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Case Study: Navattic cuts monthly churn 20% and onboards 4x more users with Vitally

Navattic Case StudySourced & dated by Case Study Desk
Key facts · TL;DR
Company
Navattic
Industry
Software
Challenge
Scaling from one to six CSMs left customer touchpoints scattered across tools.
Headline result
A demo-automation startup scales Customer Success across a growing CSM team

Key results

20%
lower monthly churn
H1 vs H2 2023
4x
more users onboarded
2023 vs prior year
30%
faster time to go live
after Vitally Playbooks
10%
higher average customer health
in 2023

The challenge

As Navattic grew from one to six CSMs serving 900+ customers, the team needed a single place to document every customer touchpoint. Head of Customer Success Alisa Feng noted it was difficult to keep onboarding and renewal processes consistent as the team expanded.

The solution

Navattic adopted Vitally as a home base for day-to-day Customer Success workflows, using Vitally Playbooks to standardize onboarding and managing its QBR and renewal processes in the platform.

Our average time to go live for customers decreased by 30% after implementing Vitally Playbooks.

AF
Alisa Feng
Head of Customer Success, Navattic

The results, in context

Navattic reported a 20% decrease in monthly churn between the first and second halves of 2023, a 30% reduction in average time to go live after implementing Playbooks, a 10% increase in average customer health, and a 4x increase in onboarded users year over year. Figures are quoted from Vitally's published Navattic story and dated to that source.

Products used

Vitally VitallyVitally Vitally Playbooks