Vitally

Conversations

Personalized customer outreach, at scale

Auto-schedule editable, personalized conversations with the right users at the right accounts.

Just wanted to quickly introduce myself - I’m , your new CSM here at Vitally. I wanted to reach out and see if we could discuss your requirements for the next few months? Hope to chat soon!CSMHey,user.firstNameMESSAGE:SUBJECT:It’s QBR time at account.nameFROM:Jamie DavidsonCSMTO:Jared DunnxRichard HendricksxQuarterly check-inStarting in 2 daysACTIONSend the Quarterly check-in template from the CSM to users where:isAdminequalstrueANDRULESBilling frequency equals AnnualLast renewal is 90+ days away

Start automated conversations with the right users

Want to send Gmail emails to admins at churn risks? Or maybe Intercom messages to account owners at upsell opportunities? Create rules that start personalized conversations with the right users at the right accounts.

Last seen>30 days agoNext renewal<14 days awayMRR>$100ANDANDRULESACTIONStart a conversation with matching accounts.CHANNEL:GmailTEMPLATE:Schedule demo of new featuresDELAY:24 hoursSEND TO:Users matching rules:adminequalstrue

Auto-personalize to each CSM

Customers are most likely to respond to emails from a familiar face. Auto-send conversations from the account’s CSM, define custom sending windows, and auto-inject custom variables specific to the CSM into every message.

Just wanted to quickly introduce myself - I’m , your new CSM here at Vitally. I wanted to reach out and see if we could discuss your requirements for the next few months? Want to book a time on my calendar to chat soon? CSM Calendly URLCSMHey,user.firstNameSTART CONVERSATIONMESSAGE:SUBJECT:It’s QBR time at account.nameFROM:Send from CSM when possibleJamie DavidsonTO:Specific usersAccount owners All usersStart a conversation

Review and edit scheduled conversations

Fully automated communication often results in copy mistakes and poor response rates. Schedule conversations to start after a delay, giving your team time to review and further personalize communications.

34 Pending ConversationsHey Jill,Hope all is well! Saw that you’ve been gone for awhile, so wanted to see if I could help with anything?Want to hop on a call soon?Cheers,JamieMake editsCan we help with your setup?From: Jamie DavidsonTo: Jill Jacobs at Square CorpSending in 4 hoursHey Lee, hope all is well! Saw that you’ve been gone for…Can we help with your setup?From: Jamie DavidsonSending in 4 hoursTo: Lee Tiger (Circle Corp)Hey Jill, hope all is well! Saw that you’ve been gone for…Can we help with your setup?From: Jamie DavidsonSending in 4 hoursTo: Jill Jacobs (Square Corp)

Start 1-1 & group conversations

The perfect communication strategy balances automated with direct engagement. Start 1-1 and group conversations with users at an account with a single click, and use predefined templates to kickstart your conversation.

14 minutes agoends on Sep 12in 12 days3 hours agoends on Sep 13in 13 days2 hours agoends on Sep 2in 2 days7 hours agoends on Sep 3in 3 daysEngagedNew TrialRhombus Corp.EngagedEnding SoonTrapezoid Corp.EngagedNew TrialPentagon Corp.EngagedIn TrialSquare Corp.3 hours agoends on Sep 13in 13 daysEngagedNew TrialRhombus Corp.Start 2 conversationsDemo emailRenewing account check-inTemplates

Ready to give it a spin?

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