Small and Mid-size Businesses (SMBs) have to make the most of limited CSM headcount and bandwidth. With Vitally, Customer Success teams are empowered to deliver perfectly-timed customer experiences at scale by automating:
SMBs often have to make do with ad-hoc processes and spreadsheets, but it doesn’t have to be that way. Build a best-in-class Customer Success organization and start tracking your success from day one with low-lift features like:
Is your team spending more time sifting through disparate data points than building relationships with customers? Unify and enrich customer data with powerful plug-and-play integrations; action on your data with purpose-built Project Management to:
Sync customer data from tools across your tech stack in a matter of minutes—without tapping in engineering, operations, or IT for assistance.
Guide customer’s through lifecycle initiatives and closely measure the impact of your team’s work with a process that can be customized with ease, and replicated as you scale.
Build world-class custom health scores for each segment and customer lifecycle stage to accurately measure the impact of your product and the overall experiences of customers.
Maximize your team’s bandwidth and automate customer success workflows while proactively creating conversations to prevent churn and increase expansion.
Visualize customer and team data from across your business with powerful reports for tracking insights and the impact of customer success for your organization.
Measure the impact and feedback of your customers with easy-to-use NPS surveys. Connect NPS results back to health scores and dashboards to track feedback in real-time.
Don’t let a lack of resources keep you from building out a world-class Customer Success operation. Our Startup Partner Program helps early-stage businesses deliver world-class customer experiences, operate more efficiently, and grow their bottom line.
The short answer is as soon as possible. The Customer Success Tool your company chooses will be your single source of truth for customer data and insights.
Unlike a CRM, a CS platform covers the entire customer life cycle—not just the transaction sales pipeline. Like a CRM, a robust CS platform will feature automation efficiencies and data analytics tools, but unlike a CRM, these features will be geared toward monitoring customer health, nurturing the customer relationship, and ensuring customers can succeed with your products.
Vitally is industry agnostic, and can support B2B SaaS companies of any size.
Vitally can support most any B2B SaaS business model, but is a particularly good fit for Product-Led Growth models, one-to-one models, and one-to-many models.
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