List of Salesforce Vlocity Customers
San Francisco, 94105, CA,
United States
Since 2010, our global team of researchers has been studying Salesforce Vlocity customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Salesforce Vlocity for Customer Experience from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Salesforce Vlocity for Customer Experience include: Cigna Healthcare, a United States based Insurance organisation with 71295 employees and revenues of $244.38 billion, Prudential Financial, a United States based Banking and Financial Services organisation with 40366 employees and revenues of $54.27 billion, New York Life, a United States based Insurance organisation with 13000 employees and revenues of $50.00 billion, Hawaii Medical Service Association, a United States based Insurance organisation with 1600 employees and revenues of $7.45 billion, New Balance, a United States based Retail organisation with 8000 employees and revenues of $6.50 billion and many others.
Contact us if you need a completed and verified list of companies using Salesforce Vlocity, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Salesforce Vlocity customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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American Fidelity Insurance | Insurance | 2000 | $1.5B | United States | Salesforce | Salesforce Vlocity | Customer Experience | 2016 | n/a |
In 2016 American Fidelity Insurance implemented Salesforce Vlocity as part of its Customer Experience tooling to support companywide access governance and CRM operations. The deployment targeted management users across all departments, with an emphasis on enabling departmental review and reporting of user data access and on workflows to perform necessary access changes.
The implementation included development of a System Access Life Cycle management application hosted on the Salesforce Vlocity platform, alongside configuration and maintenance of the Vlocity Insurance application and the Apttus CPQ application. Functional capabilities delivered included validation rules, business process mapping, document management controls, and access review workflows consistent with Customer Experience and CRM operational patterns.
Operational integration work focused on linking access governance to running CRM and quoting processes, with maintenance activities performed against Vlocity Insurance and Apttus CPQ to preserve continuity of policy and quoting workflows. The System Access Life Cycle management application provided reporting views and administrative interfaces for department managers to review permitted data access and to enact changes to user permissions, aligning access controls with departmental responsibilities.
Governance and process changes centered on instituting a formal access review cadence and embedding business process mapping into the access lifecycle, with administrative ownership concentrated on the Salesforce Administrator function. Configuration and automation artifacts were limited to in-platform constructs such as validation rules and workflow mapping, and work scope emphasized sustainment of Vlocity Insurance and Apttus CPQ components rather than external platform replacements.
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AXA UK | Insurance | 10000 | $6.2B | United Kingdom | Salesforce | Salesforce Vlocity | Customer Experience | 2019 | n/a |
In 2019, AXA UK implemented Salesforce Vlocity to consolidate customer-facing insurance workflows and strengthen digital engagement across its UK operations. The project was positioned as a Customer Experience initiative and centered on creating a unified policyholder view and standardized service interactions using the Salesforce Vlocity platform.
The implementation configured Salesforce Vlocity industry data models and customer 360 capabilities, with functional modules addressing omnichannel service consoles, policy quoting and renewals workflows, guided selling for brokers and agents, and case management for policyholder requests. Automation of customer journey orchestration and workflow rules was applied to standardize intake, routing, and escalation across customer touchpoints.
Operational scope included front office customer service, distribution channels and underwriting support, with integrations designed to connect Salesforce Vlocity to AXA UK front-end channels and core policy administration and billing systems. Governance was centralized through an internal Salesforce center of excellence, enabling phased rollouts, configuration governance, and process changes to align support and sales workflows with the new Customer Experience platform.
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CHC Energia | Utilities | 150 | $20M | Spain | Salesforce | Salesforce Vlocity | Customer Experience | 2020 | Accenture |
In 2020, CHC Energia implemented Salesforce Vlocity to centralize front office customer management under the Customer Experience category. The initiative was executed as part of a five year multicloud technology roadmap led by the company's Digital Transformation Manager, with Accenture and Deloitte engaged as implementation contractors and a planned budget of 15 MM euros, 7MM euros of which was spent in the first year.
The deployment of Salesforce Vlocity included core front office modules such as Sales, Marketing Cloud, Services, Customer and Partner Communities, and CPQ, with Vlocity applied as a vertical utilities solution to model industry specific data and processes. Configuration emphasized standard Customer Experience workflows, CPQ rules and quote lifecycles, community portal provisioning for partners and customers, and service case management to support sales, marketing and service functions.
Architecturally the program adopted a multicloud topology, using Mulesoft as the middleware layer to orchestrate APIs between Salesforce Vlocity and the back office ERP components. Back office systems comprised SAP Fico and SAP Isu hosted in Google Cloud as a secondary cloud, while Power BI was provisioned as a data lake and BI layer in Microsoft Azure as a tertiary cloud. SaaS consumption models and complementary capabilities such as Generative AI and BigData were included as adjuncts to CRM, ERP and BI in the overall stack.
