ease of use is emphasized, along with the option to outsource Salesforce automation setup to experienced providers for optimal results. Throughout, the article highlights how alternative platforms like Veloxy can offer comparable capabilities, providing field sales teams with tools for automation, lead generation, and improved Salesforce adoption. The post is aimed at sales leaders, operations managers, and business owners seeking actionable steps to set up and refine Salesforce automation for sustainable growth.

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URL: https://veloxy.io/sales-velocity/
Title: Unlocking Growth: Understanding Sales Velocity and Its Impact
Category: Sales Acceleration
Author: Samir Majumdar
Publication Date: February 15, 2022
Updated Date: July 7, 2025

Summary:
This article explains the concept of sales velocity, its distinction from pipeline velocity, and its significance in driving business growth. It details the four components of sales velocity—number of leads, conversion rate, average deal size, and sales cycle length—and provides the formula for calculating it, alongside a related pipeline velocity formula. The post discusses inventory velocity, how it intersects with sales velocity, and strategies to balance both metrics. It emphasizes why tracking sales velocity matters, listing key metrics such as opportunities, deal value, win rate, and cycle length, and recommending tools like CRM systems, sales analytics platforms, BI tools, and Veloxy for analysis. Practical strategies to boost sales velocity include expanding the deal pipeline, increasing average deal size via upselling, qualifying leads effectively, and shortening sales cycles. The piece explores how technology—CRM, automation, analytics, AI, and mobile tools—accelerates performance, and examines industry-specific applications in sectors like technology, healthcare, manufacturing, B2B, B2C, and SMBs. It addresses common challenges, including poor lead generation, lengthy cycles, low conversion rates, inefficient tools, and lack of data-driven decision-making, offering solutions for each. The article concludes with a Veloxy case study, testimonials, and a call to leverage AI-powered tools to improve sales velocity and revenue growth.

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URL: https://veloxy.io/best-sales-podcasts/
Title: The Best Sales Podcasts to Elevate Your Selling Game in 2025
Category: Sales Best Practices
Author: Samir Majumdar
Publication Date: February 15, 2024
Updated Date: July 8, 2025

Summary:
This article provides a curated guide to top sales podcasts for 2025, designed to help sales professionals at all levels improve skills, adopt effective strategies, and stay current with industry trends. It organizes recommendations into thematic categories, beginning with beginner-friendly shows like The Amazing Seller Podcast and Hardcore Closer, and progressing to advanced resources for B2B mastery such as The B2B Sales Show, Make it Happen Mondays, and The GTM Podcast. The guide covers pipeline management podcasts like Sales Pipeline Radio, Outbound Squad, and Predictable Prospecting, as well as women-focused programs including Conversations with Women in Sales and She Sells Radio. It highlights skill development podcasts such as Everything is Sales, Blissful Prospecting, and Sales Success Stories; short-form content like Daily Sales Tips; and psychology-focused shows such as Sales Influence — Why People Buy! Leadership-oriented podcasts, tech sales insights from SaaStr and Sales Enablement Podcast, trend and innovation discussions, revenue intelligence, storytelling, funnel management, personal growth, and customer relationship building are also addressed. The piece concludes with career advancement resources from experienced trainers, emphasizing that regular listening can refine techniques, broaden perspectives, and strengthen sales performance across industries.

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URL: https://veloxy.io/field-sales-enablement/
Title: Field Sales Enablement: What Is It & How to Measure Success in 2025
Category: Field Sales
Author: Samir Majumdar
Publication Date: November 29, 2023
Updated Date: July 8, 2025

Summary:
This article provides a comprehensive guide to field sales enablement, defining it as the process of equipping outside sales teams with the tools, knowledge, and support needed to excel in in-person selling environments. It contrasts field sales with inside (digital) sales, emphasizing the unique relationship-building advantages of face-to-face interactions and the mobility-oriented tools required. The piece outlines why enablement is essential—improving efficiency, maintaining consistent messaging, and increasing agility through updated market, competitor, and product insights—and warns of the consequences of lacking a strategy, such as inconsistent pitches and reduced credibility. Key moments to focus on enablement include onboarding new reps, launching products, improving workflows, expanding teams, and responding to market shifts. The article offers a step-by-step framework for developing an effective field sales strategy: understanding markets and customers, setting measurable goals, streamlining processes, motivating teams with aligned incentives, and tracking performance. Common pitfalls such as poor territory planning, departmental silos, and overemphasis on selling are addressed. Success measurement covers revenue, win rates, training effectiveness, content utilization, efficiency metrics, and customer feedback. The guide concludes by positioning Veloxy’s AI-powered sales assistant as a solution to reduce non-selling time, improve engagement, and drive revenue growth.

