Salesforce has long been a leader in delivering comprehensive cloud-based CRM solutions for businesses across various sectors. With the growing demand for more tailored, industry-specific tools, Salesforce expanded its capabilities to offer customized solutions for different industries. Enter Salesforce Industries, formerly known as Vlocity, which brings a powerful suite of applications designed to meet the unique challenges of industries like healthcare, financial services, and telecommunications.

Salesforce Vlocity, currently known as Salesforce Industries, is a collection of industry-specific solutions integrated directly into the Salesforce Platform. It provides tailored digital and omnichannel processes to major global enterprises across industries such as communications, media and entertainment, insurance, financial services, healthcare, energy, utilities, and government.

By integrating Vlocity’s deep industry expertise with Salesforce’s comprehensive CRM capabilities, Salesforce Industries solutions delivers specialized, cloud-based solutions designed to meet the unique needs of these sectors, enabling businesses to streamline operations and enhance customer engagement in a unified platform.

Key Features Of Salesforce Industries Clouds

Vlocity offers tailored CRM solutions for various industries, ensuring that businesses can leverage Salesforce Industry Clouds with functionalities designed to meet their sector-specific needs. These industry-specific solutions streamline processes, enhance customer engagement, and drive business growth.

• Industry-Specific CRM Solutions
  Salesforce Industries offers industry-specific CRM solutions tailored to meet the unique needs of various sectors. These solutions leverage the Salesforce industry clouds to provide customized functionality and processes.
• OmniStudio Components
  OmniStudio components streamline the customization and deployment of solutions within Salesforce Industries. These click-based tools allow for rapid development and implementation of industry-specific applications.
• Pre-Built Data Models
  Salesforce Industry Solutions include pre-built data models that simplify the adaptation of Salesforce to different industry needs. These models facilitate quicker implementation and integration with existing Salesforce data.
• Enhanced Operational Efficiency
  The solutions improve operational efficiency by providing tools that are specifically designed for industry requirements. This results in streamlined processes and more effective management of business operations.
• Automated Workflows
  It enables the automation of industry-specific workflows within Salesforce Industries, helping businesses improve efficiency and reduce manual interventions. The automation of key business processes results in faster decision-making, optimized resource management, and improved overall operational performance.
• Regulatory Compliance
  Vlocity provides built-in regulatory compliance features tailored to industry-specific requirements. This is particularly beneficial for sectors like financial services and healthcare, where strict compliance measures are necessary. By leveraging Salesforce Industry Clouds, businesses can ensure that their operations meet the latest standards and regulations.

OmniStudio Overview

OmniStudio is a collection of tools with Salesforce Industries that allows businesses to quickly build and launch industry-specific solutions with less code. It consists of powerful, click-based tools that streamline the development and customization of workflows, applications, and customer interactions. These components help industries automate complex business processes, ensuring fast and efficient deployment.

Key components of OmniStudio include:

• FlexCards: Pre-built UI components that present customer data in a concise, easy-to-read format.
• OmniScripts: Guide users step-by-step through complex business processes, reducing manual effort and enhancing accuracy.
• DataRaptors: Extract, transform, and load (ETL) data within Salesforce to ensure seamless integration with external systems.
• Integration Procedures: Automate the orchestration of multiple data calls, improving performance and reducing manual intervention.

These tools collectively enhance operational efficiency and ensure that businesses can tailor Salesforce solutions to their unique requirements without extensive coding or complex customizations.

By leveraging OmniStudio, businesses can create robust, scalable solutions that are tailored to their industry while maintaining flexibility and ease of deployment. This enables faster time-to-market for new features and a more responsive customer experience.

What Are The Steps to Integrate Salesforce Vlocity?

Integrating Salesforce Industries involves several steps to ensure that industry-specific solutions are seamlessly incorporated into your Salesforce environment. Here’s a general outline of the process:

1. Assess Business Requirements

Identify Industry Needs: Analyze the specific needs of your industry, such as communications, insurance, or healthcare.

Select Vlocity Packages: Choose the right Salesforce Industries package that fits your business goals.

2. Set Up Salesforce Environment

Salesforce Org Setup: Ensure your Salesforce organization (org) is properly configured with the necessary licenses and permissions.

Install Packages: Install industry-specific managed packages (available via Salesforce AppExchange) in your Salesforce org.

3. Data Model Configuration

Define Data Models: It uses custom data models designed for each industry, such as customer accounts, policies, or utility services. Configure these data models as per your business requirements.

Data Migration: Plan for data migration from existing systems, ensuring data alignment with the Vlocity data model.

4. Configure Omnichannel Processes

Omnichannel Flows: Set up omnichannel processes for seamless customer interactions across multiple channels, like mobile apps, customer portals, and call centers.

