What is Vlocity (Salesforce Industries) How It Can Help You Save Millions?

1. What Is Salesforce Industries (Vlocity) & How It Can Help You Save Millions? WEBINAR

2. Forward Looking Statement Statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of Cyntexa Labs Pvt Ltd. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-Cyntexa Labs Pvt Ltd products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of Cyntexa Labs Pvt Ltd, is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Cyntexa Labs Pvt Ltd. assumes no obligation and does not intend to update these forward-looking statements.

3. 3 2 0 2 0 S i g n a t u r e About Cyntexa • Cyntexa is a Salesforce Ridge (Silver) Consulting Partner with 250+ Salesforce experts. • Catering to 14 different industries with clients spread across 20 countries. • Specializes in Multi-Cloud and Cross-Cloud Implementations. • Approved ISV Partner and Link Partner. 400+ Projects 350+ Clients 4.99 CSAT Score

4. SPEAKERS Speakers Meet Our SHREY SHARMA CEO, Cyntexa | S2 Labs Creator at Salesforce Hulk NEHA JAIN Salesforce Industries Technical Lead, Cyntexa

5. Today's Agenda Explore Salesforce Industries (Vlocity). What all industries are covered by Salesforce Industries? How Salesforce Industries can help organizations to save millions? How Salesforce Industries can be used on top of Salesforce? What role can Salesforce Industries play in helping various sectors grow? EPC and CPQ in Salesforce Industries Salesforce Industries (Vlocity) Live Demo OmniStudio: Point-and-Click power of Salesforce Industries How to choose the right implementation partner? Q&A Session.

6. What Is Salesforce Industries (Vlocity)?

7. 7 2 0 2 0 S i g n a t u r e Get To Know About The Leading Industry-Specific Solutions Founded in 2014, Vlocity offers pre-built solutions on the Salesforce platform that solve the needs of particular industries. • It takes the standard requirements and packages them into “cloud” solutions that can be deployed to individual organizations. • In 2020, Salesforce acquired Vlocity and renamed it Salesforce Industries. •

8. 8 2 0 2 0 S i g n a t u r e Salesforce Industries (Vlocity) Serving Multiple Industries Energy & Communication Government Utilities 01 03 05 Media & Insurance Health Entertainment 02 04 06

9. 9 2 0 2 0 S i g n a t u r e Benefits of Salesforce Industries (Vlocity) Increased Sales Accelerate “Time And Services To Market” Efficient Business Operations Reduce “Average Handling Time” (AHT) Reduce “Quote To Full-Fledged Order” Cycle Time Industry Solution

10. Features Of Salesforce Industries (Vlocity)

11. 11 2 0 2 0 S i g n a t u r e OmniScript • OmniScript is a way for an application builder to design a business process. • It allows you to build a guided path for completing a business process and serves as a configurable way of creating a seamless customer experience. Here are some examples of when you can use OmniScript: Step Users Through Provide A Guided Path For Complex Tasks The Business Process Captures Details For For Self-Service Interactions Service Implementation Such As Troubleshooting

12. 12 2 0 2 0 S i g n a t u r e DataRaptor • A DataRaptor is a mapping tool that enables you to read, transform, and write Salesforce data. There are four types of DataRaptor: Turbo Extract Extract Load Transform

13. 13 2 0 2 0 S i g n a t u r e Other Features Actions Flexcard Designer Groups OmniStudio Lightning Web Components Functions Display IDX Workbench Desktop Application OmniStudio Tracking Service OmniStudio Integration procedure

14. What All Industries Are Covered By Salesforce Industries (Vlocity)?

15. 15 2 0 2 0 S i g n a t u r e Communication: Salesforce Industries (Vlocity) Communications effortlessly collaborate with Salesforce Service Cloud to design a solution to garner personalized experience for customers throughout their channels. • and uninterrupted It utilizes the Omnichannel capabilities of Salesforce Service Cloud, Enterprise Product Catalog, CPQ, etc. • How Salesforce Industries (Vlocity) Communications Cloud can help you? B2B Growth & Timely Order Fulfilment Engaging & Personalised Customer Experience Smart & Efficient Customer Service Personalised & Differentiated Customer Journey

