I like Velaris because of its complexness. You can do a lot of stuff with it, and it helps make life easier by automating lots of processes. It's also great because you can sync it with Outlook and different programs. I find it valuable that when I send an email from Outlook, all the information is available in Velaris, and all my colleagues can access it. This is really useful for continuity if I'm on vacation or leaving the company. I also like that you can create scenarios and manage email threads easily.
I like the automations I can make and the CSATs I send with Velaris because it makes my team's work faster. Velaris adjusts well to our complicated hierarchy, and their implementation and customer success teams are the best in the business. Sahas from their implementation team made the initial setup very easy and clear.
JL
Jéssica L.
CS Operations & BI Analyst @ Convertr | Data-driven Operations Strategy | Valuable & Actionable Data Insights | Processes Optimisation, Automation, Scalability and Standardisation | Tech and Learning Enthusiast
Velaris has been an excellent partner for our CS operations. The platform is smart, intuitive, and genuinely easy to use and configure.
The Velaris team is extremely responsive and thoughtful. They quickly grasp our needs and stay proactive about implementing improvements that help drive our adoption of the platform. One thing I especially value is that their team manages the automation setup on our behalf, which lets us stay focused on strategic planning and operational improvements instead of getting pulled too far into technical configuration.
Our onboarding was smooth and efficient. Sahas did a fantastic job leading the implementation and making sure everything was set up correctly from day one. Since then, our CSM, Hassan, has been excellent at helping us continuously optimise how we use the tool and ensuring it keeps evolving with the needs of our CS team as we grow.
The Copilot functionality is particularly impressive. It gives a clear, comprehensive view of account health by bringing together insights from multiple customer touchpoints, making it much faster for our team and leadership to understand what’s happening in each account.
In addition, the Velaris Data team has been very effective in supporting us with customised dashboards that help us track performance and make better, more informed decisions.
Velaris is the AI platform for managing your customers proactively. Manage your customers with the intelligent platform that surfaces customer context, predicts churn, automates busywork and helps you scale post-sales with clarity.