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URL: https://veloxy.io/20-outside-sales-tips/
Title: 30 Outside Sales Tips To Help You Win More Opportunities in 2025
Category: Field Sales
Author: Samir Majumdar
Publication Date: September 17, 2021
Updated Date: July 9, 2025

Summary:
This article outlines 30 practical tips to help outside (field) sales representatives improve performance, expand pipelines, and close more deals in 2025. It emphasizes the importance of deep product knowledge, setting ambitious quotas, prioritizing customer needs, and promptly providing quotes to create urgency. Key strategies include embracing sales technology and analytics, finding mentors or proteges, using sales automation, employing GPS-based lead discovery, and applying account-based selling in the field. Additional recommendations cover eliminating non-selling activities, ensuring mobile flexibility, using storytelling to connect with prospects, delivering content in person, and leveraging data-driven insights for timely engagement. Collaboration with inside sales teams, enhancing communication skills through public speaking or acting classes, and building rapport through client meals are also highlighted. The list addresses modern tools such as Salesforce Caller ID, social media engagement, VR-enhanced pitches, and geo-fencing, alongside core skills like time management, personal branding, active listening, consistent follow-ups, and networking. Advanced practices include cross-training between inside and outside sales, rotational leadership, and bi-annual strategy reviews. The article concludes by reaffirming the enduring value of outside sales in delivering personal, face-to-face relationships that drive loyalty and competitive advantage, even in a remote-first era.

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URL: https://veloxy.io/ai-in-field-sales/
Title: Eye to Eye: Assessing the Real Impact of AI to Field Sales
Category: Field Sales
Author: Samir Majumdar
Publication Date: May 27, 2025
Updated Date: July 17, 2025

Summary:
This article examines the transformative impact of artificial intelligence on field sales in 2025, detailing how AI reshapes productivity, route planning, lead qualification, engagement, and deal closure. It explains that AI-powered tools now optimize travel by factoring in traffic, weather, urgency, and proximity, enabling real-time schedule adjustments and maximizing high-value interactions. In the sales funnel, AI identifies and scores leads through behavioral signals, adapts outreach dynamically, transcribes and analyzes meetings, forecasts outcomes using predictive models, and recommends pricing or bundling strategies. The piece emphasizes that while AI streamlines workflows, human connection remains critical for trust, nuance, and closing complex deals. It outlines modern AI-driven enablement, including personalized onboarding, real-time coaching, and post-call performance analysis, and stresses that successful adoption depends on collaborative sales cultures, clean data, clear goals, and integration into existing workflows. Common pitfalls include over-automation, data overload without context, and poor alignment with rep needs. Guidance for leaders includes targeting AI to high-impact areas, maintaining rep trust, and establishing measurable KPIs. The article concludes by highlighting Veloxy’s AI-powered sales assistant, mobile app, and inbox integration as examples of technology that eliminates administrative burdens, centralizes workflows, and allows reps to focus on meaningful customer interactions.

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URL: https://veloxy.io/how-to-boost-sales-productivity-and-sales-efficiency/
Title: Boost Sales Productivity and Sales Efficiency: Top Strategies Unveiled
Category: Sales Best Practices
Author: Samir Majumdar
Publication Date: July 22, 2025
Updated Date: July 23, 2025

