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What is Vlocity?

In the industries served by Vlocity, direct engagement with customers tends to be both rare and fleeting. However, the impact of these short encounters is significant, as they can influence whether customers choose to support or criticize your brand. Therefore, it is vital that these exchanges are comprehensive, accurate, quick, and occur through the preferred communication channels of the customers. Equally important is the ability of employees to build genuine relationships with customers, allowing the essential values of your brand to be communicated effectively. Vlocity's Digital Interaction Platform empowers users to focus on enhancing the customer experience rather than navigating the complexities of the underlying software. By leveraging a powerful array of task-oriented components that seamlessly integrate with Salesforce, Vlocity enriches your CRM with industry-specific features. The availability of intuitive guided flows facilitates smoother applications, boosts the efficiency of new users, and can lead to substantial reductions in overall service expenses. This forward-thinking strategy not only heightens operational efficiency but also guarantees that customer interactions create a memorable and favorable impression that resonates long after the interaction concludes.

What is Living Systems Process Suite?

Every sector, organization, individual, and system functions with distinct goals they strive to accomplish or maintain. Whitestein's outcome-focused process solutions are designed to be in harmony with real-world objectives, emphasizing intelligence, efficiency, and transparency. In the banking and asset management sectors, companies encounter significant business objectives that must be satisfied on both small and large scales. The LSPS Financial Services Case Management Framework provides customized solutions that specifically concentrate on achieving these desired results. Whether managing the complete client lifecycle or honing in on a specific element, LSPS' cutting-edge software is model-driven, guaranteeing that each process is oriented toward fulfilling the established business aims while remaining flexible to tackle unexpected challenges. This adaptability is essential in a constantly changing business environment, which enhances LSPS' role as a crucial ally for organizations aiming for excellence. By leveraging these innovative solutions, companies can not only meet their objectives but also prepare for future uncertainties.

Media

Media

Integrations Supported

Docusign
Flosum
Gorilla
Gotransverse
Kixie PowerCall & SMS
Salesforce
Workato

Integrations Supported

Docusign
Flosum
Gorilla
Gotransverse
Kixie PowerCall & SMS
Salesforce
Workato

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Salesforce

Date Founded

1999

Company Location

United States

Company Website

vlocity.com

Company Facts

Organization Name

Whitestein Technologies

Date Founded

1999

Company Location

Switzerland

Company Website

www.whitestein.com

Categories and Features

Business Process Management

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

CRM

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

Sales Enablement

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

Categories and Features

Application Development

Access Controls/Permissions
Code Assistance
Code Refactoring
Collaboration Tools
Compatibility Testing
Data Modeling
Debugging
Deployment Management
Graphical User Interface
Mobile Development
No-Code
Reporting/Analytics
Software Development
Source Control
Testing Management
Version Control
Web App Development

Business Process Management

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

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

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