Vitally provides one-to-many Customer Success teams with a platform for seamlessly accessing all their customer data. No matter how your business and teams scale, Vitally is built to deliver real-time visibility into every customer.
Timing is everything. With Playbooks, Vitally empowers Customer Success teams to build proactive automations that can easily identify risks and opportunities amongst an ever-growing customerbase.
For low-touch CS teams looking to deliver high-touch experience, Playbooks can be used to create touchless nurture campaigns to deliver anything from onboarding to product education.
Analyzing data at scale can be a daunting task. Within Vitally, teams have access to powerful tools for building custom reports and dashboards.
CSMs can create dashboards to track their accounts and daily activities, while CS leaders can create thorough reports for driving insights back into the organization.
Vitally unifies customer data from across your tech stack in a matter of minutes so you can proactively identify trends and leverage insights for a world-class customer experience. Think CRM, product analytics, support tickets, emails, NPS, and revenue data—all in one tab, all in real-time.
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"Our retention is about 25% better, and expansion is 50% more. We have seen both CSAT and NPS increase substantially over the last 7 or 8 months since using Vitally."
"Return on investment we have had from Vitally has been pretty massive."
"We reduced gross churn by 50% throughout the year with Vitally."
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