Vitally

“For me, Vitally is really our CRM for our subscription clients. It's where we go to understand our client base.”

“We really had no insight into our customers when I first started. We knew that we had our whole customer list, but getting details on their subscriptions with us, how much they were using their subscriptions, and how often we were engaging with them, was really challenging and manual before we got into Vitally.”

“"Vitally is very self-service and very easy to onboard compared to other CS tools that I’ve used... Vitally is very sexy. I find it looks really nice. The ease of use sets Vitally apart."”

““Vitally is a tool that allows all of our CSMs to have full visibility into the customer lifecycle. From the signature of the contract, onboarding, pilots, rollouts, and launch, all the way to tracking product usage data, meeting minutes, and tickets in Zendesk.””

“Whether it be Product or Marketing, we've really started to be seen as the team that can give the business some really good intelligence around what's important to our customers, and where other teams should spend their time .”

“Not having that insight into the health of our customer base created some blind spots for us as a team.”

“If you're scaling a Customer Success team that needs to make quick decisions... then I'd absolutely recommend Vitally.”

“In 2020 alone, we reduced our gross churn relatively by 50%. Even as we scaled, we were able to spend our time as wisely as possible with customers.”

“"We have saved minutes a day for each CSM, which adds up to significant time savings over a month."”

““People just didn't want to use the CS platform we had before Vitally. Our team was also primarily managing tasks in Google Sheets, Google Docs, Slack conversations, notes on the side of their desk… We didn't have a single consolidated platform.””

““[Vitally] is easy to use, but is still powerful. It's robust enough that it's going to deliver the things that you need it to do, but simple enough that it's going to make doing those things easy and allows you to pivot quickly, which is super important for any organization.””

““We have a better idea about what features our customers are using and how that relates to churn and retention.””

““It was simple, clean, and the visual builder was a game-changer and something that other competitors hadn't really shown us. [Vitally’s Playbook automation builder] would enable us to act quickly, pivot when we needed to, and really change as we were moving.””

““The automation builder in Vitally was definitely the best one that we saw when we were looking at competitors.””

““the main problem that I was trying to solve was that we had a Customer Success Platform, and it wasn't great, so we really needed a platform that our CSMs actually wanted to go into and use.””

“The moment where we really hit the wall was when we noticed that our CSMs could not move... We needed to understand the current health of our customers, and a CRM wasn’t making the cut anymore.”

“I have worked with a total of six Customer Success tools now, Vitally being the sixth. [Vitally] stands out when it comes to flexibility and power [of its] automation. I also think it's very useful when it comes to bringing in a lot of different data sources.”

“We wanted to try out a new [Customer Success Platform], some new player on the block who could give us an edge. [The platform] that fit our culture and our needs the best was Vitally.”

““Our customers expect a seamless, data-informed onboarding experience. We needed a platform that could keep up with that, and make us smarter as we grow.””

““Vitally’s AI is like a Customer Success force multiplier. It helps us be proactive, personal, and incredibly efficient. It’s changed the way we work, and how our customers experience us.””

““With Vitally, we’ve operationalized success without losing our human touch. It lets us work smarter, faster, and more proactively at every stage of the customer lifecycle.””

““When we got up and running with Vitally, the AI started providing value almost immediately, and it’s only gotten better with use.””

““The insights from Vitally AI give us leverage we didn’t have before. It's like adding a full-time Customer Success operations teammate, without the hiring process.””

“The fact that we are able to retain our customers. We are able to predict when they might be churning… to be able to have a better understanding of what our customers are doing and the value that they are able to get out of Hubstaff.”

“I just do not know how you can operate without a tool like Vitally. I just do not know how you could effectively run a Customer Success team without having a tool as robust as Vitally.”