I appreciate how Velaris helps our customer success team by keeping all actions and tasks in one place and applying automations. One of the main problems that Velaris solves for us is the health scores; it gives us a better indication of the scores per customer segment. Additionally, I find the people at Velaris very pleasant to work with. They respond quickly, help you with everything, and are incredibly friendly.

I love the AI capabilities of Velaris, which really help to leverage a large data set in Salesforce by integrating in a way that allows us to prompt on specific accounts or a variety of accounts to find clarity without manual data analysis. The AI Copilot is fantastic, and the account health feature is also fantastic. Headlines has been a big help for leadership.

The health score and account management functionality