Vitally: Use-Cases, Insights and Reviews | 2025 Cuspera

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Platform to build, execute, and automate entire Customer Success strategy

Vitally Overview

Vitally's Customer Success Platform (CSP) transforms customer engagement by automating and scaling essential strategies, processes, and workflows. Leveraging real-time customer data, it empowers teams to achieve measurable business outcomes. This platform enhances productivity, collaboration, and visibility, making it a trusted choice for over 500 leading B2B customer success teams. Vitally enables businesses to work smarter and grow by providing tools that optimize customer interactions and drive strategic success. With a focus on customer success, the platform is positioned to deliver high ROI through improved customer satisfaction and retention.

Use Cases

Customers recommend Engagement Management, Customer Feedback Management, Proposal & Quote Management, as the business use cases that they have been most satisfied with while using Vitally.

Other use cases:

Playbook Creation
Onboarding
Workflow Management
Subscription Management
Social Media Analytics
Generation Of New Leads
Contract Management

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Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Vitally.

Other priorities:

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Vitally Use-Cases and Business Priorities: Customer Satisfaction Data

Vitally's features include Personalization, Feedback Surveys, Alerts: Popups & Notifications, etc. and Vitally support capabilities include 24/7 Support, AI Powered, Email Support, etc. also Vitally analytics capabilities include Analytics, and Custom Reports.

Vitally, belong to a category of solutions that help Help Desk. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Vitally empowers Customer Success teams to boost revenue and reduce churn. It ensures a proactive, world-class customer experience at scale.

Comprehensive Insights on Vitally Use Cases

How can Vitally optimize your Engagement Management Workflow?

How does Vitally address your Customer Feedback Management Challenges?

What benefits does Vitally offer for Playbook Creation?

How does Vitally facilitate Onboarding?

14+ more Business Use Cases

11 buyers and buying teams have used Cuspera to assess how well Vitally solved their Help Desk needs. Cuspera uses 363 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Help Desk needs.

Case Studies

Computer & Network Security

CASE STUDY Tines

Vitally’s Customer Success Platform helped Tines fix problems with scattered customer data and manual processes. Before Vitally, Tines struggled to see all customer information in one place and misse...d steps in the customer journey. Vitally gave Tines a single view of each customer and made it easy to track key milestones. The team used Vitally Docs to improve handoffs, account planning, and onboarding. Tines now has better visibility, more efficient processes, and can scale customer success more easily.

Computer Software

CASE STUDY Mixpanel

Vitally helps Mixpanel improve customer onboarding. Peishan Tan and her team use Vitally Project Templates to make onboarding smooth and consistent. They track tasks, milestones, and project progress... for every new customer. This process helps Mixpanel give every customer a positive first experience. Key metrics impacted include NPS, CSAT, product adoption, and net revenue retention.

Computer Software

CASE STUDY Rinsed

Vitally helped Rinsed, a CRM provider for car wash businesses, solve problems with inefficient processes and lack of historical data. Rinsed used Vitally to unify customer and product usage data and ...integrate with their tech stack. The platform made it easier to track account data and share knowledge across the team. Vitally's features improved productivity and enabled proactive customer success management. Rinsed now has better insights and team collaboration.

Retail

CASE STUDY Salesfloor

Vitally helped Salesfloor, a customer engagement platform for retailers, solve problems with customer tracking and onboarding. Before Vitally, Salesfloor used fragmented tools and had trouble seeing ...customer data and product usage. With Vitally, they got a single platform to track customer health, automate data input, and log emails. This made onboarding faster and gave teams a full view of each customer. Salesfloor improved efficiency, gained better customer insights, and made it easier for teams to work together.

Human Resources

CASE STUDY Hubstaff

Vitally helped Hubstaff build a Customer Success team from day one. Hubstaff faced problems with customer retention and lacked visibility into customer segments. Vitally provided automated workflows,... real-time notifications, and reporting tools. The platform made it easier to track renewals, spot risks, and find new opportunities. Hubstaff reduced churn and increased expansion after using Vitally. Syed Asad, VP of Sales and Success, says Vitally is essential for their Customer Success operations.

CASE STUDY User Interviews

Vitally helped User Interviews move from a manual, reactive customer success process to a proactive strategy. The platform gave the team better visibility into renewals and customer usage. Automation... and playbooks saved time and energy. User Interviews cut their churn rate in half with Vitally. The team found the platform easy to use and quick to set up.