Summary:
This article provides a comprehensive guide to increasing sales productivity and efficiency in 2025, addressing the evolving challenges of hybrid work, automation, and customer expectations for instant engagement. It identifies common productivity killers, such as excessive non-selling tasks, inefficient tech stacks, territory misalignment, and poor CRM utilization, and offers practical solutions to reclaim selling time. Key strategies include auditing territory assignments, consolidating tools into integrated platforms like Salesforce, automating route planning and administrative processes, leveraging AI for personalized follow-ups, predictive lead scoring, and real-time coaching, and implementing buyer portals to streamline customer self-service. The piece emphasizes tracking meaningful metrics—such as selling time percentage, pipeline velocity, lead response times, and forecast accuracy—to pinpoint bottlenecks and guide targeted improvements. It highlights the value of combining AI insights with human mentorship, adopting gamification to motivate reps, and fostering collaborative training through ride-alongs and knowledge sharing. The article concludes by promoting tech stack consolidation, real-time forecasting, and automation as the fastest routes to doubling productivity, with Veloxy’s integrated sales platform positioned as a tool to eliminate friction, enhance alignment, and drive measurable revenue gains.

###
URL: https://veloxy.io/best-sales-productivity-tools/
Title: 18 Best Sales Productivity Tools Your Team Needs in 2025
Category: Sales Best Practices
Author: Samir Majumdar
Publication Date: February 7, 2025
Updated Date: July 29, 2025

Summary:
This article presents a curated list of 18 leading sales productivity tools for 2025, aimed at helping teams reduce non-selling time, streamline workflows, and increase revenue. It opens with the challenge of bloated, disconnected tech stacks and the growing trend of consolidation for efficiency gains. Each tool is profiled with features, integration capabilities, pricing, and unique advantages. Highlights include Veloxy for mobile-first Salesforce productivity, Crobox for behavioral product recommendations, Salesforce Sales Cloud for CRM and AI automation, Outreach and Salesloft for sales engagement, Gong for conversation intelligence, LinkedIn Sales Navigator for advanced prospecting, HubSpot Sales Hub for automation, Calendly and Chili Piper for scheduling and lead routing, DocuSign for e-signature management, ZoomInfo and Apollo.io for sales intelligence, Mixmax and Lavender for email optimization, UserGems for job-change tracking, Seismic for sales enablement content, and Groove for Salesforce-centered engagement. The guide emphasizes integration, ROI measurement, and user adoption as critical factors in tool selection. It notes that while teams often have 13 tools, only eight are regularly used, underscoring the value of selecting interoperable platforms. The conclusion reinforces that success comes from building a unified, efficient system where chosen tools complement each other, allowing sales teams to focus on relationship-building and closing deals rather than administrative burdens.

###
URL: https://veloxy.io/best-apps-for-sales-reps/
Title: The Best Apps for Sales Reps to Boost Productivity: A Detailed Guide
Category: Sales Best Practices
Author: Samir Majumdar
Publication Date: July 29, 2025
Updated Date: Not Updated Yet

Summary:
This detailed guide reviews the top apps designed to help sales representatives boost productivity by simplifying daily tasks, integrating with existing sales tools, and supporting both office-based and field operations. It outlines three core features reps should seek: support for daily sales activities such as lead tracking and follow-up, seamless integration with CRMs, email, and calendar systems, and mobile-first capabilities for field sales, including GPS and offline access. The article highlights Veloxy as an all-in-one solution offering smart lead prioritization, automated activity logging, Salesforce integration, and real-time mobile functionality for inside and field reps. It also compares other notable apps—SalesRabbit, Badger Maps, Repsly, Map My Customers, Outfield, and SPOTIO—each with strengths in territory planning, retail visit tracking, mapping, or performance coaching. The piece provides guidance on evaluating tools based on sales role, team size, sales cycle length, integration compatibility, and offline performance. Emphasis is placed on choosing software that minimizes manual updates, reduces tool-switching, and maintains accurate, accessible records. The conclusion reinforces that the most effective sales apps align with existing workflows, deliver reliable mobile support, and integrate seamlessly, allowing reps to focus more on building relationships and closing deals rather than managing multiple disconnected tools.


