Vitally and Salesforce Sales Cloud cater to different needs. Vitally prioritizes customer success management with specialized tools for tracking health, engagement, and product usage. Salesforce Sales Cloud offers a broader CRM approach, encompassing sales automation, forecasting, and comprehensive customer relationship management, but at a higher price point.
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Vitally
Salesforce Sales Cloud
About
Vitally is a customer success platform designed for B2B companies of all sizes. It helps centralize customer data from your existing tools, automate customer success workflows, and provides real-time visibility into customer health and team performance through dashboards and reports. Vitally aims to streamline customer success operations, improve customer experience, and drive business growth.
Salesforce Sales Cloud is a cloud-based customer relationship management (CRM) platform designed to help businesses of all sizes increase sales productivity. It offers a range of tools for managing contacts, tracking leads, forecasting sales, and analyzing sales data. Salesforce Sales Cloud stands out for its robust features, including AI-powered insights, automation capabilities, and integrations with other business applications. It can be customized for various industries, making it a flexible solution for managing customer interactions and driving sales growth.
Summary
Main difference
Vitally excels as a customer success platform with robust integrations for product usage data analysis and automated success plays, ideal for B2B SaaS companies focused on customer retention. Salesforce Sales Cloud stands out as a comprehensive CRM with AI-powered insights and sales forecasting, better serving sales teams needing broader customer relationship management and sales productivity tools.
Relative strengths of Vitally (compared to Salesforce Sales Cloud)
Stronger customer success focus with health tracking and automated workflows.
Deeper integrations with product analytics tools like Segment and Mixpanel.
More affordable pricing for small to medium-sized businesses.
Relative weaknesses of Vitally (compared to Salesforce Sales Cloud)
Less comprehensive CRM functionality compared to Salesforce.
Limited sales forecasting and AI-driven insights.
Smaller market share and brand recognition.
Who should use Vitally VS. Salesforce Sales Cloud
Vitally is a customer success platform for B2B SaaS companies seeking to enhance customer retention and growth. It centralizes customer data, automates workflows, and provides real-time visibility into customer health and team performance. Its core features include client management, product usage integration, customer health tracking, integrations, and Success Plays. Vitally helps businesses streamline customer success operations and improve customer experience.
Salesforce Sales Cloud is a leading CRM platform designed to boost sales productivity. Users praise its seamless integrations, automation capabilities, and centralized data platform, enabling real-time insights and data-driven decisions. However, some users mention the high cost and complex features. It's ideal for sales teams in various industries seeking a robust solution, but may require dedicated training.
Best fit for small to medium-sized B2B SaaS companies.
Ideal for software, IT, and telecommunications companies.
Best fit for small, medium, and large businesses.
Ideal for Software, IT, Telecommunications, Retail, Manufacturing, and similar industries.
Vitally and Salesforce Sales Cloud features
Supported
Partially supported
Not supported
Type in the name of the feature or in your own words tell us what you need
Workflow automation
Supported
Vitally supports workflow automation via its Playbooks feature.
Supported
Sales Cloud automates routine tasks and streamlines workflows.
Contact Management
Supported
Vitally offers contact management features like customer profiles, segmentation, and integrations with CRM systems.
Supported
Sales Cloud organizes customer data and interactions, facilitating communication and relationship building.
Sales Forecasting
Partially supported
Vitally indirectly supports sales forecasting by leveraging financial and customer success data.
Supported
Sales Cloud uses AI-powered forecasting, collaborative tools, and dashboards to predict sales revenue.
Salesforce integration
Supported
Vitally supports bidirectional data sync with Salesforce.
Supported
Salesforce Sales Cloud supports the ability to connect and sync data with Salesforce CRM.
CRM integration
Supported
Vitally integrates with CRM systems like HubSpot and Salesforce, enabling data synchronization and automation.
Supported
Salesforce Sales Cloud supports CRM integration for lead management, sales automation, and data synchronization.
Workflow Automation
Supported
Vitally automates customer success workflows, which can improve sales efficiency.
Supported
Salesforce Sales Cloud supports workflow automation to automate sales workflows and tasks.
Vitally and Salesforce Sales Cloud review insights
2898 reviews analysed from
and
Users love
Dynamic metrics for gauging customer health.
Seamless integration and data representation.
Comprehensive features and smooth operation.
Centralizes customer data and communications.
Easy-to-use interface and platform customizability.
Seamless integration with other platforms and apps.
Robust automation features for streamlining tasks.
Centralized data platform for improved collaboration.
Real-time insights and reporting for data-driven decisions.
Users dislike
Data sometimes does not populate correctly.
Sorting and filtering can be improved.
Email from Vitally rather than the CSM can be confusing for customers.
Discard changes required to see updated columns.
