New!Bidirectional Salesforce & Hubspot integrations • A team dashboard to track account health for each CSM
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.
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.
Powerful segmentation
Automatically organize your trials into segments based on their product usage, Clearbit enriched data, size, or any other data point we track.
Trial Qualification
Define custom qualification rules for new trials that separate your target market from individuals simply passing by.
Improve trial KPIs over time
It can be difficult to measure the success and ROI of your trial program. Vitally was built to help B2B SaaS companies ensure self-service trial programs are 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.