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## PAGES
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URL: https://veloxy.io/
Title: The Best Field Sales Software for Salesforce Users.
Publication Date: June 1, 2024
Updated Date: June 8, 2025

Summary:
This page presents Veloxy as an AI-powered, all-in-one field sales software built specifically for Salesforce users, designed to streamline workflows, boost productivity, and improve customer engagement. It outlines Veloxy’s core proposition—eliminating the need for multiple disconnected apps by integrating key tools such as calendars, tasks, contacts, notes, reports, and Salesforce CRM into a single mobile interface. The content highlights features like customizable 360° contact profiles, intelligent task lists that adapt to daily schedules, automated workflows, real-time performance dashboards, collaborative CRM tools, and remote coaching capabilities. It emphasizes Veloxy’s Salesforce integration, including real-time bidirectional syncing of data, automated prospecting, AI-assisted lead generation, pipeline management, and compliance tools for CAN-SPAM, CASL, and GDPR. The page also describes Veloxy Lite, an inbox extension for Gmail and Outlook, and details enterprise-class onboarding, custom implementation, training, and support. Use cases and benefits include faster sales cycles, higher rep productivity, better team collaboration, and increased revenue. The call to action encourages visitors to start a free trial or schedule a demo, positioning Veloxy as a productivity multiplier and process optimizer for modern, mobile-first sales teams.

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URL: https://veloxy.io/sales-ai/field-sales-software/
Title: All-In-One Field Sales Software to Close Deals | Veloxy
Publication Date: December 2, 2021
Updated Date: January 27, 2025

Summary:
This page details Veloxy’s all-in-one Field Sales Software, designed to help sales professionals close more deals faster and from anywhere. It emphasizes AI-powered automation, guided selling, and sales analytics to optimize territory coverage, improve customer engagement, and reduce administrative tasks. The content outlines key features including route planning with geolocation intelligence, a lead finder for discovering nearby prospects, AI-driven sales journeys, mobile call blitzes, personalized engagement, and email tracking. It also covers Salesforce-specific enhancements such as Caller ID, bidirectional data syncing, account-based selling, and automation of routine CRM tasks to boost adoption. The page addresses field reps’ needs for integrated tools that combine sales engagement, intelligence, and enablement into one platform, with capabilities for remote and virtual selling. It explains how the software helps identify high-priority territories, plan smarter field trips, and gain actionable buying signals. Benefits highlighted include faster pipeline acceleration, higher productivity, improved collaboration, and measurable ROI within one to three months. The page concludes with a call to start a 14-day free trial, targeting field sales professionals and teams seeking to unify their tech stack and increase efficiency.

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URL: https://veloxy.io/sales-ai/mobile-app/
Title: Veloxy Mobile App: Sales AI for iPhone & Droid
Publication Date: September 17, 2021
Updated Date: October 19, 2022

Summary:
This page introduces Veloxy’s Sales AI Mobile App for iPhone and Android, designed to extend Salesforce-powered sales productivity from the office to the field. It outlines over 35 integrated features spanning Salesforce CRM access, lead finding via geolocation, personalized email marketing, sales intelligence, quick dialer capabilities, pipeline management, warm outreach, federated search, Caller ID, and AI customization. Each feature is described with its purpose, one-click accessibility, and measurable sales outcomes, such as improved meeting rates, accelerated sales cycles, higher Salesforce adoption, and increased engagement. The page details specific functional areas—Salesforce automation for real-time data updates, geolocation for locating and navigating to leads, personalized templates for email outreach, analytics for identifying high-performing messages, and calling tools for maximizing contact productivity. It emphasizes productivity multipliers, citing common gains such as a 3x revenue increase in the first month, 5x in the second, and 10x improvements in productivity and adoption. Testimonials and high ratings on platforms like G2, Capterra, and Salesforce AppExchange reinforce credibility. The page concludes with a call to start a 14-day free trial, positioning the app for sales professionals seeking to unify mobile sales engagement, intelligence, and enablement while maximizing Salesforce ROI.

###
URL: https://veloxy.io/sales-ai/inbox-extension/
Title: Salesforce Inbox Alternative for Gmail & Outlook | Veloxy
Publication Date: January 31, 2022
Updated Date: January 13, 2025

