Know exactly who is calling you
When calls come in, Veloxy Caller ID searches Salesforce and shows you the caller’s name and vital details like company name or opportunity value. It is also easy to save new callers as a lead or contact.
Stay on top of your opportunities
Veloxy keeps Salesforce, your email and calendars in sync. You get a real-time view of your tasks and the opportunities they relate to. So you can focus on the actions most likely to drive sales.
Never miss priority tasks again
Veloxy keeps tabs on your calendar and inbox and proactively tells you about important events. Like a reply from a contact, or a meeting with drive time. So you miss nothing and act on what really matters.
Log your activities on auto-pilot
Your call times, email subject and texts to prospects get logged in Salesforce for you, as they occur. This helps you stay on a roll, calling the next prospect, and not task switching.
Keep Salesforce updated as you go
When you end a call, or after a meeting, you are prompted to add a note, a task or update a contact. It is context aware and fast, with no useless fields to wade through. In seconds Salesforce is updated.
See who is reading your emails
Veloxy takes email anxiety out of your day. It tracks if your email is replied to, opened, or not, and notifies you when it is. So you can take prompt action to keep the ball moving forward.
Save time by using email templates
Save a ton of time, using personalized email templates for emails and replies to one or more prospects at a time. You can still customize each email before it goes out.
Search for anything, and find it
Not sure where the info you want is stored. You don’t need to know any more. Veloxy searches in email, meetings, notes, tasks, prospects and opportunities to find it for you, fast.
“As a Sales Professional, efficient use of time and having the right information are the critical factors for success. But we are forced to use several tools to manage our time and business — With Veloxy, we no longer need to do that. Veloxy aggregates data from different tools, such as Outlook, Salesforce and Google and puts it in the palm of my hand in a very meaningful way.” Software Sales Rep
Be prepared for every meeting
Before a meeting or call, Veloxy helps you prepare. You can research your prospects with ease. Data from Salesforce, Email, Calendars, LinkedIn, G+, Twitter and Maps is all brought together in one place for a 360 view.
Be on time for your meetings
With one tap to call or join a meeting, you’re never stuck searching in email for numbers and pass codes or addresses. Driving there? One tap gets you directions, even help finding parking.
Be more productive on the road
Veloxy uses your geo-location to map your leads and contacts so you can plan your route and calls. It also finds new businesses nearby, which you can research and add to Salesforce in seconds.
“I’m stuck in traffic, and Veloxy shows me a great opportunity at the next exit. I swing off the highway, make the call and sign a new customer. Veloxy turned an otherwise wasted hour, into a successful sales call!”