Vitally good tool for CS to manage customers
Rating: 7 out of 10
IncentivizedUse Cases and Deployment Scope
My use of Vitally is to manage my customers. Our Vitally is integrated with different sources like Gong, Salesforce and Quip.
I use it to track all my customers and manage the activities I perform for them like: health score management, dasboard related to their usage of our product as well as keep track of meetings, success plans and so on.
I use it to track all my customers and manage the activities I perform for them like: health score management, dasboard related to their usage of our product as well as keep track of meetings, success plans and so on.
Pros
- Integrations with other sources
- Dashboards easy to build
- Quick research of info
Cons
- New menu tree tricky to use
- Building dashboard is easy but sometimes tricky to do them quickly
- Different panles sometimes not well organized in the UI
Likelihood to Recommend
I use Vitally to manage my customers and what I like the most is the way of updating CS Account Sentiment based on significant changes in customer experience as well as track project progress and ensure that all team members are aligned providing good insights. Some limitations of the product maybe a way of sending automated communications to customers and some not easy way to manage the UI menu.
Vetted Review
3 years of experience