sales-veloxy

What this skill does

# Veloxy Platform Help

## Step 1 — Gather context

If `references/learnings.md` exists, read it first for accumulated platform knowledge.

Ask the user:

1. **What's your primary goal?**
   - A) Set up Veloxy for a field sales team
   - B) Fix an issue (email sync, geolocation, mobile app)
   - C) Compare Veloxy to alternatives (Scratchpad, Weflow, Badger Maps)
   - D) Configure email tracking or drip campaigns (Veloxy Lite)
   - E) Build reports or dashboards

2. **What Salesforce edition are you on?**
   - A) Professional
   - B) Enterprise
   - C) Unlimited / Performance
   - D) Not sure

3. **How does your team work?**
   - A) Field/outside sales — in-person meetings, driving between prospects
   - B) Inside sales — desk-based, phone/video calls
   - C) Hybrid — mix of field and inside

Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.

## Step 2 — Route or answer directly

| Problem domain | Route to |
|---|---|
| CRM comparison or switching CRMs | `/sales-crm-selection {user's question}` |
| General email tracking strategy | `/sales-email-tracking {user's question}` |
| Revenue forecasting methodology | `/sales-forecast {user's question}` |
| Meeting recording or conversation intelligence | `/sales-note-taker {user's question}` |
| Salesforce data quality or deduplication | `/sales-data-hygiene {user's question}` |
| Connecting Veloxy to other tools via Zapier/webhooks | `/sales-integration {user's question}` |

When routing to another skill, provide the exact command: "This is a {problem domain} question — run: `/sales-{skill} {user's original question}`"

Otherwise, answer directly below.

## Step 3 — Veloxy platform reference

**Read `references/platform-guide.md`** for the full platform reference — modules, pricing, integrations, geolocation, email tracking, mobile app.

Answer the user's question using only the relevant section. Don't dump the full reference.

## Step 4 — Actionable guidance

You no longer need the platform guide — focus on the user's specific situation.

**Field sales setup priorities:**
1. Connect Salesforce — verify edition compatibility (PE/EE/UE/PP/FE/DE all supported)
2. Set up email sync — Gmail or Outlook, verify bidirectional sync is working
3. Configure geolocation — set up route optimization, test nearby lead discovery
4. Deploy mobile app — install on reps' devices, test lead/contact access
5. Enable email tracking — if using Veloxy Lite, set up templates and drip campaigns

If you discover a gotcha, workaround, or tip not covered in `references/learnings.md`, append it there.

## Gotchas

> *Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.*

- **No public API documentation.** Veloxy lists an API on AppExchange but has no published developer docs. If you need programmatic access, contact [email protected] directly.
- **Email logging is limited to primary contacts.** Only emails with contacts already in your CRM get logged — if a prospect isn't in Salesforce yet, their emails won't sync automatically. Create the contact first.
- **Steep learning curve reported.** Multiple reviewers note they don't use all features. Start with email sync + geolocation, then layer in predictive intelligence and drip campaigns.
- **Veloxy Lite is a separate product.** Veloxy (field sales, $25/mo) and Veloxy Lite (email-focused, $35/mo) are different products with different pricing. Make sure you're buying the right one.
- **Gmail/Outlook sending limits still apply.** Veloxy sends from your real inbox — Gmail caps at 2,000/day, Outlook at 300/day for individual accounts. Drip campaigns count against these limits.
- **Acquired by Core Group ($18.7M).** Ownership change may affect roadmap, pricing, or support. Monitor for changes.

## Related skills

- `/sales-scratchpad` — Scratchpad platform help (Salesforce-native AI workspace — different approach: CRM overlay with AI field updates, pipeline sheets)
- `/sales-laserfocus` — Laserfocus platform help (Salesforce overlay — Stacks, table views, simpler/lighter than Scratchpad or Veloxy)
- `/sales-weflow` — Weflow platform help (Salesforce-native Revenue AI with conversation intelligence — has CI, Veloxy doesn't)
- `/sales-email-tracking` — Email tracking strategy across platforms
- `/sales-forecast` — Revenue forecasting and pipeline analysis
- `/sales-crm-selection` — CRM comparison and selection
- `/sales-data-hygiene` — CRM data quality and activity logging
- `/sales-do` — Not sure which skill to use? The router matches any sales objective to the right skill. Install: `npx skills add sales-skills/sales --skill sales-do`

## Examples

### Example 1: Setting up Veloxy for a field sales team
**User says**: "I manage 8 outside reps selling industrial equipment. They use Salesforce but hate the mobile app. Would Veloxy help?"
**Skill does**:
1. Reads platform guide — confirms Veloxy is built for exactly this: field reps on Salesforce
2. Highlights geolocation intelligence for route optimization between prospect sites
3. Notes mobile app (iOS/Android) provides Salesforce data access without the native Salesforce mobile experience
4. Recommends starting with Basic ($25/user/mo) and adding Lite ($35/user/mo) only if reps need drip campaigns
5. Warns about steep learning curve — suggests phased rollout starting with email sync + maps
**Result**: Clear recommendation with rollout strategy and cost estimate.

### Example 2: Email tracking not working
**User says**: "Veloxy stopped sending my scheduled emails last week. Support just keeps emailing me back and forth."
**Skill does**:
1. Checks common causes: Gmail/Outlook auth token expired, sending limit hit, template issues
2. Suggests re-authenticating email connection in Veloxy settings
3. Recommends testing with a manual send (no template) to isolate whether it's a template or connection issue
4. Notes the known "app glitches when sending without template" issue — if that's the case, create a minimal template as a workaround
5. Suggests escalating via phone support (510-402-6913) if email support isn't resolving it
**Result**: Structured debugging checklist with escalation path.

### Example 3: Comparing Veloxy to Scratchpad
**User says**: "My team is on Salesforce Enterprise. Should we use Veloxy or Scratchpad?"
**Skill does**:
1. Clarifies: Veloxy = field/outside sales (geolocation, route planning, mobile); Scratchpad = inside sales (pipeline views, AI field updates, call recording with Gong)
2. If the team is mostly in the field → Veloxy for geolocation and mobile CRM
3. If the team is desk-based → Scratchpad for pipeline management and CRM hygiene
4. If hybrid → could use both, but notes cost ($25/user/mo Veloxy + $29-49/user/mo Scratchpad)
5. Notes Veloxy has no conversation intelligence; Scratchpad integrates with Gong for CI
**Result**: Clear decision framework based on team's work style.

## Troubleshooting

### Veloxy emails stopped sending
**Symptom**: Scheduled emails or drip campaigns stop going out, no error message in the app
**Cause**: Gmail/Outlook OAuth token expired, inbox sending limit reached, or account-level block
**Solution**: Re-authenticate your email connection in Veloxy settings. Check your Gmail/Outlook sent folder to verify whether emails are actually leaving. If using drip campaigns, check if you hit Gmail's 2,000/day or Outlook's 300/day limit. If re-auth doesn't fix it, contact support at 510-402-6913 (phone tends to resolve faster than email).

### Mobile app can't update lead status
**Symptom**: Tapping to change a lead's status in the Veloxy mobile app does nothing or the app crashes
**Cause**: Known app stability issue reported by users. May be related to Salesforce field-level security or page layout restrictions.
**Solution**: Verify your Salesforce profile has write access to the Lead Status field. Try force-closing and reopening the app. If it persists, update to the latest app ver