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When Should Your Company Start Using a Customer Success Platform?
For CS Leadership

When Should Your Company Start Using a Customer Success Platform?

What's the ideal time to start using a dedicated CSP at your company? If you want to drive revenue growth from your customer base, the answer is "as soon as possible."

Kevin Fu
Kevin Fu
March 6, 2023
Redefining Your Ideal Customer: Why You May Be Misinterpreting Their Needs
Customer Success

Redefining Your Ideal Customer: Why You May Be Misinterpreting Their Needs

You may be misunderstanding the needs of your ideal customer. Explore how a changing market impacts customer needs and how to become a customer-centric company.

Daniel Wolkowitz
Daniel Wolkowitz
March 2, 2023
The Future of Vitally and Customer Success Productivity
Vitally Updates

The Future of Vitally and Customer Success Productivity

Learn about the future of Customer Success productivity and how Vitally is changing the game.

Jamie Davidson
Jamie Davidson
February 22, 2023
Webinar Recap: Building Out a Compelling Commission Structure for Post-Sales Teams
For CS Leadership

Webinar Recap: Building Out a Compelling Commission Structure for Post-Sales Teams

Learn how to create a commission structure that will motivate your post-sales team and keep them driving towards success.

Haley Teeples
Haley Teeples
January 27, 2023
Personalize Automation to Your Business Needs with Custom Objects
Vitally Updates

Personalize Automation to Your Business Needs with Custom Objects

With Custom Objects, teams personalize and enhance their Vitally experience with information that is important to them. Today, we're excited to share an update that enables automated, real-time activities using Custom Object data in Vitally's Playbook automation tool.

Mary Lim
Mary Lim
January 24, 2023
Salesfloor's Enhanced Customer Insight with Vitally Fuels Actionable Results
Customer Story

Salesfloor's Enhanced Customer Insight with Vitally Fuels Actionable Results

With Vitally, Salesfloor was able to improve its CSM onboarding process and better understand product usage and customer health.

Vitally Team
Vitally Team
January 18, 2023
Using ChatGPT for Improving Customer Success Productivity
For CS Leadership

Using ChatGPT for Improving Customer Success Productivity

Explore how AI language models can help Customer Success teams become more productive with their work.

Jeff Chase
Jeff Chase
January 9, 2023
Why Customer Tiering is Critical for Customer Success
Customer Success

Why Customer Tiering is Critical for Customer Success

You might think that all customers are equal, but that's not always the case. Here's how to tier your customers and create a tailored experience for each one.

Tyler Diderich
Tyler Diderich
December 28, 2022
Pleo Deciphers their Customer Base with Vitally’s Data-Driven Automation
Customer Story

Pleo Deciphers their Customer Base with Vitally’s Data-Driven Automation

By automating customer success processes with Vitally, Pleo can better serve their customers while staying on track to exceed their desired outcomes.

Vitally Team
Vitally Team
December 22, 2022
Webinar Recap: Creating Customer Health Scores That Go Beyond the Binary
For CS Managers

Webinar Recap: Creating Customer Health Scores That Go Beyond the Binary

Learn how to create customer health scores that go beyond the binary and provide a deeper level of insight into your customers' well-being.

Haley Teeples
Haley Teeples
December 22, 2022
Vitally is Feeling the Winter Spirit with New G2 Badges
Vitally Updates

Vitally is Feeling the Winter Spirit with New G2 Badges

Winter is here, and Vitally is feeling the spirit with our latest G2 Badges! Read the blog to see what we earned.

Haley Teeples
Haley Teeples
December 14, 2022
Why Customer Success Managers Need a Customer Success Plan
Customer Success

Why Customer Success Managers Need a Customer Success Plan

A well-defined and executed plan is key to keeping your customers successful. In this blog post, we'll discuss what a customer success plan is, how to create one, and the benefits it can provide to both you and your customers.

Shane Ketterman
Shane Ketterman
December 14, 2022
Breaking the Fourth Wall of Customer Success

Breaking the Fourth Wall of Customer Success

What do Fleabag and a Customer Success Platform for B2B SaaS have in common?

Hally Darnell
Hally Darnell
November 28, 2022
Bring Any Data Point into Vitally with Zapier and Custom Objects
Customer Success

Bring Any Data Point into Vitally with Zapier and Custom Objects

Customer Success teams can now use Zapier to import any data point from across their tech stack into a Vitally Custom Object. This provides CS teams with more data, control, and visibility over their work in Vitally.

Mary Lim
Mary Lim
November 21, 2022
Avoma Overcomes Customer Data Fragmentation with Vitally
Customer Story

Avoma Overcomes Customer Data Fragmentation with Vitally

Avoma Overcomes Customer Data Fragmentation with Vitally

Vitally Team
Vitally Team
November 21, 2022
Webinar Recap: Customer Tiers & Considerations For Your Segmentation Strategy
For CS Managers

Webinar Recap: Customer Tiers & Considerations For Your Segmentation Strategy

Our 6th episode of Vitally’s Scale or Fail webinar series happened last week, so we’re coming in hot with a brand new recap blog to share all the goodness on customer tiers and considerations for your segmentation strategy

Haley Teeples
Haley Teeples
November 18, 2022
Introducing Docs: Customer Collaboration Powered by Customer Data
Vitally Updates

Introducing Docs: Customer Collaboration Powered by Customer Data

Introducing Docs—a collaborative workspace for Customer Success teams and their customers powered by Vitally data!

Jeff Chase
Jeff Chase
November 15, 2022
Create an Engaging & Successful Trial Experience with Automation
Customer Success

Create an Engaging & Successful Trial Experience with Automation

When it comes to your trial users, don't leave anything to chance. Learn how you can automate your trial process and engage prospects for the win.

Mary Lim
Mary Lim
November 11, 2022

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