Vitally

Description

Have a greater impact on your customers’ success

Empower your Customer Success team with powerful analytics, automation, and project management capabilities.

You’re in good company

Vitally powers the Customer Success efforts for some of the fastest-growing B2B SaaS companies around.

HOW VITALLY WORKS FOR YOU

Create, grow, and retain more successful customers

Your customers vastly outnumber your Customer Success team. You need a Customer Success platform built with that scale in mind. Meet Vitally.

AGGREGATE

Unify your customer data

Constantly switching tabs is tiresome. Aggregate every touchpoint customers have with your business and product into a single, beautiful 360° profile.

SEGMENT

Track & segment the customer journey

The more you grow, the more essential customer segmentation becomes. Auto-segment your trials and customers into their lifecycle stage while building custom segments across any data point.

ANALYZE

Prove your success

It’s hard to improve what you don’t measure. Build customer reports across any data point and analyze the KPIs that drive your business’s, and customers’, success.

AUTOMATE

Automate workflows

Fire churn risk or opportunity alerts, auto-assign CSMs, create tasks, and even auto-send NPS surveys. Vitally’s automated Playbooks help a single Customer Success manager do the work of 100.

MONITOR

Follow your customers’ health

No two B2B SaaS products are the same. Create custom health scores and metrics that ensure your customers continuously experience your unique value.

SURVEY

Capture and analyze feedback

NPS solutions weren’t built for B2B…until now. Introducing NPS for Customer Success – gather feedback, send targeted surveys, and analyze satisfaction across a business’s users.

CONVERSE

Personalized customer engagement, at scale

Striking the perfect balance of manual vs. automated customer engagement can be difficult. Create rules to auto-schedule conversations at the right times and make manual edits when further personalization is needed.