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