Case Study: Procurify boosts efficiency and CSM adoption with Vitally

Procurify saves minutes a day per CSM with Vitally

Procurify, an Intelligent Spend Management company, faced significant challenges with their previous Customer Success Platform, Gainsight. The platform was inefficient and difficult to use, leading to low adoption rates among their Customer Success Managers (CSMs) and creating major data visibility gaps. Their team was forced to rely on a disjointed mix of tools like Google Sheets and Slack, lacking a single consolidated platform. To solve this, they turned to the vendor Vitally for its Customer Success Platform.

By implementing Vitally's platform, Procurify gained enhanced flexibility, visibility, and automation. The solution integrated seamlessly with their tech stack and its intuitive features, like Playbook automations and Hubs, streamlined processes and centralized customer data. This resulted in significant operational savings, with each CSM saving minutes per day, increased productivity, and improved visibility into customer health to inform retention strategies. Vitally provided a user-friendly yet powerful solution that the team actually adopted.

Procurify