必要な条件
HubSpotエディション HubSpotアカウント権限 - 必要なアカウント権限を表示
Vitallyの契約内容 - プラン：All Features, All Plans
概要
1/3
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
機能
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.
アプリ機能
共有されるデータ
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確認
- 2024年12月11日
Success, C.
- 2024年4月30日
Caron, N.
教育関連 - 従業員数26人～50人
価格
All Features, All Plans
Customer-Centric Pricing Built for Scale
All Features, All Plans
Customer-Centric Pricing Built for Scale
* こちらの価格は参考表示価格です。どの価格にも税、インセンティブ、値引など、価格に関する変動要素は含まれていません。価格に関する正確な最新情報については、この提供元パートナーまでお問い合わせください。HubSpotは、パートナー各社が提供する価格情報について一切の責任を負わないものとします。価格の最終更新：2025/08/09
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