Some features, like email integration, could be more user-friendly.
High price for small and medium-sized businesses.
Steep learning curve and complex features.
Occasional performance issues and slow loading times.
Limited customization for specific needs and integrations.
Vitally and Salesforce Sales Cloud Ratings
G2
4.6/5
(601)
Capterra
3.7/5
(9)
Glassdoor
4.2/5
(13)
G2
4.3/5
(2288)
Glassdoor
4.1/5
(18141)
Company health
Employee growth
15% increase in the last year
2% increase in the last year
Web traffic
18% decrease in the last quarter
7% decrease in the last quarter
Financing
February 2023 - $39M
July 2022 - $65M
How do Vitally's Success Plays compare to Salesforce Sales Cloud's workflow automation?
Vitally's Success Plays are automated workflows triggered by specific customer events, allowing for automated actions based on customer behavior. Salesforce Sales Cloud also offers workflow automation, but it's geared more towards general sales processes and tasks rather than specific customer success journeys. While both offer automation, Vitally's Success Plays are designed specifically for customer success use cases like onboarding, engagement, and retention, whereas Sales Cloud's workflow automation is broader and can be applied to various sales functions.
Which product better supports a scaling B2B SaaS company, Vitally or Sales Cloud?
Vitally better supports a scaling B2B SaaS company. While Sales Cloud is a robust CRM, Vitally focuses specifically on customer success, which is crucial for SaaS growth. Vitally's features like automated success plays, customer health tracking, and product usage integration directly address the needs of a scaling SaaS business by enabling proactive customer management and reducing churn. Although Sales Cloud offers workflow automation and contact management, it lacks the specialized customer success functionalities vital for a SaaS company's long-term growth.
What are the advantages of Vitally?
Vitally offers specialized features for customer success management, such as automated success plays, real-time customer health tracking, and product usage integration, making it a better choice for businesses focused on customer retention and growth. While Salesforce Sales Cloud is a robust CRM for managing sales processes, Vitally's focus on customer success makes it advantageous for businesses prioritizing customer lifecycle management and reducing churn.
What are the disadvantages of Vitally?
Vitally's disadvantages include a lack of industry-specific focus, potentially limiting its suitability for certain sectors like retail, media, and legal. Its reliability and performance scores are relatively low, raising concerns about potential downtime or slowdowns. Finally, while it offers extensive integrations, user reviews lack specific details about potential integration challenges or limitations.
Alternatives to Vitally and Salesforce Sales Cloud
Totango is a customer success platform designed for large and growing businesses. It helps you track and improve customer health scores, predict churn, and increase revenue from existing customers. Features include customizable engagement programs, AI-powered insights, and integrations with popular business tools. Totango is known for its ease of use and fast setup, making it suitable for businesses seeking a quick return on their investment.
HubSpot Sales Hub is a sales software platform designed to help mid-sized and growing businesses streamline and automate their sales processes. It offers tools for managing contacts, tracking deals, sending emails, and analyzing sales performance. Its focus is on providing a user-friendly interface and a suite of integrated tools that work together seamlessly. HubSpot Sales Hub aims to improve sales efficiency, increase productivity, and drive revenue growth by providing a centralized system for managing all aspects of the sales pipeline.
Velaris
Velaris is a customer success platform designed for proactive customer success management. It offers a single platform to manage customer data, automate tasks, and improve collaboration.
With features like AI-powered analytics, customizable health scores, and a drag-and-drop automation builder, Velaris aims to streamline customer success operations and provide valuable insights. The platform focuses on providing tools for customer success teams to proactively manage customer relationships, reduce churn, and drive growth.
Freshsales is a customer relationship management (CRM) software designed to help sales teams of all sizes. It offers a range of features, including contact management, sales pipeline management, and automation tools. Freshsales stands out with its user-friendly interface, AI-powered insights, and built-in communication channels. It promises to help businesses streamline their sales process, improve efficiency, and increase revenue. Freshsales is suitable for businesses of all sizes across various industries.
ZapScale
ZapScale is a customer success platform designed for B2B SaaS companies. It pulls data from your existing tools to give you a complete view of your customer's health and predict potential churn. ZapScale offers automated workflows, pre-built playbooks, and easy task management to help your team improve productivity and focus on customer satisfaction. This platform is known for its ease of use and fast implementation.
Groove, a Clari company, is a sales engagement platform designed to streamline and improve sales processes. It provides tools for automating tasks, managing customer interactions, and gaining insights from sales data. Groove integrates with existing CRM systems like Salesforce and offers features like email tracking, appointment scheduling, and performance analytics. Primarily serving large enterprises, Groove aims to help sales teams increase efficiency, improve communication, and ultimately drive revenue growth.
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