Velocify LeadManager SMS Texting Arrives in a New Avatar

Velocify LeadManager SMS Texting Arrives in a New Avatar for Agile Sales Teams

Sudipto Ghosh

March 8, 2018

Ellie Mae Sets a New Standard for Powerful Mobile Communications Integrated into a Centralized Lead Management Solution

Ellie Mae, a leading cloud-based platform provider, has unveiled a completely redesigned Velocify LeadManager SMS texting functionality that provides a seamless and simple way to send automated and individual texts to mobile phones from within the solution. Velocify LeadManager SMS texting empowers sales professionals with the combined strength of integrated individual and bulk messaging and the administrative controls needed to engage prospects and customers on their mobile phones quickly, easily, and in a legally compliant way.

Velocify LeadManager 18.2 with SMS texting is expected to be released in April 2018.

Velocify® by Ellie Mae is a sales acceleration software platform that helps high-velocity sales teams turn more prospects into customers. More than 1,500 companies streamline, automate and optimize their sales processes using Velocify.

“With the enriched texting functionality in Velocify LeadManager, sales organizations can boost engagement, drive quicker decisions, and improve conversions by intelligently and respectfully weaving text messaging into the sales process,” said Nick Hedges, Senior Vice President, Consumer Engagement Strategy at Ellie Mae.

Nick added, “No other technology delivers such powerful mobile communications integrated into a centralized lead management solution.”

Improving The Multi-Channel Experience

Velocify LeadManager helps to ensure the texts sales professionals send are highly relevant and reach the right person, at the right time, and in the right way. Velocify LeadManager SMS texting is the only solution that integrates bulk and individual texting into unified, multi-channel sales engagement.

Among the key new features in Velocify LeadManager SMS texting are —

Automated SMS Texting

Bulk Texts — Administrators can send bulk short code messages, as promotional campaigns to interested prospects or to re-engage leads.

Triggered Texts — Administrators can set up automated texts triggered by specific actions or statuses (e.g., rate changes or deadlines) to send notifications of timely news to interested prospects and customers.

Administrative Controls — Utilizing easy-to-use templates and wizards, administrators can allow their users to engage freely with prospects, while at the same time setting limits within the system to promote positive engagement and ensure company standards and industry guidelines are followed.

SMS Texting Messenger Window

Two-Way Text Messaging: Sales reps can text prospects’ mobile numbers directly from the LeadManager text messenger window, and instantly receive responses in the same messenger window.

Conversation History: Sales reps can easily access their lead conversations from the messenger window as well, which is always available from their main Priority View screen.

Automated Prioritization: Texting is integrated with the action and lead status workflow in LeadManager to ensure leads remain up to date and prioritized with other communication types (email and phone) as they move through the funnel.

Automated Mobile Number Lookup

Automatically checks and validates that numbers within LeadManager lead records are active mobile numbers prior to sending a text. This feature significantly reduces the number of undelivered text messages and can help prevent the sender from inadvertently sending spam.

With over 200 million smartphone users in the US alone, reaching prospects on their mobile phones has become imperative to the sales organization’s success. And though the acceptance and preference for receiving business-related texts are growing, prospects want it done at the right time and in the right way.

Velocify LeadManager SMS texting unlocks a better prospect experience by integrating and synchronizing text with other communication channels while giving organizations a better way to ensure compliance and standards are followed.

Currently, Ellie Mae’s technology solutions enable lenders to originate more loans, lower origination costs and reduce the time to close, all while ensuring the highest levels of compliance, quality, and efficiency.