What Is Salesforce Vlocity [Industry-Specific CRM Solutions]

Salesforce has become a powerhouse in customer relationship management (CRM) software. However, some industries need more specialized tools. That’s where Vlocity comes in. Vlocity, now known as Salesforce Industries, offers pre-built solutions on top of Salesforce for specific sectors.

Vlocity provides industry-specific cloud and mobile software for large companies in fields like communications, media, energy, insurance, and healthcare. It enhances Salesforce’s core platform with features tailored to each industry’s unique needs, allowing businesses to get up and running faster with CRM tools designed for their particular challenges.

Salesforce bought Vlocity in 2020 to strengthen its industry-focused offerings. The acquisition lets Salesforce give customers more targeted solutions right out of the box. For companies in complex industries, Vlocity can save time and money on custom development. It adds extra value to the Salesforce ecosystem for businesses that need specialized CRM capabilities.

Overview of Vlocity

Vlocity is a set of industry-specific tools and solutions built on the Salesforce platform. It aims to help businesses in certain sectors improve their customer relationship management and digital processes.

Vlocity’s Role in Digital Transformation

Vlocity helps companies update their systems and ways of working. It offers ready-made solutions for industries like healthcare, insurance, and communications. These tools let businesses serve customers better and work more efficiently.

Vlocity’s products are made to handle the unique needs of each industry. They can be set up faster than building custom software from scratch. This quick setup helps companies adapt to changes in their markets more easily.

The tools also help connect different parts of a business, making it easier to share information and collaborate across teams.

Vlocity and Salesforce Industries

Vlocity is now part of Salesforce Industries, a group that focuses on improving Salesforce for specific industries. Vlocity adds deep knowledge about different sectors to Salesforce’s platform.

The combination creates powerful tools for businesses. These tools are built right into Salesforce, so they’re easy to use with other Salesforce products, helping companies get more value from their Salesforce investment.

Salesforce Industries with Vlocity offers solutions for:

• Healthcare and Life Sciences
• Communications and Media
• Energy and Utilities
• Insurance and Financial Services
• Public Sector

Acquisition and Integration into Salesforce

Salesforce bought Vlocity in 2020. This move helped Salesforce expand its industry-specific offerings. The deal was worth about $1.33 billion.

After the purchase, Salesforce worked to blend Vlocity’s products into its own. This created a smoother experience for customers. It also made it easier for Salesforce to offer targeted solutions for different industries.

The integration brought Vlocity’s industry expertise to a wider audience and gave Vlocity’s existing customers access to more of Salesforce’s tools and support.

Vlocity’s Industry-Specific Solutions

Vlocity offers tailored solutions for different business sectors. These solutions help companies in specific industries work better and serve their customers more effectively.

Communications Cloud Solutions

Vlocity’s Communications Cloud helps telecom companies manage their services. It makes it easier to sell products and handle customer needs. The solution includes tools for:

• Order management
• Product catalogs
• Customer service

These tools work together to improve how telecom firms operate. They can set up new services faster and solve customer problems more quickly.

Utilities: Energy and Water Solutions

For energy and water companies, Vlocity has special tools. These help manage:

• Customer accounts
• Billing
• Field services

The tools simplify tracking usage and sending accurate bills. They also help schedule repairs and maintenance work.

Utility companies can use these solutions to improve customer service and manage their resources more efficiently.

Healthcare and Insurance Solutions

Vlocity offers solutions for health insurance companies and healthcare providers. These tools help with:

• Claims processing
• Member Services
• Provider network management

Insurance companies can handle claims faster. They can also give members better information about their coverage.

Healthcare providers can use these tools to manage patient records and appointments. This helps them give better care to patients.

Financial Services Solutions

Banks and other financial companies can use Vlocity’s tools to:

• Manage customer accounts
• Process loan applications
• Handle investments

These solutions make it easier for banks to offer services to customers. They can open new accounts faster and give better financial advice.

The tools also help banks follow rules and keep customer information safe.

Public Sector and Nonprofit Solutions

Vlocity has solutions for government agencies and nonprofit groups. These tools help:

• Manage programs and services
• Track budgets and spending
• Communicate with the public

Government agencies can use these tools to serve citizens better. They can process applications for services more quickly.

Nonprofit groups can use the solutions to manage donations and volunteers. This helps them do more good work in their communities.

Salesforce Vlocity’s Technology Stack

Salesforce Vlocity uses a robust set of tools and technologies to deliver industry-specific solutions. These components work together to create powerful, customized applications for various sectors.

The Role of OmniStudio

OmniStudio is a key part of Salesforce Vlocity. It helps create digital-first experiences quickly. OmniStudio has tools for building user interfaces and managing business processes.

These tools include OmniScript for guided workflows and FlexCards for dynamic UI components. OmniStudio Designer lets users create these elements without coding.

OmniStudio also offers pre-built industry templates. These speed up development for common industry needs.

