Vitally

Vitally is an all-in-one platform to supercharge Customer Success productivity by bringing together real-time customer data with dedicated workspaces and automation. By bringing everything together, teams can work at the highest level of performance, drive revenue growth, reduce churn, and deliver a world-class customer experience.

Vitally brings all customer data and workflow management into one place, so teams can quickly find what they need and make decisions. Key features include:

• Hubs: Store customer data, documents, projects, and dashboards in one place so everyone has the information they need.
• Visual Workflow Builder: Automate work and minimize manual touchpoints to get to successful outcomes faster.
• Projects: Manage project-based work to ensure teams and customers achieve goals.
• Flexible Notes: Store customer records with important context.
• Knowledge Base: Document team processes and documentation to ensure consistent customer experiences.
• Real-time Visibility: Connect data from other tools to get real-time alerts and reports on customer interactions.
• 360 Views: See what's happening in customer activities, data, and health scores.
• Health Scores: Create and update actionable scores for every customer segment.
• Actionable Dashboards: Monitor important information and performance metrics.
• Collaborative Communication: Deliver a better customer experience with shared workspaces and omnichannel conversations.

Vitally is for anyone involved in Customer Success, including CS Leaders, Managers, Operations teams, Account Managers and Executives. The platform is designed to simplify processes, increase productivity and drive growth by empowering teams to work more effectively.

Customers have seen dramatic improvements in productivity and customer satisfaction, saying Vitally is easy to use, scalable and customizable. The platform has received high ratings and is ranked among the top in terms of fastest time to ROI and go-live from G2 customers.

Vitally integrates with more than 20 enterprise-grade tools, including CRMs like HubSpot and Salesforce, revenue data tools like Stripe and Recurly, product data tools like Segment and Mixpanel, and team messaging tools like Slack. The long list of integrations ensures that data can be connected and synchronized across multiple systems.

Pricing isn't disclosed, but you can request a demo to see Vitally in action and determine whether it's a good fit for your organization. Vitally is a flexible solution for optimizing Customer Success operations, making it a good option for companies looking to improve their customer engagement and retention.

Published on July 2, 2024