Veloxy For Salesforce CRM

Veloxy for Salesforce CRM is an AI-powered field sales software that helps reps and managers using Salesforce to optimize sales processes. It doubles sales productivity, pipeline, and revenue by automating CRM updates and providing AI-driven insights.

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At a glance

Pricing

Freemium · Paid

Free tier

Yes

API

Skill level

Mixed

About

What is Veloxy for Salesforce CRM?

Veloxy for Salesforce CRM is an AI-powered field sales software designed to significantly enhance productivity for sales representatives and managers utilizing Salesforce. It automates CRM updates, optimizes sales routes, and prioritizes leads with AI-driven insights, allowing sales teams to focus on selling rather than administrative tasks. The platform integrates essential tools like calendars, tasks, contacts, and reports into a single, seamless mobile app, accessible from anywhere. Veloxy helps optimize the sales process with dynamically populated task lists, automated workflows, and customizable contact profiles, ensuring reps have all necessary information at their fingertips. It also provides actionable reports to guide strategy and fosters team collaboration through full workflow transparency and streamlined process management.

Best used for

Ideal for field sales reps and sales managers who need to automate CRM updates, optimize sales routes, and prioritize leads with AI-driven insights. Especially valuable for teams looking to double their sales productivity and revenue by streamlining their daily workflow within Salesforce.

Common actions

optimize sales process

automate CRM updates

manage sales pipeline

track sales activities

enhance sales productivity

mobile_appios

Capabilities

Key features

Sales AI Assistant
Email Tracking
Drip Campaigns
Pipeline Management
Lead Qualification
Quick Dialer
Guided Selling

Target Audience

sales rep

Integrations

salesforceoutlookgmail

Pricing & Plans

Freemium · Paid

Free

FAQs

What is the difference between Veloxy and Veloxy Lite?

Veloxy is the comprehensive field sales software designed to double productivity, pipeline, and revenue, powered by AI and Salesforce. Veloxy Lite focuses on transforming your Outlook or Gmail into a sales-enhanced inbox, offering features like email tracking and analytics.

Does Veloxy integrate with my existing Salesforce CRM?

Yes, Veloxy is specifically built for Salesforce users. It integrates seamlessly with your Salesforce CRM to automate updates, optimize sales processes, and provide AI-driven insights directly within your existing Salesforce environment.

Can Veloxy help with sales route optimization for field reps?

Yes, Veloxy helps field reps optimize sales routes and manage their daily activities efficiently. It provides tools to prioritize leads, access customer information on the go, and streamline the sales process, ensuring reps spend more time selling.

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