Understanding Vlocity CPQ

Vlocity CPQ (Configure, Price, Quote) is tailored for industry-specific needs. It helps companies create complex quotes and orders.

Vlocity CPQ uses product catalogs and pricing rules unique to each industry. It can handle intricate product relationships and pricing structures.

The system integrates with other Salesforce tools. This creates a smooth quote-to-cash process.

Vlocity CPQ also supports guided selling. It helps sales reps suggest the right products to customers.

DataRaptor and Integration Procedures

DataRaptor is a powerful data transformation tool in Vlocity. It moves data between different systems and formats.

DataRaptor can extract, transform, and load data without coding. This makes integrations faster and easier.

Integration Procedures work with DataRaptor. They automate complex business processes across systems.

These tools help connect Vlocity with other parts of a company’s tech stack. They ensure data flows smoothly between systems.

Flexible Data Models in Vlocity

Vlocity uses flexible data models to fit different industries. These models adapt to specific business needs.

The data models include pre-built objects and fields for each industry. Companies can customize these to match their exact requirements.

Velocity data models work with standard Salesforce objects. This allows for easy integration with existing Salesforce setups.

The flexible approach lets companies adopt industry best practices quickly and adjust as needed.

Building and Customizing with Vlocity

Vlocity provides powerful tools for creating industry-specific solutions on Salesforce. These tools let businesses tailor the platform to their unique needs.

The IDX Build Tool and IDX Workbench

The IDX Build Tool and IDX Workbench are key components for building with Vlocity. The IDX Build Tool helps developers manage and deploy Vlocity DataPacks. It allows for version control and makes it easier to move configurations between environments.

IDX Workbench offers a user-friendly interface for working with DataPacks. Users can create, edit, and organize DataPacks without needing to write code. This tool is handy for admins and business users who want to customize their Vlocity setup.

Both tools work together to streamline the development process. They make it simpler to build and maintain complex industry solutions on Salesforce.

Enterprise Product Catalog Management

Vlocity’s Enterprise Product Catalog helps businesses manage their product offerings. It allows companies to create and organize products, pricing, and promotions in one central place.

The catalog supports complex product structures. Users can set up bundles, add-ons, and dependencies between products. This flexibility is useful for industries with intricate product offerings.

Pricing management is also a strong point. The catalog can handle various pricing models, including tiered pricing and time-based discounts. This feature helps businesses create competitive and flexible pricing strategies.

Digital Commerce with Salesforce

Vlocity enhances Salesforce’s digital commerce capabilities. It adds industry-specific features to the standard e-commerce tools.

For example, Vlocity offers guided selling processes. These help sales reps or customers find the right products based on their needs. The system can suggest relevant add-ons or upgrades during the buying process.

Order management is another area where Vlocity excels. It can handle complex orders with multiple products, services, and delivery methods, which is especially useful for industries like telecom or utilities.

Vlocity also improves the customer experience with personalized product recommendations. It uses data from Salesforce to tailor offerings to each customer’s preferences and history.

Enhancing Customer Interactions

Vlocity in Salesforce improves companies’ connections with customers. It offers tools for personalization, streamlines operations, and manages interactions across channels.

Delivering Personalized Customer Experiences

Vlocity helps create custom content for each customer. It uses data to understand what people like and need, enabling companies to offer the right products and services.

Companies can make special offers based on a customer’s history. For example, a bank might suggest a savings account to someone who often keeps a high balance.

Vlocity also helps make websites and apps that change for each user. This means customers see the things they care about most.

Operational Efficiencies through Vlocity

Vlocity makes work easier for company staff by putting all customer information in one place, which saves time when helping customers.

The system can perform some tasks independently. For instance, it can send bills or update account details, freeing up workers to focus on harder problems.

Vlocity also helps teams work together better. Different departments can see the same customer data, which stops mix-ups and speeds up issue-solving.

Omnichannel Process Management

Vlocity lets companies talk to customers in many ways. It connects phone calls, emails, chats, and social media.

Customers can start talking on one channel and finish on another. Their info moves with them, so they don’t have to repeat themselves.

The system also helps companies send the right message at the right time. It can remind customers about appointments or tell them about new products they might like.

This smooth process across channels makes customers happier. It also helps companies sell more and keep customers longer.

Best Practices and Resources

Implementing Vlocity in Salesforce requires careful planning and attention to best practices. The following tips and resources can help maximize the value of Vlocity solutions.

Salesforce Customer 360 Integration

Integrating Vlocity with Salesforce Customer 360 creates a powerful platform for industry-specific solutions. Users should map out their customer data across systems to ensure a complete view. Vlocity’s pre-built integrations can speed up this process.

Key steps include:

• Identifying data sources
• Mapping customer touchpoints
• Setting up data flows
• Testing integrations thoroughly

Regular syncing between Vlocity and Customer 360 keeps the information up-to-date. This integration enables personalized customer experiences across channels.

Utilizing the Vlocity Success Community

The Vlocity Success Community is a valuable resource for users. It offers forums, documentation, and expert advice.

