Provides a B2B customer success platform that integrates customer data from multiple systems to deliver a unified 360-degree view, enabling teams to measure account health, automate workflows, and standardize processes through AI-powered analytics and customizable success plans. This platform reduces manual tasks, improves customer collaboration, and helps organizations proactively manage and scale their customer success operations.
Funding
$4.9M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Customer success teams often struggle with fragmented customer data across multiple systems, leading to incomplete customer views and inefficient workflows. This lack of unified data hinders proactive account management, limits the ability to measure customer health accurately, and increases manual effort.
Solution
Velaris provides a B2B customer success platform that consolidates customer data from various sources to create a comprehensive 360-degree view. The platform enables customer success teams to measure account health, automate workflows using a drag-and-drop automation builder, and standardize processes through customizable success plans. By leveraging AI-powered analytics, Velaris helps organizations proactively manage customer relationships, improve collaboration, and scale their customer success operations effectively. The platform offers features such as customer health scoring, reporting dashboards, sentiment analysis, and task management, all within a centralized workspace.
Target Audience
The primary target audience includes customer success executives, leaders, managers, and teams in B2B SaaS companies looking to improve customer retention, drive revenue growth, and scale their customer success operations.
Features
- Customer 360 view: Integrates customer data from multiple systems for a unified perspective.
- Health scoring: Configurable health scores for accounts, users, and products, tailored to each customer lifecycle stage.
- Automation builder: Drag-and-drop interface for creating automated workflows.
- Success plans: Tools to manage account plans and track ROI.
- Task management: Centralized space to create, schedule, and manage tasks.
- Customer portal: Interface for external collaboration with customers.
- Surveys: NPS and CSAT surveys with results integrated into health scores.
- AI-powered sentiment analysis: NLP to uncover insights from customer communication.
- Integrations: Connects to various systems, including Salesforce, Zendesk, and Intercom.