16. 16 2 0 2 0 S i g n a t u r e Media & Entertainment: Salesforce Industries (Vlocity) provides a comprehensive collection of solutions to cater to the demands of the entertainment industry. Its goal is to increase B2B and B2C digital customer engagements. • How Salesforce Industries (Vlocity) Media Cloud can help you? AI-Powered Subscription Management 360° MultimediaAdvertising Sales Solution B2B Products & Packages Management Content Syndication & Sales

17. 17 2 0 2 0 S i g n a t u r e Energy & Utilities: Salesforce Industries (Vlocity) Energy & Utilities is a collection of sector-specific applications that enables B2B and B2C clients in the power, gas, water, heat, waste, and renewables market segments to sell and support commodity and non-commodity goods and services. • How Energy and Utilities Cloud can help you? One Customer Service platform for all customers, small-industrial. Customer Engagement through one panel across all digital channels. Intuitive and Informative interface to convert agents into advisors. Innovative Commercial and Industrial Customer Management.

18. 18 2 0 2 0 S i g n a t u r e Insurance & Financial Services: Salesforce Industries (Vlocity) Insurance Cloud provides online service to customers of digital brokerages and agencies, featuring analytics for business growth and centralized customer data and CRM. It is a full suite of digital insurance applications processes on top of the Salesforce platform. • which power business How Insurance & Financial Cloud can help you? Property and Casualty Insurances Claims Life Insurance and Annuities Group Insurance

19. 19 2 0 2 0 S i g n a t u r e Government: Designed to work with Salesforce, Salesforce Industries (Vlocity) Government is a digital platform that allows governments and non-profits constraints and transform their organizations for the modern age. • to overcome legacy Some of the major Salesforce Industries (Vlocity) Government solutions include: Health & Human Services Case Management Comprehensive Child Welfare Information Systems. Foster Care Management. Housing Program Administration. Licensing & PermittingAdministration.

20. 20 2 0 2 0 S i g n a t u r e Health: Salesforce Industries (Vlocity) Health provides to connect frontline agents, back-office teams, and customers with flexible components that support policy administration, benefits administration, claims, and billing. • How Salesforce Industries (Vlocity) Health can help you? Management of Health Plans Network Management Distribution Management Service Engagement

21. 21 2 0 2 0 S i g n a t u r e Overview Overview Customer Allide Insurance is a life Established in 2014, they wanted Cyntexa introduced Salesforce insurance company in the UK, a single solution to manage the Industries (Vlocity) to them and offering a range of individual insurance life cycle of their assisted in modernizing their and group insurance solutions. customers. digital processing. Disclaimer: The customer’s information has been changed to maintain privacy.

22. How Salesforce Industries (Vlocity) Can Help You Save Millions?

23. Here is how Allide Insurance got their customization done more quickly and cost-effectively by using Salesforce Industries (Vlocity) tools. The table shows that how Allide Insurance saved their Time/Cost. •

24. How Salesforce Industries (Vlocity) Can Be Used On Top Of Salesforce?

25. 25 2 0 2 0 S i g n a t u r e 01 Implemented Vlocity Digital Platform Delivered digital experiences focused on the end-user. It offered the client the ability to craft comprehensive customer journeys – from Marketing through Service. 02 Complete Policy Management Lifecycle 02 Implemented an entire engaging lifecycle policy with a prospect through the quote and insurance process and then on to transactional service, comprehensive claims capabilities, and the renewal. 03 True Omnichannel Delivery & Agile Middle Office Implemented Vlocity Insurance to create six-channel applications that could be branded to an insurer's standards. 04 Data & Integration The Vlocity Insurance package provided all insurance-specific objects. For data that resided outside Salesforce, Vlocity provided a series of low-code Integration.