Governance relied on agile methodology with phased sprints and roadmap governance run by the Digital Transformation Manager and contractor teams, targeting front office transformation across sales, marketing, service and partner channels. The narrative links CHC Energia, Salesforce Vlocity and Customer Experience to a coordinated multicloud, middleware and analytics architecture managed through contractor partnerships and agile rollout practices.
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Cigna Healthcare | Insurance | 71295 | $244.4B | United States | Salesforce | Salesforce Vlocity | Customer Experience | 2019 | n/a |
In 2019, Cigna Healthcare implemented Salesforce Vlocity in the Customer Experience category to modernize service operations for its Americas Global Health Benefits organization. The initiative was driven from an operations leadership mandate, coordinating Commercial, Technology, Total Health and Network partner organizations to align platform capabilities with end to end service delivery objectives.
The implementation provisioned a new Salesforce Vlocity CRM and a refreshed web and mobile application channel, configured to support service operations workflows, case management and policy servicing typical of large health benefits environments. Configuration work emphasized CRM service orchestration, guided agent interactions and customer channel routing to unify front office and support functions under the Customer Experience application.
Operational coverage focused on Americas service delivery and was executed through cross functional integration with Commercial, Technology and network teams, ensuring the Salesforce Vlocity deployment connected to the refreshed Web and App channels and to operations governance. The rollout was organized through an Agile product ownership model inside operations, maintaining alignment between product teams and business stakeholders across regions.
Governance included program level product ownership, KPI driven decision making and an automation and partnership roadmap defined by operations leadership. The program explicitly supported rapid business continuity and work from home deployments to minimize COVID disruption, and it established an automation roadmap projected to deliver more than 10 million dollars in savings over three to five years together with a three to five percent improvement in NPS.
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EmblemHealth | Insurance | 3000 | $1.0B | United States | Salesforce | Salesforce Vlocity | Customer Experience | 2021 | n/a |
In 2021, EmblemHealth implemented Salesforce Vlocity to centralize its Customer Experience platform and unify constituent engagement across digital and service channels. The deployment positioned Salesforce Vlocity as the primary customer facing layer for policyholder interaction and service orchestration within the enterprise.
Salesforce Vlocity was configured alongside ServiceCloud, SalesCloud, and MarketingCloud to support end to end customer experience workflows. The implementation emphasized case and service workflow automation, member engagement and outreach orchestration, and sales process support, leveraging the native Salesforce platform data model and industry cloud capabilities.
Architecturally the project uses a cloud SaaS posture on the Salesforce platform, with Vlocity providing industry specific data and process models integrated with ServiceCloud for service operations, SalesCloud for sales processes, and MarketingCloud for campaign execution. Operational coverage spans customer service, sales, and marketing teams across the enterprise, with the platform serving as the single orchestrator for multi channel interactions.
Governance is staffed with a dedicated Salesforce Product Manager who provides ongoing oversight of digital technology transformation efforts, ensuring alignment between business strategy, constituent needs, and delivery of platform features and functionality. The governance model emphasizes continuous platform management, phased feature rollout, and facilitation of ongoing innovation and best in class platform management practices.
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Insurance | 1600 | $7.5B | United States | Salesforce | Salesforce Vlocity | Customer Experience | 2017 | n/a |
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Communications | 4800 | $2.7B | United Kingdom | Salesforce | Salesforce Vlocity | Customer Experience | 2016 | n/a |
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Professional Services | 989 | $47M | United Kingdom | Salesforce | Salesforce Vlocity | Customer Experience | 2015 | n/a |
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Insurance | 7600 | $3.8B | United States | Salesforce | Salesforce Vlocity | Customer Experience | 2019 | n/a |
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Insurance | 1649 | $610M | United States | Salesforce | Salesforce Vlocity | Customer Experience | 2024 | n/a |
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Buyer Intent: Companies Evaluating Salesforce Vlocity
- Internal Revenue Service, a United States based Government organization with 74299 Employees
- Chrysler Financial Corp, a United States based Banking and Financial Services company with 10 Employees
- Steadfast Life Australia, a Australia based Insurance organization with 25 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated |
|---|---|---|---|---|---|---|
| Internal Revenue Service | Government | 74299 | $12.3B | United States | 2026-02-25 | |
| Chrysler Financial Corp | Banking and Financial Services | 10 | $1M | United States | 2025-11-13 | |
| Steadfast Life Australia | Insurance | 25 | $4M | Australia | 2025-10-22 | |
| Professional Services | 968 | $652M | United States | 2025-07-15 | ||
| Professional Services | 8500 | $2.9B | United States | 2025-06-23 | ||
| Communications | 4000 | $1.0B | United States | 2025-04-29 | ||
| Distribution | 10 | $1M | United States | 2025-04-05 | ||
| Construction and Real Estate | 10 | $1M | United States | 2025-02-26 | ||
| Banking and Financial Services | 15838 | $7.1B | United States | 2025-02-07 | ||
| Media | 10 | $1M | United States | 2024-10-25 |