Velaris - The Operating System for modern Customer Success

Velaris The Operating System for modern Customer Success

What is Velaris?

Velaris is a comprehensive customer success platform that combines AI-powered analytics with robust automation capabilities. The platform integrates customer information from multiple systems into a single, intuitive interface, providing a 360-degree view of accounts and enabling teams to measure customer health across various lifecycle stages.

The platform features an industry-first drag-and-drop automation builder, sentiment analysis through natural language processing, and collaborative tools including success plans and customer portals. With built-in project management capabilities and customizable dashboards, Velaris empowers customer success teams to deliver enhanced customer experiences while significantly reducing manual work.

Features

360° Customer View: Complete customer data integration from all systems
AI-Powered Sentiment Analysis: Cross-channel insights through NLP
Automation Builder: Drag-and-drop interface for workflow automation
Health Scoring: Flexible scoring for accounts, products, and users
Success Plans: Outcome tracking and progress monitoring
Customer Portal: In-app collaboration through Connect
Campaign Management: Customizable email communication tools
Custom Dashboards: Real-time insights and comprehensive reporting

Use Cases

Customer onboarding management
Customer health monitoring
Automated task management
Customer communication automation
Performance reporting and analytics
Customer feedback collection
Cross-team collaboration
Customer success planning

FAQs

How long does implementation take?

Implementation takes weeks, not months, with no coding required from your technical team. Velaris provides a done-for-you setup with their own team of engineers.
What kind of support is included?

Velaris provides complimentary consultancy, tailored training, and dedicated implementation support as part of their service package.
What systems does Velaris integrate with?

Velaris integrates with multiple business systems and can customize integrations based on specific needs.