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Visibility
Put your customer data at the heart of everything you do. Measure the entire customer journey with scores and health reports for real-time business insights.
Approved by first B2B Customer Success Teams
CRM
Connect Vitally to tools like HubSpot and Salesforce to sync account, contact, and activity data.
Revenue data
Connect Vitally to tools like Stripe, Recurly, and Chargebee to sync revenue data in real time.
Product data
Sync product events to track customer behavior from tools like Segment, Mixpanel, Pendo, and more.
Conversations and tickets
Import and sync conversations with your customers from tools like Intercom, Zendesk, Gmail, Outlook and Sendgrid.
Data warehouses
Sync customer and company data from tools like Redshift, Snowflake, BigQuery, PostgreSQL, and Amazon S3.
Business messaging
Receive real-time updates and metrics directly to your company’s Slack channel.
Apis
Use Vitally’s REST and Analytics APIs to import and export data to and from Vitally.
Integrations
Integrate Without Interruption
Sync your technology stack with your business volume so you can identify trends, track customer events, and streamline your customer data visibility.
Visit our Integration library
CRM
Connect Vitally to tools like HubSpot and Salesforce to sync account, contact, and activity data.
Revenue data
Connect Vitally to tools like Stripe, Recurly, and Chargebee to sync revenue data in real time.
Product data
Sync product events to track customer behavior from tools like Segment, Mixpanel, Pendo, and more.
Conversations and tickets
Import and sync conversations with your customers from tools like Intercom, Zendesk, Gmail, Outlook and Sendgrid.
Data warehouses
Sync customer and company data from tools like Redshift, Snowflake, BigQuery, PostgreSQL, and Amazon S3.
Business messaging
Receive real-time updates and metrics directly to your company’s Slack channel.
Apis
Use Vitally’s REST and Analytics APIs to import and export data to and from Vitally.
Visibility readers Hit
Health scores
Build dynamic Health scores
Get a more accurate picture of customer health with Health Scores, which dynamically adjust metrics and metrics based on lifecycle stage, segment, and more.
Data-Driven Customer Health
Create the most powerful health scores by leveraging any metric or data point in Vitally.
Segment with specificity
Put an end to uniform health scores. Create dynamic health scores that measure success throughout the customer journey.
Identify health changes
Get alerted when a customer is at risk or becomes an opportunity while proactively preparing your customers for continued success.
Reports and Dashboards
Supercharger Reports
Make sure you’re on top of everything about your Customer Success organization, from keeping customers and KPIs on track to evaluating your team’s performance.
Track business success
Customize dashboards with powerful widgets or integrate business insights from tools like Looker.
Monitor team performance
Set KPIs and track the effectiveness of Customer Success Managers and other team members.
Indicators of success
Define your KPIs
Success shouldn’t be decided by your platform. Create custom success metrics to measure your customers by how your business defines success.
Measure your success
Create business-focused calculations to determine metrics of successful customer experiences.
Large-scale impact results
Leverage real-time automation to instantly capture and address critical changes in customer success metrics.
View Trends
Get an instant snapshot of a client’s history on any metric to see how their success has evolved over any time period.
Bring customer data to CS vanguard
Leverage customer data
Learn how ikas used Vitally to consolidate customer data and instantly generate greater visibility and impactful results.
Let’s talk about your success
Find out how Vitally can help you and your team achieve your goals with a personalized demo and assessment from our Customer Success experts.
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