Salesforce Vlocity – Its Features and Benefits

Salesforce Vlocity is an industry-specific, robust solution specifically designed to optimize business processes and enhance customer experience. As an independent software firm, Vlocity comes to market focusing on cloud-based solutions across various industry sectors.

Vlocity was acquired in 2020 and integrated into Salesforce Industries. This integration helps companies in telecom, insurance, healthcare, energy, and utilities utilize Salesforce’s Customer 360 platform with its advanced industry-specific features.

By leveraging the use of Salesforce Vlocity, companies can automate complex business processes, simplify interactions with consumers, and quickly deploy business solutions that integrate with industry-specific CRM and operational workflows for digital transformation. Can deploy. Creates an extra-oriented business tool.

Understand the Brief Introduction of Salesforce Vlocity 

Salesforce Vlocity is built natively on the Salesforce platforms and offers pre-built solutions customized for multiple key industries, enabling businesses to implement CRM and focus on customer interaction solutions without extraordinary custom development. 

Vlocity in Salesforce provides cloud and mobile-based software and addresses unique industry requirements like:

• Simplify the product configuration, pricing, and customer support for telecommunication companies. 
• Optimize the content delivery, subscriber management, and advertising business operations. 
• Salesforce Vlocity for the insurance industry helps insurers with policy management, claims processing, and automated underwriting. 
• Vlocity assists healthcare providers with patient care management, billing, and compliance. 
• For the energy industry, vlocity works on optimizing customer service, account management, and operational efficiency in the utility sector. 

When we combine Salesforce’s core capabilities (such as Sales Cloud, Service Cloud, and Marketing Cloud) with Vlocity’s specialized solutions, firms can be able to achieve quick time-to-market with a customized CRM platform. 

Read More: Ultimate Salesforce Implementation Guide

Salesforce Vlocity Features for Businesses

• Provide Industry-Specific Cloud Solutions 

Vlocity in Salesforce works on providing industry-specific functionality and is integrated on the top of Salesforce’s existing platform. It includes pre-built business processes, workflows, and data models specifically for multiple industries like telecommunications, healthcare, insurance, and other industry verticals. However, these ready-made templates automatically reduce the time spent on customized development as per market trends. 

• Omni-Channel Service

Omni-Channel Service is another core feature of Salesforce Vlocity that allows businesses to manage the interactions with consumers across various communication channels like phone, email, chat, and social media from a centralized platform. Utilizing Salesforce Vlocity helps to create a unified customer experience and makes sure that the service representatives have access to all the customer details. 

• Vlocity Digital Interaction Platform 

This is another core feature of vlocity in Salesforce that helps companies to manage their customer journeys and digital experiences. By utilizing this, users can create seamless interactions, automate their business processes, and integrate customer data into actionable insights. It also leads to personalized customer experience across touchpoints, from initial contact to post-sale support. 

• Vlocity CPQ (Configure, Price, Quote)

Firms that have complex pricing structures and product configurations can utilize Vlocity CPQ’s features. This functionality works on automation of the entire process of configuration of products, calculating accurate prices, and generating quotes. 

Even it helps sales teams to handle complex transactions quickly and reduces the disruptions arising while managing pricing or configurations. 

• Pre-Configured Industry Processes 

Vlocity offers pre-configured industry processes that allow businesses to accelerate their digital transformation process. These processes are specially designed as per the industry practices and enable businesses to adopt the solution faster without the need for extensive customization. It directly reduced the implementation time and fewer disruptions arising during the process. 

• Salesforce Einstein Integration 

Salesforce Einstein, Salesforce’s AI-powered analytics engine has integrated into it. This integration helps business owners leverage advanced data analysis and machine learning capabilities to gain deeper insights as per consumer preferences, make data-driven decisions, and improve service delivery. 

• Compliance and Security

Vlocity in Salesforce adheres to meet the industry compliance requirements and provides 100% data security & privacy. It is especially important in sectors like health, insurance, and finance where data privacy and regulatory compliances are essential concerns. 

• Improves Productivity and Reduce Costs 

The utilization of Salesforce Vlocity automates routine tasks and simplifies the running operations that automatically increase team productivity. Sales teams can generate quotes faster, give customer service representatives complete access to all the necessary information stored in one place, and managers can monitor processes and improve performance. 

Additionally, it’s a low-code environment that allows companies to make changes and improvements without extensive resources that reduce costs. 

Read More – 7 Ways Salesforce CPQ Enhance Customer Experience

Key Features of Salesforce Vlocity For Businesses

Salesforce Vlocity Business Applications Across Industries 

• Telecommunication 

In the telecommunication industry, Vlocity is considered as a highly effective approach that manages customer interactions, handles complex pricing models, and automates the configuration process. 

For instance, telecom companies that use Vlocity CPQ functionality automate their business processes by offering customized service plans to different customer segments, reducing time and errors. 

• Insurance 

Salesforce Vlocity for the insurance industry optimizes business processes such as claims management, underwriting, and policy administration. This reduces the operational business costs, improves the customer experience, and offers instant turnaround times for claims processing. 

• Healthcare 

In the Healthcare industry, Vlocity directly improves the patient care management process. This works on automating the appointment scheduling process, managing patient records, and ensuring compliance with healthcare regulations. The integration of Vlocity with Einstein AI provides real-time predictive analytics to improve patient outcomes. 

End Words

Salesforce Vlocity offers the right blend of industry-specific features that serve the complex needs of various sectors like telecommunications, insurance, healthcare, and utilities. Its powerful tools, pre-built processes, and tight integration with Salesforce provide businesses with accelerated time-to-market, improved customer experience, and building operational efficiencies. 

For companies who are looking to revolutionize themselves with industry workflows, connect with Ksolves for Salesforce Consulting Services to transform their digital transformation journey and offer personalized and scalable solutions.