GatedContent.com is an enterprises solution for managing and scaling lead generation forms. Web conversion forms (or gates) are templated in the cloud platform with the data specifications, privacy standards and technology integrations the user defines. Marketing or operational users can build out gates for use in campaigns or blogs and embed them into web pages with simple embed code. Deploying a GatedContent.com content gate is designed to be as simple as creating a hyperlink in a CMS.
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Velocify by ICE Mortgage Technology
Score 6.7 out of 10
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Velocify is a sales acceleration and automation solution acquired by Ellie Mae (now ICE Mortgage Technology) in 2017. The product suite includes Velocify Pulse automation app, Velocify Lead Manager for lead management and distribution, and Velocify Dial-IQ sales dialer. Also , Velocify LoanEngage is a sales referral management app for loan officers.
Eloqua, Hubspot, and Pardot, whilst not directly comparable, all have a forms solution, but these solutions become inefficient at scale and are open to user error. They can be difficult to implement across various CMS environments and aren't always easy to configure from an …
Velocify is a bit more refined and well built with their dialer and helping more borrowers get contacted. Lodasoft makes the process smoother by having a portal for the borrower to build their loan into. Lodasoft works with other departments as well.
Before we went with Velocify, we had Salesforce and Hobson's EMT Connect. Both of these systems were rather expensive and didn't give us exactly what we needed for lead conversion as well as the customization we desired. However, I feel that some of the reasons we went with …
GatedContent.com brings a lot to the Marketing Operations party, governance, standardization, etc, etc. but above everything else, if you're serious about growth marketing, GatedContent.com is essential in setting up a fully functioning attribution model. The best thing is that once the key data capture points are defined and built, end users don't need to worry about UTM and other key tracking parameters, they run in the background and plug into pre-exiting processes.
Velocify is amazing if powered by the right management. Just like any piece of technology, garbage in - garbage out. I suggest making sure your management is well trained so they can ensure their users are effective. Velocify has some incredible talent working there. I suggest making great connections with those on your team and it will help greatly during the tenure of your working relationship.
The prioritized queue allows for management to set contact standards and hold users accountable. It removes all the guess work out of what lead to call next.
The Dial IQ feature is fantastic for powering through calls and maximizing speed to contact.
The Shotgun lead distribution puts the lead into the hand of the user that is ready and available to call that lead immediately. No handing off a lead to an originator and hoping they call. This feature allows for the system to notify multiple users simultaneously and first user to press 1 wins the lead. Talk about creating a competitive sales environment!
Velocify would be well served to create a more robust email drip campaign platform.
Velocify could revamp their dashboards and prioritized views our individuals work out of daily. It's rather overwhelming when working with a lot of leads. Adding interactive graphics - calendars, easy to view alerts, etc would be great. (Big Purple Dot does this well)
I am sure that we as a company are likely to continue using Velocify. I am not involved in the selection process, but I have not heard any negative feedback and switching programs would more than likely be too much work
Easy to use for both admins and end users. The individual gate/form configuration is guided and simple with little scope for error. Admins are able to steer the configuration with mandatory fields etc. There is a comprehensive knowledgebase and a very response support team if knowledgebase doesn't cover the query.
Users can gain a very good understanding of the system quickly. The administrator can use terms that are familiar to their company when setting the system up. Most new administrators error to the side of complexity when setting up the system. With Velocify less is more.
Very responsive and capable support team, all with excellent product and industry knowledge. Also, access to the developers if required to help support, particularly during the onboarding, set up, and testing process.
While I didn't speak with the Support team often, they seemed very accepting and reliable. My favorite was the company emails that we would receive whenever something wasn't working correctly so that we would know that it's being worked on, providing a bit of relief to the other employees that were having trouble.
The in-person training if you will is done via GoToMeeting or some other service. I have been told that the moderator goes way too in-depth and too fast.
If you plan to have more than 20 users on Velocify you should outsource implementation to someone that knows how the system can best be implemented for your business/process flows. If you have fewer proposed users try to use one of the canned levels.
Eloqua, Hubspot, and Pardot, whilst not directly comparable, all have a forms solution, but these solutions become inefficient at scale and are open to user error. They can be difficult to implement across various CMS environments and aren't always easy to configure from an attribution perspective.
Before we went with Velocify, we had Salesforce and Hobson's EMT Connect. Both of these systems were rather expensive and didn't give us exactly what we needed for lead conversion as well as the customization we desired. However, I feel that some of the reasons we went with Velocify were not exactly truthful as we found out during the implementation process or much later that there were things they said that they could do that once we started getting into the weeds with it they weren't able to execute. From a lead conversion and speed to lead standpoint, this is a good product. From a reporting and lifecycle management standpoint, this is a very poor product compared to the other two
Faster lead conversion lead us to higher potential for "first school wins" philosophy.
Negative return on time spent maintaining Velocify. Because manual reporting was needed and much had to be done outside of the system, there was a monetary loss of time because of this.
Predictability was near impossible for us, and the fact that we had to purchase an email automation system because Velocify did not do anything we needed was a negative ROI for our business.