Velaris Reviews & Product Details

What I like best about Velaris, the customer success program, is its ability to offer personalized, data-driven insights that help proactively address customer needs and improve satisfaction. The seamless integration with various platforms and the intuitive user interface make it easy to track and manage customer interactions, ensuring that each customer receives tailored support and attention. This holistic approach not only fosters strong customer relationships but also drives business growth through enhanced customer loyalty and retention. Review collected by and hosted on G2.com.

What I dislike about Velaris is its occasional lack of flexibility in customization options, which can make it challenging to tailor the program to specific business needs. Additionally, the learning curve for new users can be steep, requiring significant time and effort to fully utilize its features. At times, the program may also experience slow performance or glitches, which can disrupt workflow and impact productivity. Review collected by and hosted on G2.com.

Velaris has made it much easier for us to gather customer feedback from multiple sources like emails and support tickets. This has helped our team better understand what customers really need, which has improved our product development process. The platform is user-friendly and integrates smoothly with our existing tools. While there were some minor issues initially, the support team quickly resolved them. Velaris has also helped us improve our customer support and identify new sales opportunities, making it a valuable tool for our team. Review collected by and hosted on G2.com.

From my perspective, there's not much to dislike about Velaris. Initially, there were a few minor issues with the platform, but they were quickly resolved by their support team. The overall experience has been smooth, especially with the seamless integrations into our existing tools like Salesforce. Any challenges we faced early on have been addressed efficiently, so there's little to criticize at this point. Review collected by and hosted on G2.com.

Velaris has feature parity with the top CS tools in the market, at least on the on core funcionality you would look for in a CS tool. And for what they don't have, they are open to listen to you and, in many cases, build it and make it work for your existing workflow.

But their most obvious differenciator so far is their team. João, our AE, sold exactly what they had, not more, not less, and worked with us to reach an agreement that benefited both parties. Aidan, our CSM is top notch, and I've worked with many CSMs over the years. He knows the tool very well, both from a technical standpoint but also on the business value it should deliver; he's very responsive and proactive; and he's an execellent project manager, coordinating the several stakeholders in my team but also our requests with his own team.

No tool is perfect and of course more complex solutions offer more advanced funcionality. But for a CS team of 10, without dedicated Ops resources, having a partner that is proactive, helpful, knowledgable, and open to act on our feedback is what matters the most. Review collected by and hosted on G2.com.

Speed and performance could be improved, but it's not a deal breaker. As for the funcionality they didn't have when we started, I'm blown away for how quickly they adjust the roadmap to build it for us. Couldn't have asked for a better partner. Review collected by and hosted on G2.com.

The customer service and engagment from beinging to present day has been exeplary! The team over at Velaris have made what would normally be a very daunting and resource heavy task an absolute breeze! The features provided out of the box are fantasic and not only are their native integrations fantasic, but their willingness to implement custom integrations and the speed in which they do so is extreamly refreshing.

If you're lucky enough to be assined James as your Implementation Manager, then you've struck gold in my opinion. Review collected by and hosted on G2.com.

I can honestly say, to date there has been nothing that has left anything close to a bad taste in my mouth. Review collected by and hosted on G2.com.

It's essential for a CSM to stay informed about their clients' well-being, where they are in their journey, and who is supporting them. Velaris is a valuable tool that helps me keep track of and nurture strong relationships with my customers. Plus, the Velaris customer service team is incredibly supportive. Our onboarding process was one of the smoothest our company has experienced. The platform is easy to use and perfectly balances depth and power. Review collected by and hosted on G2.com.

When you first start using Velaris, the interface and layout might feel a bit unfamiliar and confusing. It can take a little time to get used to it. Review collected by and hosted on G2.com.

It helps keep my notes, tasks, activities, and all related CS information in a digestable format so that I can gain and add context easily. It makes my everyday tasks of keeping on top of customers needs much easier.

The Velaris team are absolutely excellent in the time and attention they have given us as an organisation and have build a lot of custom integrations and automations to allow our team to do much more in the day. Review collected by and hosted on G2.com.

Some particulars relating to my own preferences around layout sometimes make using Velaris a bit clunky. Review collected by and hosted on G2.com.

The simplicity of Velaris is what I love about it. Any member of our staff may customise and navigate it with ease thanks to its user-friendly interface. It has thereby raised our production.

It has every function you may possibly want. You can manage the stages of your sales funnel, create automated email campaigns, monitor lead generation, and learn about client behaviour all with one package.

The automation feature is excellent. For instance, we have assigned it duties like scheduling follow-up emails and appointments so that users can continue to concentrate on things that are more important to them. As a result, we are now far more productive and have better customer service.

I'm especially impressed by Verlaris's seamless integration with my other products. Because of this seamless connection, our data flows between systems with ease, providing us with a comprehensive understanding of our customers and improving our ability to interact.

And lastly, the Velaris crew provides amazing client support! They were usually incredibly helpful in addressing our enquiries and provided prompt service whenever we needed assistance or had queries. Review collected by and hosted on G2.com.

It's difficult to find any flaws right now, but if I had to pick, there have occasionally been a few little hiccups. However, these are normal with any technology, and they haven't negatively affected our experience at all. The Velaris team always responds quickly to problems in order to keep our operations as unaffected as possible. If anything, it demonstrates their commitment to ongoing development. Review collected by and hosted on G2.com.

I appreciate how Velaris creates a cohesive picture of our clients by connecting all of our data points. Velaris has centralised all of our clients' data, providing us with an easy-to-understand perspective of our accounts. By segmenting our customer base based on various variables, we can better monitor health ratings, lower attrition, and send out distinct kinds of marketing to each group.

We also value the project management tools offered by Velaris. They enable us to maintain consistency in the services we provide, remain on top of our to-do list, and prevent errors or missed deadlines. Review collected by and hosted on G2.com.

It is more of a worry on our end than a strong hate. Perhaps we're not making use of every function just yet. Since we just recently began using Velaris a few months ago, we have concentrated our efforts on utilising certain elements (success plans) rather than using Playbooks as much, even though their support has been outstanding. Review collected by and hosted on G2.com.

We adore the platform's flexibility because it has flawlessly adapted to our CS Strategy. It fully accommodates both low-touch and high-touch clients. Furthermore, the platform offers a great deal of flexibility in tracking and showcasing data. Clients can specify which data they wish to have dashboards made of and choose which integrations to use.

Additionally, the Velaris CS team is really supportive. We had one of the easiest onboarding processes our business has ever had. It is simple to use and strikes the ideal mix between thoroughness and power. Review collected by and hosted on G2.com.

Just as we value high-touch customers more than low-touch ones, we place a higher priority on success strategies than scenarios. As a result, we have relied far more on success plans than scenarios thus far. That being said, we anticipate employing scenarios far more frequently once our low-touch vertical expands. Review collected by and hosted on G2.com.

There are numerous benefits to using Velaris: it consolidates all client data onto a single platform, providing complete insight into their health with just one click. Velaris includes features to automate repetitive daily tasks and offers top-notch dashboards and insights into our accounts (such as Success goals, NPS, and reports). It has improved our CS workflow, aided our Product and Sales teams with sentiment analysis, and helped create our ICP. Additionally, James and his team customize the product during the onboarding process, making it a perfect fit for our high-touch customer service strategy. Nevertheless, the tool is equally suitable for a low-touch customer service team. Review collected by and hosted on G2.com.

Nothing negative to report thus far! We are new users of the site, and thus far, everything has gone smoothly. Review collected by and hosted on G2.com.