What is Velaris?
Velaris is an AI-powered Customer Success Platform designed for proactive CSMs. It helps teams gather customer insights, prevent churn, and delight customers with powerful automation and analytics. Whether you’re scaling high-touch or low-touch models, Velaris streamlines operations and saves hours of manual work.
What are the features of Velaris?
- Data & Analytics: Get a 360° view of customer health, sentiment, and product usage with customizable dashboards.
- Automation: Save time with drag-and-drop workflows for internal and customer-facing tasks.
- Productivity Tools: Centralize tasks, playbooks, and success plans in one workspace.
- Customer Collaboration: Engage users via surveys, a customer portal (Connect), and AI-driven insights.
- Velaris AI: Auto-generate tasks, analyze sentiment, and draft emails effortlessly.
What are the use cases of Velaris?
- Prevent churn: Spot at-risk accounts early with dynamic health scores.
- Scale onboarding: Automate workflows for faster, smoother implementations.
- Boost expansions: Use customer data to identify upsell opportunities.
- Improve NPS/CSAT: Send targeted surveys and act on feedback instantly.
How to use Velaris?
- Integrate: Connect Velaris to your CRM, support tools, and product analytics.
- Set up automations: Build workflows (e.g., onboarding sequences, renewal reminders).
- Monitor health: Customize dashboards to track key metrics.
- Engage customers: Use the portal or campaigns for seamless collaboration.
