Help Desk

Web and Video Conferencing

Customer Support

Augmented Reality Development

Development

Alumni Management

School Management

Education

Association Management

Business Intelligence (BI)

Collaboration

Enterprise Resource Planning (ERP)

Environmental, Social, and Governance (ESG)

Facility Management

Meeting Management

Unified Communications as a Service (UCaaS)

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Onboarding

HR Management

On-Demand Payment

Payroll

Talent Intelligence

Talent Management

Vendor Management Systems (VMS)

Workforce Analytics

Workforce Management

Human Resources

Asset Tokenization

Cloud Storage

Continuous Delivery

Data Center Backup

Data Governance

Fraud Detection

Graph Database

Infrastructure-as-a-Service

Integration Platform as a Service (iPaaS)

Managed Print

Master Data Management (MDM)

Message Oriented Middleware

Metadata Management

Network Function Virtualization (NFV)

Network Performance Monitoring

Network Traffic Analysis (NTA)

Robotic Process Automation (RPA)

SQL Server Performance Monitoring

Security Validation

Software-Defined WAN

Virtual Private Network (VPN)

Web Scraping

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Blogging

Content Management

Contest Management

Customer Loyalty Program

Email Marketing

Location Intelligence

Marketing Automation

Marketing Resource Management

Social Media Management

Survey & Forms Building

Video Streaming

Web Analytics

Marketing

Job Site Management

Project Management

Transcription

Waste Management

Professional Services

Customer Communication Management

Customer Relationship Management (CRM)

Sales

Automotive

Car Rental

Clinical Data Management

Equation Editors

Healthcare Learning Management

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Planhat

Totango

ChurnZero

Gainsight CS

Gainsight

Get Amity (discontinued)

Discontinued Products

ClientSuccess

Genesys Multicloud CX (discontinued)

Fin by Intercom

Intercom

Custify

### Customer Health Monitoring
Users consistently praise Vitally's robust customer health monitoring features. They appreciate the ability to customize health scores and track customer health indicators effectively. The platform's intuitive interface and color-coded health scores provide users with a quick snapshot of their clients' well-being. Vitally's integration capabilities with multiple data sources enable users to configure indicators based on important events in the customer journey. Additionally, the behavior indicators help predict at-risk clients and prioritize actions accordingly. Users find value in the platform's ability to transform data into actionable insights, particularly for larger customers with complex touchpoints. Vitally's customer health monitoring functionality is seen as a valuable tool for enhancing customer relationships and preventing churn.

### Account Management
Users generally appreciate Vitally's robust account management features, citing improved visibility and streamlined processes for tracking and managing accounts. The platform's ability to provide a comprehensive overview of accounts, including tasks, indicators, and projects, has been well-received. Some users have highlighted the user-friendly interface and the convenience of having all account information in one centralized location. However, a few users have mentioned limitations in hierarchy mapping and setup functionalities for complex reporting. Despite some minor drawbacks, overall sentiment leans towards Vitally being a valuable tool for effective account management.

### Churn Prevention
Users consistently highlight Vitally's churn prevention capabilities as a key strength, emphasizing its effectiveness in identifying and mitigating churn risks. The platform's ability to automate objective health scoring based on user behavior is particularly lauded, enabling proactive intervention to prevent churn and maximize customer success. Additionally, users appreciate Vitally's feature that predicts and forecasts churn, allowing for targeted outreach and personalized engagement strategies to reduce churn rates. The platform's focus on providing insights into key behaviors and facilitating scalable outreach further enhances its reputation for effective churn prevention.

### Task and Workflow Automation
Users consistently praise Vitally's robust task and workflow automation capabilities. They highlight the ease of setting up automated triggers and workflows, enabling them to streamline repetitive tasks and enhance efficiency in managing customer accounts. The platform's automation features, such as playbooks and integrations with other software, are lauded for their potential to drive operational efficiency and improve customer interactions. While some users mention limitations in certain automation functionalities, overall, Vitally's task and workflow automation tools are viewed as valuable assets in optimizing customer management processes.

### Customer Segmentation and Insights
User sentiment about Vitally's customer segmentation and insights capabilities varies among reviewers. Some users appreciate the ease of setting up playbooks, filters, and dashboards to gain valuable insights into their customer base. They find the ability to connect multiple data sources and configure indicators based on important events within the customer journey particularly useful. However, others express concerns about the lack of certain filters and the difficulty in defining metrics and traits that apply uniformly across different divisions within an account. Despite these mixed opinions, users generally acknowledge the value of Vitally's customer segmentation and insights features in providing actionable data for customer interactions and decision-making processes.

