Velaris

Velaris: The AI Customer Success Platform

What is Velaris? Velaris is an AI-native platform designed to revolutionize customer success and post-sales management. It empowers customer success (CS) teams to be more efficient and effective by providing complete visibility, AI-driven insights, and automated journey orchestration.

Why is Velaris important?

In today's business landscape, CS teams are often stretched thin, expected to achieve more with fewer resources. Velaris addresses this challenge by augmenting teams with intelligent systems that allow them to focus on strategy, relationships, and results. It marks the end of siloed, reactive post-sales management, ushering in an era of intelligent, proactive customer engagement.

Key Features and Benefits of Velaris:

• Complete Visibility: Velaris offers a comprehensive view of every customer, consolidating data from various sources to provide a unified understanding of their status, activities, and interactions.

  • AI Account Intelligence: Provides instant historical overviews with key insights about an account.
  • Views: Organizes your entire book of business into lists or Kanban boards for easy management.
  • Hierarchies: Establishes multi-layered data structures linking contacts, accounts, and parent companies.

• Predictive Intelligence: Velaris's AI-powered engine continuously monitors customer data, identifying risks and opportunities in real-time.

  • AI-Enriched Health Scores: Configurable and reliable health scores that reflect the true status of each customer.
  • Conversation Intelligence (AI): Analyzes customer conversations to identify risks, opportunities, and action items.
  • Sentiment Scores (AI): Automates customer pulse checks based on call transcripts and communications.
  • Surveys: Gathers NPS, CSAT, and CES data through customizable surveys.

• Holistic Analysis: Generate comprehensive reports for financial forecasting, strategic planning, and performance reviews.

  • Native Dashboards: Customizable reports and visualizations based on any customer data.
  • Trend Analysis: Identifies common patterns and recurring topics in customer communications.

• Journey Orchestration: Delivers personalized customer journeys for low-touch accounts through AI-enriched automation.

  • Cross-Tool and LLM Automation: Automate flows across various tools and Large Language Models (LLMs) with Velaris Bridge.
  • Visual Workflow Builder: Automate communications, alerts, and data enrichment with custom triggers.
  • Email Campaigns: Build and analyze the performance of multi-step email campaigns.

How does Velaris work?

Velaris operates by integrating with a company's existing tools and systems, such as CRM, communication platforms, and support software. It then uses AI to analyze the data collected, providing insights and automating workflows. Key components include:

• Data Integration: Seamlessly connects with over 70 tools out of the box, with options for custom-built integrations to meet specific business needs.
• AI-Driven Analysis: Employs AI to identify patterns, predict outcomes, and generate actionable insights.
• Workflow Automation: Automates repetitive tasks and processes, freeing up CS teams to focus on higher-value activities.

What are the use cases for Velaris?

• Churn Reduction: Identifying at-risk customers early and proactively addressing their concerns.
• Expansion Opportunity: Spotting upsell and cross-sell opportunities within the existing customer base.
• Improved Customer Engagement: Delivering personalized experiences that increase customer satisfaction and loyalty.
• Increased Team Efficiency: Automating tasks and providing insights that enable CS teams to work more effectively.

User Testimonials:

• Taran Hercules, Head of Client Success: "Velaris has streamlined our operations and organised all of our messy data and processes. Our team has been able to become way more efficient and make informed decisions about customers."
• Tatiana del Rosario, Customer Success Manager: "They go beyond. Velaris has been a great integration to our company. Honestly they work hard and go beyond the possible to make the integrations happen."
• Mike Cook, Global Head of Customer Success: "The customer service and engagement from beginning to present day has been exemplary! The team over at Velaris have made what would normally be a very daunting and resource heavy task an absolute breeze!"
• Burhan Kaynak, Customer Success Manager: "The implementation was really easy and smooth. They have integrated with our Hubspot, Intercom and our product easily."

Velaris Pricing and Support:

Velaris offers premium support to all customers, regardless of their Annual Recurring Revenue (ARR). This includes:

• Dedicated Slack channel for immediate access to the CS team.
• Dedicated Customer Success Manager (CSM) and implementation manager.
• Weekly catch-up calls during and beyond onboarding.

Integrations:

Velaris offers no-code/low-code integrations with 70+ tools out of the box, and also provides custom-built integrations to ensure seamless data flow.

How to get started with Velaris?

To discover how Velaris can transform your customer success efforts, you can schedule a personalized demo on their website. This will allow you to see the platform in action and understand how it can address your specific needs.

In conclusion:

Velaris is an AI-powered customer success platform designed to provide visibility, predictive intelligence, and journey orchestration. It is a complete customer success solution that can help teams become more efficient and make better decisions. By choosing Velaris, companies can unlock the full potential of their customer relationships and drive sustainable growth.