Visibility
Turn Customer Data into Customer Success
Your customer data is the heart of everything you do. Accurately measure the entire customer journey with Goals, Health Scores, and Reports.
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Key Customer Success Visibility Features
Health Scores
Dynamically adjust metrics and measurements based on lifecycle stage, segment, and more with Health Scores.
Dashboards
Use powerful widgets to create custom reports and track the critical outcomes and KPIs of your business.
Goals
Apply Goals to your book of business to measure the effectiveness of your workflows and strategies.
Playbooks
The Deepest Integrations in CS
Sync your tech stack with your book of business so you can identify trends, track customer events, and streamline your customer data visibility.
Plug-and-Play Integrations
Our native integrations are built from the ground up so it’s never been easier to set up and manage your integrations.
Keep Your Systems In-Sync
Bidirectional integrations effortlessly keep your systems aligned while also benefiting other tools with Vitally customer data.
Automate Off Your Systems
Create workflow automations that trigger off of incoming data from your CRM, product analytics, revenue data, and more.
Increase Team Visibility, Drive Impact for Results
Achieve a more accurate picture of customer health with fully customizable Health Scores that dynamically adjust metrics and measurements based on lifecycle stage, segment, and more.
Make key information immediately available and easy to digest for both internal teams and customers. Leverage pre-built widgets for revenue growth or to measure performance across your team, customers, products, and business.
Using Vitality Goals, teams can automatically measure and track the success of their CS strategies. By measuring success, teams can identify what is working and what isn't, and adjust on the fly.
Create advanced formulas using any Vitally data point to query your data and report on success. Formulas can be built using simple math formulas or operators such as coalesce and ternary.
Ready to Scale Customer Success?
Take a live look at Vitally's Customer Success Platform to learn how your data can help your teams and customers achieve greater success.