Process Automation: Leverage Salesforce automation tools (such as Flow or Process Builder) to automate specific business workflows unique to your industry.

5. Customizations

Tailor to Industry Needs: Customize the standard features (e.g., quoting, billing, contract management) to align with your company’s processes.

Integration with Third-Party Systems: Use Salesforce APIs and middleware solutions to integrate with other enterprise systems (e.g., ERP, legacy applications).

6. Testing

Perform Functional Testing: Ensure that all Vlocity-specific functionalities are working as expected by running tests on key processes.

User Acceptance Testing (UAT): Engage end users in testing to ensure that the solution meets their operational needs.

7. Deploy to Production

Deploy Configurations: Move the configurations from the sandbox (testing environment) to production.

Post-Deployment Monitoring: Monitor system performance and resolve any issues that arise post-deployment.

8. User Training and Support

Training: Train end users on how to use Salesforce Vlocity capabilities that are specific to your industry.

Ongoing Support: Provide ongoing technical support to ensure smooth operation and optimization of the features.

Following these steps will ensure the smooth integration into your organization’s Salesforce ecosystem.

Which Industries Can Benefit From Salesforce Industries?

Salesforce Industries offers tailored solutions for a wide range of industries, enhancing business processes and customer engagement. These industry-specific solutions allow businesses to use Salesforce to improve efficiency and provide specialized services.

Financial Services and Insurance

The financial services and insurance sectors benefit significantly from the Salesforce financial cloud, which offer comprehensive views of customer data and integrate key processes such as client management, compliance, and policy administration. Businesses can offer a more comprehensive and individualized approach to client relationship management thanks to the Salesforce Industry Cloud.

Healthcare

In the healthcare industry, Salesforce Industries supports integrated patient management systems, improving care coordination and enhancing overall patient outcomes. With the help of Salesforce Industry Solutions, healthcare providers can streamline patient interactions, reduce administrative tasks, and focus on delivering quality care, all while maintaining regulatory compliance and data security.

Public Sector

Salesforce Industry Cloud delivers significant advantages for public sector organizations by digitalizing essential processes such as licensing, permitting, and social program management. Public sector entities benefit from faster response times and improved service delivery, enabling them to better serve citizens and constituents. Salesforce Industry Solutions empower these organizations to manage critical tasks more efficiently through a digital-first approach.

Media and Entertainment

With the Salesforce Media Cloud, companies in the media and entertainment sectors can better manage their digital operations. From handling subscription services to offering personalized content recommendations, Salesforce Industry Solutions allow businesses to meet the growing consumer demand for digital services. Advanced analytics tools provide deeper insights into customer preferences, helping companies deliver more targeted and relevant content.

Retail

The retail industry benefits significantly from Salesforce, especially with the power of Salesforce Commerce Cloud. Retailers can provide seamless, individualized customer experiences on all platforms—web, in-store, and mobile—with the aid of these tools. With built-in capabilities for managing inventory, processing orders, and tracking customer preferences, Salesforce for Retail enables businesses to enhance customer satisfaction and loyalty.

Communications

Salesforce Communications Cloud is designed for telecommunications companies, providing support for critical processes like Move, Add, Change, and Disconnect (MACD), as well as CPQ (Configure, Price, Quote) capabilities. With its ability to manage multi-site quotes and orders, Salesforce Industry Solutions enable telco companies to streamline their operations and enhance customer experience across all channels. This industry-specific solution ensures seamless service delivery, empowering businesses to manage customer needs efficiently.

Media

Salesforce Media Cloud offers powerful tools for managing subscriber lifecycles, advertising sales, and eCommerce within the media and entertainment sectors. Businesses benefit from advanced analytics and automation features that allow them to personalize content and create targeted marketing campaigns. The Salesforce Industry Cloud enables media companies to enhance user engagement by delivering customized experiences, maximizing customer retention, and driving digital revenue growth.

Energy & Utilities

Salesforce Industry Solutions for energy and utilities companies enable efficient management of quotes, rates, and field execution, whether for single residential customers or multi-product, multi-site businesses. By streamlining processes such as service setup, billing, and field service operations, Salesforce Industry Cloud empowers energy providers to improve customer satisfaction while optimizing operational efficiency. The solution supports the full lifecycle of utility services, from initial quote to field execution.

Automotive

Salesforce Automotive Cloud provides industry-specific solutions for managing dealer groups, vehicle definitions, models, and the entire customer lifecycle within the automotive industry. The platform’s Driver Console gives a 360-degree view of vehicle data and customer interactions, allowing manufacturers and dealerships to deliver personalized experiences. Salesforce Industry Cloud offers streamlined operations for sales, after-sales service, and customer management.

