Choosing a Customer Success platform can be tough. We can help. Talk to an expert to better understand the capabilities of both Vitally and Planhat.
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Choosing a Customer Success Platform
The Customer Success technology space can be difficult understand. When comparing platforms such as Vitally and Planhat, it’s important to compare checklist items such as Features, Pricing, Integration capabilities, Implementation Process, and Support — but you don’t want to stop there.
Here are some of the key questions you should consider when evaluating whether a Customer Success platform such as Vitally or Planhat meets your organization’s short- and long-term needs.
How large is your Customer Success team?
How many accounts and contacts do you need to track?
Whats other tools does the CS platform need to connect with in your stack? For example, CRM, Support ticketing, Product Analytics, Billing Payments, Data Warehouses, and Communication tools.
What is the quality of the each key integration -- is it real-time, bi-directional, secure, custiomizable, emcompassing of all key objects?
How easy is the platform to set up? What internal or external resources will be needed?
How quickly will you see concrete value? What is the timeline for implemtation and onboarding?
How do you plan to evaluate ROI
How does pricing scale with your needs over time?
What is the quality of Support?
Does the CS platform's profit roadmap align with your upcoming needs?
SaaS leaders trust Vitally to future-proof their Customer Success