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Analytics & insights to drive B2B startup success

Vitally provides your B2B startup with the metrics and insights necessary to convert trials, reduce churn, and build wildly successful customers.

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B2B Product Insights

Measure product usage and custom KPIs for every customer

No matter if your average deployment is to 5 or 5,000 users, Vitally provides the insights necessary to ensure every account experiences recurring value from your product.

  • Get setup in minutes: Just plug in your Segment or Mixpanel account - we’ll take it from there!
  • Understand product usage at the account level: Vitally organizes your data at the account and user level so you can understand the true product value experienced by the customer.
  • Track custom KPIs: Define custom metrics that ensure every customer experiences the full value of your product.
  • Analyze user behavior: Dig into individual usage and see how specific users are using your product.
Trapezoid Corp.Users730%Active User %15 %30%Last seen15 days agoTasks created per user228%Rhombus :Trapezoid :OpportunityRiskRhombus Corp.Users3015%Active User %50 %15%Last seena few minutes agoTasks created per user2722%

Startup Customer Success

Reporting and alerts to ensure customer success

Discover your high-value opportunities and churn risks with ease and push that data to the tools your team already uses.

  • Find churn risks: Setup alerts to flag customers as at-risk the moment they struggle with or stop using your product.
  • Identify revenue opportunities: Combine our enriched fields and product insights to automatically flag expansion or upsell opportunities.
  • Flexible, fast reporting: Filter customers by product engagement, traits, active opportunities, churn risks, and more.
  • Access our data anywhere: Get beautiful reports delivered to your inbox or leverage our Zapier integration to enrich Salesforce or Intercom records.
  • Invite your entire team: Get every teammate invested in Customer Success - we'll never price on licenses.
Trapezoid Corp.is slipping awayContract value> $1000< 10%Active User %No New Questions for15 daysRiskRhombus Corp.is a new Expansion OpportunityAnnual Revenue> $5MPricing PlanTrialActive Users>5OpportunityYour Vitally Recap for Feb 1New CustomersNew RisksNew Opportunities2752

Revenue + Lifecycle Insights

Track every stage in the customer lifecycle

From trial to renewal to churn, Vitally helps your team answer the most critical questions for each stage in your customer journey.

  • Analyze revenue at, and across, customers: Track changes in a customer's MRR, see how much revenue is at-risk, and calculate total revenue across any customer segment.
  • Track onboarding progress: Ensure customers setup your product correctly and experience its most critical features.
  • Measure trial conversion: Easily locate customers in a trial and determine their revenue potential with our enrichment process.
  • Get ahead of renewal: Whether your subscriptions are monthly or yearly, make sure customers nearing renewal are actively using your product.
  • Measure churn: Unfortunately, churn happens. Vitally’s insights help you understand why customers churned so you can avoid repeat scenarios.
New Customersin new MRR$12KLAST 30 DAYSEnding trials12New trials7In trial21Trials$3KMRR from 10 customersLAST 30 DAYSChurnRiskStatus :Revenue upcoming renewal:$27K$7KRenewal

Customer Segmentation

Find your product market fit

With revenue and product engagement insights in the same place, Vitally helps you discover the commonalities that lead to passionate, and paying, product champions.

  • Build and share compelling reports: Customize every aspect of Vitally’s reporting capabilities to create real-time, shareable reports that satisfy any business need.
  • Discover the features critical to growing MRR: View histograms that visualize usage of a feature across your entire customer base, broken down by total customers or MRR.
S.CSMB Customers# of employees < 500Customers272Active MRR$23KChurned MRR$3KPercentage engaged80%E.CEnterprise Customers# of employees >= 500Customers25Active MRR$72KChurned MRR$45KPercentage engaged40%

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