Taking Customer Success Where CRMs Can’t
Vitally is software built for Customer Success. Transform your team from managing relationships to generating revenue with all the tools and power they need.
CRMs Are Built For Sales
From Salesforce to HubSpot, Customer Relationship Management Platforms (CRMs) have never prioritized Customer Success. Attempting to use a CRM for CS limits the success of your team, customers, and business.
Limited Feature Offering
CRMs are designed to enable your sales team. That means any CS functionality CRMs offer will always fall short of what a dedicated CSP can deliver.
Lack Insights from Customer Data
CRMs are not natively built for surfacing customer insights through your existing tech stack. You need to build custom tooling to effectively manage CS.
Won’t Benefit Your Customers
CRMs are highly internal, complex team-based systems. They are not designed for sharing data and insights with customers through collaboration.
Vitally Is Built for Success
You can’t operationalize Customer Success with a sales-built tool. You need a purpose-built solution that understands and scales to your business processes, strategies, and impact.
Ready for Team Productivity
Optimize your team's efficiency so that CSMs can serve more customers and achieve better results.
Ready for Business Insights
Integrate real-time customer data to inform strategies, customer outcomes, health scores, automation, and more.
Ready for Collaboration
Collaborate seamlessly with your customers to increase your TTV and transparency toward shared outcomes.
Your CRM Can’t Do Any of This
The difference between your CRM and Vitally is that we get Customer Success. We built every feature from scratch so you’ll never have to.
Hubs
CS Tailored for You
Vitally is the only Customer Success Platform with dedicated Hubs for organizing all your work and data with Views. Create unique Hubs for your teams, processes, and managing your day.
Make your Customer Success Platform experience unique and tailored to your roles, teams, and business needs.
Choose from a wide range of Views, including Tables, Boards, Dashboards, Docs, Projects, and Account 360°s.
Pin your Views to quickly access your work, customers, and data without having to jump through menus.
Automation
Put Your Strategies on Autopilot
Never do the same work twice. Playbooks automate all your processes and repetitive workflows. From CSM assignment to task creation to email campaigns, you can do it all in Vitally.
Build powerful Playbook automation to efficiently manage your accounts, users, teams, work, and more.
13+ Playbook Actions let you do everything from applying segments, completing Tasks, creating Projects, and setting Goals.
Efficiently automate for any number of outcomes within a single Playbook using powerful branching logic.
Projects
Achieve Business Outcomes With Speed and Clarity
Go beyond just tracking and checking-off tasks. Make sure your team and customers are working towards a common goal and taking proactive measures to prevent any unforeseen risks.
Track milestones and tasks during lifecycle stages, manage team tasks, and identify churn risks.
Automate the creation of new Projects to standardize your processes and workflows for consistent results.
Create greater efficiency within your operations by triggering team and customer journey flows upon Task and Project creation.
Goals
Set & Measure Impact
Assess the effectiveness of your processes on driving customer outcomes with Goals. Create and apply Goals to customers to ensure that your operation is effective and efficient.
Monitor customer outcomes against your processes and operation goals to better understand how your business is doing.
Analyze trends, success rates, and overall activity along with desired outcomes by leveraging templates.
Adapt strategies in order to achieve success with both short- and long-term objectives.
Docs
Work Towards Mutual Success
Docs make it easier than ever to collaborate and communicate with customers in a real-time, dynamic workspace. Streamline work and insights by embedding Projects, Tasks, Goals, and any other important customer data.
Easily organize your information, thoughts, and more with powerful editing, embeddable objects, and multiple page layouts.
Give your teams and customers the ability to make critical updates to their plans, outcomes, and feedback with interactive data fields.
Personalize collaboration at scale with templates that can automatically update Docs with names, Tasks, Goals, and more.
Reporting
Analyze Customer Data & Product Usage With Ease
From tracking KPIs to double-clicking into new churn risks and expansion opportunities, Vitally’s flexible Dashboards make reporting easier for you and your team.
Our ready-to-use widgets make it easy and quick to build dynamic Dashboards for Customer Success reporting.