### Integration and Data Management
Users generally praise Vitally's integration capabilities and data management functionality. They appreciate the ease of aggregating data from various sources into a single platform, allowing for a comprehensive view of customer information. The platform's ability to sync with multiple tools like Salesforce, Mode, and Stripe is highlighted as a significant advantage, streamlining data access and report generation. While some users mention initial setup and integrations requiring effort, the overall consensus leans towards Vitally being a valuable tool for centralizing and managing customer data efficiently.

### Customer Engagement
Users consistently praise Vitally's ability to streamline customer interactions and enhance customer engagement. The platform's customer engagement features have garnered positive feedback for their effectiveness in tracking and documenting customer interactions. Users appreciate the ease of communication with clients and the ability to analyze and report on these interactions efficiently. While some users have noted minor challenges with bugs and technical issues, overall, Vitally's customer engagement capabilities are seen as a valuable asset in improving customer relationships and reducing churn.

### Success Metrics and Reporting
User feedback on Vitally's success metrics and reporting features is varied, with some expressing satisfaction and others highlighting areas for improvement. While some users appreciate the ease of building account views, reports, and dashboards for key data, others find limitations in setting up complex reporting functionalities. The integration capabilities with other software applications and the ability to track and report on various metrics are praised by some, while others mention challenges with data accuracy and discrepancies between different systems. Additionally, users appreciate the ability to predict churn and automate objective health scoring based on user behavior, but some find certain reporting features to be less advanced than desired. Despite these mixed reviews, Vitally's success metrics and reporting functionalities seem to offer a valuable tool for consolidating customer success data and providing insights for enhancing customer experiences.

### Proactive Customer Success Initiatives
Users consistently praise Vitally for its proactive approach in customer success initiatives. They appreciate how the platform enables them to anticipate customer needs, prioritize actions effectively, and automate processes to enhance customer satisfaction. The ability to gather insights and drive actions based on these insights is highlighted as a key strength, allowing teams to lower churn rates and increase customer retention. Despite some minor concerns about feature availability and efficiency in certain areas, users overall find Vitally's proactive customer success initiatives to be a valuable asset in their daily operations.

### Team Collaboration and Communication
Users consistently praise Vitally's ability to streamline team collaboration and communication within their CS teams. The platform's intuitive interface and user-friendly features have made it easier for teams to work together efficiently and effectively. Reviewers appreciate how Vitally centralizes all customer-related information, allowing for better coordination and communication among team members. The tool's playbooks, dashboards, and task management capabilities have been highlighted as key factors in enhancing team collaboration and communication. Despite some minor learning curves, users generally agree that Vitally significantly improves the overall communication and collaboration within their customer success teams.

### Onboarding and Adoption Strategies
Users consistently praise Vitally's onboarding and adoption capabilities for streamlining customer engagement and enhancing team collaboration. Reviewers highlight the platform's user-friendly interface, ease of implementation, and the ability to track key projects throughout the onboarding process. While some users mention initial setup challenges and the need for more comprehensive onboarding resources, overall, Vitally's onboarding and adoption strategies are seen as valuable tools for monitoring customer usage, identifying churn risks, and standardizing customer engagements.

### NPS and Feedback Analysis
User opinions on Vitally's NPS surveys and feedback analysis capabilities are quite diverse. While some users appreciate the detailed insights provided by the platform, others express a desire for more customization options, such as additional survey types like CES and CSAT. The ability to track NPS ratings at a granular level is praised by some, but there are also concerns about certain technical issues, such as discrepancies in NPS responses. Despite some drawbacks, users acknowledge the value of Vitally's NPS functionality in gathering feedback and improving customer satisfaction.

### Renewal and Upsell Opportunities
Users consistently praise Vitally for its robust capabilities in renewal and upsell opportunities. They highlight the platform's ability to provide detailed insights into customer behavior, allowing sales teams to easily identify upsell opportunities and recommend new use cases to clients. While some users express a desire for deeper integration with other systems like Chargebee and LinkedIn to gather more customer information, overall, Vitally's features for renewal and upsell opportunities are seen as valuable assets in driving revenue growth and customer retention strategies.

### CRM and Data Synchronization
Users consistently praise Vitally's CRM and data synchronization capabilities. The platform's ability to integrate with various systems like CRM and engagement platforms is highly valued by users. Additionally, Vitally's robust health scoring and granular data synchronization with Salesforce are highlighted as key strengths. Users appreciate the ease of implementation and the value of having all information from different tools centralized in one place. The platform's workflow standardization tools, such as playbooks and custom traits, are also commended for enhancing efficiency and organization in managing client data. Despite some minor concerns about the complexity of certain features, overall, users find Vitally's CRM and data synchronization functionalities to be effective and beneficial for their business operations.

Affordable Pricing: Several reviewers have mentioned that they appreciate the affordable pricing of the product. Many users feel that it provides a good value for the price, making it a budget-friendly option.

