Instruqt
- Information Technology And Services
- Small
Amsterdam, Netherlands
Vitally’s AI-powered platform helped Instruqt speed up customer onboarding and improve customer success. Instruqt fully implemented Vitally in 4-5 weeks,... with AI features delivering value within days. The team replaced manual tasks with automation, saving hours each week. Real-time account health and journey mapping improved visibility and forecasting. Instruqt scaled customer success operations without adding headcount.
Apollo.io
- Information Technology And Services
- Medium
San Francisco, USA
Apollo. io used Vitally to help its customer success team manage a growing customer base. Before Vitally, the team struggled...to organize data and automate tasks. Vitally gave them a central place to track relationships, automate workflows, and spot upsell opportunities. The team met its expansion goal in the first month and increased both net revenue retention and annual recurring revenue. Automation let them achieve the same results without adding more staff.
WiseStamp
- Information Technology And Services
- Medium
Tel Aviv, Israel
Vitally helped WiseStamp cut customer onboarding time by 24%. WiseStamp switched from another customer success platform to Vitally for more... flexibility and automation. The team improved sales-to-customer success transitions by 2x. Vitally’s integrations and Kanban boards gave WiseStamp full visibility into the customer journey. WiseStamp saw higher upsell revenue and better customer retention after using Vitally.
User Interviews
- Information Technology And Services
- Small
Boston, USA
Vitally helped User Interviews cut customer churn by 50%. Before Vitally, the team used manual, reactive processes and struggled to... track renewals. With Vitally, they automated workflows and gained clear insights into customer usage. This shift enabled proactive customer success and saved time and energy. User Interviews now recommends Vitally for its ease of use, fast setup, and strong support.
PartnerStack
- Information Technology And Services
- Medium
Toronto, Canada
Vitally helped PartnerStack unify customer and partner data into one platform. Before Vitally, PartnerStack struggled with fragmented data and poor... cross-team communication. Vitally integrated with tools like Zendesk, Salesforce, and Gmail, making data easy to access and share. Customer success managers now use dashboards and health scores to prioritize work. The platform improved productivity and standardized communication. PartnerStack recommends Vitally for its ease of use and strong impact on customer success teams.
Grata
- Information Technology And Services
- Small
New York, USA
Vitally helped Grata track customer engagement and operationalize customer data. Before Vitally, Grata's team used Google Sheets and lacked visibility... into customer health. With Vitally, they automated processes and improved onboarding. Grata exceeded their NPS goal and gained company-wide access to NPS data. The Customer Success team now uses Playbooks and integrations to drive strategy and build institutional knowledge.
Tines
- Information Technology And Services
- Medium
Dublin, Ireland
Tines used Vitally Docs to streamline their account planning process. The team, led by Vicki Sorensen, created a joint account... plan to manage expansion opportunities. This helped Tines drive expansion at scale. The solution improved process efficiency for the customer success team. Tines leveraged Vitally to support growth and manage customer relationships.
Computer Software Case Studies and Customer Success Stories with Vitally
Productboard
- Computer Software
- Medium
San Francisco, USA
Vitally helped Productboard cut gross churn by 50% in one year. Productboard used Vitally to automate tasks and boost customer... success team bandwidth. The platform's integrations with Salesforce, Segment, and Zendesk improved visibility and decision-making. Productboard quickly onboarded with Vitally and used health scores to better understand customers. The Customer Success team became a key source of business intelligence.
Vitally helped Rinsed improve customer success operations. Before Vitally, Rinsed struggled with inefficient processes and lacked access to historical customer... data. Vitally unified customer and product usage data, integrated with tools like Gmail and Slack, and provided a single source of truth. The platform enabled proactive account management and better team collaboration. Rinsed now manages accounts more efficiently and shares knowledge asynchronously across the team.
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.
Vitally helped Navattic reduce churn by 20% and onboard four times more users in one year. The Customer Success team... used Vitally to centralize customer data, automate onboarding emails, and streamline handoffs. Navattic saw a 30% decrease in time to go live and a 10% improvement in customer health. Integrations with Salesforce, Stripe, and Zapier enabled seamless workflows. The platform became essential for scaling customer success operations.
Accounting Case Studies and Customer Success Stories with Vitally
Pleo
- Accounting
- Medium
Copenhagen, Denmark
Vitally helped Pleo improve customer insight and onboarding. Pleo used Vitally to connect data and see customer health. Customer success... managers got better tools to help customers. Automation made operations faster and more efficient. Pleo now understands customer needs and can act quickly to reduce churn. Vitally's integrations and reporting support Pleo's tech-touch model.
Vitally helped Procurify improve efficiency and boost CSM adoption. Procurify switched from Gainsight to Vitally due to low user adoption... and data visibility issues. Vitally's automation, dashboards, and integrations made processes easier and faster. The team now saves time daily and has better insight into customer health. Centralized data and automation increased productivity for the Customer Success team.
Internet Case Studies and Customer Success Stories with Vitally
Shogun
- Internet
- Medium
San Mateo, USA
Vitally helped Shogun support over 18,000 e-commerce customers. Shogun used rule-based alerts and segmentation to identify and assist large merchants... needing personalized help. The Customer Success team gained better visibility into account health and could intervene before issues arose. Integrations with Segment enabled targeted campaigns to reduce churn and find expansion opportunities. Shogun credits Vitally for making customer success more scientific and effective.
Vitally helped Salesfloor, a customer engagement platform, solve onboarding inefficiencies and poor customer data visibility. Before Vitally, Salesfloor used fragmented... tools, making it hard to track customer health and product usage. With Vitally, they automated data input and gained a 360-degree view of the customer lifecycle. This improved onboarding speed and enabled better cross-team collaboration. Salesfloor now makes faster, more informed decisions and delivers proactive customer service.
Human Resources Case Studies and Customer Success Stories with Vitally
Hubstaff
- Human Resources
- Medium
Indianapolis, USA
Hubstaff used Vitally to build its customer success team from scratch. They faced challenges with customer retention and lacked visibility... into customer segments. Vitally's automation and reporting tools helped them shift from a reactive to a proactive approach. The platform enabled real-time insights, reduced churn, and supported revenue expansion. Hubstaff now relies on Vitally for daily customer success operations.
Vitally helped Culture Amp manage customer success for over 6,000 clients. Before Vitally, teams struggled with scattered data and manual... processes. Vitally integrated with Salesforce and Redshift, automating tasks and centralizing customer data. Automated messaging and risk alerts improved retention and saved over 30 hours for one event. Custom dashboards gave better insights into customer health and QBRs. Culture Amp saw higher efficiency, better engagement, and improved business outcomes.
Hospitality Case Studies and Customer Success Stories with Vitally
Triptease
- Hospitality
- Medium
London, UK
Vitally AI helped Triptease unify customer data and save time. The customer success team reduced time spent on manual tasks... by about 30%. CSMs now save over 2 hours each week using AI-powered workflows. Triptease gained better visibility into revenue tracking and churn risk. The team uses AI for customer pulse updates, product feedback, and follow-up emails. This led to more consistent reporting and higher-quality feedback for product teams.
Construction Case Studies and Customer Success Stories with Vitally
CompanyCam
- Construction
- Medium
Lincoln, USA
Vitally helped CompanyCam move from a reactive to a strategic customer success approach. The team struggled with scattered data and... guessing which accounts needed attention. Vitally's automation and centralized KPIs made task prioritization easier. CompanyCam saw onboarding success rates rise by three percentage points. The customer success team now works more efficiently and proactively.
Consumer Services Case Studies and Customer Success Stories with Vitally
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. Upwards 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.
