Vlocity Description
Direct interactions with customers in the industries Vlocity serves can be rare. Their experiences in these brief interactions will determine if they are a promoter or a saboteur. The interaction must be complete, accurate, quick, and done in the channel chosen by the customer. Your employees must be able to connect with customers on an individual level. This will allow your brand values to shine through.
Vlocity's Digital Interaction Platform allows users to focus on the customer and not the software. Vlocity transforms your CRM system using a powerful suite task-based components that are 100% native to Salesforce. You can consolidate applications, increase productivity and lower your overall cost of service with the help of easy-to-use guided flows.
Vlocity Alternatives
Zoho SalesIQ
Zoho SalesIQ is a customer engagement, live chat and analytics platform that combines all of the best features of Zoho SalesIQ. It unifies all your marketing, sales and customer support efforts, giving your customers a great experience and driving business growth. Get to know your prospects and start the right conversation with them.
SalesIQ is optimized for B2B and B2C businesses, regardless of size. It features built-in audio calling, screen-sharing, visitor information, lead ID, a drag-and drop custom bot builder, and an AI-driven chatbot that automates customer engagement.
It is trusted by more than 450,000 businesses, including giants such as Mahindra & Mahindra and Renault, IIFL. Suzuki, Zee5, Fluitec and Borner Corp., to serve their customers at all stages of the customer lifecycle.
Our live chat software starts at $0 and scales with your business without burning any holes in your pocket.
Learn more
Creatio
Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom.
Featuring an intuitive no-code UI builder, a drag-and-drop business process builder, and a variety of built-in tools for workflow automation, the Creatio platform allows you to create business applications of any complexity and scale - addressing both structured and unstructured industry workflows, rich reporting, diverse machine learning use cases, and flexible analytical dashboards. With Creatio, the development effort for such applications is reduced by up to 10 times!
Additionally, Creatio provides a marketplace of ready-to-go solutions, connectors, and templates for popular business needs and use cases.
The Creatio platform is built on a modern technology stack, which offers maximum degree of freedom to integrate the platform within your organization’s digital ecosystem.
Creatio CRM is a full-fledged suite of products for marketing, sales, and service automation integrated on one no-code platform. Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs.
Learn more
Scoro
Control your entire business from one place
Manage your entire project lifecycle, from sending quotes to collecting invoices. By having sales, delivery, and financial information combined - you’ll have a complete overview of results and progress in real time.
Plan and forecast your resources
Know when to bring in more work and spot resource shortages before they happen. Make proactive decisions on outsourcing or hiring. Balance your team’s workloads - no more burnout for some while others sit idle.
Make sure you’re profitable
Completing your projects is important, but what truly matters is whether your company is making money. Understand which clients, projects, services or teams are profitable and which are eating into your margins in real time. Know when to work more efficiently, charge more or cut costs.
Collaborate where work happens
Access every file and conversation in the correct context - whether it’s a customer, a project or a task. Stop spending time on status updates and chasing documents. All information is just one click away at all times.
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Nutshell
Your CRM shouldn't stress you out.
Nutshell is an all-in-one CRM, sales automation, and email marketing platform that helps B2B organizations work together to win more deals.
Simple enough for any user and powerful enough for any business, Nutshell is built for teams who are tired of managing separate sales and marketing tools and don’t want to pay a full-time admin to manage their software.
Every Nutshell subscription includes unlimited data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price.
Nutshell integrates with the software that small businesses already use, including Google Workspace, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers native iPhone and Android apps.
A leading small business CRM with thousands of customers worldwide, Nutshell is ideal for any B2B business that relies on building relationships, including manufacturing companies, professional services companies, software and technology companies, wholesalers, and non-profits.
Give Nutshell a look. We love growing business.
Learn more
Integrations
Company Details
Company:
Salesforce
Year Founded:
1999
Headquarters:
United States
Website:
vlocity.com
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Product Details
Platforms
SaaS
Type of Training
Documentation
Live Online
Customer Support
Phone Support
Online
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