User-Friendly Interface: A number of customers have praised the user-friendly interface of the product. Users have found it easy to navigate and intuitive to use, which has helped them quickly understand and utilize its features.

Reliable Performance: Many reviewers have stated that they find the performance of the product to be reliable. Users have reported that it consistently meets their expectations and functions smoothly, allowing them to complete their tasks efficiently without any major issues.

Users of Vitally have made the following recommendations based on their experiences with the product:

Users recommend Vitally for its ease of integration, particularly for start-ups and small businesses looking to set up solid customer success foundations or scale up their organizations. They also recommend Vitally for use by early-stage customer success teams.

Another recommendation is to take advantage of Vitally's customization features, such as creating custom dashboards. This allows users to gather and analyze important customer data according to their specific needs. It is recommended to thoroughly set up Vitally before sharing it with the team to maximize its benefits.

Users also suggest integrating Vitally with other tools like Segment and Amplitude. This can enhance the overall functionality and effectiveness of customer reporting and user analytics.

In summary, users find Vitally to be a modern, easy-to-use, and user-friendly tool that simplifies day-to-day work life. They suggest trying out Vitally due to its low implementation effort and fast time to value, especially for seed and series A to B companies. Users appreciate the support offered by the Vitally team and believe it is worth the time spent on setup.

Design Flaws: Users have mentioned various design flaws in the product, such as a cramped layout in the note section and difficulty navigating the dashboard with filters and saving views. They found the user interface clunky and wished for better usability with extendable/reducible panels. Some users also mentioned that there are times when the wording for certain features can be confusing. They felt overwhelmed by the amount of information presented on the screen and found it difficult to find certain features.

Bugs and Technical Issues: Users experienced numerous bugs and technical issues with the tool, reporting new issues almost every other day for a couple of weeks. This made them dread using the tool and forced them to return to their old tools for reliability. They also mentioned limitations such as the inability to close all tabs, difficulty in CCing new people on email replies, and missing features like sharing success plans with customers. Some users encountered difficulties in creating custom graphs and charts, as well as setting up playbooks and complex reporting on accounts. They also found it challenging to create tasks and manage projects.

Lack of Consolidated Feed: Users expressed the need for a consolidated feed of activities, completed tasks, emails, health changes, notes, playbook changes, and project updates. They found it inconvenient to have to click on each activity to view them individually. They also mentioned the need for easier access to location/country information and integration with other platforms for automatic data gathering. Some users wished for a standalone app and improvements in task creation and automation capabilities. They also desired more fine-grained role-based access control, better analytics features, and improvements in managing contacts and conversations.


Vitally in New York offers an out of the box customer success platform designed to help B2B SaaS companies better understand their customers and drive customer experience, leading to better customer retention.

Estate

Forest

Freshsuccess

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

Lite

Professional

Glance

Vitally

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

Vitally (2008 Demo)

Information Technology & Services

Likelihood to Recommend

Usability

Security

Platform & Infrastructure

Customer Data Extraction / Integration

Customer Success Management

CSM Reporting & Analytics

Role-based user permissions

Integration with Salesforce.com

Product usage

NPS surveys

Customer profiles

Automated workflow

Internal collaboration

Customer health scoring

Customer segmentation

Customer health trends

Engagement analytics

Revenue forecasting

Dashboards

Customer.io sees “massive ROI” with Vitally

"As soon as we started using Vitally, I, as a manager, got an immediate sense of relief knowing that there was now a central place that I could use as a repository to know exactly what was going on and not feeling like I had to manually check a million things to get a sense of where are customers are at and who may need that extra little bit of attention... When we think about the number of contracts we have been able to renew due to those reminders and playbooks, I think the return on investment we have had from Vitally has been pretty massive." 

- Natalie Onions, VP of Customers, Customer.io

Watch & read more Vitally customer stories here: https://www.vitally.io/customers

- Check out Productboard's Customer Story here: https://bit.ly/30LQLN8
- Check out Shogun's Customer Story here: https://bit.ly/3CKO6jZ

Learn more about Vitally here: https://bit.ly/3DKyHSa

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.

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.

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

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

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

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

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

Reporting & Analytics specific to customer success management

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

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.

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

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.

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

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.

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.

Atlassian Confluence

Oktopost

Gong

Vitally 2024-09-25 10:40:05

HubSpot Marketing Hub

Xero

Vitally 2020-02-13 09:56:48

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Simple setup

Detailed reporting

Manual tasks

Excellent support

Home

Customer Success Software

My use of Vitally is to manage my customers. Our Vitally is integrated with different sources like Gong, Salesforce and Quip.
I use it to track all my customers and manage the activities I perform for them like: health score management, dasboard related to their usage of our product as well as keep track of meetings, success plans and so on.

Integrations with other sources
Dashboards easy to build
Quick research of info

Vitally

Overview

What is Vitally?