Velaris is a dynamic, AI-powered platform built to support Customer Success (CS) teams in understanding customer needs, automating workflows, and enhancing collaboration. With tools tailored to boost productivity, streamline operations, and create insights, Velaris simplifies the path to achieving customer satisfaction and driving sustainable business growth.

Key Features of Velaris

360-Degree Customer Insights

Velaris offers a comprehensive 360-degree view of customer data, centralizing information from various systems to present a clear, intuitive understanding of each account. This feature is invaluable for tracking complex customer segments and ensuring data accuracy.

• Customer 360: Access all relevant customer data in one place.
• Custom Objects: Organize data hierarchies according to business needs.

Robust Automation Capabilities

Velaris automates repetitive CS tasks, allowing teams to focus on higher-value activities. The platform’s drag-and-drop automation builder makes it easy to create workflows, reducing manual work and enhancing scalability.

• Workflow Automation: Automate customer and internal workflows.
• Drag-and-Drop Builder: Customize workflows without needing coding expertise.

Enhanced Productivity and Collaboration

Velaris combines customer data with powerful project management features, enabling seamless collaboration and task management. This integration ensures CS teams can coordinate and execute customer tasks efficiently.

• Playbooks and Success Plans: Standardize processes and track progress.
• Connect: Collaborate with customers directly within the application.

Velaris AI

Harnessing NLP-powered Sentiment Analysis, Velaris AI delivers actionable insights from customer interactions, auto-generates tasks based on behavior, and offers one-click account summaries for quick understanding.

• Sentiment Analysis: Discover key insights from customer communications.
• Automated Task Creation: Generate tasks from customer actions.

Strategic Account Management

Velaris allows CS teams to set and monitor shared customer goals, providing real-time progress tracking across key metrics such as product usage and revenue.

• Outcome Goals: Define and monitor customer objectives.
• Progress Reporting: Get real-time updates on goal attainment.

Customer Portal

With the in-app customer portal, customers can manage tasks and to-do lists directly within their app environment. This feature boosts alignment and ensures accountability for both parties.

• Embedded Collaboration: Engage with customers seamlessly in their workspace.
• Tasks & To-Do Management: Facilitate shared task tracking for greater transparency.

Supporting Your Entire Organization

Velaris is designed to empower multiple departments, from Onboarding to Executive Leadership:

• Onboarding Teams: Coordinate project tasks and monitor implementation.
• Product Teams: Analyze product usage to understand customer engagement.
• Sales Teams: Leverage customer data to improve go-to-market strategies.
• Executives: Gain strategic insights into customer portfolios for decision-making.

Why Choose Velaris?

With Velaris, businesses get more than a software solution—they gain a partner:

• Fastest Time to Value: Get set up in weeks, with no coding required.
• Complimentary Consultancy: Optimize operations with expert support.
• Tailored Training: Receive personalized training for seamless team onboarding.
• Done-for-You Setup: Velaris engineers handle implementation and integration.

Velaris is designed to redefine customer success with data-driven insights, seamless automation, and collaborative tools, providing an all-encompassing solution that’s fast, flexible, and powerful.