Vitally: Use-Cases, Insights and Reviews | 2025 Cuspera

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Platform to build, execute, and automate entire Customer Success strategy

Vitally Overview

Vitally's Customer Success Platform (CSP) transforms customer engagement by automating and scaling essential strategies, processes, and workflows. Leveraging real-time customer data, it empowers teams to achieve measurable business outcomes. This platform enhances productivity, collaboration, and visibility, making it a trusted choice for over 500 leading B2B customer success teams. Vitally enables businesses to work smarter and grow by providing tools that optimize customer interactions and drive strategic success. With a focus on customer success, the platform is positioned to deliver high ROI through improved customer satisfaction and retention.

Use Cases

Customers recommend Engagement Management, Customer Feedback Management, Proposal & Quote Management, as the business use cases that they have been most satisfied with while using Vitally.

Other use cases:

Playbook Creation
Onboarding
Workflow Management
Subscription Management
Social Media Analytics
Generation Of New Leads
Contract Management

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Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Vitally.

Other priorities:

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Vitally Use-Cases and Business Priorities: Customer Satisfaction Data

Vitally's features include Personalization, Feedback Surveys, Alerts: Popups & Notifications, etc. and Vitally support capabilities include 24/7 Support, AI Powered, Email Support, etc. also Vitally analytics capabilities include Analytics, and Custom Reports.

Vitally, belong to a category of solutions that help Help Desk. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Vitally empowers Customer Success teams to boost revenue and reduce churn. It ensures a proactive, world-class customer experience at scale.

Vitally Customer wins, Customer success stories, Case studies

How can Vitally enhance your Engagement Management process?

How can Vitally optimize your Customer Feedback Management Workflow?

How does Vitally facilitate Playbook Creation?

Why is Vitally the best choice for Onboarding?

11 buyers and buying teams have used Cuspera to assess how well Vitally solved their Help Desk needs. Cuspera uses 363 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Help Desk needs.

CompanyCam - Construction

Vitally helped CompanyCam move from a reactive to a strategic customer success approach. Before Vitally, CompanyCam struggled with scattered data and task prioritization. Vitally provided a central p...lace for KPIs, easy automation, and better visibility. The onboarding success rate increased by three percentage points. The customer success team now works more efficiently and can focus on the right accounts.

Culture Amp - Human Resources

Vitally helped Culture Amp solve problems with scattered customer data and inefficient processes. Before Vitally, the team struggled to manage tasks and projects across many tools. Vitally's platform... brought all customer data into one place and automated key tasks. Integrations with Salesforce and Redshift made work easier. Automated messaging for SMB clients saved time for customer success managers. Now, every CSM at Culture Amp uses Vitally as their main tool.

Grata - Information Services

Vitally helped Grata fix problems with tracking customer engagement and data. Grata used Vitally to automate Customer Success processes and get better visibility into customer data. After using Vital...ly, Grata's NPS went above their goal. The team used Playbooks to automate onboarding and build knowledge. Grata now tracks key metrics and finds customer evangelists. The company recommends Vitally for its support and innovation.

Navattic - Internet

Vitally helped Navattic reduce churn by 20% and onboard four times more users in one year. Before Vitally, Navattic struggled to track customer touchpoints and milestones using disconnected tools. Wi...th Vitally, the team gained a centralized platform to manage customer data, automate onboarding emails, and track account health. The average time for customers to go live dropped by 30% after using Vitally Playbooks. Integrations with Salesforce, Stripe, and Zapier let customer success managers work more efficiently.

PartnerStack - Internet

Vitally helped PartnerStack unify customer and partner data in one place. Before Vitally, PartnerStack struggled with scattered data and poor team communication. Vitally integrated with tools like Ze...ndesk and Salesforce, making data easy to access. Teams now share information faster and work together better. PartnerStack uses Vitally dashboards to see key metrics and make decisions quickly. The platform's views and email summaries save time and improve customer success.

Pleo - Accounting

Vitally helped Pleo, a leading spend and expense management provider, solve problems with customer insight and onboarding. Pleo used Vitally to integrate data, automate tasks, and give customer succe...ss managers better tools. The platform improved customer understanding and made operations more efficient. Pleo's team now acts faster with at-risk customers and recommends Vitally for its automation and integration features.