Velaris
Product information
Reviews
4.0 out of 5 stars
Velaris is best for customer success teams who need to manage and grow customer relationships at scale. It stands out for its unified customer data platform and customizable workflows, but may not be ideal if you require deep integrations with highly specialized or legacy systems. Compared to Gainsight and Totango, it’s better suited for teams wanting a modern, flexible interface without the overhead of enterprise-heavy platforms. If you’re dealing with fragmented customer data and manual processes, this is probably the right tool. If not, you might want to explore alternatives like ChurnZero or Catalyst.
Product options
Tool Details
- Gainsight
- Totango
- ChurnZero
- Catalyst
- Planhat
- Modern, intuitive UI
- Highly customizable workflows
- Strong customer health scoring
- Good reporting and analytics
- Responsive support team
- Limited integrations with niche tools
- Some advanced features still maturing
- Smaller community and fewer third-party resources
- Occasional minor UI bugs
Related Resources
How to integrate Velaris with Salesforce for seamless B2B data synchronization
A practical, step-by-step guide for syncing Velaris with Salesforce to keep your B2B customer data accurate, actionable, and always up to date.
How to Evaluate B2B GTM Software Solutions and Why Velaris Stands Out for Revenue Teams
A no-nonsense guide to picking B2B GTM software, with a hands-on look at why Velaris is winning over revenue teams.
How to create and manage custom dashboards in Velaris for sales teams
A practical, no-nonsense guide to building and managing custom sales dashboards in Velaris—what actually works, what to skip, and how to keep it useful.
Step by step guide to automating lead scoring in Velaris for better pipeline management
Learn how to set up automated lead scoring in Velaris, cut out guesswork, and actually improve your pipeline—no fluff, just real steps.
How to customize deal stages in Velaris for your unique GTM process
Learn step-by-step how to tailor deal stages in Velaris to fit your sales process—skip the generic setup and make your CRM actually work for you.
Setting up real time alerts in Velaris to catch hot leads and opportunities
Learn how to set up real-time alerts in Velaris so you never miss a hot lead or sales opportunity. Practical steps, honest advice, and pitfalls to avoid.
Using Velaris to set up automated email workflows for B2B outreach
Step-by-step guide to building automated B2B outreach email workflows with Velaris. Honest tips, pitfalls, and real-world advice—no fluff.
Key Features to Look for in a Go To Market Platform and How Velaris Meets Your Business Needs
Wondering what matters in a go to market platform? Here’s what to look for, what to skip, and how Velaris compares—without the hype.
Optimizing account based marketing campaigns using Velaris segmenting tools
Get real, practical tips for using Velaris segmenting tools to run smarter, more effective account based marketing campaigns—without the fluff.
How to generate actionable sales insights with Velaris analytics features
Learn how to use Velaris analytics to uncover sales insights you can actually act on—without getting lost in dashboards or vanity metrics.
Best practices for importing and cleaning prospect data in Velaris
A practical, no-nonsense guide to importing and cleaning prospect data in Velaris—what actually works, what to skip, and how to save your sanity.
How to track and report on customer engagement in Velaris for B2B retention
Learn how to use Velaris to track and report on customer engagement for B2B retention with practical steps, honest tips, and clear, no-nonsense advice.
In Depth Review of Velaris B2B GTM Software Tool for SaaS Sales Teams
A no-nonsense, hands-on review of Velaris for SaaS sales teams. See what works, what doesn’t, and whether it’s worth your time or budget.