Freshsuccess vs. Vitally

• Natero does an excellent job of reporting and having a lot of the data available. They don't do as well when you want to track specific metrics such as ARR. (Everything in the application is currently based in MRR)
• Natero has done an excellent job for our smaller organization. I am not sure how it would work with a larger organization.

Incentivized

I use Vitally to manage my customers and what I like the most is the way of updating CS Account Sentiment based on significant changes in customer experience as well as track project progress and ensure that all team members are aligned providing good insights. Some limitations of the product maybe a way of sending automated communications to customers and some not easy way to manage the UI menu.

Incentivized

• Love the accounts view to see all my accounts, their health and some helpful stats!
• The charting is relevant and detailed for customers to understand their usage of our product. The look and feel is very clean and easy to understand.
• In the account, you can link to other documentation, which is great!

Incentivized

• Integrations with other sources
• Dashboards easy to build
• Quick research of info

Incentivized

• It's a complex platform, it can be hard to find what you're looking for if you don't know where to look.
• There have been a few features which work correctly but can be a bit confusing to get working correctly. Fortunately, the support team is so on it, we get an answer within an hour.
• I would have liked Natero to have a mechanism in place to nudge users of the platform to use it. This would help with getting adoption on our end. While the onboarding documentation was great, a more hands-on approach to getting users to adopt and use the platform would have helped us get up to speed earlier. It took us nearly 9 months to really start using the system which is partially due to the complexity of the integration process and partially due to the difficulty of switching over CES processes into Natero.

Incentivized

• NPS measurement is not particularly customizable

Incentivized

Using of this tool I have improved customer satisfaction tracking and reduced churn rates by ensuring tasks are completed within set timeframes. Customer Sentiment analysis is also very important for me as well as the good project tracking and alignment across Product, Engineering, and Sales teams. This leads to more efficient collaboration and project completion.

Incentivized

We initially looked at Gainsight, Amity, and another which I can't remember the name of. Only Natero and Amity were within a reasonable price range. We selected Natero because the platform was significantly more polished, the reporting seemed significantly stronger in Natero, and during the sales process Natero did a better job of showing us how the functionality would work, whereas our calls with Amity were frequently filled with "it doesn't work because this is a demo account" which was a bit of a red flag.

Incentivized

• Vitally was much easier to both set up and maintain than ChurnZero. The ongoing cost of keeping Churn Zero set up correctly was ultimately too much and caused us to look at other tools.
• Vitally's user interface is much cleaner and easier to understand. While ChurnZero may have more customizations, we ultimately found we were not using large portions of their app.
• Vitally worked out to be much cheaper for our needs.

Incentivized

• It's made my job harder.
• It's made it harder to update my customer's information.
• It's made me spend more time deleting information to satisfy the character limit.

Incentivized

• Increased renewal rates
• Reduced overall time spent analyzing customer health
• Reduces manual tasks for customer health

Incentivized