Name: Velaris
Rating: 10 (1 reviews)
Author: Velaris

Customer Success Management Training

Help Desk

Web and Video Conferencing

Customer Support

Continuous Integration

PHP Frameworks

Development

Business Intelligence (BI)

Case Management

Collaboration

Document Generation

Enhanced 911 (E911)

Enterprise

Accounting

Crypto Asset Management

Payment Gateway

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Course Authoring

Employee Onboarding

HR Management

Payroll

Recruitment Automation

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

API Design

Change and Configuration Management

Cloud Storage

Data Collaboration

Data Masking

Fraud Detection

Infrastructure-as-Code (IaC)

Infrastructure-as-a-Service

Integration Platform as a Service (iPaaS)

LAN Switches

Network Behavior Analysis

Network Performance Monitoring

Remote Monitoring and Management

Secure Email Gateway

Software Composition Analysis (SCA)

Threat Intelligence

Traffic Switching

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Reference Management

Email Marketing

Gamification

Marketing Automation

Mobile Marketing

Retail Media Advertising

SMS Marketing

Social Media Management

Survey & Forms Building

Technology Review

Web Analytics

Marketing

Field Service Management

Project Management

Writing and Proofreading Tools

Professional Services

Customer Relationship Management (CRM)

Multichannel Retail

Sales

Cloud Infrastructure Entitlement Management

Intrusion Detection

Secure Service Edge (SSE)

Security

Architecture

Aviation

Equation Editors

Internet of Medical Things

Legal Billing

Membership Management

OSS/BSS (Operations Support/Business Support)

Oil and Gas

Revenue Cycle Management (RCM)

Vertical-Specific

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Churn360 brings customer data that exists in various sources into one single view making it easier for Customer Success Managers to get a complete picture of the customer. Churn360 integrates with third party customer communication software to brings all communication related to one customer in a single place, and integrates with financial systems like Chargebee and usage tracking softwares like Segment to bring in all the data the data needed to understand the health of the customer in one quick glance.

Startup

Professional

Churn360

Glance is a conferencing platform focused on customer engagement through visualization and collaboration.

Lite

Glance

Velaris

Customer Success Management is concerned with proactively making sure that SaaS customers get value from their relationship with the vendor. CSM platforms typically give early warning of potential customer churn based on disparate data elements, giving the vendor time to take early action to keep the relationship on track.

Customer Success

Customer Data Extraction / Integration

Product usage

The software integrates with your application to track how customers are using your product.

Help desk / support tickets

The software integrates with your support desk and call center systems to track each customer’s support needs and activities.

Online customer community

The software tracks how each customer interacts with your online customer community or forum.

Billing

The software tracks where each customer stands in terms of billing and payments.

Marketing emails

The software integrates with your email marketing system to track how customers are interacting with your marketing campaigns, e.g., opens, clicks and unsubscribes.

Customer Success Management

NPS surveys

The software facilitates the creation and execution of NPS (net promoter score) surveys, and integrates the results within each customer’s profile.

Sponsor tracking

The software alerts you when a sponsor or admin user changes roles or leaves the company. The software may track this through LinkedIn integration or changes in the user record in your product.

Customer profiles

The software unifies and presents all customer data in one place, so customer success managers can track the health of each of their customers.

Automated workflow

The software allows you to set up automated actions, alerts or tasks to be triggered by particular changes in customer data.

Internal collaboration

The software allows members of your team to communicate and leave notes about any customer issues.

Customer health scoring

The software allows you to build rules for scoring customer health based on customer data and actions, much like lead scoring for marketing.

Customer segmentation

The software allows you to segment customers by particular attributes, e.g., onboarding customers vs. legacy customers.

CSM Reporting & Analytics

Reporting & Analytics specific to customer success management

Customer health trends

The software allows executives to view customer health trends over time.

Engagement analytics

The software allows you to track and report on how your customer base overall is using your product to surface insights such as how feature adoption correlates with customer retention.

Revenue forecasting

Based on customer health trends, churn rates, etc., the software can predict revenue.

Dashboards

Users can create, customize and share dashboards, which provide an overview of the most important metrics.

Customer lifetime value

The software can calculate and report on customer lifetime values.

Churn rate

The software can calculate your churn rate, or the rate at which you lose customers.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Platform & Infrastructure

Features related to platform-wide settings and structure, such as permissions, languages, integrations, customizations, etc.

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Integration with Salesforce.com

The software can integrate with Salesforce.com bi-directionally, allowing for data syncs, activity alerts, campaign triggers, enhanced reporting, and lead assigning.

Integration with Marketo

The software can integrate with Marketo bi-directionally, allowing for data syncs, activity alerts, campaign triggers, and enhanced reporting.

Integration with Eloqua

The software can integrate with Eloqua bi-directionally, allowing for data syncs, activity alerts, campaign triggers, and enhanced reporting.

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Velaris

Overview

What is Velaris?