Velaris Pros and Cons

This tool is a life saver. Overall the platform has helped the team manage CS activities withiut any hassle. The integrated dashboards and reporting tools provide insights thats helped the team to make descision to better improve the process. Review collected by and hosted on G2.com.

So far, I haven't encountered any major issues. The team had a few minor issues which were quickly resolved by the team. Review collected by and hosted on G2.com.

One of the best things in Velaris is that we can create differents workflows and automate everything to control the comunication in every step of our pipelines.

The customization of the campaigns is top to include in our workflow. We are using for NPS and we are receiving valuable information of customers.

Easy to create differents atributes about customers and create dasboards to see them easily.

Also create some playbooks to remain some task in different stages. Review collected by and hosted on G2.com.

Customizing task boards.

Break down customers' health into their own file Review collected by and hosted on G2.com.

There's a lot to love about Velaris, but my favorite feature to date has been the Scenarios tool, where process automation is built. We've leveraged plenty of Scenarios and are constantly looking for new ways to make our workflows more efficient.

Definitely can't leave out our CSM James, who has been magnificent throughout our Onboarding, post-onboarding, and ramp-up periods. He's been available as a lifeline to our teams using Velaris, a guru and idea implementer, and we couldn't have done it without you, James! Review collected by and hosted on G2.com.

There's no roadblock we haven't come across that James hasn't guided us through, submitted a feature request for, or found a workaround for throughout our relationship. Review collected by and hosted on G2.com.

- Customer success manager is very responsive to any requests.

- Success planning feature is clean and easy to use - important exercise for any CSM to go through with every account.

- Integration with other systems has been positive (some room for improvement expected over time) Review collected by and hosted on G2.com.

- Difficulties of using it externally or collaboratively with our customers.

- Lots of features can be overwhelming to navigate, especially when starting out as a new user. Review collected by and hosted on G2.com.

My favorite feature has been the Scenarios tool. Our team uses it to automate processes. We have already put in place plenty of Scenarios and are constantly thinking of new ways to automate our tasks through Velaris. We have automated communication in every step of our client pipelines.

Moreover, I appreciate the NPS features and Dashboards, which provide very useful insights on the health and status of our customers. Review collected by and hosted on G2.com.

Honestly, whenever we had an issue, James was always helpful. He has guided us through lots of doubts. Velaris provides a direct line of communication to their CSM team, which leaves you feeling accompanies by their team, always feeling like a VIP user. Review collected by and hosted on G2.com.

Velaris CRM stands as a beacon of efficiency and effectiveness in the realm of customer relationship management. In my experience with this stellar system, I've found it to be a comprehensive solution that excels in streamlining business operations and enhancing customer satisfaction.

What sets Velaris apart is its user-friendly interface, which offers an intuitive navigation experience. Even for users with limited technical proficiency, accessing and managing customer data becomes a breeze, thanks to its well-designed layout and straightforward menus. Review collected by and hosted on G2.com.

Not found anything yet. Love the system! Review collected by and hosted on G2.com.

Everything we require to optimise our customer success activities is provided by Velaris. Its reporting features are outstanding; they give us the information we need to share important trends and insights with leadership. We've also saved a tonne of time thanks to the automation. Review collected by and hosted on G2.com.

For the time being we have used the platform . we haven't come across any dislikes. Review collected by and hosted on G2.com.

Our CSM is very responsive. It feels cusom built for our organization. It's more fit for purpose than traditional tools. I am able to see more information in one place across more clients than I have from previous tools. Review collected by and hosted on G2.com.

The learning curve is a bit steep. It can be a bit confusing marking tasks off and seeing what you need to do across multiple accounts. Review collected by and hosted on G2.com.

The reporting features are very helpful and automated. We have aggressive growth goals and this gives great visibility into how we are tracking against our goals. Our CSM is also great - he is known on a first name basis throughout our entire org. He gets our workflow and how Velaris can impact/improve it. It's simple and easy to use, as well! Review collected by and hosted on G2.com.

Few things come to mind. The benefits that the reporting bring outweigh any concerns at the moment Review collected by and hosted on G2.com.

Having everything we need at just one place Review collected by and hosted on G2.com.

Nothing so far, Velaris has been working really good for me and my team Review collected by and hosted on G2.com.