Vitally Features

Based on 431 Vitally reviews and verified by the G2 Product R&D team. Provides users a customer-specific score to determine the overall satisfaction of each customer.

Based on 433 Vitally reviews and verified by the G2 Product R&D team. Monitor customer actions overall as well as their interactions with different teams within the company, such as the support team

Based on 427 Vitally reviews and verified by the G2 Product R&D team. Gain a holistic view of your customers. Create customer profiles based on data pulled in from multiple sources including CRMs, service desks, marketing tools, and financial systems such as accounting and payroll software.

Based on 416 Vitally reviews and verified by the G2 Product R&D team. Create and structure key customer success processes into a "playbook" to create unified team best practices for handling customers.

Based on 429 Vitally reviews and verified by the G2 Product R&D team. Separate customers into similar segments based on criteria such as subscription models, support needs, or usage behaviors to allow for more personalized and specific attention.

Based on 404 Vitally reviews and verified by the G2 Product R&D team. Identify which customers are getting the most out of your products or services and highlight those who have not yet fully adopted or may need further training.

Based on 347 Vitally reviews and verified by the G2 Product R&D team. Allows users to create and send out surveys to customers to determine net promoter scores and other key satisfaction information.

Based on 402 Vitally reviews and verified by the G2 Product R&D team. Calculates the risk that your customers will not renew or continue using your product or service.

Based on 369 Vitally reviews and verified by the G2 Product R&D team. Discovers and highlights factors that lead to upsell opportunities.

Based on 387 Vitally reviews and verified by the G2 Product R&D team. Allows users to set custom triggers to signal actions that will lead a customer to act in a particular way.

Based on 322 Vitally reviews and verified by the G2 Product R&D team. Ability for the platform to learn and improve predictions based on previous customer behavior and a growing database of customer information.

Based on 410 Vitally reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards for viewing

Based on 390 Vitally reviews and verified by the G2 Product R&D team. The number of sources from which the platform can pull customer data and how well those integrations are supported.

Based on 376 Vitally reviews and verified by the G2 Product R&D team. Ability to input, modify, and extract data from the application in bulk through a structured file.

Based on 386 Vitally reviews and verified by the G2 Product R&D team. Automates everday customer success functions for more efficient and effective day-to-day processes.

Based on 398 Vitally reviews and verified by the G2 Product R&D team. Set alerts for customer actions in order to respond quickly and proactively.

Based on 404 Vitally reviews and verified by the G2 Product R&D team. Allows administrators to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

Based on 391 Vitally reviews and verified by the G2 Product R&D team. Ability for the platform to grow with the user's company and support an increasing number of customers and users within the platform.

Based on 361 Vitally reviews and verified by the G2 Product R&D team. The measures taken to ensure that the customer data being held within the platform is being hosted in a safe environment and is not prone to risks.

Based on 398 Vitally reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond.

Based on 385 Vitally reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

As reported in 89 Vitally reviews. Can operate under at least two distinct sales methodologies

Includes recording and review capabilities to train new salespeople or review old deals 90 reviewers of Vitally have provided feedback on this feature.

As reported in 104 Vitally reviews. Creates and stores multiple playbooks for sales

Highlights cross-sell, upsell, and white space opportunities This feature was mentioned in 99 Vitally reviews.

As reported in 94 Vitally reviews. Can fully automate the deal renewal process

Based on 90 Vitally reviews. Suggests content appropriate to stage and tone of the deal

Based on 88 Vitally reviews. Allows multiple relationship maps for each account and opportunity

Based on 96 Vitally reviews. Includes explicit definitions of stakeholder roles

Provide customizable workflows for onboarding activities and tasks. 127 reviewers of Vitally have provided feedback on this feature.

Include templates for onboarding project plans and documents. This feature was mentioned in 131 Vitally reviews.

Generate checklists to monitor the prograss of onboarding projects. 125 reviewers of Vitally have provided feedback on this feature.

Track tasks, project, and dependencies using timeline views or GANTT charts. This feature was mentioned in 127 Vitally reviews.

Allocate resources to tasks and projects, and track their costs. 119 reviewers of Vitally have provided feedback on this feature.

As reported in 119 Vitally reviews. Manage onboarding documents, training materials, and other content.

Assign and track onboarding tasks to internal and external stakeholders. 128 reviewers of Vitally have provided feedback on this feature.

Identify trends and analysis that can be used to optimize onboarding. This feature was mentioned in 118 Vitally reviews.

Provider a portal for customers and external users to collaborate and share documents. This feature was mentioned in 117 Vitally reviews.

Include features to keep customers engaged such as internal communications. 117 reviewers of Vitally have provided feedback on this feature.

Based on 112 Vitally reviews. Create white-label portals by customer, product, or project.

Provide multiple levels of visibility accrosss all onboarding stages. 117 reviewers of Vitally have provided feedback on this feature.

Allow internal and external users to collaborate without loging into the system. 120 reviewers of Vitally have provided feedback on this feature.

As reported in 10 Vitally reviews. Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes 10 reviewers of Vitally have provided feedback on this feature.

Works across multiple software systems or databases 11 reviewers of Vitally have provided feedback on this feature.

Engages in human-like conversation for task delegation This feature was mentioned in 11 Vitally reviews.

Anticipates needs and offers suggestions without prompting 10 reviewers of Vitally have provided feedback on this feature.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives