Who is PartnerStack?

PartnerStack harnesses actionable insights from customer data with Vitally

Former Chief Customer Officer, PartnerStack
Star Hofer
“What makes Vitally different is how you can parse all that data. The views are so powerful, [telling] me everything I need to know in one single click.”

September 2021

Started with Vitally

34

Users in Vitally

550+

Users powered by PartnerStack

Vitally Integrations Used

Zendesk
Gmail
BigQuery
Salesforce

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PartnerStack harnesses actionable insights from customer data with Vitally

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Who is PartnerStack?

Star Hofer

PartnerStack provides a comprehensive platform to help partnership teams increase revenue through automated partner referral and sales processes. Vimeo, ZoomInfo, Webflow, and Aircall are just a handful of over 550 companies that trust PartnerStack to seamlessly handle partner onboarding and training, engagement, revenue, and commission tracking.

Favorite Features

Playbooks

Playbooks help you automate internal customer management, fire alerts for in-need accounts, and engage customers.

Dashboards

Dashboards allow you to create and arrange advanced reports based on all of your customer data and activity objects in Vitally.

Cards & Decks

To customize account and user displays, organize related account and user columns into named Cards, and organize those Cards into Decks that can be used throughout Vitally.

Projects

Create, manage, and track your customer projects e.g. a collection of tasks aimed to help a customer reach some goal. Projects provide you with a wealth of project management features so that you can confidently and collaboratively manage your customer work throughout the customer lifecycle.

Success Metrics

Custom KPIs powered by equations you define, which can take into account almost any of the data you pump into Vitally, including product events, account and user traits, total users at an account, and more.

Customer Health Scores

Accounts can have multiple health scores e.g. one for "Product usage" and another for "NPS". You'll define healthy, concerning, and poor conditions for each score, and we'll 'grade' your accounts on a scale of 0-10 for each score.

Boost Your Customer Success Productivity Now

Schedule a personalized demo today to see how Vitally can help your Customer Success organization operate with more efficiency, improve NRR, deliver best-in-class customer experiences, and get more work done.