SALESFORCE AUTOMATION
Automatically update Salesforce
records with sales activity data
Instantly connect selling and non-selling activity data from sources like your email, calendar, geo maps, smartphone, and computer. Watch Salesforce Adoption 10x!
Without Salesforce automation, you're losing 2+ hours a day per rep
Sales reps are bogged down by data entry, quote generation, and other non-selling activities.
Without Salesforce Automation
Sales reps spend 66% of their day:
Manually entering CRM data
Performing administrative tasks
Prioritizing leads and opps
With Salesforce Automation
Sales reps spend 90+% of their day:
Meeting customers virtually or in-person
Prospecting
Performing outreach via phone or email
The Best Salesforce Automation Software
Increase your data quality and selling activity levels. Expand your Salesforce adoption to new departments. Do all of this and more with Veloxy Salesforce Automation Software.
Veloxy AI Sales Assistant Software
with Salesforce Automation
If you don’t get ROI in 3 months, you get 3 months free!
Reviews on G2, Capterra, Salesforce AppExchange
“Great for sales progress!”
We have utilized some of the automated task logging features to help stay abreast of our most important prospect, so that we can usher them further down the sales funnel. It allows my team to work quickly.
Matt E., Wex
Maximize Sales Productivity with Hassle-free Salesforce Automation
CLOSE MORE DEALS FASTER, EASIER
Cut your onboarding time in half and give your salespeople a seamless Salesforce experience across all of their devices. Accelerate your sales cycles with no extra effort.
Manage Leads and Close Deals from your Inbox.
Mundane and repetitive screen-toggling and mouse-clicking are key factors inhibiting Salesforce adoption. Streamline the Salesforce experience for your salespeople by enabling Salesforce capabilities from the comfort of their favorite inbox or smartphone.
With Veloxy, you can create, manage, and track leads and opportunities with an easy click of a mouse. Review a lead’s email tracking and analytics, access their social media profiles, and discover recent talking points.
Accurately Update Salesforce Records Automatically
Salespeople love to sell. They do not love administrative tasks such as record keeping or data entry. Veloxy keeps salespeople selling by syncing sales and non-sales CRM activity across all devices, delivering a streamlined sales experience. Never open Salesforce again!
With Veloxy, your CRM data will be up-to-date and accurate with no extra effort. Your emails are automatically scanned the instant they land in your inbox, syncing with the appropriate lead, contact, account, and opportunity. Your sales conversations will always be relevant and timely.
Accelerate the Sales Cycle with One-Click
When you receive an email from the colleague of a contact, simply click one button to scan the email and create the lead in Salesforce in seconds. Looking for new accounts? Open up our Leadfinder’s Geo Map to find and create new leads in Salesforce.
With Veloxy’s Salesforce Sidebar and mobile app, you can also convert leads into accounts, opportunities, and contacts with one-click—even when you’re still on the phone!
The Anytime, Anywhere,
Any Device Salesforce Automation
We empower you to streamline Salesforce activity from the comfort of your favorite inbox, smartphone, or internet browser. It's easy to spend more time selling and less time not-selling with Veloxy.
Improve Your Sales Productivity Metrics with Salesforce Automation
CLOSE MORE DEALS FASTER, EASIER
With Salesforce Automation, high-performing sales professionals are using Veloxy to optimize and improve the following sales activity metrics. Start closing more deals today!
Calls Placed
There is a misconception that sales reps do not like cold calling. It's the admin tasks that accompany each call they dislike. Increase calls with automation!
Emails Sent
Similar to calls placed, email send numbers can be hindered by admin tasks like CRM data entry. Increase emails sent with Salesforce automation.
Conversations
With a rise in dials and emails comes a rise in conversations, whether over the phone, in-person, or virtually. Add a 2X multiplier with automation.
Scheduled Meetings
By automation Salesforce, you're actually improving the Customer Experience (CX). Satisfied prospects and clients are more apt to make room on their calendar.
New Prospects Added
As leads and contacts refer you to new prospects, and as you use the Leadfinder Geo Map feature, it's easy to add new prospects in bulk.
Won Opportunities
When you eliminate 90% of your non-selling activities, no one will be able to stop you as the high-performing sales machine who closes more new deals, faster.
Add Salesforce Automation to Your Inbox Today.
Fewer screens and apps make for a more productive sales team. Try our Salesforce Automation software with our 14 day free trial and start closing more deals.
Your All-in-One AI Sales Assistant Software
CLOSE MORE DEALS FASTER, EASIER
Email Campaigns
Send personalized email blasts based on sales alerts or account proximity, and starting closing more deals, faster.
Email Analytics
Get a deeper understanding of your buyers' email activity so you can optimize templates, campaigns, and follow up.
Email Tracking
Receive instant notifications when a lead or opportunity opens and forwards an email, and learn their device, location, and more.
Salesforce Integration
Eliminate non-selling activities associated with Salesforce CRM so you can spend your time on the activities that produce sales.
Inbox Integration
Veloxy empowers you to send email campaigns, personalize templates, and view Salesforce activity from your inbox.
Mobile App
High-performing sales reps enjoy the flexibility to send email campaigns and make call blitzes from their smartphone.
Lead Generation
In addition to finding leads via email tracking, you can use your smartphone's geolocation to download new leads.
Call Blitzes
In a world of remote selling and AI, you can now act on sales alerts by performing call blitzes from your favorite smartphone.
Artificial Intelligence
Eliminate the guesswork associated with cold calling, emailing, and follow-up when you act on calculated data-driven insights.
Sales Automation
Think forward by scheduling your personalized email campaigns in advance, and automate Salesforce activities in mass.
Sales Analytics
Sales managers reveal newfound sales insights and forecasts to help their salespeople predictably grow pipeline.
Pipeline Management
More accurately predict future sales activity and revenue, and understand how you can further improve overall sales velocity.
Visit the Veloxy Salesforce Blog
Ready to discover a new Salesforce strategy, a new way to improve adoption, or a creative onboarding process? We’ve got the insight you need.
Unlocking Growth: Understanding Sales Velocity and Its Impact
Time is money, but just how do you accurately measure the value or rate of your efforts? Veloxy shows you how to account for time and grow your business revenue with sales velocity.
Cold Email: Everything a Salesperson Needs to Know
With 4 billion registered email users, you could practically reach anyone on the planet by means of email. Veloxy shows you how to wield the power of cold email like a sales Samurai
The Sales Manager’s Guide to Sales AI
Research shows that high performing teams are almost 5x more likely to be using AI than those that underperform. Give your sales team a fierce competitive advantage with this comprehensive, all inclusive guide to sales AI.
What is the Difference Between a Hot Call and a Cold Call?
With the ever growing size of sales technology stacks, the standard telephone can get lost in the array of options—especially for outreach. Let’s not forget
