AI sales assistant that integrates with your CRM to automatically log data, prioritize leads, send outreach emails, and boost rep productivity without switching between tools
Product Category
Sales
Product Subcategory
Salesforce-Integrated AI Assistant
AI Functions
- Transcribes and logs emails, calls, and tasks into Salesforce automatically
- Provides predictive lead and opportunity prioritization
- Offers guided next-step suggestions and smart reminders during sales activities
- Analyzes customer engagement signals (email opens, call activity) for outreach timing
- Optimizes field sales with geolocation-based lead suggestions and route planning
Product Core Functions
Veloxy delivers an AI-driven sales assistant built natively on Salesforce. It removes administrative burdens by automating data logging, lead discovery, engagement tracking, and pipeline updates—across mobile, inbox, and web interfaces. The platform intelligently prioritizes where reps should focus, sends proactive notifications, guides field visit planning, and gives real-time insights on what’s working in the pipeline—all to maximize selling time and deal velocity.
Key Features
- Salesforce Sync & Automation: Auto-log activities, calls, emails, tasks, and CRM updates
- Sales Intelligence Dashboard: Customizable reports on demos, pipeline progress, rep performance
- Guided Selling & Notifications: Alerts on next steps, email opens, ideal call timing
- Mobile App & Inbox Plugins: Use on iOS/Android or inside Outlook/Gmail with equal capability
- Geo-Lead Finder & Route Planner: Discover local prospects and optimize travel paths
- Email Tracking & Sequencing: Auto-drip emails and analytics on open rates and forwarding
- Quick Dialer & Blitz Features: Launch targeted calling campaigns from mobile
Use Cases
- Field Sales Teams – Plan face-to-face visits with geo-triggered leads and mobile support
- Inside Sales Reps – Automate Salesforce logging and receive intelligent prioritization prompts
- Sales Managers – Gain transparency with real-time dashboards and coaching tools
- Sales Operations Leaders – Standardize workflows, eliminate data gaps, improve CRM adoption
- Enterprise & Mid-Market Organizations – Scale consistent sales execution with AI-backed processes
Conclusion
Veloxy is a comprehensive AI assistant for Salesforce-centric sales teams, blending automation, intelligence, and field capabilities into a unified platform. It amplifies rep productivity by eliminating grunt work, enabling guided selling, and delivering data-driven insights in real time. Especially valuable for teams balancing in-person and digital outreach, its ROI comes from reclaimed selling hours and a cleaner, more active CRM. While Salesforce dependency may limit adoption for non-Salesforce users, for organizations committed to that ecosystem, Veloxy is a high-impact investment.