Summary:
This page details Veloxy’s Salesforce-integrated Inbox Extension for Gmail and Outlook, designed to streamline sales workflows by enabling users to manage their pipeline, customer engagement, opportunities, and calendar directly from their inbox. It highlights measurable productivity gains, such as a 150% boost in open, click-through, and reply rates, $12K in annual savings through automation, and a 10x increase in Salesforce adoption. The page breaks down over 15 features, including high-deliverability email blasts that improve sender reputation, compliance automation for CAN-SPAM, CASL, and GDPR, email tracking to uncover viral content and new contacts, customizable HTML and text-based templates for rapid personalized outreach, and seamless Salesforce sync for automated data updates. Feature descriptions emphasize one-click access and integration, with benefits ranging from reduced opt-outs to improved sales intelligence. Visuals and testimonials, such as from T-Mobile’s Sonny Hawkins, underscore ease of use and time savings of 1–2 hours daily. The page concludes with clear calls to action for a free 14-day trial and links to install the extension for both Outlook and Gmail, positioning it as a comprehensive alternative to Salesforce Inbox for sales teams seeking enhanced productivity and engagement.

###
URL: https://veloxy.io/sales-ai/
Title: Sales AI Software for Field Sales Reps: Be More Human. Improve CX.
Publication Date: September 27, 2021
Updated Date: May 15, 2024

Summary:
This page presents Veloxy’s Sales AI software as a comprehensive solution for field and inside sales teams seeking to maximize selling time, improve customer experience, and eliminate non-selling activities. It contrasts typical sales workflows—where reps spend only 33% of their time selling—with Veloxy-enabled workflows, in which reps spend 95% of their day engaging customers in person, virtually, or through prospecting. The content details how automating CRM data entry, lead prioritization, follow-ups, and administrative tasks can yield 1,900+ additional customer-facing hours per year, equating to $12,500 in value per rep. It outlines multiple feature sets, including email marketing optimized by recipient activity, a virtual assistant that captures and prioritizes customer data, guided selling notifications, a mobile app for on-the-go productivity, and a Salesforce-integrated inbox extension. Benefits emphasized include higher morale, increased quota attainment, and boosts of 175–189% in core engagement activities. The page also showcases industry testimonials from companies like T-Mobile, Vast Networks, and WEX, highlights integrations with Gmail, Outlook, iPhone, and Android, and lists capabilities such as lead generation via geolocation, call blitzes, sales automation, analytics, and pipeline management. A comparison with competing tools like Clari, Pardot, and Gong positions Veloxy as a unifying platform that accelerates deal cycles and enhances customer relationships.

###
URL: https://veloxy.io/sales-ai/ai-sales-assistant/
Title: AI Sales Assistant Software for Field Sales Reps
Publication Date: August 15, 2022
Updated Date: August 15, 2022

Summary:
This page introduces Veloxy’s AI Sales Assistant as an integrated software suite designed for Salesforce users in field and inside sales roles, aiming to maximize engagement, automate CRM tasks, and increase selling time by over 60 minutes per day. It highlights three core components: the Mobile App, the Inbox Plugin, and the Web Portal. The Mobile App provides real-time sales intelligence, geo-located prospect discovery, prioritized task guidance, and automatic logging of calls, emails, and texts into Salesforce, enabling instant lead and opportunity updates. The Inbox Plugin integrates directly with Outlook and Gmail, offering email tracking, analytics, CAN-SPAM compliant bulk sending, and personalized, shareable templates—all while syncing activities and contact data to Salesforce without leaving the inbox. The software automates non-selling activities, streamlines pipeline management, and equips sales reps with timely alerts and contextual insights, allowing managers to gain improved forecasting accuracy and visibility into pipeline drivers. The page emphasizes measurable gains in quota attainment, customer engagement, and operational efficiency, positioning Veloxy as a solution that replaces fragmented sales tools with a unified, AI-powered platform for accelerating revenue growth and reducing technology costs.

###
URL: https://veloxy.io/sales-ai/ai-sales-assistant/salesforce-automation/
Title: Salesforce Automation for Field Sales Reps: Spend More Time Selling
Publication Date: September 27, 2021
Updated Date: August 25, 2022

