Vitally powers the Customer Success efforts for some of the fastest-growing B2B SaaS companies around.
Your customers vastly outnumber your Customer Success team. You need a Customer Success platform built with that scale in mind. Meet Vitally.
Constantly switching tabs is tiresome. Aggregate every touchpoint customers have with your business and product into a single, beautiful 360° profile.
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.
It’s hard to improve what you don’t measure. Build custom dashboards across any data point and analyze the KPIs that drive your business's, and customers', success.
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.
No two B2B SaaS products are the same. Create custom health scores and metrics that ensure your customers continuously experience your unique value.
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.
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.
Outline strategies to ensure success of your most critical customers and track progress as your team implements those strategies.
We're powering growth and retention efforts for some exceptional customers.
With Vitally, we're able to identify churn risks 5x faster than before. That leads us to double our revenue retention. If you're thinking about switching, it's a complete no brainer.
We've discovered SO MUCH about our customers and our book of business which would have been impossible to uncover before. I'm constantly thinking, "God, I wish I'd had this at every job I've ever had in CS."
Loving Vitally - setup was super simple! It allows us to easily figure out which of our trialing customers should be given more attention to get them over the line.