#1 most frequent
United States of America
67.0%189 installations of 282
What is Vitally?
Vitally in New York offers an out of the box customer success platform designed to help B2B SaaS companies better understand their customers and drive customer experience, leading to better customer retention.
Categories & Use Cases
Product Demos
Top Performing Features
API
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
Category average: 8.2
Customer health scoring
The software allows you to build rules for scoring customer health based on customer data and actions, much like lead scoring for marketing.
Category average: 9
Role-based user permissions
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Category average: 8.8
Areas for Improvement
Dashboards
Users can create, customize and share dashboards, which provide an overview of the most important metrics.
Category average: 9
Engagement analytics
The software allows you to track and report on how your customer base overall is using your product to surface insights such as how feature adoption correlates with customer retention.
Category average: 9
Revenue forecasting
Based on customer health trends, churn rates, etc., the software can predict revenue.
Category average: 8.1
Who Buys & Uses Vitally
#2 most frequent
Canada
6.4%18 installations of 282
#3 most frequent
Australia
3.9%11 installations of 282
Vitally good tool for CS to manage customers
Use 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
Return on Investment
- Positive Customer Onboarding and Progress Tracking
- Good tracking of customer relationship management
- Customer onboarding, adoption, and satisfaction
Usability
Alternatives Considered
Gainsight CS and Totango
Other Software Used
Gong, Atlassian Confluence, Oktopost
Super Powers For Your CS and AM Teams
Pros
- Simple setup
- Detailed reporting
- Automates manual tasks
- Excellent support
Cons
- NPS measurement is not particularly customizable
Return on Investment
- Increased renewal rates
- Reduced overall time spent analyzing customer health
- Reduces manual tasks for customer health
Alternatives Considered
ChurnZero
Other Software Used
HubSpot, Xero, Intercom