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Vitally

It’s time for a new era of Customer Success productivity. Combine your customer data with project management and work platforms.

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Published: January 19, 2024

What is Vitally?

Imagine a platform where customer success teams can enhance productivity, visibility, and collaboration.

Vitally provides an all-in-one workspace, combining customer data management with features typical of project management and work platforms. It offers integrations, real-time data and alerts, and collaborative communication tools to streamline customer success processes and improve overall team efficiency and customer experiences.

Vitally Demo Video

Who is Vitally best suited for?

Vitally.io is well-suited for:

Customer Success Teams: Offering a unified workspace for managing customer interactions and data.
Customer Success Professionals: Equipped with effective customer engagement and relationship management tools.
Businesses Focused on Retention: Helps improve net revenue retention through enhanced customer experiences.
Companies Seeking Efficient Operations: Streamlines Customer Success processes with integrated data hubs and real-time alerts.
Organizations Needing Collaborative Tools: Facilitates team collaboration in managing customer projects and engagements.

Notable Features

Vitally.io offers a range of features designed for customer success teams. Key features include:

Unified Customer Data Management: Centralizing customer information for easy access and management.
Real-Time Data and Alerts: Providing timely insights and notifications to drive proactive customer engagement.
Collaboration Tools: Facilitating teamwork in managing customer relationships and projects.
Customizable Workflows: Allowing teams to tailor processes to their specific needs.
Integration with Other Tools: Seamlessly connecting with various business systems for comprehensive data analysis and management.

Price

Vitally offers three main pricing tiers tailored to different customer success models:

Tech-Touch: Designed for teams managing one-to-many customer relationships, particularly in product-led growth environments.
Hybrid-Touch: Suitable for teams handling a mix of customer interaction models and scaling customer success operations.
High-Touch: Aimed at teams providing personalized, one-on-one customer success experiences.

Each tier includes core features like unlimited observer seats, data warehouse integrations, unlimited documents, workflow automations, and single sign-on (SSO) capabilities.

Customer Success Stories

Here are several customer success stories for Vitally:

Foleon – Sam Brown, VP Customer Success & Sales: Reported a 25% better retention rate, 50% more expansion, and substantial increases in CSAT and NPS within 7-8 months of using Vitally.
Getro – Amelia Mehaffey, Customer Success and Experience Team Lead: Saw an increase in customer renewal deals and expansion revenue, attributing it to the implementation of Vitally.
Klaus – Martin Kõiva, CEO: Noted a significant increase in expansion MRR and a more comprehensive customer picture after implementing Vitally.

Vitally Reviews

Read the best Vitally reviews by verified users here:

Note: review counts as of January 11th, 2023.

Frequently Asked Questions

What is Vitally?

Vitally is a customer success platform that helps businesses monitor and optimize their customer relationships.

How does Vitally work?

Vitally integrates with your existing tools and collects customer data to provide insights and analytics for improving customer success.

What features does Vitally offer?

Vitally offers features like customer health scoring, automated workflows, in-app messaging, and customer analytics to enhance customer success efforts.

Is Vitally suitable for small businesses?

Yes, Vitally caters to businesses of all sizes, including small businesses, and provides scalable solutions for improving customer success.

Still have questions? Get in touch

Learn More About Vitally

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Author

Joe Kevens

I'm the Founder and Editor-In-Chief of B2B SaaS Reviews and the Director of Demand Generation at PartnerStack, the leading platform for partner management and affiliate marketing in B2B SaaS. My experience spans several notable B2B SaaS companies, including Influitive (Advocate Marketing), LevelJump (Sales Enablement, acquired by Salesforce), and Eloqua (Marketing Automation, acquired by Oracle). I hold a Bachelor of Commerce in Marketing Management from Toronto Metropolitan University and a Master of International Business from Queen's University, with academic exchanges at Copenhagen Business School and Bocconi University.

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