What Services Does Vlocity Provide in Salesforce?

Do you know that Salesforce Vlocity has become important for  90% of companies? They use it to make digital transformation possible. The powerful Salesforce CRM solution fails to meet the industry-specific needs of telecom and healthcare organizations and insurance providers across the board. Vlocity in Salesforce delivers industry-tailored applications that automate demanding operations followed by operational cost reduction and superior customer interactions.

The core operation of Salesforce Vlocity provides specialized cloud solutions that fully integrate into the SFDC system. Additionally, the combination of Salesforce with Vlocity ensures efficient delivery of specialized requirements across insurance customer policy administration and telecom service request operations.

In this blog, we will cover what is vlocity in Salesforce, how to install vlocity package in Salesforce and how to use vlocity in Salesforce. Let’s get started!

Table of Contents

1. What is Vlocity in Salesforce?
2. What is Salesforce Industries?
3. Features of Vlocity
4. how to install vlocity package in Salesforce 
5. how to use vlocity in Salesforce
6. Benefits Of Salesforce Vlocity
7. Wrapping Up

What is Vlocity in Salesforce?

We need to understand the basics before moving forward toward the descriptions. Vlocity operates as a cloud-based software company after Salesforce acquired it in 2020. The software exists today under the name Salesforce Industries, with its development based on the Salesforce Platform (SFDC). The software solutions Vlocity provides cater to specific regions within telecommunications along with media and insurance and healthcare industries and others. Vlocity uses Salesforce’s CRM foundation and specialized industry functions to help companies create individualized interactions alongside operational enhancement, which strengthens their business expansion.

Vlocity in Salesforce represents an industry revolution for organizations that need customized CRM features to fit their business sector requirements. Vlocity provides ready-made solutions that serve different industries, including telecom, insurance, and healthcare, so businesses can gain value rapidly and achieve streamlined implementation.

Key Services Provided by Vlocity in Salesforce

As now we are aware of what Vlocity is, let’s explore the key services it offers within the Salesforce circle. These services are helpful to address industry-specific challenges and provide a way for businesses to deliver exceptional customer experiences.

1. Industry-Specific Solutions

One of the standout features of Vlocity Salesforce is its focus on industry-specific solutions. Unlike generic CRM tools, Vlocity provides tailored solutions for industries such as:

• Telecommunications: Streamline customer onboarding, manage subscriptions, and optimize service delivery.
• Insurance: Simplify policy management, claims processing, and underwriting.
• Healthcare: Enhance patient engagement, manage plans, and improve operational efficiency.
• Media and Entertainment: Manage content distribution, subscriptions, and customer interactions seamlessly.

These solutions are built on the SFDC system, ensuring seamless integration with your existing Salesforce setup.

2. Better Customer Engagement

In the current digital era, customers demand unified, personalized encounters that extend through multiple platforms. The Vlocity implementation with Salesforce provides businesses with omnichannel engagement functionality, which blends information from email interactions along with chat systems, social platforms and face-to-face encounters. No matter what channel customers use to connect with your brand, they will feel like they are receiving a single experience because of this system.

Customers of telecom companies who use Vlocity can begin service requests through mobile apps, which they can complete by chatbot interaction followed by in-store completion without losing personalization or consistency.

3. Pre-Built Templates and Accelerators

Using a new CRM system takes a substantial amount of time and significant resources to deploy. Vlocity solves the implementation challenge through industry-specific templates that serve as accelerators. These templates include:

• The company provides pre-built data structures that follow specific industry requirements.
• A set of pre-built automated workflows exists that follow best practices in each industry.
• The easy-to-use interface improves user experience as well as productivity rates for adoption purposes.
• Page and system deployment timelines shorten dramatically when businesses incorporate these pre-built resources because they can concentrate on client value creation.

4. Digital Transformation Tools

The digital transformation phase has advanced from being optional to becoming mandatory. Vlocity Salesforce gives businesses a collection of tools which helps them transform their operations to succeed in the digital age. These tools include:

The AI technology within Salesforce Einstein enables your business to obtain valuable insights that guide data-based choices.

XE5 Automation System helps businesses to automate their repetitive jobs while implementing advanced process improvements.

Users can connect Vlocity Salesforce through simple interfaces between third-party systems and existing applications.

Vlocity AI capabilities allow an insurance company to process claims data by identifying fraud which enhances operational efficiency while minimizing financial losses.

5. Enhanced Data Management

Any CRM system requires data as its fundamental operating element. The data management capabilities of Vlocity in Salesforce consist of these major features:

• Data migration functions enable simple conversion of information from legacy systems into Salesforce storage.
• A built-in system of validation rules allows users to achieve both accurate data quality and consistent data records.
• Data Security: Protect sensitive information with advanced security features.

