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Serve and acquire customers seamlessly across Social Media, Web, Mobile, and Contact Center.

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Vlocity is completely additive to Salesforce – the worlds number one Customer Management and Marketing platform. Salesforce’s strategic investments and significant ecosystem provides enormous choice and capability for Vlocity users. Whether that is a targeted campaign to see a new energy tariff to multi-site businesses, or appealing to a target audience of Facebook users – Vlocity makes it happen for the energy industry. Couple this extensive platform and eco-system with a Vlocity’s tailored data model for energy companies you can finally target clients with specific messages, e.g. a key bundle, rebate, or rate plan only available to Smart Meter customers or those with Electric Vehicles – perhaps only Smart Meter consumers. Alternatively, you can market your Demand Response related tariffs and services to Industrial customers with Demand Side Management equipment. Dramatically improving your conversion rates, and maximizing your sales and marketing investments.

Vlocity can help your sales teams and channel partners sell smarter in competitive markets.

Vlocity Energy provides visibility to customers' key decision makers and influencers, existing account relationships, services, prices, discounts, competitive whitespace, distribution and network charges, and any key considerations in contracting with each customer. With rules-based configuration bundled services, products, tariffs, rates, and prices are easily tailored to changing market and regulatory conditions, without increasing cost to serve.

Key Features

  • Rules-Based Offer Designer
  • Customer Relationship Graph
  • View Active Services & Devices
  • Multi-Site Quoting & Order Capture
  • Attribute-Based Configuration & Pricing
  • Contract Generation & Signature Capture
  • Flexible Integration to Billing Systems

Generate Accurate Quotes & Orders and Automate the Service Change Process

Vlocity ensures the accurate capture of quote through to order and fulfillment in any channel or on any device.

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