Velocify helps sales teams with lead management, optimizing follow-up activities, and ensuring the best leads are prioritized.
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Velocify is simple to set up, with automation workflows that handle lead distribution and follow-up tasks.
Step-by-Step Guide:
1. Integrate Velocify with your CRM and lead sources.
2. Set up automation rules for lead distribution and prioritization.
3. Use AI insights to determine the best follow-up timing and method for each lead.
4. Track lead progress and make adjustments to improve conversions.
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