The capabilities deliver exceptional importance for industries, including healthcare, because they maintain crucial data security alongside accuracy levels.

6. Customer Self-Service Portals

The main aspect of contemporary CRM focuses on giving customers the power to control their interactions. The self-service portals of Vlocity Salesforce give businesses the capability to let customers:

• Customers can use the portal to view their account data as well as modify it.
• Track orders and service requests.
• Access support resources and FAQs.

Customers benefit from these portals, which simultaneously decrease support team tasks.

7. Agile Development and Customization

Every organization has a distinct setup that requires different CRM specifications for its needs. Vlocity in Salesforce supplies a versatile platform through which businesses can modify their CRM systems to fulfill individual requirements. The combination of Salesforce Lightning and Vlocity OmniScript enables businesses to proceed with the following series of benefits:

• Create custom workflows and processes.
• Design personalized user interfaces.
• Develop industry-specific applications.

A media company can establish customized content licensing agreement management workflows by using Vlocity OmniScript.

Vlocity vs Salesforce: What’s the Difference?

Numerous organizations are trying to understand the distinctions between Vlocity and Salesforce when implementing CRM and industry-specific solutions. The programs relate closely but fulfill different organizational objectives. The cloud-based CRM platform Salesforce provides the leading system to manage business customer interactions and service operations and sales and marketing activities. Vlocity in Salesforce operates as an industry-targeted extension that enhances Salesforce capabilities through pre-packed solutions made for telecommunications along with insurance, healthcare and financial services fields.

The main distinctions between Vlocity and Salesforce models.

1. Purpose & Functionality

The general-purpose CRM solution Salesforce caters to various businesses by delivering sales, service, marketing and business analytics tools.

2. Industry-Specific Solutions

This platform stands ready for businesses in controlled sectors because it offers specialized software applications which need little customization.

Salesforce needs additional configuration work to adapt its processes for specific industries, although Vlocity in Salesforce provides ready-made solutions specifically built for different sectors.

3. Integration & Deployment

Salesforce functions independently as a CRM system and connects with a broad selection of external applications.

Users need to install the Vlocity-controlled package that works inside the SFDC system for implementation. To install the Vlocity package in Salesforce, users must first get it from the Salesforce AppExchange and then activate its required components while testing package compatibility with Salesforce features.

4. Ease of Use

The Salesforce platform enables businesses to create personalized development that suits their needs.

The industry-specific templates provided by Vlocity SFDC simplify operations, which decreases the requirement for lengthy coding and complex configuration methods.

Read also -> Advantages of Using Mortgage CRM in the Banking Sector

How to Install Vlocity Package in Salesforce

The installation of the Vlocity package represents your first necessary step when you wish to integrate Vlocity within your Salesforce platform. A step-by-step guide will help you begin your Vlocity installation through Salesforce with these instructions:

Step 1: Log in to Salesforce

Please access your Salesforce account through your security credentials.

Step 2: Navigate to the AppExchange

Choose the AppExchange marketplace by accessing the “AppExchange” tab which appears in Salesforce.

Step 3: Search for Vlocity

Open the AppExchange search bar, then type “Vlocity” to initiate the search. Choose the instance of Vlocity that corresponds to your industry requirements.

Step 4: Install the Package

Follow the “Get It Now” button to go through the installation process step by step. Choose the target environment between production and sandbox during the package installation process.

Step 5: Configure the Package

The package needs configuration following the completion of the installation process to match your organization’s procedures. The configuration process requires users to establish data models together with workflows as well as user permission settings.

Step 6: Test and Deploy

The package deployment requires testing in a sandbox environment to verify correct functionality before it reaches the whole organization. You can put the system into your production environment after satisfying all requirements.

How to Use Vlocity in Salesforce

The next step after Vlocity package installation is its deployment. The following guidelines provide strategies to use Vlocity within Salesforce platforms effectively.

1. Begin your Vlocity work by using industry-specific templates from the available pre-built templates and accelerators. Your CRM system can start from these templates, which were created to solve frequent industry issues.

2. Vlocity offers tools for automation, which you should employ to reduce repetitive processes and boost operational effectiveness. Customers in the insurance sector can speed up their claims handling while telecommunications firms benefit from subscription administration automation.

3. The omnichannel features of Vlocity enable your organization to create personalized engagements that interact with customers throughout all communication channels. Companies should leverage customer information to produce specialized engagement and relationship development.

