Everything you need to know about Salesforce Industries

Salesforce is known for providing cloud-based CRM (customer relationship management) solutions to businesses across various sectors. As the need for industry-specific tools grew, Salesforce introduced a set of customized solutions called Salesforce Industries (previously known as Vlocity). These tools cater to specific industries like healthcare, financial services, and telecommunications, helping businesses streamline operations and improve customer engagement.

What is Salesforce Industries?

The Salesforce platform directly incorporates a collection of industry-specific solutions known as Salesforce Industries (formerly Vlocity). It provides customized tools and digital processes tailored to industries such as communications, media, insurance, financial services, healthcare, energy, utilities, and government.

By combining Velocities industry knowledge with Salesforce’s CRM capabilities, Salesforce Industries offers specialized, cloud-based solutions that help businesses operate more smoothly while improving customer interactions on a single platform.

Key Features of Salesforce Industries

Salesforce Industries offers a range of features that make it a powerful tool for different sectors:

Industry-Specific CRM Solutions: Salesforce Industries provides CRM tools designed to meet the unique needs of various industries, helping businesses use Salesforce effectively for their specific operations.

OmniStudio Components :OmniStudio provides easy-to-use tools that allow businesses to quickly build and customize industry-specific applications within Salesforce without heavy coding.

Pre-built data models :Salesforce Industries comes with ready-made data models that make it easier for businesses to adopt Salesforce according to their industry’s needs, leading to faster setup and integration.

Improved operational efficiency :These solutions help businesses run more efficiently by providing tools designed for industry-specific needs, resulting in faster and more streamlined operations.

Automated Workflows: Salesforce Industries automates many processes, helping businesses reduce manual tasks and make quicker, more informed decisions.

Regulatory Compliance:The platform also comes with built-in compliance features for industries like finance and healthcare, ensuring that businesses meet regulatory standards.

OmniStudio Overview

OmniStudio is a set of tools within Salesforce Industries that helps businesses quickly build and launch customized industry-specific solutions. With less coding, businesses can use these tools to automate complex processes and deliver personalized customer experiences. OmniStudio's key components include:

• FlexCards: pre-built user interface components that display customer information in an easy-to-read format.
• OmniScripts: Step-by-step guides for completing complex business processes.
• DataRaptors: Tools for extracting, transforming, and loading data into Salesforce, ensuring smooth integration with other systems.
• Integration Procedures: Automates the management of multiple data tasks, improving performance and reducing manual work.

Steps to Integrate Salesforce Industries

To ensure a smooth operation, integrating Salesforce Industries involves several steps:

1. Assess Business Needs: Identify your industry’s specific requirements and select the appropriate Salesforce Industries package.
2. Set Up Salesforce: Ensure your Salesforce account is ready with the right licenses, and install any necessary industry-specific packages.
3. Configure Data Models: Customise the data models to fit your business needs, and migrate existing data to align with Salesforce's structure.
4. Set Up Omnichannel Processes: Create seamless customer interactions across various platforms like mobile apps and websites.
5. Customize Features: Adapt Salesforce features to meet your company’s specific needs, such as billing or contract management.
6. Testing: Test all functionalities to ensure they work as expected.
7. Deploy to Production: Move your configurations from the testing environment to the live platform and monitor performance.
8. User Training: Train your team and provide ongoing support to ensure that operations run smoothly.

Industries That Benefit from Salesforce Industries

Salesforce Industries offers numerous benefits to a wide range of industries.

• Financial Services & Insurance: Helps manage client data, compliance, and policy administration, improving customer relationships.
• Healthcare: Integrates patient management systems to improve care coordination and patient outcomes.
• Public Sector: Streamlines processes like licensing, permitting, and managing social programs.
• Retail: Enhances customer experiences across online, mobile, and in-store platforms while managing inventory and orders.
• Communications: Supports critical operations like service setup and billing, improving customer experiences for telecom companies.
• Media and Entertainment: Helps manage digital operations, subscription services, and personalized content recommendations.
• Energy & Utilities: Streamlines service setup, billing, and field service operations.
• Automotive: Manages vehicle data and customer relationships to improve sales and after-sales services.
• Nonprofits: They assist in managing donors, volunteers, and program efforts more efficiently.
• Government: Modernizes operations and improves citizen engagement through digital tools.
• Consumer Goods: optimizes retail relationships, order management, and merchandising.
• Education: Manages student interactions from application to graduation.
• Manufacturing: Helps manufacturers manage sales agreements and forecast demand more accurately.

Benefits of Salesforce Industries (Vlocity)

Salesforce Industries provides a number of benefits that help businesses operate more efficiently:

• Faster Time-to-Market: With fewer customizations, businesses can launch solutions quickly.
• Personalized Customer Experience: Industry-specific tools help businesses deliver personalized services to customers.
• Scalability: Salesforce can easily scale as a business grows.
• Data-Driven Decisions: Real-time analytics help businesses make informed decisions.
• Unified Customer View: A consistent experience for customers across different platforms increases satisfaction and loyalty.
• Cost Efficiency: Automating processes reduces manual work and operational costs.
• Seamless Integration: Salesforce Industries easily integrates with existing systems, reducing the need for costly upgrades.
• Industry Compliance: Designed to meet industry-specific regulations, ensuring businesses remain compliant.
• Operational Visibility: Real-time insights improve business operations and reduce inefficiencies.
• Collaboration: Teams can collaborate more effectively, improving communication and outcomes.

Conclusion

Salesforce Industries (formerly Vlocity) is a powerful tool that offers tailored solutions for businesses across different industries. It helps improve operations, automate workflows, and enhance customer engagement. Whether in finance, healthcare, retail, or manufacturing, Salesforce Industries empowers organizations to meet their specific industry needs and deliver exceptional customer experiences.