Summary:
This page presents Veloxy’s Salesforce Automation as a solution for eliminating time-consuming administrative tasks and boosting sales productivity for field and inside sales teams. It contrasts the inefficiencies of manual CRM data entry, administrative work, and lead prioritization—which consume 66% of a rep’s day—against the 90%+ selling time achievable with automation. Veloxy’s platform integrates with Salesforce via an AI-powered Inbox Sidebar, mobile app, and web portal to sync sales and non-sales activity data automatically from email, calendar, geo maps, and devices. Key features include one-click lead creation and conversion, geo-targeted lead finding, and automated syncing of calls, emails, and meetings to the appropriate records without opening Salesforce. The page outlines measurable impacts on sales activity metrics such as calls placed, emails sent, conversations, scheduled meetings, new prospects added, and won opportunities, linking these gains to improved customer experience and faster deal cycles. Testimonials and integration details with Gmail, Outlook, iPhone, and Android underscore ease of adoption. The offering is priced at $49/month with a three-month ROI guarantee and supported by positive G2, Capterra, and AppExchange reviews. Additional capabilities include email campaigns, tracking, analytics, lead generation, call blitzes, AI-driven insights, pipeline management, and sales analytics—all designed to streamline workflows, accelerate sales velocity, and increase revenue.

###
URL: https://veloxy.io/sales-acceleration/sales-strategies/field-sales/
Title: Field Sales Software - Modernize Your In-Person Sales
Publication Date: September 14, 2021
Updated Date: October 3, 2022

Summary:
This page details Veloxy’s Field Sales Software as a comprehensive platform designed to modernize in-person sales through 30+ integrated features. It positions the solution as a means to close more deals, save $12,500 per rep annually, and enhance Salesforce adoption, offering a free 14-day trial at $49/month thereafter. The content is organized into three core strategies: Sales Modernization, Account Based Selling, and Lower Average Cost of Sale. Sales Modernization focuses on leveraging smartphone native functions—calendar, email, caller ID, GPS, and social media—to improve productivity, with the Prospect Finder Map highlighted as a standout tool for discovering new opportunities on the go. Account Based Selling emphasizes Veloxy’s 360° account and contact views, enabling one-click access to first- and second-degree connections, past opportunity histories, and social feeds, as well as email engagement insights for personalized outreach. Lower Average Cost of Sale addresses reducing travel and administrative expenses through intuitive, one-screen workflows, Salesforce automation, caller ID, analytics, and email marketing capabilities, freeing both reps and administrative staff for higher-value tasks. The page also outlines key selling modes—Proactive, Collaborative, Virtual, Personalized, and Data-Driven—alongside Veloxy’s Salesforce-approved status and 5-star AppExchange rating, underscoring its value in streamlining workflows, shortening sales cycles, and increasing win rates for field sales teams.

###
URL: https://veloxy.io/sales-acceleration/
Title: Field Sales Software - Modernize Your In-Person Sales
Publication Date: December 3, 2021
Updated Date: August 25, 2022

Summary:
This page presents Veloxy’s Sales Acceleration platform as an all-in-one AI-powered solution designed to shorten sales cycles, improve productivity, and help field sales teams close more deals faster. It contrasts traditional, inefficient sales practices—such as calling random prospects, manually prioritizing leads, and working with disconnected tools—with the benefits of Veloxy, including real-time buyer signals, automated customer profile building, and integrated AI and CRM workflows. The content is structured around the sales funnel, detailing top-of-funnel prospecting personalization, middle-of-funnel pipeline automation, and bottom-of-funnel predictive customer experience improvements. It highlights features such as email campaigns, tracking, analytics, Salesforce and inbox integration, mobile app functionality, geolocation-based lead generation, call blitzes, AI-driven insights, sales automation, analytics, and pipeline management. Case studies and user testimonials from companies like T-Mobile, Vast Networks, and WEX emphasize industry versatility and measurable results, including 3X faster lead conversion, 4X faster opportunity creation, and 5X faster deal closing. The page positions Veloxy as essential for sales pros aiming to stay ahead of trends, integrate sales capabilities organization-wide, and maximize both revenue and customer satisfaction through smarter, data-driven selling from any device, anywhere.

