Real-World Case Studies and Customer Success Stories with Vitally

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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Salesfloor improved customer insights using Vitally, leading to enhanced customer success and actionable results. The use of data integrations and collaboration tools significantly increased customer... transparency and retention.
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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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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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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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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.
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Klaus's CEO leverages Vitally's platform for executive-level insights, enhancing customer success and transparency, contributing to the company's $30M Series B funding success.

Pleo improved customer understanding using Vitally's data-driven automation, enhancing customer engagement and success. This led to better customer retention and expansion outcomes.

Culture Amp enhanced customer success by scaling services for over 6,000 clients, aided by Vitally's tools and insights. A $30M Series B funding supports this transformation.

CompanyCam improved customer success and transparency using Vitally's tech-touch solutions, resulting in increased productivity and customer retention.

Salesmsg generated $250k in expansion revenue using Vitally's customer success tools and insights.

Hubstaff improved customer success using Vitally, resulting in better collaboration, visibility, and productivity. This led to significant growth, including a $30M Series B funding round.

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.
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Shogun improved its customer success efficiently using Vitally, resulting in enhanced customer experiences and streamlined operations, marked by a $30M Series B funding for further transformation.

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.
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Tines improved customer retention and growth using Vitally's tools, reducing churn and enabling scalable expansion, highlighted by raising a $30M Series B for enhanced customer success.

Getro improved customer health scores and accelerated time-to-value using Vitally, resulting in enhanced customer success and satisfaction. They achieved these outcomes through enterprise-grade insig...hts and streamlined processes.
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Apollo.io enhanced CSM efficiency and boosted Net Revenue Retention (NRR) using Vitally's tools, achieving improved productivity and customer experience.

Navattic reduced churn by 20% and onboarded 4 times more users within one year.

Productboard successfully reduced its gross churn by 50% within one year using Vitally, enhancing customer success and retention.

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.
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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.
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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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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.
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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.
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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 Vital...ly, 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.
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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.
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