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 enhance your Engagement Management process?

What benefits does Vitally offer for Customer Feedback Management?

How does Vitally address your Playbook Creation Challenges?

How does Vitally address your Onboarding Challenges?

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

Accounting

CASE STUDY Procurify

Vitally helped Procurify replace their old customer success platform, which was hard to use and had low adoption. The team struggled with scattered data and poor visibility. Vitally offered a user-fr...iendly solution with strong automation and easy integration with Salesforce, Pendo, and Segment. Procurify used Vitally’s Hubs and Playbook automation to centralize data and improve team efficiency. Customer success managers now have better tools and higher platform adoption.

Internet

CASE STUDY Navattic

Vitally helped Navattic reduce churn by 20% and onboard four times more users in one year. Before Vitally, Navattic struggled to track customer touchpoints and milestones using disconnected tools. Wi...th Vitally, the team gained a centralized platform to manage customer data, automate onboarding emails, and track account health. The average time for customers to go live dropped by 30% after using Vitally Playbooks. Integrations with Salesforce, Stripe, and Zapier let customer success managers work more efficiently.

Internet

CASE STUDY PartnerStack

Vitally helped PartnerStack unify customer and partner data in one place. Before Vitally, PartnerStack struggled with scattered data and poor team communication. Vitally integrated with tools like Ze...ndesk and Salesforce, making data easy to access. Teams now share information faster and work together better. PartnerStack uses Vitally dashboards to see key metrics and make decisions quickly. The platform's views and email summaries save time and improve customer success.

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.

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.

Accounting

CASE STUDY Pleo

Vitally helped Pleo, a leading spend and expense management provider, solve problems with customer insight and onboarding. Pleo used Vitally to integrate data, automate tasks, and give customer succe...ss managers better tools. The platform improved customer understanding and made operations more efficient. Pleo's team now acts faster with at-risk customers and recommends Vitally for its automation and integration features.