What is Velocify CRM
Velocify is a tool that aims at generating sales for the business. It is an automation system that links you and your clients according to which lead system you wish to tag them under. What it does is combine a proven contact strategy with dynamic, highly actionable performance analytics to deliver greater predictability and sales representative success.
With the help of our team, we modified a software system that bridged the gap between prospective clients and their desired collective data application. Essentially, what we did is create an automation system that links you and your clients according to what statistics you wish to categorize them under. It may be according to different demographics, age, sex, interest, etc.
In conjunction to that, our platform duplicated a form for a new WordPress theme that sent the information to the Velocify account and put the contact information into the correct fields so that representatives could find it easy to contact potential students.
How does it work?
We created a WordPress plugin that bridged the gap between prospective clients and the business using the Velocify CRM. Our goal was to demystify the backlog and eventually created an adaptable system that brought performance-based traction in the operations of the business.
This plugin created web-forms that could be embedded on the website, send the information to the Velocify account and put the contact information into the correct fields so that representatives could find it easy to contact potential clients.
Results How we helped
This Plugin helped in minimizing the backlog in lead management and automated the process so that clients could manage all their leads at a centralized location.
Our aim was to improve efficiency based on the client’s lead system while providing quick professional services and therefore saving time and money.