Velaris Pros and Cons

Having customer data points and numbers available in one place at a glance is helpful, as is the documentation capability and success plans. Review collected by and hosted on G2.com.

Velaris seems like it was created for the benefit of hawkish managers first and foremost, and actual CSMs a distant second. I appreciate the product is always improving, but currently it prioritizes ultimate visibility over the flexibility that CSMs often need. Being locked into a KPI/Milestone/Task format is one example, as is the number of clicks needed to add simple tasks. Ultimately this can lead to Velaris being a 'Friday admin' session where the week's tasks are recoreded en masse rather than fluidly working within ithe platform. Review collected by and hosted on G2.com.

As a company, every person that we've interacted with so far is ace! Quick answers, quick solutions, and they make you feel like you're the VIP at the party. Our go-to CSM is a treasure trove of knowledge, overflowing with insights and insider knowledge that not only help us leverage the product to its fullest but also offer brilliant advice and solutions for everything customer success-related. It's the blend of their top-notch service and deep expertise that really sets them apart.

As a product, Velaris is extremely intuitive, easy to navigate, and gives our team the flexibility to customize our view to best fit our workflows. The team made our implementation easy and provided an immediate impact. With automation features, it’s like having an extra set of hands, always keeping us one step ahead. Review collected by and hosted on G2.com.

I'm all in on Velaris! Honestly, there's nothing negative to point out. On the off chance something does pop up, our CSM, James, tackles it head-on. He doesn’t just listen; he mobilises the team, organizes meetings to dive deep into our concerns and requests, and presto—bespoke solutions start rolling out. They're all about evolving based on what you say, always introducing shiny new features. Review collected by and hosted on G2.com.

Velaris provided excellent customer health scores and monitoring tools that give us clear visibility into how telecom clients engage with our services. The ability to integrate data from multiple systems helps us give our telco partners actionable insights. Review collected by and hosted on G2.com.

The reporting feature could be a bit more customizable for our specific tech-to-telco use cases, but it’s still highly useful. Review collected by and hosted on G2.com.

As a founder, it is imperative to quickly access information on our clients, the productivity of the team, and the overall client sentiment on our product. This centralized platform, which allows CEOs to have a data-driven bird’s eye view of our CS operations, has been a game-changer for me. Review collected by and hosted on G2.com.

We probably haven’t experienced the platform fully yet. There are many tools and, since my CS team is low-touch, we are using Scenarios a lot but haven’t used Success Plans yet. Review collected by and hosted on G2.com.

Velaris has been a game-changer for our team. It's incredibly intuitive and easy to use, making it simple for everyone to understand the health and performance of our book of business with just a few clicks. The ability to map customer journeys and anticipate the next steps with key accounts is invaluable. Their team is fantastic at incorporating feedback and ensuring the platform meets our needs. The built-in automations, powerful project management tools, and seamless integrations, particularly with HubSpot, have streamlined our processes and saved us a significant amount of time. The customer support is top-notch, always responsive, and genuinely committed to our success. Review collected by and hosted on G2.com.

There's really nothing significant to dislike about Velaris. We've encountered a few minor bugs, but they were quickly resolved by their responsive support team. The initial setup can be a bit lengthy, taking about three weeks, but this is fairly standard for such comprehensive software. Once up and running, everything works smoothly. Review collected by and hosted on G2.com.

Velaris is an amazing product but their people/team is their best asset. The implementation was really easy and smooth. They have integrated with our Hubspot, intercom and our product easily. During and after implementation, they went above and beyond to help us not just with Velaris but improving our internal CS processes and helping us to be a better CS team.

Any feature we requested or any issues we have raised was fixed/released very quickly. Never been disappointed with the team or the product and cannot recommend Velaris enough. It's a very intuitive and easy to use. Review collected by and hosted on G2.com.

We have been using Velaris for over 2 years and I cannot think of any dislikes. Any issues or missing features were delivered/fixed very quickly. The team listens to our feedback and always introducing new and exciting features. Review collected by and hosted on G2.com.

Velaris is a system which allow us to automate most of our customer related workflow. Also, help us stay on top of customer healthscore and train the customer with us pro-activly. The team is open for suggestion and help you build the integration and customize the system to match your company CS team's requirements. After you set all up properly which takes some time things get easier and it saves a lot of time everyday. Review collected by and hosted on G2.com.

The integartion time is steep. The team is building everything as you want and transfer imense amount of data which will take to time. Review collected by and hosted on G2.com.

Velaris has significantly changed our strategy for achieving client success. We are now able to make more data-driven decisions because to the excellent reporting tools. It's simple to monitor important data and work together across teams. Review collected by and hosted on G2.com.

Although it took a little longer than anticipated to get set up, the tool has been really helpful. Review collected by and hosted on G2.com.

This software enables us to manage all customers data at one place which definitely proves the productivity and efficiency of the system. The developers are quick to adapt, implement new features onto the software while maintaining a seamless efficient experience to its users with their incredibly quick responsiveness. Review collected by and hosted on G2.com.

As of now I have not come across any issues with Velaris nor anything that I dislike so far as a result of the support received from the team. Review collected by and hosted on G2.com.

We love how flexible the platform is, as it has perfectly adopted to our CS Strategy. It accounts perfectly for both high-touch as well as low-touch customers. Moreover, there is a lot of flexibility in terms of how the platform tracks and showcases the data. Customers can select their own integrations, as well as explain which information they want to create dashboards of.

Moreover, the Velaris CS team is extremely helpful. The onboarding process was one of the smoothest we’ve ever gone through as a company. It’s a perfect balance between powerful and completeness - intuitive and easy to use. Review collected by and hosted on G2.com.

We prioritize success plans more than scenarios, as we prioritize high-touch customers over low-touch. Therefore, up to now, we have used success plans much more heavily than scenarios. Nonetheless, we know that we will start using scenarios much more as soon as our low-touch vertical starts growing. Review collected by and hosted on G2.com.