Why choose Velaris over Salesforce?
See why leading SaaS companies switch to Velaris instead of building Customer Success in Salesforce.
Faster setup
Deeper visibility
Lower long-term cost
10 hours/week saved per CSM
25% increase in efficiency
1M automations executed
“It feels custom built for our organization.”
“The Velaris team goes above and beyond to make sure their customer needs are not just met, but exceeded.”
“The features provided out of the box are fantastic.”
"The best option to organize your customers and know their health."
Here’s why fast-growing B2B orgs make the switch from Velaris to Salesforce:
Poor health signals
Retention and growth depend on seeing risk and opportunity early. Salesforce wasn’t built to flag either.
The result? Preventable churn and expansion revenue left on the table.
Velaris is built to surface risk and opportunity before it’s too late.
Health scoring isn’t static. It adapts as the customer journey evolves, giving your team the visibility to act early, not after the fact.
Unreliable dashboards
You spend hours building reports that still don’t tell the full story.
Reliable dashboards depend on cross-object reporting across product, support, commercial, and relationship data – something that’s difficult to configure and maintain with accuracy in Salesforce. You end up with reports that just don’t reflect reality.
Velaris gives you reliable, real-time dashboards straight out of the box.
There’s no need for custom BI or spreadsheet workarounds. Your team gets dashboards they can trust, and leadership gets answers without waiting on a data cleanup cycle.
Plus, Velaris’ AI functionality allows you to report on unstructured data in tickets, emails and call transcripts.
Tool fragmentation and overload
Companies spend $50K–$100K/year in hidden costs from extra tooling, context switching and data-stitching.
Every extra tool means more license fees, more time spent switching between tabs, and more effort to stitch them all together. Over time, this fragmentation can add up to ~$50K to $100K per year in hidden operational costs – before you even factor in the impact on speed, accuracy, and team focus.
Velaris replaces the patchwork of post-sales tools with one unified platform.
When Salesforce is stretched beyond its limits, cracks start to show.
See exactly how much it’s costing you:
“Velaris is allowing our customer success team to handle many more accounts and stay on top of our complex projects.”
“Flexible platform and perfect for day-to-day operations in CS.”
“A must-needed tool for your success team!”
"The best option to organize your customers and know their health."
Life with Velaris: Less churn. More revenue. Real efficiency.
Handles advanced use cases like multi-product orgs, parent/child hierarchies, and custom onboarding flows. Without custom engineering.
Velaris handles the full implementation (including integrations, data migration, and health score setup) without pulling dev resources from your team.
Velaris builds AI into the core platform experience so your team benefits from intelligent insights and automation from day one.
Connects with product analytics tools (e.g. Mixpanel, Segment), support platforms (e.g. Zendesk, Intercom), NPS providers, and billing systems.
The platform helping post-sales teams multiply their impact at:
Works alongside Salesforce
We sync cleanly with your existing CRM. Sales stays where it is; Velaris layers on top without disrupting workflows.
So your sales data stays where you want it while your CS team finally gets what they need.
Give leadership visibility, your CS team leverage, and your customers results.
All without static metrics, siloed data, and endless Salesforce configuration.
