Seeking Feedback on Vitally - CS Platform (similar to Gainsight, Client Success, Churn Zero, Catalys
Options
Jenny Quénard
Member Posts: 1 Navigator
Hi everyone! I'm currently looking to implement a CS Management platform for our startup (~25 employees). I have a demo coming up with Vitally (https://www.vitally.io/) and was interested to hear if anyone has any feedback/insights on this particular platform? Would love to hear about implementation time, CS services, challenges, what you would do differently if you had to implement again etc.
Ideally, we're looking for
Ideally, we're looking for
- Singular Account View for Account Info (License Type, Admins, Users, Product Activity, Support Requests) across leadership, customer success team and individual customer success manager
- Automation (Team Member Assignment, Notifications, Emails, NPS)
- Renewals, Cross-Sell, Up-Sell, Opportunity Management
- Automated Emails Per Metrics, such as NPS, Renewal Date, Account Creation Date
- Quarterly Business Review Templates & Meeting Minutes capture
- Requested Ideas Per Account (We utilize UserSnap and Asana for capturing this info)
Tagged:
0
Comments
-
Hi @Jenny Quénard wondering if you went with Vitally? We are also reviewing them and I'd appreciate any feedback you have. Thank you!0
Categories
- All Categories
- 179 GGR Information
- 154 GGR Cafe
- 19 Welcome to the Community
- 6 Badge and Rank Program
- 186 Specialized Groups
- 17 Future Customer Success Professionals
- 769 CS Conversations
- 188 CS Conversations
- 32 CS Operations Conversations
- 270 CS Org Conversations
- 29 Industry Insights
- 192 Strategy & Planning
- 58 Customer Journey
- 714 Technology and Metrics
- 276 Digital CS (Engagement Programs)
- 201 CS Technology
- 237 Metrics & Analytics
- 17 Value Realization