Nonprofit Organizations

The Salesforce Nonprofit Success Pack (NPSP) provides nonprofit organizations with an all-inclusive platform for overseeing program efforts and fundraising. This Salesforce Industry Solution provides a holistic view of every constituent, enabling organizations to track donations, volunteers, and program outcomes efficiently. With its powerful data management and reporting tools, NPSP helps nonprofits better engage donors and streamline operations, driving impactful outcomes for the communities they serve.

Government

Salesforce Government Cloud delivers robust solutions for public sector organizations, enabling digital transformation in areas like licensing, permitting, and social program management. Built on the secure Salesforce Industry Cloud, it allows governments to modernize their operations, improve service delivery, and engage citizens through online portals and self-service platforms. The solution’s infrastructure supports compliance with regulatory requirements while providing flexibility for customization.

Consumer Goods

Salesforce Consumer Goods Cloud provides businesses with complete visibility into the run-rate business through Sales Agreements, while Account-Based Forecasting helps predict demand more accurately. This Salesforce Industry Solution allows consumer goods companies to manage retail relationships, inventory, and merchandising more effectively. With Salesforce Industry Cloud, businesses can optimize sales strategies, streamline order management, and drive better collaboration with retail partners.

Education

Salesforce Education Cloud empowers educational institutions with solutions for student recruitment, support, and engagement. With tools like the Applicant Portal and Admissions Console, schools and universities can efficiently manage the student lifecycle, from application to graduation. Salesforce Industry Solutions help institutions personalize student interactions, improving recruitment, retention, and overall academic success.

Net Zero

Salesforce Net Zero Cloud tracks supplier emissions, carbon footprints, and total environmental impact to help businesses meet sustainability goals. The Salesforce Industry Cloud provides comprehensive forecasting tools to help organizations achieve net-zero emissions by integrating sustainability into their operations. This industry-specific solution empowers businesses to make data-driven decisions that align with global sustainability initiatives and regulatory standards.

Manufacturing

Salesforce Manufacturing Cloud offers powerful tools for managing Sales Agreements and providing a complete view of run-rate business for manufacturers. The Account-Based Forecasting feature allows manufacturers to predict sales more accurately, enabling better planning and inventory management. Salesforce Industry Cloud provides seamless integration of sales, operations, and customer engagement processes, allowing manufacturers to optimize efficiency and drive growth.

Benefits of Salesforce Vlocity

Salesforce Vlocity offers a range of industry-specific tools and capabilities that drive efficiency, scalability, and innovation for businesses across various sectors.

Accelerated Time-to-Market

It allows businesses to launch industry-specific solutions quickly, minimizing customization needs. This speeds up product rollouts and enables faster responses to market changes.

Enhanced Customer Personalization

Provides advanced segmentation tools that help businesses personalize customer experiences based on industry-specific needs. This enhances targeted marketing and improves overall customer satisfaction.

Scalability for Growing Businesses

Built on Salesforce, it enables businesses to scale operations seamlessly as they grow. Its flexible architecture supports growth without compromising system performance.

Improved Decision-Making with Analytics

Real-time insights into business operations are provided via Vlocity’s interface with Salesforce analytics. This gives businesses the ability to make data-driven decisions that raise consumer engagement and performance.

Unified Customer View Across Channels

Unifies customer interactions across various channels, creating a seamless experience whether online or in person. This consistency helps boost customer loyalty and retention.

Cost Efficiency Through Automation

By automating complex workflows, Vlocity reduces manual intervention and operational costs. Automated processes like quoting and billing enhance efficiency and minimize errors.

Seamless Integration with Legacy Systems

It integrates smoothly with legacy IT systems, allowing businesses to adopt cloud solutions while maintaining their existing infrastructure. This reduces the need for costly system overhauls.

Industry Compliance and Security

Designed to meet industry-specific regulatory requirements, it ensures businesses remain compliant. Salesforce’s top-tier security infrastructure also safeguards sensitive business data.

Increased Operational Visibility

Provides real-time visibility into critical business operations, enabling companies to optimize workflows and reduce inefficiencies. This improves overall operational efficiency.

Improved Collaboration Across Departments

Vlocity’s unified platform enhances collaboration across departments like sales, service, and operations. Streamlined workflows improve communication and drive better organizational outcomes.

Maximizing Efficiency with Salesforce Industries

Salesforce Vlocity (Salesforce Industries) is a powerful tool that enables businesses across various sectors to streamline their operations, automate workflows, and enhance customer engagement with industry-specific solutions. Whether in financial services, healthcare, retail, or the public sector, it empowers organizations to meet regulatory requirements, optimize efficiency, and deliver personalized experiences.

At GetOnCRM Solutions, we are experts in implementing and customizing Salesforce Industries solutions. We work closely with businesses to ensure these powerful tools are aligned with their goals, enhancing efficiency and delivering a seamless customer experience. Let us support your business in achieving growth and success with tailored Salesforce solutions.