Unlock the Potential of Vitally
Discover Vitally's best-in-class Customer Success Platform.
On-Demand Courses
Learn the foundations of the Vitally platform with series of on-demand courses.
Vitally Foundations
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Introduction to Vitally Foundations
Introduction to the Vitally Foundations video course series.
Connecting Your Data to Vitally
Learn about the importance of connecting your data to Vitally via our integrations.
The Significance of an External ID
Learn about the significance of an external ID in bringing your data into Vitally.
Creating Workspaces with Hubs
Discover how to create workspaces for your different teams, customer segments, and beyond with Hubs.
How to Create a Hub
Learn how to create a new Hub in Vitally with this video walkthrough.
Visualizing Data with Views
Learn how to visualize your customer and activity data in Vitally with Views.
How to Create a View
Learn how to create a new View in Vitally with this video walkthrough.
What are Accounts, Organizations, and Users?
Explore the difference between accounts, users, and organizations.
What are Custom Objects?
Let's go over how to create non-native objects within Vitally.
What are Traits?
See how Traits help you define and organize accounts and organizations in Vitally.
What are Lifecycle Stages?
Discover how teams use lifecycle stages to manage the customer journey.
Setting Up Lifecycle Tracking
Learn how to set up lifecycle tracking in your Vitally account.
What are Segments?
Learn how to segment your customer base in Vitally using Segments and Playbook automation.
What are Cards & Decks?
Learn how to surface the right information at the right time using Cards & Decks in Vitally.
Creating Omnichannel Conversations
Learn how to create omnichannel conversations in Vitally using the Conversations feature.
Document Customer Interactions with Notes
Learn how to document your customer interaction in Vitally using Notes.
Keep Work on Track with Tasks
Learn how to manage your day-to-day and keep work on track using Tasks.
Keep Teams on Track with Projects
Learn how to use Projects to keep your team and customers on track towards their goals.
Collaborating with Your Team & Customers with Docs
Learn how to create collaborative workspaces with your customers and share knowledge using Docs.
What are Health Scores?
Learn about Vitally's dynamic Health Scoring feature.
How to Create a Health Score
See how to build Health Scores in Vitally.
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What are Success Metrics?
Learn how to measure KPIs and more with custom Success Metrics.
What are Dashboards?
Discover how to create powerful Dashboards for reporting.
What are Goals?
Use Goals in Vitally to track and achieve business outcomes. In this video, you'll learn how to create a Goal Template and set Goa
What are Playbooks
Discover the power of Playbooks to automate your Customer Success processes in Vitally.
How to Create a Playbook
Learn how to use Vitally’s automation feature, Playbooks.
What are Custom Surveys?
Learn how to use Custom Surveys in Vitally to gather customer feedback at scale.
Automating & Reporting on Custom Surveys
Learn how to report on Custom Surveys and trigger automation based on survey results.
Vitally Workshops
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Building Formula Traits for Enhanced Reporting
Join us to walk through 4 key examples of how to leverage Formula Traits to take your reporting to the next level in Vitally.
Vitally Change Management: How to Run a Great Kickoff or Re-Rollout
In this Workshop, Vitally Sr. CSM Mimi Marani is joined by Bill Walker, Director of CS Operations at Cyera, to showcase how teams should plan their kickoff meetings.
Driving Customer Outcomes with Scaled CS
Discover how to use the time you gained back in the day through content automation to drive outcomes for your customers.
Managing Risk & Opportunity for Scaled CS
In this Workshop you’ll discover how to effectively manage risk and opportunity using 4 key tools in Vitally.
Automating Customer Education for Scaled CS
In this Workshop, you'll learn how to develop a customer education process powered by automation in Vitally.
Getting Started with Scaled CS in Vitally
What is scaled CS and how can you get started? In this Workshop, you'll learn how to build the foundation of your scaled CS strategy in Vitally with Parker Moore, Sr. Director of Customer Operations & Education @ Vitally.
Building a Senior Leadership Hub
Learn how to build an executive leadership Hub in Vitally with Taylor Johnston, VP of Customer Success.
Gather Feedback and Take Action with Custom Surveys
Learn how to use Custom Surveys in Vitally to gather feedback and insights from your customers with Parker Moore, Sr. Director of Customer Operations & Education at Vitally.
Building Mutual Success Plans to Prove ROI with Goals
In this Workshop, learn how to build a customized mutual success plan to prove ROI to your customers by using Goals and Docs in Vitally.