26. 26 2 0 2 0 S i g n a t u r e

27. What Role Can Salesforce Industries (Vlocity) Play In Helping Various Sectors Grow?

28. 28 2 0 2 0 S i g n a t u r e SECTORS Insurance Telecommunication Energy & Utilities It’s the new vertical solution. More BSS agility and faster Empowered Agents • • • With unified data come new time to market. Personalized Experiences • • insights. Diversify revenue streams. Streamlined Sales • • Customer experience is now the Increased ARPU and End-to-End Service • • • battleground for brands. decreased churn. Actionable Intelligence •

29. EPC & CPQ In Salesforce Industries (Vlocity)

30. 30 2 0 2 0 S i g n a t u r e Enterprise Product Catalog EPC enables you to introduce and effectively manage a portfolio of products that are relevant to customers, released at the most opportune time, and at a low cost. It uses the IDX Workbench Build Tool to EPC can be leveraged by different types of synchronize the product management process users, such as product administrators, and corresponding data into a single, product managers, system administrators, automated, error-resilient stream through reuse, and developers. shared resources and common tools, allowing importing products from other systems

31. 31 2 0 2 0 S i g n a t u r e Vlocity Product Console

32. 32 2 0 2 0 S i g n a t u r e Vlocity Enterprise Product Catalog Benefits 01. 02. 03. 04. Decrease Time-to-Market Improve Responsiveness Improved Product Deliver a Cohesive & for New Products & to Changing Market Lifecycle Agility with Next Consistent Catalog View Offers Conditions Generation Catalog CPQ, OM & CLM

33. 33 2 0 2 0 S i g n a t u r e Does Salesforce Industries (Vlocity) Provide CPQ Solution? Functionalities: 1. Automation rules for configuring products. 2. Quote approvals, and complex pricing. • Vlocity offers a number of Vlocity CPQ (now Industries CPQ) 3. Industry-focused approach. built-in components that is one of the platform’s components give a new spin to traditional to help automate the quote generation 4. Templates for designing processes, including CPQ. process and sales flows. documents and quotes. 5. Guided selling, and contract lifecycle management.

34. Demo Of Salesforce Industries (Vlocity)

35. OmniStudio: Point-and-Click Power Of Salesforce Industries

36. 36 2 0 2 0 S i g n a t u r e OmniStudio is a modular system with standard click-based components to quickly build Salesforce flows and solutions.

37. 37 2 0 2 0 S i g n a t u r e Fast prototyping with minimized custom development. Benefits Quick conversion from an idea to a solution. OmniStudio Easy debug is the ability to inspect raw JSON data. Obvious components structure. Codebase versioning. Conditional view of the components, reactive variables.

38. How To Choose The Right Implementation Partner?

39. 39 2 0 2 0 S i g n a t u r e Relevant Industry Experience Continuous Support A partner who has the ability and A Partner who stays up-to-date on all experience to solve complex Salesforce releases and provides problems and you should choose a solutions according to the latest release. partner who has at least a Ridge Consulting Certificate. Data Migration Implementation Strategy Approach As soon as you start working with The implementation partner should Salesforce Industries, you need to always discuss the approaches in the get the data migration and the initial stage. A roadmap should be there partner should have enough for your project which gives clarity about experience to do so. the cost and time you investing for the implementation.

40. Question & Answer Time Got any queries? We are here to answer all of them!

41. 41 2 0 2 0 S i g n a t u r e References https://docs.vlocity.com/en/Success_Community.html • https://appexchange.salesforce.com/ • https://cyntexa.com/ • https://silverlinecrm.com/vlocity-insurance-solutions/ • https://www.apexhours.com/what-is-vlocity-and-salesforce- • industries/#:~:text=Vlocity%20was%20known%20to%20build,and%20government%20and%20nonprofits%20specifically https://www.salesforce.com/news/stories/vlocity-powering-the-future-of-salesforce-industries/ • https://www.salesforceben.com/salesforce-industries-vs-custom-salesforce-development/ •

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