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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
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
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
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
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
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
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
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
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
Webinar Recap: Climbing up the Customer Success Ladder From IC to People Manager
For CS Managers

Webinar Recap: Climbing up the Customer Success Ladder From IC to People Manager

If you're ready to become a People Manager, Vitally's latest webinar is for you! Hear expert advice and learn the best tips from our webinar panelists.

Haley Teeples
Haley Teeples
November 2, 2022
Vitally Rakes in G2 Badges this Fall
Vitally Updates

Vitally Rakes in G2 Badges this Fall

The Fall 2022 G2 Badges are in, and Vitally is raking them in! See Vitally’s new G2 badges that we are proudly displaying this season.

Haley Teeples
Haley Teeples
October 21, 2022
Webinar Recap: Defining Customer Success' Role in Product-Led Growth
For CS Leadership

Webinar Recap: Defining Customer Success' Role in Product-Led Growth

Read the key takeaways from episode 4, where CS leader panelists discuss how Customer Success teams play a pivotal role in enabling Product-Led growth (PLG).

Haley Teeples
Haley Teeples
October 19, 2022
Webinar Recap: What Your New CSM Hires Wish You Did (and Did Not) Include During Onboarding
For CS Leadership

Webinar Recap: What Your New CSM Hires Wish You Did (and Did Not) Include During Onboarding

This webinar from Vitally is packed with great recommendations, insightful experiences, and helpful hints for onboarding in the Customer Success Industry.

Haley Teeples
Haley Teeples
September 28, 2022
What is Kanban Methodology, And How Can It Help You Improve Customer Success Operations
For CS Operations

What is Kanban Methodology, And How Can It Help You Improve Customer Success Operations

We're introducing you to the beauty of Kanban and how it can be used by Customer Success in your B2B SaaS company.

Vitally Team
Vitally Team
September 26, 2022
How to Take Better Meeting Notes & Increase Productivity During Customer Calls
Customer Success

How to Take Better Meeting Notes & Increase Productivity During Customer Calls

Learn how to take better and more detailed notes during customer calls that will boost your productivity and deliverables as a CSM.

Enrique Roth
Enrique Roth
September 14, 2022
Hiring Diverse CSM Teams ft. RecastSuccess
For CS Leadership

Hiring Diverse CSM Teams ft. RecastSuccess

See how hiring diverse CSM teams deliver high performance and exceptional creativity for their organizations.

Vitally Team
Vitally Team
September 9, 2022

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