Benefits of the community include:

• Peer-to-peer support
• Access to best practices
• Updates on new features
• Training resources

Users can join groups specific to their industry or role. Sharing experiences and solutions with others can speed up problem-solving.

The community also hosts webinars and events. These provide opportunities to learn from Vlocity experts and other users.

Adopting Reusable Solution Frameworks

Reusable solution frameworks in Vlocity save time and ensure consistency. These pre-built components can be customized for specific needs.

Examples of reusable solutions:

• OmniScripts for guided processes
• Integration Procedures for Data Operations
• DataRaptors for data transformations

Teams should catalog available frameworks and assess their fit for each project. Customizing existing solutions is often faster than building from scratch.

Regular training helps teams stay current on new frameworks. This knowledge allows for quicker implementation and better use of Vlocity features.

Additional Vlocity Sectors

Vlocity expanded its industry-specific solutions beyond its core sectors. The company developed tailored applications for several other important industries.

Consumer Goods and Retail

Vlocity created solutions for consumer goods and retail companies. These tools help manage inventory, track sales, and improve customer experiences.

Key features include:

• Omnichannel order management
• Product catalogs and pricing
• Loyalty programs
• Promotions and discounts

Retailers use Vlocity to unify online and in-store operations. Consumer goods makers benefit from better supply chain visibility and demand forecasting.

Manufacturing and Education

For manufacturing, Vlocity offers apps to streamline production and sales processes. Education institutions use Vlocity to manage student data and improve engagement.

Manufacturing solutions include:

• Configure-price-quote (CPQ) tools
• Production planning
• Quality control

Education features:

• Student information systems
• Course management
• Alumni relations

These apps help manufacturers boost efficiency and schools enhance student services.

Transportation and Hospitality

Vlocity developed tools for transportation companies and hospitality businesses. These solutions aim to improve bookings, customer service, and operations.

Transportation apps cover:

• Reservation systems
• Fleet management
• Passenger communications

Hospitality features include:

• Property management
• Guest services
• Event planning

Airlines, hotels, and restaurants use these tools to enhance guest experiences and streamline back-end processes.

Automotive and Philanthropy

Vlocity created specialized apps for the automotive industry and philanthropic organizations. These tools help car makers and dealers manage sales and service. Nonprofits use Vlocity to track donations and engage supporters.

Automotive solutions offer:

• Vehicle configuration
• Dealer management
• Service scheduling

Philanthropy apps include:

• Donor management
• Grant tracking
• Volunteer coordination

These sector-specific tools help car companies boost sales, and charities increase their impact.

Vlocity’s Future with Salesforce

Vlocity’s integration with Salesforce brings powerful industry-specific solutions and digital engagement tools. The company’s leadership and vision guide its ongoing development and growth within the Salesforce ecosystem.

Trends in Digital Engagement

Vlocity, now part of Salesforce Industries, focuses on enhancing digital engagement across various sectors. The Salesforce OmniStudio, a key component of this effort, helps businesses create better customer experiences.

OmniStudio offers a set of pre-built tools and templates. These speed up the development of industry-specific apps and processes, allowing companies to quickly build and deploy digital solutions tailored to their needs.

The Digital Engagement Suite further extends these capabilities. It allows businesses to connect with customers across multiple channels. This suite includes tools for:

• Personalized communications
• Self-service portals
• AI-powered chatbots

These features help companies stay competitive in an increasingly digital world.

Leadership and Vision: David Schmaier

David Schmaier, formerly CEO of Vlocity, now leads Salesforce Industries. His vision shapes the future of industry-specific cloud solutions.

Schmaier brings deep industry knowledge to his role. He aims to expand Salesforce’s reach into new sectors. Under his guidance, Salesforce Industries continues to develop targeted solutions for:

• Financial services
• Healthcare
• Communications
• Energy and utilities

His leadership focuses on innovation and customer success. Schmaier pushes for faster deployment of industry cloud products, which helps businesses transform their operations more quickly.

The team works to integrate Vlocity’s technology deeper into the Salesforce platform. This integration promises to deliver more value to customers across various industries.

Frequently Asked Questions

Vlocity’s integration with Salesforce has brought many changes and new capabilities. These FAQs address key aspects of the platforms, features, and resources available.

Conclusion

Vlocity brings industry-specific solutions to Salesforce. It adds pre-built tools for sectors like telecom, healthcare, and insurance, which saves businesses time and money.

With Vlocity, companies can customize their CRM faster. It offers templates and flexible designs, which help deliver better customer service and speed growth.

Salesforce bought Vlocity and renamed it Salesforce Industries. The integration gives the Salesforce platform more power and meets unique needs across different fields.

Vlocity makes Salesforce more useful for certain industries by adding features that solve common problems in each sector. This means less work to set up and manage the CRM.

By using Vlocity, businesses can focus on their goals. They spend less time building systems from scratch. The result is a more efficient and effective CRM experience.

Bijay Kumar

I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.