Veloxy

Veloxy is an AI-powered sales enablement platform designed for field and outside sales teams working in Salesforce. Its primary purpose is to streamline daily sales activities, reduce administrative work, and ensure that every interaction with prospects and customers is captured accurately in the CRM. By consolidating communication, location, and sales data, Veloxy helps sales professionals sell more efficiently while maintaining clean, complete Salesforce records.

Key features include automated activity logging for calls, emails, and meetings directly into Salesforce, eliminating the need for manual data entry. Veloxy offers email tracking, templates, and scheduling, so reps can see when prospects open messages and follow up at the right time. Geo-mapping and route optimization capabilities help field reps plan their day, identify nearby accounts, and increase the number of quality visits. The tool also provides AI-driven insights and alerts, such as reminders to follow up with dormant opportunities or notifications on high-priority leads, enabling more proactive selling.