You can choose from a variety of powerful data visualizations to see high-level numbers, breakdowns, and changes over time.
Add your business Dashboards to Vitally 360s to analyze data within the context of specific organizations, accounts, and users.
Hubs
CS Tailored for You
Vitally is the only Customer Success Platform with dedicated Hubs for organizing all your work and data with Views. Create unique Hubs for your teams, processes, and managing your day.
Make your Customer Success Platform experience unique and tailored to your roles, teams, and business needs.
Choose from a wide range of Views, including Tables, Boards, Dashboards, Docs, Projects, and Account 360°s.
Pin your Views to quickly access your work, customers, and data without having to jump through menus.
Automation
Put Your Strategies on Autopilot
Never do the same work twice. Playbooks automate all your processes and repetitive workflows. From CSM assignment to task creation to email campaigns, you can do it all in Vitally.
Build powerful Playbook automation to efficiently manage your accounts, users, teams, work, and more.
13+ Playbook Actions let you do everything from applying segments, completing Tasks, creating Projects, and setting Goals.
Efficiently automate for any number of outcomes within a single Playbook using powerful branching logic.
Projects
Achieve Business Outcomes With Speed and Clarity
Go beyond just tracking and checking-off tasks. Make sure your team and customers are working towards a common goal and taking proactive measures to prevent any unforeseen risks.
Track milestones and tasks during lifecycle stages, manage team tasks, and identify churn risks.
Automate the creation of new Projects to standardize your processes and workflows for consistent results.
Create greater efficiency within your operations by triggering team and customer journey flows upon Task and Project creation.
Goals
Set & Measure Impact
Assess the effectiveness of your processes on driving customer outcomes with Goals. Create and apply Goals to customers to ensure that your operation is effective and efficient.
Monitor customer outcomes against your processes and operation goals to better understand how your business is doing.
Analyze trends, success rates, and overall activity along with desired outcomes by leveraging templates.
Adapt strategies in order to achieve success with both short- and long-term objectives.
Docs
Work Towards Mutual Success
Docs make it easier than ever to collaborate and communicate with customers in a real-time, dynamic workspace. Streamline work and insights by embedding Projects, Tasks, Goals, and any other important customer data.
Easily organize your information, thoughts, and more with powerful editing, embeddable objects, and multiple page layouts.
Give your teams and customers the ability to make critical updates to their plans, outcomes, and feedback with interactive data fields.
Personalize collaboration at scale with templates that can automatically update Docs with names, Tasks, Goals, and more.
Reporting
Analyze Customer Data & Product Usage with Ease
From tracking KPIs to double-clicking into new churn risks and expansion opportunities, Vitally’s flexible Dashboards make reporting easier for you and your team.
Our ready-to-use widgets make it easy and quick to build dynamic Dashboards for Customer Success reporting.
You can choose from a variety of powerful data visualizations to see high-level numbers, breakdowns, and changes over time.
Add your business Dashboards to Vitally 360s to analyze data within the context of specific organizations, accounts, and users.
The Difference Is in the Details
Vitally
CRMs
Manage Your Book of Business
View your accounts, send emails, view revenue data, and manage users
Keep Track of Tasks & Notes
Organize customer tasks and notes to keep tabs on customer progress
Automate Operations & Customer Lifecycle Activity
Keep your team and customers moving forward with data and activity-based automation
Tailor Health Scores & Customer Goals
Leverage real-time data to inform segment-based Health Scores, Goals, and Reports
Collaborate Internally & Externally
Create Docs, Projects, and Surveys to gather and share critical data with your team and customers
6 reasons a world-class CS operation can’t be managed off a CRM.
“Since we started managing our QBR and renewal processes through Vitally, we also noticed a 20% decrease in monthly churn between the first and second half of the year”
The Proof Is in the Results
of CS Leaders
say a Customer Success Platform (CSP) enables their team to use their data in a more impactful way
of CSP Users
say CSPs have saved them time on day-to-day tasks
of CSP Users
say CSPs have helped their team spend more time on meaningful customer engagements