###
URL: https://veloxy.io/sales-acceleration/sales-capabilities/sales-enablement/
Title: Sales Enablement Software for Field Sales Teams
Publication Date: September 14, 2021
Updated Date: August 26, 2022

Summary:
This page introduces Veloxy’s AI-powered sales enablement software as a solution to help field and inside sales teams sell faster, easier, and more profitably by centralizing essential sales tools into a single platform. It begins by framing over-achieving reps as “sales superheroes” and identifies four common roadblocks to scaling a sales organization: mismatched software adoption, poor content timing, feature imbalances, and inadequate training. The content outlines key platform features—easy installation, seamless Salesforce integration, single-screen accessibility, and visibility for managers—and explains how Veloxy’s mobile app, inbox plugin, and web portal address these needs. The mobile app delivers geo-location prospecting, sales intelligence, and rapid engagement capabilities, while the inbox plugin enables high engagement without leaving Outlook or Gmail, with automatic Salesforce logging. Veloxy’s core value propositions include shortening sales cycles, increasing win rates, and boosting Salesforce adoption to save $12,500 per rep annually. The page also defines sales enablement, explains its importance, and categorizes five main types of tools that improve efficiency and deal outcomes. Testimonials, performance metrics, and competitive positioning underscore Veloxy’s ability to help companies increase CAGR, reduce tech costs, and equip sales teams with consumable, reusable resources for consistent, high-quality customer interactions.

###
URL: https://veloxy.io/sales-acceleration/sales-capabilities/sales-productivity/
Title: Sales Productivity Software for Field Sales Teams
Publication Date: September 14, 2021
Updated Date: September 28, 2023

Summary:
This page presents Veloxy’s AI-powered sales productivity software as a comprehensive platform designed to help field and inside sales teams maximize selling time, eliminate non-selling tasks, and increase closed deals by 16% in the first quarter. It begins by addressing the common challenge of excessive, disconnected sales tools that slow down reps and contribute to high turnover, outlining six frequent roadblocks such as app overload, lack of integration, and poor measurement of productivity. Veloxy positions its platform as an “AI Sales Assistant” that centralizes multiple sales functions, automates Salesforce activity logging, accelerates sales cycles, and proactively manages pipelines. Core features emphasized include easy installation, rapid CRM integration (especially with Salesforce), single-screen access, and manager visibility into metrics. The page details Veloxy’s mobile app for geo-location prospecting, sales intelligence, and blitz outreach, along with its inbox plugin that enables high engagement and automated CRM updates directly within Outlook or Gmail. Pricing starts at $49/month with a 14-day free trial, and the software is promoted as a cost-effective alternative to hiring administrative support. By unifying AI automation, mobile and email tools, and pipeline analytics, Veloxy aims to help sales organizations of any size shorten cycles, improve response rates, and reduce technology bloat while delivering measurable gains in revenue and efficiency.

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URL: https://veloxy.io/sales-acceleration/sales-capabilities/salesforce-adoption/
Title: Salesforce Adoption Software for Field Sales Teams
Publication Date: September 14, 2021
Updated Date: October 3, 2022

Summary:
This page outlines Veloxy’s Salesforce Adoption Software as a comprehensive AI-powered solution to address low Salesforce login rates, poor data quality, and the overreliance on spreadsheets by sales teams. It begins by identifying common adoption challenges, including hybrid spreadsheet/CRM usage, inconsistent data entry, costly training or consultation, and integration issues from multiple tools. The page emphasizes that successful adoption requires aligning people, processes, and technology, with Veloxy’s approach centered on meeting users in familiar environments like Outlook, Gmail, or mobile devices. Key capabilities include automatic Salesforce activity logging, one-click prospect and account creation, proactive pipeline management, sales call blitz and email blast initiation, and AI-driven 360° prospect views—all from outside the Salesforce interface. The software claims to increase Salesforce usage and sales process efficiency by 10X, capture up to 200% more data, and save each rep 45–60 minutes daily, translating to $12,500 annual savings per rep. Veloxy’s Mobile App and Inbox Plugin are presented as core components, enabling geo-location prospecting, sales intelligence, and high engagement without leaving the inbox. Offered at $49/month per user with a 14-day free trial, the solution is positioned as a cost-effective way to exceed industry benchmarks in lead conversion and revenue growth while streamlining technology footprints and empowering sales managers with better pipeline visibility.

