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About WiseStamp
WiseStamp is a world-leading email signature management platform that helps businesses of any size turn emails into a marketing channel. With over 1.2 million customers globally, WiseStamp empowers teams to transform everyday emails into branded, consistent, and high-converting communication.
Asaf Gordo, Vice President of Customer Success & Support at WiseStamp, shares how Vitally’s Customer Success Platform (CSP) empowered his team to accelerate onboarding, streamline operations, and drive meaningful revenue growth, all while scaling efficiently.
Customer Success Challenges
Before adopting Vitally, WiseStamp relied on another Customer Success Platform to manage their Customer Success operations. However, the limitations of that platform soon became apparent:
- Lack of flexibility: the previous Customer Success Platform couldn’t support WiseStamp’s hybrid high- and low-touch engagement model.
- Inefficient onboarding processes: Onboarding timelines were lengthy, resulting in delayed time-to-value.
- Poor handoff processes: The transition from Sales to Customer Success was disjointed, leading to inconsistent customer experiences.
- Limited automation and visibility: The team lacked a 360-degree customer view and struggled to automate tasks effectively.
"As soon as we started scaling, it became clear that we had outgrown our previous Customer Success Platform," said Asaf Gordo, Vice President of Customer Success & Support at WiseStamp. "We needed something far more flexible and actionable."
A Customer Success Platform that Unlocks Full Visibility and Efficiency
WiseStamp transitioned to Vitally to overhaul its Customer Success operations and unlock new efficiencies. According to Gordo, the shift was transformative and fast.
Fast, Effective, and Scalable Implementation
- Onboarding, accelerated: Reduced onboarding time by 24%, enabling faster customer ramp-up
- Adoption, streamlined: Moved from a months-long adoption timeline to just weeks
- Handoffs, improved: Achieved a 2x improvement in sales-to-CS transitions, reducing friction across teams
Vitally’s ease of implementation, paired with white-glove implementation support and a tailored demo experience, helped the WiseStamp team quickly ramp up.
“We were hesitant at first,” Gordo recalled. “But Vitally’s responsiveness and flexibility won us over. With unlimited observer seats, giving so many people visibility was just the icing on the cake."
Full Visibility and Operational Efficiency
- 360-Degree Customer View: WiseStamp’s team customized Vitally’s customer 360 views to track lifecycle stages, key metrics, and engagement — all in one place.
- Automation via Zapier and Pipedrive: Integrations ensure Customer Success teams receive complete handover notes before onboarding begins.
- Streamlined Operations: One platform now supports both high-touch onboarding and scaled success for over 1,200,000 active customers.
- Kanban Boards for Onboarding: Flexible Kanban-style boards provide real-time visibility to Customer Success Managers and leadership and make project management simple.
“With Vitally, we’ve achieved true visibility into every stage of the customer journey. It’s night and day compared to what we had before,” said Gordo.
Business Results That Matter
- Noticeable gains in customer retention
- Consistent quarter-over-quarter growth in upsell revenue
- Higher Net Dollar Retention (NDR) from better lifecycle management
- Ability to manage more customers with the same headcount
Why WiseStamp Recommends Vitally: Unmatched Flexibility, Automation, and Visibility for Scaling Teams
Asaf Gordo strongly recommends Vitally to other Customer Success leaders, noting, “The level of flexibility, automation, and visibility Vitally provides has been a game-changer for our team. It’s allowed us to scale without sacrificing quality, and that’s something every Customer Success leader should be looking for.”
With Vitally, WiseStamp was able to close critical operational gaps, accelerate onboarding, and drive measurable revenue growth, all while improving the customer experience. Discover how Vitally can transform your Customer Success operations by scheduling a demo or exploring an interactive platform tour.
