Freshsuccess vs. Vitally

Any SaaS company that needs to measure and track the health of client and user accounts will find the data provided by Natero extremely useful. If you have a support team that is tracking tickets, to-do-lists, etc. across different platforms, you'll be happy to know that you can consolidate most of those existing workflows into Natero, making this a single platform for your CES team to keep things running smoothly.

Incentivized

• Vitally is suitable for any software company that is looking to measure and report and action the health of their customers.
• While you would get less value from the tool if you do not have a team in place to action the insights it generates, I would still recommend that smaller teams look at implementing health scores and setting up automated responses to bad health.

Incentivized

• Love the accounts view to see all my accounts, their health and some helpful stats!
• The charting is relevant and detailed for customers to understand their usage of our product. The look and feel is very clean and easy to understand.
• In the account, you can link to other documentation, which is great!

Incentivized

• Simple setup
• Detailed reporting
• Automates manual tasks
• Excellent support

Incentivized

• Make set up more self-service. We are changing a lot of systems, and it was challenging to have to coordinate every item with Natero.
• Automatically triggered emails based on certain usage.

Incentivized

• NPS measurement is not particularly customizable

Incentivized

I highly recommend and prefer using Salesforce over Natero. Salesforce allows me to pull in as many fields into a report as I would like, compared to 14 different fields into Natero. I am able to view and make changes to information much quicker than Natero. I like Salesforce much more.

Incentivized

• Vitally was much easier to both set up and maintain than ChurnZero. The ongoing cost of keeping Churn Zero set up correctly was ultimately too much and caused us to look at other tools.
• Vitally's user interface is much cleaner and easier to understand. While ChurnZero may have more customizations, we ultimately found we were not using large portions of their app.
• Vitally worked out to be much cheaper for our needs.

Incentivized

• Visibility - We can now see in one place the many dimensions of customer health
• Focus - Knowing who is in trouble and how that affects the business means teams can focus on key accounts
• Insight - Natero shows the effectiveness of common actions, therefore we can improve processes over time

Incentivized

• Increased renewal rates
• Reduced overall time spent analyzing customer health
• Reduces manual tasks for customer health

Incentivized