Audience

The world’s top communications, media and entertainment, energy, utilities, insurance, health, and government organizations

About Vlocity

In the industries Vlocity serves, direct interactions with customers can be short - and far between. Yet their experience in those fleeting encounters determines if they become a promoter, or a detractor. The interaction needs to be complete, accurate, fast - and completed in a channel of the customer’s choosing. Most importantly, your employees need to connect with customers on a personal level - letting your brand values shine through.

With Vlocity’s Digital Interaction Platform, users can focus on the customer, rather than the software. Through a powerful suite of task-based components - all 100% native on Salesforce - Vlocity transforms your CRM system with deep industry-specific transactional capabilities. With easy to use guided flows, you’ll be able to consolidate applications, speed new users to productivity, and reduce your overall cost to serve.

Integrations

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Company Information

Salesforce
Founded: 1999
United States
vlocity.com

Videos and Screen Captures

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Product Details

Platforms Supported
SaaS
Training
Documentation
Live Online
Support
Phone Support
Online

Vlocity Frequently Asked Questions

Q: What kinds of users and organization types does Vlocity work with?
Q: What languages does Vlocity support in their product?
Q: What kind of support options does Vlocity offer?
Q: What other applications or services does Vlocity integrate with?
Q: What type of training does Vlocity provide?

Vlocity Product Features

Business Process Management

Business Rules Management
Collaboration
Process Modeling & Design
Process Change Tracking
Process Mapping
Alerts / Notifications
Business Process Automation
Visual Workflow Management
Access Controls / Permissions

CRM

Territory Management
Quotes / Proposals
Lead Scoring
Call Logging
Social Media Integration
Segmentation
Document Storage
Email Marketing
Calendar/Reminder System
Task Management
Internal Chat Integration
Mobile Access
Marketing Automation Integration

Sales Enablement

Proposal Management
Performance Management
Contact Management
Training Management
Lead Management
Collaboration
Territory Management
Goals / Quota Management
Presentation Management
Document Management
Meeting Management
Content Management

Vlocity Additional Categories