Velaris has totally changed the way our customer service department operates. We used to have a lot of trouble managing dispersed information across several platforms, including emails, Slack, tickets, and more. All of this data is collected in one location with Velaris, providing us with a 360-degree perspective of our clients. Our CS team is now more equipped to be proactive and strategic because to Velaris' actionable insights. Our ability to clearly grasp our performance data has improved our ability to make decisions. We no longer need to operate in silos or waste time cross-referencing data because everything is readily available to us.

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.

This CSP is easily integrated with Hubspot, Salesforce, and Lusha—pretty much any program your business uses to get customer data. Knowing my clients' lifecycle stages, who is in charge of them, and their current state of health are essential skills for a CSM to have. Velaris accomplishes all of this and more, and it's been a crucial tool in helping me comprehend my clients.