Case Study: Navattic achieves 30% faster go-live with Vitally Playbooks

Navattic cuts time to go live by 30% with Vitally

Navattic, a company that enables go-to-market teams to build and share interactive demos, faced a challenge in scaling their customer onboarding process. Their customer success managers were spending four to six hours per week manually tracking new user sign-ups and sending individual welcome emails. To address this inefficiency, they turned to Vitally and implemented its Playbooks product to automate this critical part of the customer journey.

Vitally's solution automated the onboarding outreach with personalized communications that referenced specific customer details. By using Vitally Playbooks with branching logic based on account stages and customer progress, Navattic created a tailored, automated workflow. This implementation resulted in a 30% decrease in the average time it took for their customers to go live, significantly improving efficiency and the customer experience.

Navattic