Initial Consultation: Veloxy’s team conducts discovery calls to understand your business’s unique workflow, sales processes, and integration needs (especially with Salesforce).
Requirements Gathering: Identification of required custom fields, forms, permissions, and any necessary data migration.
2. Configuration & Customization
Custom Setup: Veloxy’s implementation experts configure the software to match your requirements, including:
Custom fields and forms
User roles and permissions
Workflow automations
Salesforce Integration: If applicable, Veloxy is connected to your Salesforce instance for real-time, bidirectional data sync (contacts, accounts, deals, activities).
3. Data Migration
Assistance Provided: Veloxy’s data experts help migrate existing CRM data—contacts, accounts, deals, activity history—from your current system into Veloxy.
Validation: Ensuring all data is accurately transferred and mapped.
4. Training
Admin & User Training: Personalized sessions for administrators and key users.
Best Practices: Training on how to configure, use, and optimize Veloxy for your sales team.
5. Go-Live & Support
Launch: The system goes live, and your team begins using Veloxy.
Ongoing Support: Dedicated support team available 24/7 for troubleshooting, optimization, and additional training as needed.
Customisation
Custom Workflows and Automated Processes: Veloxy enables creation of custom workflows and auto-assigned tasks to enforce consistent best practices across teams, simplifying complex sales processes and reducing manual effort.
Customizable Contact Profiles: Users can customize contact data fields to ensure sales teams have the right information for every interaction, enhancing personalized engagement.
Configurable Sales Stages and Dashboards: Veloxy supports configurable sales stages, customizable reports, charts, and interactive dashboards tailored to user preferences, enabling visualization of sales data in ways that fit specific business needs.
Drag-and-Drop Customization: The platform allows users to customize contact data views, build charts and tables with drag-and-drop ease, and extend data models by adding custom sections to any data type without coding.
Integration with Salesforce, Gmail, Outlook: Veloxy tightly integrates with Salesforce CRM and email platforms, syncing contacts, accounts, deals, and activities in real time. It also logs emails and tasks automatically, ensuring seamless data flow and reducing duplicate records.
AI-Driven Personalization and Automation: Veloxy uses AI to personalize email templates, automate prospecting workflows, lead scoring, and dynamic lead routing, helping sales teams close deals faster with relevant, timely communication.
Mobile Access and Sales Enablement: The software includes a native mobile app allowing sales reps to manage pipelines, send personalized emails, perform call blitzes, and access CRM data on the go.
No-Code Configuration: Veloxy’s customization is designed to be accessible without technical expertise, enabling businesses of any size to adapt the system to their specific workflows and sales processes.
Additional Costs
Setup Fees: Veloxy offers a streamlined implementation process including configuration, Salesforce integration, and data migration, typically completed within 1–4 weeks. This suggests setup is likely included or offered as part of the onboarding process rather than as a separate, high-cost fee.
Subscription Pricing: Veloxy operates on a subscription basis requiring a paid license after a 14-day free trial. Pricing details are not fully disclosed publicly but are subscription-based, with some features requiring a Salesforce license.
Maintenance and Support Charges: Veloxy provides 24/7 customer support as part of its service, including ongoing assistance, troubleshooting, and training. There is no mention of additional maintenance fees beyond the subscription cost, implying support is included in the subscription.
No Hidden Fees Mentioned: Available information does not indicate extra charges for updates, maintenance, or basic support, suggesting these are bundled into the subscription model. For enterprise-level customization or advanced integrations, costs may vary and would typically be negotiated during the sales process.
Training
Personalized Training Sessions: Veloxy provides tailored training for administrators and key users, focusing on best practices for configuring and using the platform effectively.
On-Demand Coaching: Remote coaching is available where Veloxy experts join calls, review emails, and provide guidance to keep sales teams focused and productive, regardless of their location.
Comprehensive Onboarding: Veloxy offers onboarding guides and personalized programs designed to help new users engage with customers faster and more efficiently.
24/7 Priority Support: A dedicated support team is available around the clock via phone or email to assist with implementation, troubleshooting, and ongoing optimization, ensuring a smooth user experience.
Enterprise-Class Support: For larger clients, Veloxy provides white-glove services including customized implementation, data migration assistance, and continuous support to maximize results.
Security Measures
Real-time Data Sync with Salesforce: Ensures secure, encrypted data transfer between Veloxy and Salesforce CRM.
