Headquartered in New York, Vitally is helping B2B SaaS teams like Segment, Zapier, and Productboard to deeply understand their customers and empower every customer success manager to increase their effectiveness through powerful assistive automation. Vitally allows teams to rapidly implement better customer success processes and have an immediate impact. Vitally is powering the Customer Success efforts for some of the fastest-growing B2B SaaS companies around such as Segment, Zapier, Gorgias, ProductBoard, Close, Prezly, customer.io, Gosite and Karbon. Their salient features: Unify your Customer Data - Aggregate every touchpoint customer have with your business and product into a single, beautiful 360° profile; Track & Segment the Customer Journey - Auto-segment your trials and customers into their lifecycle stage while building custom segments across any data point; Prove Your Success - Build customer reports across any data point and analyze the KPIs that drive your business's and customers' success; Automate Workflows - Vitally’s automated Playbooks help a single Customer Success manager do the work of 100; Follow Your Customers' Health - Create custom health scores and metrics that ensure your customers continuously experience your unique value; Capture and Analyze Feedback - Introducing NPS for Customer Success - gather feedback, send targeted surveys, and analyze satisfaction across a business’s users; Personalized Customer Engagement, at Scale - Create rules to auto-schedule conversations at the right times and make manual edits when further personalization is needed.