4. Salesforce analytics tools enable users to track Vlocity implementation performance outcomes through reporting assessments. Determine which aspects require betterment along with making choices that stem from analyzing data.

5. Your team needs extensive training about Vlocity implementation. The team benefits from accessing training materials and educational sessions about maximizing platform effectiveness.

Real-World Examples of Vlocity in Action

The following real-world instances help bring to light how Vlocity affects Salesforce:

Example 1: Telecommunications

The telecom sector used Vlocity to make its customer onboarding procedure more efficient. Vlocity pre-built templates, along with automation tools, enabled the company to cut its onboarding time in half when delivering improved customer satisfaction results.

Example 2: Insurance

The insurance provider used Vlocity to establish automatic claims processing through its workflow. The result? Vlocity allowed the organization to cut processing times by 30% while simultaneously delivering reduced fraudulent claims.

Example 3: Healthcare

A patient self-service portal emerged from the healthcare organization’s implementation of Vlocity software. Patients benefit from using a unified platform, which allows them to set appointments along with examining their medical documents and connecting with medical staff members.

Why Choose Vlocity in Salesforce?

Among all CRM solutions currently in the market, you probably wonder what makes Vlocity in Salesforce your best choice. Here are a few reasons:

• Among Vlocity’s key benefits, you will find industry-specific solutions that experts specifically designed for each sector following their unique challenges.
• The running of Vlocity aligns perfectly within the Salesforce platform because it interacts advantageously with both native Salesforce tools and all third-party software solutions.
• The platform adapts to satisfy business requirements from companies of any size including small businesses and enterprises.
• Use the pre-built templates combined with accelerators to obtain quicker time-to-value than standard CRM implementations would provide.

Challenges and Considerations

Your organization should be mindful of the following possible difficulties when implementing Vlocity as part of the Salesforce platform:

• The process of deploying Vlocity presents complexity mainly to businesses that lack skilled technical staff.
• The expense of Vlocity licenses and implementation projects becomes exorbitant primarily for small-sized enterprises.
• Your team needs to receive complete training about Vlocity operations because this capability depends on proper expertise usage.

Read also -> Benefits of Implementing LOS in your Lending Business

Still have confusion in mind? Here are some FAQs that can surely help to clarify all the questions about Vlocity in Salesforce and its services:

1. What is Vlocity in Salesforce?

Salesforce Industries, formerly known as Vlocity, provides industrial applications through its cloud-based system inside the SFDC system. The Vlocity platform enhances Salesforce Vlocity with accelerator templates along with guided processes and automated functions designed for telecom and health insurance and healthcare sectors.

2. Are Vlocity and Omnistudio equivalent products?

The two platforms, Vlocity and Omnistudio, operate under different functionality. The Vlocity suite has transitioned into Salesforce Industries and presents industry-focused applications, while Omnistudio functions as a platform for Salesforce users to create and handle digital customer experiences.

3. Which business advantages does Salesforce Vlocity provide?

The industry-specific solutions through Vlocity SFDC help businesses lower their implementation complexity. The platform improves customer interactions through automated process automation while creating effortless connections with Salesforce CRM to support more efficient operation and service provision.

4. What features characterize Vlocity when added to the Salesforce platform?

Through Vlocity, customers access three important tools, which consist of OmniStudio for workflow automation and DataRaptor for data management together with integration procedures for system interoperability. The platform features enable organizations to achieve automated operation with specialized customer engagement possibilities.

5. How to install the Vlocity package in Salesforce?

Install Vlocity from the Salesforce AppExchange to begin installing it as you configure the package in your system while deploying all necessary components that include OmniScripts and Vlocity Cards and DataPacks for integration.

6. What are the best practices for Vlocity deployment in the Salesforce platform?

Businesses using Salesforce Vlocity will achieve maximum benefit by implementing OmniStudio for customer journeys and DataRaptor for data management along with Vlocity Cards for real-time insights. The business grows best when users participate in updated training sessions together with regular maintenance procedures. 

Conclusion

Vlocity in Salesforce functions as a thorough solution that provides specialized tools to serve different market sectors beyond its role as a CRM platform. The technology of Vlocity helps companies achieve powerful customer service successes while expanding their business footprint through industry-specific tools automation features and omnichannel communication ability.

The time has arrived to advance your CRM system because you can both install the Vlocity package in Salesforce and understand its capabilities. Your business operations can undergo a transformation when using Vlocity Salesforce until you become the market leader ahead of competitors.

So, what are you waiting for? Join ATI to explore Vlocity within Salesforce to achieve maximum CRM system capabilities in your business operations today.