Vitally Change Management: Fundamentals
Learn from Mimi Marani (Senior CSM, Vitally) how to use the ADKAR framework to conduct successful change management when bringing on a new platform like Vitally.
Using Goals to Measure the Impact of CS Operations
Learn how to use Goals to measure the impact of your CS operations. We'll walk through several use cases for Goals and go step-by-step through how to build your first Goal Template.
Tracking Goal Performance
Learn how to leverage your Goals data in Dashboards by creating Widgets, Table Views, and much more in this Goals+ workshop.
Using Goals with Automation
Learn how to automate your Goal-setting process and use Goals as triggers for your Playbook automations in Vitally.
Building a Hub for CS Managers
In this Workshop, learn how to create a home base Hub in Vitally to manage your day-to-day as a Manager of Customer Success with Sarah Steingraber (Manager of CS @ Vitally).
Building the Foundation of Scaled CS
Learn how to design scalable CS programs to help you effectively engage with your growing customer base.
Dashboards 201: Building Custom Reports
In the second installment of our mini-series on Dashboards, Parker Moore (CS Ops & Education @ Vitally) walks through how to build out custom reports in Vitally.
Dashboards 101: Out of the Box Reports
Learn how to set up dashboards to measure revenue, NPS, and beyond with Vitally's out of the box reporting.
Building an Account Management Hub
Learn from Lauren Axworthy, Senior Account Manager at Vitally, how to build a Hub to manage renewals and day-to-day as an AM.
Building Your Personal Hub for Mid-Market Customer Success
See the personal Hub of a Mid-Market CSM at Vitally, Amelia Losciale, and how she manages her day-to-day using Vitally.
Tracking CSM Pulse
See how to go beyond basic tracking of CSM Pulse in Vitally.
Managing Customer Escalations
Join Parker Moore in this Vitally Workshop to learn how to manage customer escalations using Custom Objects in Vitally.
Playbooks Tips & Tricks
In this Workshop, Parker Moore (Head of Customer Success @ Vitally) explores two essential strategies for taking Playbook automations to the next level.
Building an Accurate and Actionable Health Framework
See how to best build Health Scores that drive the most significant impact across your book of business.
Building Your Personal Hub for Strategic Customer Success
In this Workshop, Steph Townes (Senior CSM, Vitally) walks through how to build a personal Hub for managing your day-to-day work in Vitally.
Building Your Adoption Process
See how teams can use Vitally to help take customers into the next stage of their customer journey and start to get the most out of your product.
Building Your Forecasting and Renewal Process
In this lesson, we explain how to build a best-in-class process in Vitally for forecasting your accounts and renewals.
Building Your Onboarding Process
See how to build your onboarding processes using Vitally effectively to increase efficiency and customer experiences.
Managing Stakeholder Change
Walk through how to manage the stakeholder change process in Vitally using templates, automations, and more.
Building a Hub for CSM Productivity
Walk through how to build a Hub for your CSMs to help boost productivity and visibility into important metrics.
Interactive Product Tours
Take a self-guided tour of Vitally's platform
Hubs
Organize teams, customer data, and Views in Hubs to give everyone access to all information relevant to their work.
Views
Build dynamic Views for organizing data, collaborating with customers, and more.
Docs
Collaborate with customers in real-time, leveraging customer data and insights from Vitally.
Automation
Increase your CS team's productivity by automating account assignment, customer segmentation, and other manual tasks.
Health Scores
Create scores that dynamically change based on lifecycle stage, segmentation, and much more.
Projects
Stay aligned on every detail with your team and customers. Keep track of progress, share deadlines, and drive success.
Notes
Track and stay ahead of customer needs while also keeping your organization informed on important updates.
Account 360º
Dive deeper into your accounts to view all their latest data, activities, and more.
Conversations
Manage your omni-channel conversations across Gmail, Outlook, Intercom and more.
Formula Traits
Unlock more ways for Customer Success teams to track and analyze customer data with Formula Traits.
Custom Surveys
Seamlessly gather and take action on customer insights with Custom Surveys
Discussions
Easily loop in your team to collaborate on feedback, questions, and more.
Product Updates
The latest feature releases and enhancements from the Vitally Blog.
Boost Your Customer Success Productivity Now
Sign up for a live demo to see how Vitally can improve your Customer Success organization.
Request a Demo