Connector Database / Vitally
Build interactive dashboards, generate automated reports, and unlock business intelligence insights from your Vitally data with AI-powered assistant.
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Generate automated reports and business intelligence insights from your Vitally data—as fast as you can ask them.
Transform your conversation into dynamic data visualizations on an intuitive data canvas.
Unify your Vitally data with DuckDB-powered data warehouse including MongoDB, Zendesk, HubSpot and Salesforce.
Extracts Customer Success data from Vitally, including accounts with health metrics and revenue (MRR), user/contact profiles and segments, admin users, conversations, notes, and tasks. Enables analysis of customer health and engagement, support and communication activity, CS workflows, renewals, and account performance.
Represents customer organizations with health scores, MRR, and renewal data; enables churn/retention analysis, revenue tracking, segmentation, and NPS trend reporting.
Represents end users/contacts linked to accounts; supports cohorting, engagement segmentation, lifecycle analysis, and mapping communications to people.
Threads of customer communications from sources like Zendesk; used to measure support volume, response/resolution trends, and engagement by account or segment.
Customer success tasks and assignments; enables workflow productivity metrics, SLA adherence, backlog and completion rate analysis by owner or project.
Internal notes attached to accounts; supports qualitative activity tracking, meeting coverage, tagging-based insights, and timeline analyses.
Customer success/admin users in Vitally; used as a dimension for ownership and performance reporting across tasks, accounts, and communications.
Authenticates with the Vitally REST API using HTTP Basic Auth with your Secret Token
Connect to Vitally once and automatically sync data to your centralized data warehouse for real-time reporting and analytics.
Create automated reports, dashboards, and data visualizations with customizable business logic and AI-powered insights for consistent analytics across your organization.
Create interactive dashboards, automated reports, and data visualizations with AI-powered business intelligence. Share live analytics and scheduled reporting with your team.
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I was leading the efforts of setting up a business intelligence function. I was surprised how complex this all was to do even today. It's something that every tech company would need at some point but it hasn't been simplified. You need a whole team focused on building a data warehouse, setting up the right pipelines, and then integrating a BI tool on top.Definite wasn't only the answer to this problem, it tackled the next problem I knew I'd have as soon as the BI tool was ready — how do we get non-technical teams and people to learn and utilise such a tool.
Our analytics before Definite consisted of dozens of Excel sheets that took hours to update. Manual updates led to errors. Everyone questioned the accuracy of the numbers. Many people just stopped looking at the reports.After Definite, everything ran like clockwork.We immediately saved thousands of dollars per month in the time spent updating reports and have built strategies (e.g. improved ROI on ad spend, inventory management, etc.) on the data that will yield millions to our bottom line.
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