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Automate Customer Task Completion with New Playbook Actions
Customer Success

Automate Customer Task Completion with New Playbook Actions

Leverage Playbooks to build and automate intelligent workflows that reduce CSM time spent on closing out repetitive Tasks completed throughout the customer journey.

Jeff Chase
Jeff Chase
November 19, 2021
Sarah Steingraber, Manager of Mid-Market Customer Success at Sendoso, talks How CS is Structured at Sendoso, Account Segmentation, and the Power of Personalization
Customer Success

Sarah Steingraber, Manager of Mid-Market Customer Success at Sendoso, talks How CS is Structured at Sendoso, Account Segmentation, and the Power of Personalization

Meet Sarah—gift giver, Customer Success professional, and dog mom to a yellow lab. Sarah has been working in Customer Success for four years.

Vitally Team
Vitally Team
November 4, 2021
The Most Time-Consuming & Repetitive CSM Responsibilities (and How to Minimize Them with Automation)
Customer Success

The Most Time-Consuming & Repetitive CSM Responsibilities (and How to Minimize Them with Automation)

The key to success is identifying what tasks consume the majority of your time and which of these tasks can be automated so you can be more efficient.

Enrique Roth
Enrique Roth
November 3, 2021
What Is the Golden Ratio of Customer Success Managers to Customers?
For CS Leadership

What Is the Golden Ratio of Customer Success Managers to Customers?

Find out how to determine the sweet spot for customers assigned to Customer Success Managers and apply this ratio to your SaaS company’s Customer Success model.

Vitally Team
Vitally Team
October 29, 2021
The Do's & Don'ts of Monetizing Customer Success
Customer Success

The Do's & Don'ts of Monetizing Customer Success

If handled appropriately, charging for Customer Success can be an effective strategy that leads to positive outcomes for a SaaS company and its customers.

Vitally Team
Vitally Team
October 25, 2021
Chris Jewitt, CSM at Klaus, talks Community as a Pillar of Customer Success Strategy, Engaging with Unresponsive Customers, & Vegan Food
Customer Success

Chris Jewitt, CSM at Klaus, talks Community as a Pillar of Customer Success Strategy, Engaging with Unresponsive Customers, & Vegan Food

Meet Chris—vegan food fan, dog dad, and proponent of Community as a pillar of Customer Success strategy.

Vitally Team
Vitally Team
October 21, 2021
Digitizing Traditional Quarterly Business Reviews
Customer Success

Digitizing Traditional Quarterly Business Reviews

The need to drive continuous value and success for customers is accelerating the digitization of quarterly business reviews. Learn more how you can adapt.

Dickey Singh
Dickey Singh
October 18, 2021
MonkeyLearn Multiplies CSM Bandwidth with Vitally’s CS Platform
Customer Story

MonkeyLearn Multiplies CSM Bandwidth with Vitally’s CS Platform

“Of the Customer Success tools that I’ve tried, Vitally is the one that spoke the most to the Customer Success Manager in me.”

Vitally Team
Vitally Team
October 18, 2021
Klaus’s CEO Has Executive-Level Customer Insights at His Fingertips with Vitally’s Purpose-Built CS Platform
Customer Story

Klaus’s CEO Has Executive-Level Customer Insights at His Fingertips with Vitally’s Purpose-Built CS Platform

"The value Klaus has experienced from Vitally has come in the form of increased expansion MRR, faster customer onboardings, and improved NPS scores. "

Vitally Team
Vitally Team
September 30, 2021
Why You Need a Dedicated Customer Success Tool Even if You Have a CRM
Customer Success

Why You Need a Dedicated Customer Success Tool Even if You Have a CRM

This article clarifies the roles of CRMs vs Customer Success tools and why having a dedicated Customer Success platform in your CS tech stack is essential.

Vitally Team
Vitally Team
September 24, 2021
CSM to CSM: Tips for Handling Customer Escalations (Gracefully)
Customer Success

CSM to CSM: Tips for Handling Customer Escalations (Gracefully)

Follow and execute the success work plan you have set up with your clients without any blockers or delays to gracefully handle escalations.

Enrique Roth
Enrique Roth
September 17, 2021
Hugo Keeps Data at the Center of Their Self-Serve Model and Sees Growth Across the Board with Vitally
Customer Story

Hugo Keeps Data at the Center of Their Self-Serve Model and Sees Growth Across the Board with Vitally

Vitally interviewed Darren of Hugo‍ on how Vitally has helped Hugo solve the challenges that prompted their search for a Customer Success platform.

Vitally Team
Vitally Team
September 10, 2021
How to Measure the Effectiveness of Your Customer Health Score in Five Steps
Customer Success

How to Measure the Effectiveness of Your Customer Health Score in Five Steps

Find out if your customer health scores are giving your Customer Success team, and business, an accurate pulse on the ‘health’ of your book of business.

Vitally Team
Vitally Team
September 3, 2021
Foleon Increases Retention & Expansion, Not Headcount, After Upgrading From a CRM to Vitally
Customer Story

Foleon Increases Retention & Expansion, Not Headcount, After Upgrading From a CRM to Vitally

The problem is that the CRM at Foleon's at their stage and size is normally a ‘spaghetti mess’, Vitally revamped everything.

Vitally Team
Vitally Team
September 1, 2021
Five Ways to Level Up In Your Career as a Customer Success Manager
Customer Success

Five Ways to Level Up In Your Career as a Customer Success Manager

Companies are always on the lookout for superstar customer success managers to ensure customer retention is always at the top.

Enrique Roth
Enrique Roth
August 25, 2021
When Is Hiring a Chief Customer Officer Justified?
Customer Success

When Is Hiring a Chief Customer Officer Justified?

Before you post the job to your hiring board, understand just how a CCO can help your organization achieve your goals.

Vitally Team
Vitally Team
August 20, 2021
The CEO’s Guide to Setting a Chief Customer Officer Up For Success
Customer Success

The CEO’s Guide to Setting a Chief Customer Officer Up For Success

There are plenty of articles that talk about why and when you need a CCO, but this post will focus on how to install one.

Nicholas Zeisler
Nicholas Zeisler
August 18, 2021
Productboard Reduces Gross Churn by 50% in 1 Year with Vitally
Customer Story

Productboard Reduces Gross Churn by 50% in 1 Year with Vitally

“In 2020 alone, we reduced our gross churn relatively by 50%. Even as we scaled, we were able to spend our time as wisely as possible with customers.”

Vitally Team
Vitally Team
August 16, 2021

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