CompanyCam Takes the Guesswork Out of Tech-Touch Customer Success

CompanyCam is the #1 field service management app for contractors—helping contractors document their jobs, communicate with their crews, and make their existing tools more powerful.Jared McCoskey, Director of Customer Success at CompanyCam, unveils the transformative journey from guesswork and gut feelings to strategic Customer Success operations with the integration of Vitally's platform. This case study delves into the challenges faced, the seamless implementation of Vitally, and the impactful results achieved by CompanyCam.

Challenges at CompanyCam

• Reactive Approach: Operating based on guesses and gut feelings, lacking a proactive strategy.
• Data Dispersion: Customer data scattered across different tools, hindering visibility.
• Task Prioritization: Difficulty in prioritizing tasks due to the sheer volume of accounts.

"We were guessing which accounts needed our time, and we were spending a lot of time in places that we didn't need to spend our time."

Jared McCoskey

Director of Customer Success

Adopting Vitally: The Solution

• Power and Ease of Use: Vitally stood out for its combination of power and user-friendliness.
• Reference for KPIs: Creating a centralized reference point for KPIs and key metrics.
• Automation Capabilities: Leveraging automation to enhance task prioritization and CSM efficiency.

"Vitally really stood out to me because it was extremely powerful. I could tell that there was data coming in from all of the sources I needed it to come in from."

Jared McCoskey

Director of Customer Success

Impact & Results

• Increased Efficiency: Vitally's automation features enable the Customer Success team to use their time more efficiently.
• Onboarding Success: An early indicator of success—the onboarding success rate has increased by three percentage points.
• Relief from Overwhelm: CompanyCam experiences a sense of relief, knowing they can proactively address customer needs.

Why CompanyCam Recommends Vitally

• Power and Ease-of-Use: Vitally's combination of power and ease of use receives high praise.
• Suited for All Teams: Recommended for both small and large B2B Customer Success teams.
• Value Enhancement: Acknowledged for helping customers derive maximum value from their software.

Jared McCoskey emphasizes Vitally as a transformative tool for Customer Success, suitable for teams of varying sizes. The value derived from Vitally extends beyond data consolidation—it empowers Customer Success teams to make informed decisions, automate processes, and enhance overall efficiency.

CompanyCam's adoption of Vitally marks a pivotal moment in their customer success journey, shifting from reactive practices to strategic, data-driven operations. The case study underlines the positive impact of integrating specialized tools like Vitally in addressing challenges, optimizing workflows, and achieving tangible results in the realm of Customer Success.

Jared McCoskey's testimony stands as a testament to the indispensable role Vitally plays in revolutionizing Customer Success operations. The fusion of power and user-friendliness positions Vitally as a valuable asset for companies of all sizes, ensuring they not only meet customer needs but also proactively enhance their overall experience. The collaborative success of CompanyCam and Vitally paints a compelling picture of the transformative potential embedded in purpose-built Customer Success platforms.