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Vitally

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Vitally

Customer Success Productivity for B2B SaaS

Desarrollado por
Vitally.io
Instalaciones
Más de 600 instalaciones
Clasificación

4,5

(2)

Inicia sesión para instalarRequiere suscripción a Vitally
Rising

Rising

Los partners en ascenso están ganando terreno con los clientes y mostrando un fuerte impulso en el ecosistema de HubSpot.Más información

Requisitos

Plan de HubSpot
Permisos de cuenta de HubSpot
Ver los permisos de cuenta requeridos
Tipo de acceso
Shared
Suscripción: Vitally
Suscripción: All Features, All Plans

Vista general

Overview

Vitally is a Customer Success Platform for B2B SaaS companies that wraps your unified customer data with powerful analytics, alerts, and automated workflows to help you build successful customers.

Key Features:

  • Aggregates customer data across multiple tools into 360° profiles, including product usage, subscription details, conversations, NPS scores, and more.
  • Provides analytics around your customers’ product usage, recurring subscriptions (e.g. MRR, churn, trial conversions), and NPS scores.
  • Create health scores and automate workflows that help detect churn risks, engage accounts, and build customer segments.
  • Captures customer feedback via in-app NPS surveys.

Vitally + HubSpot

Vitally's HubSpot integration helps ensure your Customer Success and Sales teams have shared access to your customers' data. With this integration, you can:

  • Analyze your HubSpot data alongside all your other customer data from your favorite tools like Segment, Mixpanel, Intercom & more in Vitally
  • Import and edit HubSpot data in Vitally, and select which HubSpot fields you want to add to your existing Vitally account & user profiles
  • Push our unique Customer Success insights back to HubSpot such as Health Scores, Segments, Subscription details like renewal date and MRR, NPS data, Active indicators, Success Metric values, and more.
  • Sync notes and tasks between HubSpot & Vitally

Características

Measure customer and team success with dynamic reporting

Track the KPIs that drive your business at every stage of the customer lifecycle with fully-customizable dashboards and out-of-the-box reporting. Visualize customer data, health, and your team's work. Then, combine these insights in one dashboard and easily measure the impact your team is having on customer health.

Put workflows on autopilot

Multiply your team's output using automated workflows, including dynamically assign ownership of any customer from a pool of CSMs, automating customer emails and touchpoints, and triggering task assignments.

Funcionalidad de la aplicación

Datos compartidos
Fuente de datos
Dirección de sincronización
En HubSpot
En HubSpot

Accounts

Empresas

Empresas

Accounts

Propiedades de empresa

Propiedades de empresa

Custom Object

Negocios

Negocios

Email

Eventos de correo

Eventos de correo

Tasks

Tareas

Tareas

Tasks

Tickets

Tickets

Users

Contactos

Contactos

Users

Propiedades de contacto

Propiedades de contacto

Más información sobre los datos compartidos

Users can also specify whether HubSpot can create new accounts and contacts in Vitally. They can also specify if they want Vitally to create and populate new fields in HubSpot, including: - Health scores - Subscription details like renewal date and MRR - NPS data like overall NPS score + # of promoters, passives, and detractors - Active indicators and segments - Success Metric values

Valoraciones

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5/5
    11 de dic. de 2024
  • Success, C.


4/5
    30 de abr. de 2024
  • Caron, N.

  • Educación
  • De 26 a 50 empleados

All Features, All Plans

Customer-Centric Pricing Built for Scale

All Features, All Plans

Customer-Centric Pricing Built for Scale

* El precio que aparece aquí es solo para fines de visualización. Los precios no incluyen impuestos, incentivos, descuentos u otras variables. Debes comunicarte con nuestro partner para obtener la información de precios más actualizada y correcta. HubSpot no se hace responsable de los precios que proporcionan nuestros partners. Precios actualizados por última vez: 09/08/2025

Más información

Desarrollado por
Vitally.io
Instalaciones
Más de 600 instalaciones
Categorías
Idiomas en los que está disponible esta aplicación
Inglés

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