Access Controls: Customizable user roles and permissions to restrict data access based on job function.
Data Migration Assistance: Managed by experts to securely transfer contacts, accounts, deals, and activity history without data loss or exposure.
Ongoing Support and Monitoring: Dedicated teams handle support and optimization, which typically includes monitoring for security and performance issues.
Updates
Regular Updates: Veloxy continuously improves its platform, integrating AI-driven features and workflow optimizations. While exact release frequency is not specified, SaaS platforms like Veloxy typically release updates monthly or quarterly.
Seamless Update Process: Updates are managed in-house by Veloxy’s team, ensuring minimal disruption. Customers benefit from new features, security patches, and performance enhancements without manual intervention.
Automatic Deployment: As a cloud-based solution integrated with Salesforce and email platforms, Veloxy’s updates are automatically applied, keeping all users on the latest version.
Data Ownership and Portability
Data Ownership: The data you submit or that Veloxy processes through its services—including CRM data, emails, contacts, calendars, and support data—remains fully under your control. Veloxy acts as a data processor, handling your data solely to provide the contracted services. You retain ownership of all your data at all times.
Data Retention and Deletion: Veloxy retains your data until you choose to deactivate your account. Upon account deactivation, data records are removed immediately unless a different retention period has been agreed upon. This ensures you maintain control over how long your data is stored.
Data Portability: While specific procedures for data export are not explicitly detailed publicly, Veloxy’s compliance with data privacy regulations such as GDPR and CCPA implies that users can request access to and portability of their data. This means you can retrieve your data if needed, especially when terminating the service.
No Sharing or Selling of Data: Veloxy guarantees that it will never share or sell your information, reinforcing strong data privacy and ownership rights.
Scaling Up / Down
Flexible Subscription Model: Veloxy offers a subscription-based service that allows organizations to scale their usage according to changing needs. Although exact terms are not publicly detailed, it is typical for such platforms to permit adding or removing user licenses and adjusting features as organizational requirements evolve.
User and Group Role Configuration: The platform supports configurable user and group roles with specific data privileges, enabling flexible management of access rights as teams grow or restructure.
Enterprise-Class Support for Scaling: For larger organizations, Veloxy provides white-glove implementation and support services, which can accommodate scaling up with additional customization, integration, and training as needed.
No Indication of Penalties or Long-Term Lock-Ins: There is no public information suggesting strict long-term contracts or penalties for scaling down, indicating a customer-friendly approach to subscription adjustments.
The terms & conditions for contract renewal and cancellation
Contract Duration and Renewal: Veloxy contracts are generally effective for the subscription term specified in the order or agreement. After the initial term, the contract automatically renews for successive renewal terms (often one year each) unless either party provides written notice of non-renewal at least 30 days before the current term expires.
Notice of Non-Renewal: To avoid automatic renewal, customers must give official notice of their intent not to renew. This notice is typically done via the software interface (e.g., clicking a termination button under subscription management) or by written communication if other payment methods are used. Failure to provide timely notice results in automatic renewal under the current terms and pricing.
Renewal Pricing: Renewal terms are subject to the pricing stated in the original order form or, if not specified, Veloxy’s standard pricing at the time of renewal. This means pricing may change upon renewal.
Cancellation Terms: Cancellation can usually be done at the end of a subscription term. Early termination policies are not explicitly detailed publicly but may be governed by the specific contract terms. Customers typically cannot sub-license or transfer their subscription rights without prior consent.
Trial Accounts: Trial accounts are provided “as is” and can be suspended or terminated at any time without liability. Data or customizations in trial accounts may be permanently lost upon termination.
Contract Amendments: Any changes to the contract terms must be made in writing and signed by authorized representatives of both parties.
Compliance
Data Privacy Compliance: Veloxy adheres to major data privacy regulations such as the General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA), ensuring user data rights such as access, portability, and deletion.
Salesforce Integration Security: Given Veloxy’s deep integration with Salesforce CRM, it leverages Salesforce’s enterprise-grade security infrastructure, including encrypted data transmission, strict access controls, and compliance with industry standards.
Enterprise-Class Security Practices: While specific certifications are not publicly listed, Veloxy’s approach aligns with best practices for SaaS providers, including secure data handling, role-based access controls, and ongoing monitoring.
No Data Sharing or Selling: Veloxy explicitly states it does not share or sell customer data, reinforcing compliance with privacy laws and customer trust.
