Real-World Case Studies and Customer Success Stories with Vitally

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 360-degree customer view and better automation. WiseStamp scaled operations and increased upsells using Vitally's customer success platform.
Show More..

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 Zendesk 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.
Show More..

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. With 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.
Show More..

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-friendly 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.
Show More..

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 success 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.
Show More..

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.
Show More..

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.
Show More..

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.
Show More..

Vitally helped Culture Amp solve problems with scattered customer data and inefficient processes. Before Vitally, the team struggled to manage... tasks and projects across many tools. Vitally's platform brought all customer data into one place and automated key tasks. Integrations with Salesforce and Redshift made work easier. Automated messaging for SMB clients saved time for customer success managers. Now, every CSM at Culture Amp uses Vitally as their main tool.
Show More..

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.
Show More..

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 place 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.
Show More..

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 missed 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.
Show More..

Vitally helped Grata fix problems with tracking customer engagement and data. Grata used Vitally to automate Customer Success processes and... get better visibility into customer data. After using Vitally, Grata's NPS went above their goal. The team used Playbooks to automate onboarding and build knowledge. Grata now tracks key metrics and finds customer evangelists. The company recommends Vitally for its support and innovation.
Show More..

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.
Show More..

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.
Show More..