Velaris Features
What are the features of Velaris?
Customer Information
- Customer Health Scores
- Customer Monitoring
- Customer Profiles
- Playbooks
- Customer Segments
- Product Engagement
- Surveys
Predictions
- Churn Risk
- Custom Triggers
Platform
- Reporting & Dashboards
- API & Integrations
- Notifications
- Customization
- Performance & Reliability
- User, Role, and Access Management
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Filter for Features
Customer Information
Customer Health Scores | Provides users a customer-specific score to determine the overall satisfaction of each customer. 75 reviewers of Velaris have provided feedback on this feature. | 89% (Based on 75 reviews) | |
Customer Monitoring | Monitor customer actions overall as well as their interactions with different teams within the company, such as the support team 74 reviewers of Velaris have provided feedback on this feature. | 88% (Based on 74 reviews) | |
Customer Profiles | Based on 75 Velaris reviews. Gain a holistic view of your customers. Create customer profiles based on data pulled in from multiple sources including CRMs, service desks, marketing tools, and financial systems such as accounting and payroll software. | 88% (Based on 75 reviews) | |
Playbooks | Create and structure key customer success processes into a "playbook" to create unified team best practices for handling customers. This feature was mentioned in 72 Velaris reviews. | 86% (Based on 72 reviews) | |
Customer Segments | Separate customers into similar segments based on criteria such as subscription models, support needs, or usage behaviors to allow for more personalized and specific attention. This feature was mentioned in 73 Velaris reviews. | 86% (Based on 73 reviews) | |
Product Engagement | Identify which customers are getting the most out of your products or services and highlight those who have not yet fully adopted or may need further training. This feature was mentioned in 71 Velaris reviews. | 85% (Based on 71 reviews) | |
Surveys | Based on 69 Velaris reviews. Allows users to create and send out surveys to customers to determine net promoter scores and other key satisfaction information. | 84% (Based on 69 reviews) |
Predictions
Churn Risk | Based on 70 Velaris reviews. Calculates the risk that your customers will not renew or continue using your product or service. | 85% (Based on 70 reviews) | |
Upsell Opportunities | Discovers and highlights factors that lead to upsell opportunities. 69 reviewers of Velaris have provided feedback on this feature. | 81% (Based on 69 reviews) | |
Custom Triggers | As reported in 69 Velaris reviews. Allows users to set custom triggers to signal actions that will lead a customer to act in a particular way. | 85% (Based on 69 reviews) | |
Machine Learning | Ability for the platform to learn and improve predictions based on previous customer behavior and a growing database of customer information. This feature was mentioned in 65 Velaris reviews. | 77% (Based on 65 reviews) |
Platform
Reporting & Dashboards | Access pre-built and custom reports and dashboards for viewing This feature was mentioned in 70 Velaris reviews. | 86% (Based on 70 reviews) | |
API & Integrations | The number of sources from which the platform can pull customer data and how well those integrations are supported. This feature was mentioned in 71 Velaris reviews. | 88% (Based on 71 reviews) | |
Data Import & Export Tools | Ability to input, modify, and extract data from the application in bulk through a structured file. This feature was mentioned in 69 Velaris reviews. | 86% (Based on 69 reviews) | |
Workflow Capability | Based on 69 Velaris reviews. Automates everday customer success functions for more efficient and effective day-to-day processes. | 85% (Based on 69 reviews) | |
Notifications | Set alerts for customer actions in order to respond quickly and proactively. 70 reviewers of Velaris have provided feedback on this feature. | 82% (Based on 70 reviews) | |
Customization | Allows administrators to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. This feature was mentioned in 71 Velaris reviews. | 85% (Based on 71 reviews) | |
Scalability | As reported in 69 Velaris reviews. Ability for the platform to grow with the user's company and support an increasing number of customers and users within the platform. | 88% (Based on 69 reviews) | |
Data Security | The measures taken to ensure that the customer data being held within the platform is being hosted in a safe environment and is not prone to risks. 68 reviewers of Velaris have provided feedback on this feature. | 89% (Based on 68 reviews) | |
Performance & Reliability | Based on 70 Velaris reviews. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond. | 87% (Based on 70 reviews) | |
User, Role, and Access Management | Based on 71 Velaris reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 87% (Based on 71 reviews) |
