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Trial Success

Convert trials into passionate, paying customers

Get alerted for new valuable trials, track their progress through onboarding, and ensure trial success improves over time.

4(last created 3 days ago)ElementsSlack integrationEnabled 2 days agoZapier integrationNot yet enabledProjects created3/5Elements UsedTrial:Ending SoonTrapezoid Corp.Rhombus Corp.is a newQualified OpportunityAnnual Revenue> $5MTagsActive UsersB2BSaaS>5Opportunity

Convert more valuable trials

Self-service trial programs can often result in a good bit of noise. Our trial tools & insights help you pinpoint trials in your target market & set them on a path to purchase.

Key Features

Trial Qualification

Define custom qualification rules for new trials that separate your target market from individuals simply passing by.

Opportunity Indicators

Create alerts that notify your team of new trials with significant revenue potential.

Track trial onboarding

Easily track the features and integrations used by your trials to ensure each experiences your product's full value.

Trial enrichment

Better qualify trials with our Clearbit integration that enriches accounts with over 80 data points.

Build trial reports

Customize every aspect of Vitally’s reporting abilities to create real-time, shareable reports that satisfy any need.

Trial Qualification

Define custom qualification rules for new trials that separate your target market from individuals simply passing by.

Filter sdays from now14is less thanTrial end dateRemoveADD A FILTERFiltersMatch all filtersIndicatorsLow NPS 😞4Low Weissman 🚨3RisksHigh potential trial 🤑6OpportunitiesUnengaged12Losing Interest8Returned0Engaged20Product EngagementPast End6Ending Soon18In Trial12New Trial4Trial StatusRichard H.Pied Piper7TRIALSTrial onboarding progress ✅CURRENT40UNQUALIFIED12COLUMNSLast seenTrial end dateTrial qualification scoreElements usedEnabled/disabled stateSlack IntegrationCapital Raised14 minutes agoends on Sep 12in 12 days75%(of 8)42 hours agoends on Sep 2in 2 days100%(of 8)73 hours agoends on Sep 13in 13 days75%(of 8)17 hours agoends on Sep 9in 9 days50%(of 8)0a day agoends on Sep 1in a day75%(of 8)32 days agoends on Sep 9in 9 days50%(of 8)42 days agoends on Sep 8in 8 days50%(of 8)73 days agoends on Sep 10in 10 days75%(of 8)83 days agoends on Sep 12in 12 days100%(of 8)43 days agoends on Sep 2in 2 days50%(of 8)15 days agoends on Sep 3in 3 days75%(of 8)27 days agoends on Sep 7in 7 days75%(of 8)410 days agoends on Sep 8in 8 days50%(of 8)620 days agoends on Sep 3in 3 days75%(of 8)8$1.6M$5.5M$25M$1.5M$1.2M$2.8M$5.8M$15M$7.3M$2.2M$3.8M$1.4M$13.7M$6.1MTrialEngagedEnding SoonTriangle Corp.EngagedIn TrialTriangle Corp.EngagedNew TrialRhombus Corp.EngagedEnding SoonTrapezoid Corp.EngagedNew TrialPentagon Corp.EngagedIn TrialSquare Corp.EngagedIn TrialOval Corp.EngagedIn TrialRectangle Corp.EngagedNew TrialRhombus Corp.EngagedNew TrialTrapezoid Corp.EngagedEnding SoonPentagon Corp.EngagedEnding SoonSquare Corp.Losing InterestIn TrialOval Corp.Losing InterestEnding SoonRectangle Corp.$5.5MQualified trials must have a score >= 50%Satisfied:TagsContainsB2BTagsContainsSAASTechContainsSegmentCapital Raisedis greater than$1MActive for 8 daysRichard HendricksASSIGNED TO:High potential trial 🤑Enabled 9 days agoAll TrialsDefaultTrial onboarding progress ✅Onboarding progress ✅Pied Piper UsageCommunication & Feedback 💬Errors experienced 🚨CREATE NEW VIEWView all Trials & build new views

Improve trial KPIs over time

It can be quite hard to measure the success and ROI of your trial program. Vitally was built to help modern B2B SaaS companies ensure their trial program is a rewarding endeavor.

Key Features

Track trial KPIs

Ensure your trial base continues to grow and yield a positive return with the most flexible and beautiful KPI dashboard around.

360° trial views

Every trial has a dashboard showing product setup & engagement, feature usage, custom metrics, conversations, and a whole lot more.

Email reports

The most critical updates to your trials and their performance - pushed to your inbox daily or weekly.

Track trial KPIs

Ensure your trial base continues to grow and yield a positive return with the most flexible and beautiful KPI dashboard around.

KPI dashboard for your trial metrics

More Use Cases

Customer Success

Create & retain more successful customers

Powerful reporting, metrics, and alerts to help ensure your paying customers experience continuous value from your product.

Learn more >

Subscription Analytics

Grow your MRR & reduce churn

Unify your product and subscription data, and unlock a new world to discovering what drives your business's success.

Learn more >

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