Workflows & Automation

Scale the success of your team & customers

Perfectly time your CS efforts and customer engagement with Playbooks.

Onboarding campaign50% completeEngaging churn risks70% completeRichard Hendricks assigned as the CSMMAY 10Richard started a conversation with June BridgesMAY 13Fire a churn risk indicatorMAY 24Review product usage task created and assigned to Richard HendricksMAY 17Trapezoid Corp.2 playbooks active4 playbooks activeWalmart3 playbooks activeVisa2 playbooks activeIntercom

Define your path towards customer success

Scaling your Customer Success efforts requires repeatable, standard processes. Playbooks give you complete control to define & automate your strategies with ease. What you do with the extra time is up to you 😉

Assign Richard Hendricks as CSMDAY 1Start a conversation with the account’s ownerDAY 3Template:Can we catch up?Sender:CSMFire a churn risk indicatorDAY 14Create a task for the account’s CSMTask:Review product usageDue in:7 daysDAY 7NAME:Engaging churn risks

Ensure the success of every customer

Backed by our powerful customer analytics and 360° profiles, we’ll ensure your playbooks are applied to the right accounts at the right times. Think of us as your auto-pilot towards true customer success.

Billing frequency=AnnualNext renewal<30 days awayEngagement health=PoorANDANDWhen accounts meet these rulesApply this playbookEngaging churn risks

Follow your progress towards success

Automation too often yields confusion - confusion over what was done and what's happening next. With Vitally, we'll turn that confusion into confidence with clear visibility into each playbook's progress.

Engagement HealthTrapezoid Corp.HealthyAveragePoorNot currently activein 45 daysbrian.f@slack.comBrian Francis25 Feb 20183 days agoOval Corp.Not currently activein 3 monthsTriangle Corp.25% completeApplied 2 days agoin 28 daysAccountEngaging churn risks(Playbook progress)Next renewalPolygon Corp.Poor75% completeApplied 10 days agoin 20 daysRichard Hendricks assigned as the CSMMAY 10Richard started a conversation with June BridgesMAY 13Fire a churn risk indicatorMAY 24Review product usage task created and assigned to Richard HendricksMAY 173 of 4 actions appliedEngaging churn risks

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