Case Study: CompanyCam improves customer success efficiency with Vitally

CompanyCam Takes the Guesswork Out of Customer Success with Vitally’s Automation Capabilities

CompanyCam, the #1 field service management app for contractors, needed a better way to run customer success at scale. The team was operating on guesses and gut feelings, with customer data spread across multiple tools and too many accounts to prioritize effectively.

Vitally gave CompanyCam a centralized CS platform with data integrations, KPI visibility, and automation to improve task prioritization and efficiency. With Vitally, the team shifted to a more proactive, data-driven approach, and saw onboarding success increase by 3 percentage points while reducing overwhelm and helping CSMs focus their time more effectively.

CompanyCam

Jared McCoskey

Director of Customer Success