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.

Vitally Customer wins, Customer success stories, Case studies

How does Vitally address your Engagement Management Challenges?

What makes Vitally ideal for Customer Feedback Management?

How can Vitally enhance your Playbook Creation process?

Why is Vitally the best choice for Onboarding?

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.

Upwards - Consumer Services - Medium

Vitally Custom Surveys help Upwards collect detailed customer feedback. The Care Navigation Survey lets the team gather both quantitative and qualitative data from families using their services. Upwa...rds uses Vitally Conversations to send surveys at key points in the customer journey. The team aggregates responses in a Vitally Dashboard for easy reporting. This process improves customer insights and supports better service outcomes.

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WiseStamp - Internet

Vitally helped WiseStamp cut onboarding time by 24%. WiseStamp improved sales-to-customer success transitions by 2x. The team moved from months-long adoption to just weeks. Vitally gave WiseStamp a 3...60-degree customer view and better automation. WiseStamp scaled operations and increased upsells using Vitally's customer success platform.

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CompanyCam - Construction

Vitally helped CompanyCam move from a reactive to a strategic customer success approach. Before Vitally, CompanyCam struggled with scattered data and task prioritization. Vitally provided a central p...lace for KPIs, easy automation, and better visibility. The onboarding success rate increased by three percentage points. The customer success team now works more efficiently and can focus on the right accounts.

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Pleo - Accounting

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.

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Procurify - Accounting

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.

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Salesfloor - Retail

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.

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lightning

Peers used Vitally for engagement management and customer feedback management

Vitally Features

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FEATURE RATINGS AND REVIEWS
Analytics

4.35/5 ★

Read Reviews (14)
Custom Reports

4.28/5 ★

Read Reviews (20)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.35/5 ★

Read Reviews (14)
Custom Reports

4.28/5 ★

Read Reviews (20)

Software Failure Risk Guidance

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for Vitally

Overall Risk Meter

Low Medium High

Top Failure Risks for Vitally

Vitally, Inc Profile

Company Name

Vitally, Inc

Company Website

https://vitally.io/

HQ Location

303 Spring St, New York, US

Employees

1-10

Social

Twitter

Financials

PRIVATE