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Vlocity

Vlocity is an industry-specific cloud software provider that delivers applications built natively on the Salesforce platform for enterprises in sectors such as communications, media, insurance, health, energy, and utilities.

  • Industry-specific CRM and customer experience applications built on Salesforce (customer engagement)
  • Cloud-native, multi-tenant architecture aligned with Salesforce data and metadata models (cloud applications)
  • Pre-built process flows, product models, and digital interactions for specific verticals (industry solutions)
  • Omnichannel sales, service, and marketing capabilities tailored to regulated and subscription-based industries (customer operations)
  • Configuration tools and frameworks for extending and integrating vertical solutions within Salesforce environments (application platform extension)

More About Vlocity

Vlocity provides industry-focused cloud applications that run on top of the Salesforce Customer 360 stack, targeting enterprises that require domain-specific capabilities beyond horizontal CRM. Its applications use Salesforce-native objects, configuration paradigms, and security models, which allows enterprises to deploy vertical functionality without implementing a separate technology stack. This approach is used in environments where organizations standardize on Salesforce but need support for complex products, orders, policies, and customer journeys specific to their sector.

In communications and media (customer engagement), Vlocity delivers tools for managing product catalogs, CPQ (configure-price-quote), order capture, and order management for services such as broadband, mobile, TV, and digital subscriptions. These capabilities are embedded in Salesforce user interfaces and leverage the underlying Salesforce data model and workflow engine. The applications are typically used by sales, service, and back-office teams that handle subscriber lifecycle operations, bundling, discounts, and service changes.

In insurance, health, and public sector environments (customer operations), Vlocity offers modules that address policyholder onboarding, benefit and policy configuration, case management, and member or citizen services. These solutions align with Salesforce data structures while adding industry entities such as policies, coverages, plans, and eligibility. Enterprises use them to support broker, agent, and contact center workflows, with role-specific user experiences and guided processes for tasks like quoting, enrollment, and claims-related interactions.

Vlocity’s technology stack is built around Salesforce’s metadata-driven architecture, using Apex, Lightning components, and standard Salesforce APIs (application platform extension). It incorporates pre-built data models, OmniScripts for guided interactions, and integration procedures to connect with billing, provisioning, policy administration, and other back-end systems. Because the applications are native to Salesforce, enterprises can use standard Salesforce tools for identity, authorization, reporting, and analytics, while configuring Vlocity components through declarative administration where possible.

From a marketplace categorization perspective, Vlocity fits into vertical CRM, industry cloud, and customer experience software for communications, media, insurance, health, energy, and utilities. It is relevant for enterprise architects evaluating Salesforce-centric architectures that require domain-specific process automation, complex product modeling, and omnichannel engagement without deploying separate point solutions. Technical stakeholders typically assess Vlocity alongside other Salesforce-native extensions and industry accelerators when designing target architectures for sales, service, and customer operations.

At-A-Glance

  • Employees: 600
  • Estimated Annual Revenue: $50M-$100M

Connect

Corporate Headquarters

50 Fremont St
San Francisco, CA 94105

Market Segmentation

  • Type: Private
  • Sector: Information Technology
  • Group: Software & Services
  • Industry: Internet Software & Services
  • Sub-Industry: Internet Software & Services