The health scores and customer views have been great in helping us understand our customers better. The AI meeting agent saves me time from rewatching meeting recordings. I can quickly understand the key points discussed immediately after the meeting with having to take notes to go through the recording again. It has been a lifesaver. We also use automations to save time on data entry/admin work and automate communications with our low touch accounts.

We are using Velaris to manage our book of business all in one place. The platform offers health scores, playbooks and success plans that help us keep track of customer health and initiatives. Since implementing Velaris all our processes have become standardized as everyone follows the same playbooks. The AI features they offer are also extremely helpful in making my daily workflows more efficient. Thanks to their meeting summary agent, I’m able to quickly recall key information and actions discussed during customer calls without rewatching recordings.

Velaris allows us to proactively manage our customers with health scores, playbooks, success plans and automations With all of our customer data consolidated inside Velaris, we are able to reliably predict churn and renewals. All my work now lives inside Velaris and we have seen many efficiency gains since beginning to use the platform.