Vitally Tips & Updates

Sync your Salesforce accounts, contacts, notes, & tasks to Vitally with our bidirectional Salesforce integration, and enrich your Salesforce accounts with Vitally's health scores, indicators, & more!

Wish you could easily keep track of your users that have an actual license to your product vs those that have been deactivated? In this release, we solve that problem, improve our note taking & categorization features, and more!

Health scores are now live 🎉 Measure the performance of your accounts across multiple areas and track overall account health as a weighted average of all your health scores.

Our powerful automation features just got WAY more powerful 😍 Rules have been rebranded as Playbooks, with new support for a schedule of actions alongside increased transparency in the impact of applied Playbooks.

Ditch your spreadsheets with our newest features that help you better edit your accounts and users while displaying specific traits with vibrant colors and tags.

With our new user automation, you can now automate engagement with a specific user (rather than the account) while using new keyboard shortcuts to quickly navigate Vitally.

Tasks help ensure your team follows a defined Customer Success process and engages the right customers at the right times.

Striking the perfect balance of manual vs. automated customer engagement can be difficult. With our new Conversations features, create rules to auto-schedule conversations at the right times & make manual edits when further personalization is needed.

We are excited to announce that Vitally is one of the first custom-built integrations in Segment’s new Developer Center!

Gathering feedback from your customers is a critical component of Customer Success. Vitally’s NPS for B2B SaaS is NPS rebuilt for Customer Success - gather feedback, send targeted surveys, and analyze satisfaction across a business’s users.

Import & sync your Intercom companies, users, and conversations to Vitally and access our Customer Success insights in Intercom with our new, bi-directional Intercom integration!

A big release to kick off 2019! Automatically and manually segment your customers by any data point while leveraging our new UI to quickly access data belonging to any segment.