###
URL: https://veloxy.io/resources/sales-performance-case-study/
Title: Field Sales & Salesforce Case Study - Vast Networks Grows Sales 400%
Publication Date: April 20, 2020
Updated Date: Not Updated

Summary:
This case study details how Vast Networks, a California-based telecommunications and network services provider, achieved dramatic sales growth after implementing Veloxy’s Mobile and Engage Pro software integrated with Salesforce. Initially facing low Salesforce adoption, minimal monthly new sales, and poor funnel reporting after expanding from government and education markets into commercial markets, Vast Networks sought a solution to improve sales engagement and data visibility. Within the first month of using Veloxy, the company recorded measurable improvements, including a 300% increase in funnel size, 200% revenue growth, and eight deals closed. By the second month, funnel size reached $70,000, sales rose 400%, deals closed increased to 11, and activity tracking exceeded 120 weekly activities per rep, with email engagement above 50%. The page includes direct testimonials from sales executives and managers praising Veloxy for enhancing pipeline visibility, simplifying adoption, and enabling proactive deal-closing. The study positions Veloxy as a tool that drives accurate reporting, boosts engagement, and accelerates quota attainment. Additional sections profile Vast Networks’ industry focus, location, and target customers, and provide calls-to-action for downloading the PDF case study or starting a Veloxy free trial.

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URL: https://veloxy.io/field-sales-book/
Title: The Big Blue Book of Field Sales (Get Your Free Copy Now)
Publication Date: November 21, 2023
Updated Date: Not Updated

Summary:
This page offers a free downloadable resource titled “The Big Blue Book of Field Sales,” a ten-chapter guide presenting emerging best practices for field, outside, and door-to-door sales professionals. Designed to help sales reps close more deals efficiently, the book compiles actionable strategies applicable to various selling scenarios. The content is organized into practical sections, including five new productivity tactics to boost field performance, six proven methods for closing in-person deals, and five core strategies to shorten sales cycles. Additional chapters cover seven cold calling techniques to improve outreach effectiveness, three cold email approaches tailored to outside sales, and five top tips for door-to-door sales in 2024. The page emphasizes that the material is research-driven, experience-based, and relevant to current market challenges. It also highlights early adoption statistics, noting over 100 downloads to date. The resource is intended for sales reps and managers seeking structured, repeatable tactics to enhance productivity, engagement, and conversion rates.

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URL: https://veloxy.io/how-to-overcome-sales-productivity-and-efficiency-friction/
Title: How to Overcome Productivity & Efficiency Friction in Modern Sales Teams
Publication Date: November 19, 2024
Updated Date: July 11, 2025

Summary:
This page presents a focused guide on identifying and addressing sales productivity and efficiency friction within modern sales teams, particularly in the 2025 business landscape. It outlines the key benefits of adopting structured approaches to remove operational bottlenecks, improve workflow, and enhance overall team performance. The content emphasizes diagnosing common productivity friction points and provides actionable recommendations to address them, including leveraging automation to streamline repetitive tasks, optimizing CRM systems for better usability and adoption, and integrating AI-powered tools to enable faster, data-driven decision-making. It details how proper AI and CRM integration can increase productivity, boost sales rep morale, and lead to improved sales outcomes. Designed as a practical resource for sales leaders and operations managers, the page positions these strategies as essential to maintaining competitive advantage, reducing inefficiencies, and maximizing the value of existing resources. The page also serves as an introduction to a downloadable report that expands on these themes with in-depth analysis and real-world application examples.

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URL: https://veloxy.io/the-strategic-seven-sales-secrets/
Title: The Strategic Seven Sales Secrets - Free Ebook
Publication Date: April 11, 2023
Updated Date: July 11, 2025

Summary:
This Veloxy resource page offers a free download of “The Strategic 7: Sales Secrets to Success,” an ebook designed to help sales leaders, managers, and frontline sales professionals accelerate performance across multiple key metrics. The page highlights the core benefits of the report, including uncovering new opportunities for growth, gaining competitive advantages, and energizing all levels of the sales organization—from clients to sales staff to executive leadership. Readers are informed that the strategies within the ebook can quickly improve over 15 sales performance KPIs and drive exponential growth in these metrics over time. The content frames the “Strategic 7” as a concentrated set of actionable, field-tested sales principles aimed at addressing modern sales challenges, increasing win rates, and fostering alignment across teams. The resource is positioned as a practical tool for boosting morale, enhancing productivity, and equipping sales teams with proven techniques to outperform competitors. Calls-to-action encourage visitors to download the ebook to begin applying these methods immediately for measurable and sustainable sales success.