Salesforce Vlocity vs. Traditional CRM: Which is Right for Your Business?
Salesforce Vlocity, rebranded as Salesforce Industries, refers to a cloud-based software suite that runs on the Salesforce platform. It offers industry-focused solutions for different areas such as communications, media, energy and utilities, financial services, health, and the public sector. Salesforce Vlocity’s offerings are crafted to improve customer relationship management (CRM) through customized features that address particular challenges faced in distinct sectors.
In 2020, Salesforce acquired Salesforce Vlocity to enhance its specific industry capabilities and provide more versatile, ready-to-use solutions.
How can I connect Vlocity with Salesforce?
Vlocity is part of Salesforce. It adds to Salesforce’s CRM by including specialized industry solutions. There’s no separate connection process. Installing a Vlocity package (e.g., Vlocity for Communications) gets installed directly into your Salesforce org. This integration enables:
- Increased Customization: Industry-specific modules coupled with templates streamline customization, reducing the need for extensive build-outs.
- Efficiency and Speed: Pre-built processes and models facilitate faster implementation with reduced go live times, resulting in cost reductions and improved efficiency.
- End-to-End Solutions: Merging Salesforce Vlocity with Salesforce will create a unified platform that supports end-to-end.
Salient Features and Capabilities of Salesforce Vlocity
Salesforce Vlocity has various features that can make your business more efficient and your customers more engaged in the following ways:
- OmniStudio Components: FlexCards, OmniScripts, DataRaptors, and Integration Procedures make it easier to customize workflows and data management procedures.
- FlexCards are used to show contextually relevant information in an easy-to-read manner, allowing access to many data points at once.
- OmniScripts: User-guided activities and a process-driven interface for intricate processes.
- DataRaptors: The responsibility of extracting, transforming, and loading data into Salesforce falls on their shoulders.
- Integration Procedures: Combine multiple actions into one call for a single service and minimize external system integration with various actions.
Salesforce Vlocity vs. Traditional CRM: Comparative Analysis
When we compare Vlocity to the usual CRM systems, a few key distinctions emerge:
| Feature | Salesforce Vlocity | Traditional CRM |
|---|---|---|
| Industry-Specific Customization | High Customized solutions for telecoms, healthcare, and financial services industries. It is easy to customize data models to fit various industry-specific requirements. | Low Requires significant customization work to meet specific sector needs. Procedures and data models that are widespread need to be changed frequently. |
| Ease of Use | High OmniStudio’s drag–and–drop interface makes it very user–friendly for creating FlexCards and OmniScripts, among other things. Minimal coding is needed. | Medium Customizing often means doing quite a bit of coding with IT support requirements. Without extra customization, the interface can be less intuitive. |
| Performance and Efficiency | Optimized Efficient workflows using pre-configured templates, industry-specific optimizations, etc. Faster implementation times. | Variable Performance depends on the amount of customization and configuration undertaken. The setup process is often longer and thus slower in most cases of its implementation. |
| Integration Capabilities | Strong Seamless integration with other Salesforce or external systems using Integration Procedures. Supports complex workflows within the organization’s structure. | Moderate Integration often requires additional middleware or custom development. Less seamless and can be complex. |
| Cost and ROI | Competitive Flexible subscription plans and competitive prices. High ROI from faster installation and tailored solutions. | Variable Extensive customization and lengthy implementation periods can raise costs. The effectiveness of the customization determines the ROI. |
| Support and Documentation | Extensive Strong community support backed by Salesforce Trailhead and the Vlocity success community, which provides abundant documentation. | Robust good documentation and support resources, but they may need to be more specialized in some areas. Community support is widespread but can vary in quality. |
OmniStudio Overview
This is a collection of tools inside Salesforce Vlocity that comes with modular components that facilitate an effective business process:
- FlexCards: These display information from Salesforce and other systems in a compact, flexible format.
- OmniScripts: Define guided workflows for different business scenarios.
- DataRaptors: Fetching, transforming, and storing data is easy with these objects.
- Integration Procedures: Allow for efficient integration of multiple data sources and processes.
What is The Use of Vlocity, and Does Vlocity Require Coding?
Where is Salesforce Vlocity Used?
Salesforce Vlocity helps in the following sectors by simplifying business operations and connecting with customers:
- Communications for managing customer relationships as well as service optimization.
- Entertainment and media are used for efficient subscription management and advertisement sales.
- Healthcare and life sciences improve the patient experience while reducing administrative loads.
- Financial services on issues like customer interactions and policy administration.
- Energy & Utilities, where regulatory compliance is central to seamless service delivery.
- Public sector and non-profits so that citizens’ needs are met alongside fundraising activities.
Does Salesforce Vlocity Require Coding?
Salesforce Vlocity is a low-code platform, meaning there will be more customization possibilities and less coding. These include:
- FlexCards: Use drag-and-drop functionality to show information.
- OmniScripts: Create guided workflows without much coding needed.
- DataRaptors and Integration Procedures: Handle data management and integration, respectively, with minimal coding involved.
Vlocity can be customized advanced through code, making it suitable for both pro-code and low-code environments.
Salesforce Vlocity Salesforce Documentation and Trailhead
Salesforce Vlocity is a platform with ample documentation and learning resources on Trailhead. Necessary resources include the following:
- Documentation: Have an extensive collection of manuals and reference materials for Salesforce Vlocity components and how they are integrated with Salesforce.
- Trailhead Modules: Interactive paths to learn about various aspects of Salesforce Vlocity, from basic setup to advanced customization and integration.
- Community Support: Access to the Salesforce Vlocity Success Community, a platform where users can share their ideas, pose questions, and work together to find solutions.
Conclusion
Salesforce Vlocity, as a part of Salesforce Industries, has many advantages over traditional CRM systems, particularly for specific industries. Its specialized features, ease of integration, and extensive customization options make it ideal for companies seeking tailored, efficient, and scalable CRM solutions. By leveraging Salesforce Vlocity, businesses can achieve faster implementation, improved efficiency, and better customer engagement, resulting in growth and success.
Awards and Recognition
All rights Reserved Advayan, 2019