Mixmax vs. Velocify by ICE Mortgage Technology

Mixmax is very well suited for sharing calendar availability via email with a client. Multiple time blocks can be shared, and the bridge between Gmail and other colleagues allows you to hold a meeting time on calendars to prevent overbooking with colleagues. This is extremely helpful when scheduling a large call and juggling many people's schedules.

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 scheduling integration is really easy for email recipients. It is quite literally one-click for them to schedule an event from a meeting time list interface.
• The interface is extremely well-designed and intuitive across the board. This makes it really easy to learn their software and integrate it into your workflow.
• Their pricing is *extremely* convenient for startups. Their "starter" plan is extremely affordable (currently $9/month/user), and includes unlimited tracking, templates, reminders, automation, etc... Basically, everything you would need to upgrade your email automation workflow.

Incentivized

• 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!

• On occasion, Mixmax fails to sync to my email and I've had to reach out to support to remedy the issue.
• Offering "link click tracking" for the lowest plan would be great for users, especially those new to the software so they can realize more of the benefits.
• For the lower plan, I wish email opens were able to be tracked when sending to multiple people in the same email.

Incentivized

• 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)

Incentivized

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

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.

The system is always up!!

If the system is set up correctly it will be a game changer for your organization.

Every time I have reached out to Mixmax I automatically get an email from a trained professional who has perfect insight into my issue with an understandable reason to why I am having and issue offers me a solution. The wait time is only around 5 minutes and they are always offering sympathy in certain situations.

Incentivized

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.

Incentivized

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.

Velocify offers online training via videos and written descriptions of implementation procedures.

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.

Truly is easier for phone capabilities (letting customers call you back and having it go to your phone but still being a fake number), while mixmax is much better for email sending and tracking via gmail. Truly had no email capabilities when I was using it, so it was only helpful for phone. However mixmax could improve its phone capabilities

Incentivized

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

The system is fully scaleable both vertically and horizontally across the enterprise.

• Email tracking gives me the results of emails, whether or not the client is interested when they open and read the email which makes it the best platform.
• The automated sending email is the big feature in Mixmax, the system automatically send the email on respective entries which actually saves the time and help in be productive at work.

Incentivized

• 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.