What users are saying about
9 Ratings
1 Ratings
9 Ratings
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Score 7.6 out of 100
1 Ratings
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Score 10 out of 100

Likelihood to Recommend

Natero

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.
Garrett Genest | TrustRadius Reviewer

Vitally

  • 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.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Security

Natero
10.0
Vitally
10.0
Role-based user permissions
Natero
10.0
Vitally
10.0

Platform & Infrastructure

Natero
7.6
Vitally
10.0
API
Natero
8.2
Vitally
10.0
Integration with Salesforce.com
Natero
8.2
Vitally
10.0
Integration with Marketo
Natero
7.0
Vitally
Integration with Eloqua
Natero
7.0
Vitally

Customer Data Extraction / Integration

Natero
9.1
Vitally
10.0
Product usage
Natero
8.8
Vitally
10.0
Help desk / support tickets
Natero
9.4
Vitally

Customer Success Management

Natero
7.6
Vitally
9.7
NPS surveys
Natero
7.0
Vitally
8.0
Sponsor tracking
Natero
7.0
Vitally
Customer profiles
Natero
7.4
Vitally
10.0
Automated workflow
Natero
8.0
Vitally
10.0
Internal collaboration
Natero
7.0
Vitally
10.0
Customer health scoring
Natero
8.8
Vitally
10.0
Customer segmentation
Natero
8.2
Vitally
10.0

CSM Reporting & Analytics

Natero
7.5
Vitally
9.8
Customer health trends
Natero
9.4
Vitally
10.0
Engagement analytics
Natero
7.0
Vitally
10.0
Revenue forecasting
Natero
4.4
Vitally
9.0
Dashboards
Natero
9.4
Vitally
10.0

Pros

Natero

  • 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!
Anonymous | TrustRadius Reviewer

Vitally

  • Simple setup
  • Detailed reporting
  • Automates manual tasks
  • Excellent support
Anonymous | TrustRadius Reviewer

Cons

Natero

  • 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.
Anonymous | TrustRadius Reviewer

Vitally

  • NPS measurement is not particularly customizable
Anonymous | TrustRadius Reviewer

Alternatives Considered

Natero

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.
Anonymous | TrustRadius Reviewer

Vitally

  • 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.
Anonymous | TrustRadius Reviewer

Return on Investment

Natero

  • 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
Ewen Fortune | TrustRadius Reviewer

Vitally

  • Increased renewal rates
  • Reduced overall time spent analyzing customer health
  • Reduces manual tasks for customer health
Anonymous | TrustRadius Reviewer

Screenshots

Pricing Details

Natero

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Vitally

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Rating Summary

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