Vitally Reviews & Product Details - Page 3

I love they way data is synced with the platform. I can review my portfolio just with a few clicks so I can make the best decisions possible, you know, focus on what matters the most. It feels intuitive and easy to use, my leaders are informed without having to communicate directly with them. Review collected by and hosted on G2.com.

I don't know if its something we are not fully informed about, but sometimes I have to click on "discard changes" to see some columns my leaders added. I would like to have everything synced without me having to click somewhere. Review collected by and hosted on G2.com.

Our CSMs finally have a holistic view of their clients and a hub for day-to-day client management! It's used daily by the CSM team. We love how Vitally integrates with our tools and brings together a clear bird' s-eye view of an account. It's also been relatively smooth to set up for someone who has never launched a CS platform before. Their team has been very supportive in helping me get Vitally launched. Review collected by and hosted on G2.com.

We operate at an organizational level rather than a child account level. Because Vitally was built around the account level, there were certain workarounds we had to put in place to operate smoothly. Review collected by and hosted on G2.com.

I see Vitally as this modular place where all CS activities can be organised in the way you want: your segments, your health score and alarms. As a CS I appreciate this flexibility to come as close as we can to our own systems.

Considering the complexity of all this personalization, it's great to see that the speed and reactivity of the software is not altered. All updates are done on the go and you can expect your reports to be updated constantly. Not true of all CS softwares. Review collected by and hosted on G2.com.

Vitally could do more efforts to be more adapted to a European use, with shortcuts and calendars that match our ways of working here. Review collected by and hosted on G2.com.

Vitally Docs with embedded Projects have revolutionized the way I'm able to run implementation projects. It's so helpful to be able to auto-populate Account data to save time, and by being able to incorporate multiple Pages within one Doc, I am able to include relevant information in a single place, both for me and for my customers. Review collected by and hosted on G2.com.

Since Vitally's power resides in it's integrations, there can be a bit of a lift when getting started. Not every field I need for my job is immediately available in Vitally, but oftentimes our CS Ops admins are able to help here. I'm still learning how to get the most out of public-facing docs and have found that recording a quick navigation overview helps my customers not get lost. Review collected by and hosted on G2.com.

- I've used Gainsight, Catalyst, and ChurnZero in the past. Vitally easily takes the cake

- Easy intuitive platform & great UI

- Mad kudos to the help center and videos. I rarely need to contact the success or support teams for knowledge insights as they've made it super easy to learn core and new functionality

- Vitally workshops are amazing for finding new ways to streamline processes based on segment, particularly for the scaled segment. This is such an amazing value-add and really appreciate the industry insights. Review collected by and hosted on G2.com.

I don't have any feedback to share at this time Review collected by and hosted on G2.com.

I love how easy it is to build views and dashboards that make my day-to-day more efficient and report account health upwards to leadership. Their support team is very responsive and it feels like the product team is very focused on customer feedback. Review collected by and hosted on G2.com.

Sometimes when building bar graph widgets with groupings of time (months, quarters), they render the bars out of order (so not Q1, Q2, Q3). Support is quite responsive and quick to resolution though. Review collected by and hosted on G2.com.

The integration with HubSpot leaves nothing to be desired.

I'm happy with the functionality of the product and what we get vs. their competitors like Totango and Catalyst. Review collected by and hosted on G2.com.

I don't love the way that the product handles pulse checks for customers. Review collected by and hosted on G2.com.

The interface is super intuitive and easy to use. Sending personalized customer campaigns has been a great use case for us. Review collected by and hosted on G2.com.

Connecting email replies to pipeline impact has been a challenge. There's no easy way to report on the performance of comms and campaigns. Review collected by and hosted on G2.com.

As an Account Manager for Enterprise, Vitally has become an indispensable tool in my daily workflow. What I appreciate most about Vitally is its ease of use. The platform is designed with an intuitive interface that makes navigating through its various features a breeze. Even with the robust functionality it offers, everything is easy to understand and clearly presented, which means I can focus on my core responsibilities rather than getting bogged down by a steep learning curve.

I find myself using Vitally every week for every customer meeting, which speaks volumes about its importance in my role. The platform helps me stay organized and prepared, ensuring that I have all the necessary data and insights at my fingertips. This not only saves time but also enhances the quality of my customer interactions, allowing me to address issues proactively and identify opportunities for growth.

Two sections of Vitally that I particularly rely on are the Reports and Notes. The Reports section provides me with detailed analytics on customer health, engagement, and potential risks, all of which are crucial for making informed decisions. The ability to customize these reports means I can tailor the data to meet the specific needs of each client, adding significant value to our meetings.

Meanwhile, the Notes section serves as a centralized hub for all my client interactions. It’s where I document meeting summaries, action items, and follow-up tasks, ensuring that nothing falls through the cracks. The integration of these notes with other tools like Slack and Salesforce further streamlines my workflow, keeping everything interconnected and easily accessible.

Overall, Vitally has greatly enhanced my efficiency as an Account Manager, making it easier to manage multiple enterprise clients effectively. It’s a tool that empowers me to stay on top of my game, fostering stronger, more productive relationships with my customers. Review collected by and hosted on G2.com.

While Vitally has become an essential tool in my day-to-day operations as an Enterprise Account Manager, one area that falls short is its lack of integration with my CRM. This limitation creates a disconnect in my workflow, as I often have to manually transfer data between Vitally and the CRM, which can be time-consuming and prone to errors. Review collected by and hosted on G2.com.

I love that Vitally offers a very clean workflow that can easily be configured to fit your exact needs. Review collected by and hosted on G2.com.

There are a couple minor limitations with the Hubspot integration that make it difficult to keep data clean, but I am confident this will be improved with some of the upcoming feature releases. Review collected by and hosted on G2.com.