Case Study: Navattic reduces churn and scales onboarding with Vitally

Navattic reduces churn 20% and onboards 4x more users with Vitally

Navattic, a SaaS company that enables GTM teams to build interactive demos, faced a challenge in efficiently managing customer touchpoints and milestones as their customer success team grew. They relied on disconnected tools like email, Notion, and spreadsheets, which made it difficult to maintain a reliable historical record of customer interactions and account health. To address this, they turned to the Vitally Customer Success Platform.

By implementing Vitally, Navattic gained a centralized platform to organize customer data, automate workflows, and scale their communications. The solution included using Vitally Playbooks to automate onboarding welcome emails and creating dedicated hubs for internal teams. This resulted in a significant measurable impact: a 20% reduction in monthly churn, a 30% decrease in the average time for customers to go live, and the ability to onboard four times as many users in one year.

Navattic