Vitally
704 reviews
- 1 profiles
- 3 categories
Average star rating
4.5
Serving customers since
2017
Vitally Reviews
EV
Eric V.
Leader in Customer Success, Education and Corporate Training. Led successful EdTech CSM Teams throughout the Midwest and Atlantic. Strive to collaborate across departments to impact success for all.Vitally and CSMs: A Near Perfect Pairing
As a CSM having the TASKS dashboard allows me to have a landing spot every morning to shape the day VS diving into emails w/ no direction. Other dashboards, reporting and notes give our team insight during transitioning accounts, company check ins and the health of our partner facilities. The Vitally platform also continues to adapt to needs of CSMs and works directly w/ our team to get our feedback and use cases.
CP
Caio P.
Vitally’s Integrations Make KPI Tracking and Client Value Delivery Easy
Vitally has many integration features which helps us optimize processes and guaranteeing that we are delivering value to our clients. That really improves our performance by allowing us to monitor multiple KPIs.
HH
Heather H.
Executive Assistant and Office Manager at Needls.comBoosts Customer Insights, Needs Improved UX
I really like that there's the ability to create documents and project checklists that you can share with customers. I like being able to use our templated documents for different initiatives across different customers. If there's a checklist of tasks to be done, we can also have templated project tasks included in those documents. It's great that we can both be mutually accountable because we can both see the list.
About
What is Vitally?
Vitally helps B2B SaaS teams like Segment, Zapier, and Productboard to deeply understand their customers and empower every customer success manager to 10x their effectiveness through powerful assistive automation. By quickly unifying disparate product and customer data into an incredibly powerful and easy-to-use platform, Vitally allows teams to rapidly implement better customer success processes and have an immediate impact.
Details
Year Founded
2017
Website
vitally.io