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Insightful videos and podcasts featuring conversations with innovative CS leaders

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The Future of AI in Customer Success: Lessons from Vitally’s CEO with Jamie Davidson

Jamie Davidson, CEO and Co-Founder of Vitally, and Bayron Toruño, host of the Customer Success Talks podcast, explore how AI is being integrated into CS workflows.

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AI in Customer Success: What’s Working Right Now with Kelley Turner

Kelley Turner, SVP of Global CS at Vitally, and Bayron Toruño, host of the Customer Success Talks podcast, dive into one of the hottest topics in our industry, AI in CS.

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How to Use Segmentation to Drive Value, Retention and Efficiency with Kelley Turner

Kelley Turner, SVP of Global CS at Vitally, and Anika Zubair, host of The Customer Success Pro podcast, discuss the critical role of customer segmentation in effective CS strategy.

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How AI is Rewriting the Customer Success Playbook: Lessons from 600+ CS Teams

On the Churn FM podcast Jamie Davidson, CEO and Co-Founder, and Kelley Turner, SVP of Global Customer Success at Vitally, discuss how AI is reshaping CS workflows.

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Podcast
Episode

The Future of AI in Customer Success: Lessons from Vitally’s CEO with Jamie Davidson

Jamie Davidson, CEO and Co-Founder of Vitally, and Bayron Toruño, host of the Customer Success Talks podcast, explore how AI is being integrated into CS workflows.

View Now →
Podcast
Episode

AI in Customer Success: What’s Working Right Now with Kelley Turner

Kelley Turner, SVP of Global CS at Vitally, and Bayron Toruño, host of the Customer Success Talks podcast, dive into one of the hottest topics in our industry, AI in CS.

View Now →
Podcast
Episode

How to Use Segmentation to Drive Value, Retention and Efficiency with Kelley Turner

Kelley Turner, SVP of Global CS at Vitally, and Anika Zubair, host of The Customer Success Pro podcast, discuss the critical role of customer segmentation in effective CS strategy.

View Now →
Podcast
Episode

How AI is Rewriting the Customer Success Playbook: Lessons from 600+ CS Teams

On the Churn FM podcast Jamie Davidson, CEO and Co-Founder, and Kelley Turner, SVP of Global Customer Success at Vitally, discuss how AI is reshaping CS workflows.

View Now →
Video
Episode
19

One Vital Question 19: Balancing Qualitative and Quantitative Feedback in CS

We asked five CS professionals "How do you balance quantitative with qualitative feedback in Customer Success?"

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Workshop
Episode

Intro to 360s: Dashboards & Views

See 4 real-life examples of Dashboards & Views in the new 360 experience.

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Workshop
Episode

Intro to 360s: Customizing Your 360

Learn how to tailor the new flexible customer 360 experience to you and your team.

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Workshop
Episode

Dashboards 101: Out of the Box Reports

Learn how to set up dashboards to measure revenue, NPS, and beyond with Vitally's out of the box reporting.

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Video
Episode
18

One Vital Question 18: Biggest CS Career Mistakes

We asked six Customer Success leaders to share the lessons they had to learn the hard way when they were first starting out in CS.

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Video
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17

One Vital Question 17: Ways To Foster a Customer-Centric Culture

We asked eight Customer Success leaders how they get their entire organizations to put the customer first.

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Episode
16

One Vital Question 16: Tips for CS Teams To Go From Reactive to Proactive

Vitally asked eight Customer Success leaders to share their best advice for CS teams trying to be more proactive than reactive.

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Workshop
Episode

Building Formula Traits for Enhanced Reporting

Join us to walk through 4 key examples of how to leverage Formula Traits to take your reporting to the next level in Vitally.

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Workshop
Episode

Vitally Change Management: How to Run a Great Kickoff or Re-Rollout

Vitally Sr. CSM Mimi Marani is joined by Bill Walker, Director of CS Operations at Cyera, to showcase how teams should plan their kickoff meetings.

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Video
Episode
15

One Vital Question 15: CS Leaders Most Valuable Software Tools (Beyond a CSP)

Vitally asked eight Customer Success leaders to share the software tools they use to be more effective at work (besides their CSP, of course).

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Workshop
Episode
4

Scaling CS with Vitally: Driving Customer Outcomes

Discover how to use the time you gained back in the day through content automation to drive outcomes for your customers.

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Episode
14

One Vital Question 14: Tactics for CS To Drive Expansion Through Cross-Functional Collaboration

Vitally asked seven Customer Success leaders to share their best tips for how CS teams can drive more expansion revenue through cross-functional collaboration.

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Workshop
Episode
3

Scaling CS with Vitally: Managing Risk & Opportunity

In this Workshop you’ll discover how to effectively manage risk and opportunity using 4 key tools in Vitally.

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10

Anchoring Your CS Operations With Strategy and Data

Continuous optimization is key to implementing an effective strategy, and data plays a crucial role in making this process both efficient and impactful. Tom Lawler, Sr. Director of RevOps at Elastic, shares advice for using data to improve CS strategies across the board.

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Workshop
Episode
2

Scaling CS with Vitally: Automating Customer Education

In this Workshop, you'll learn how to develop a customer education process powered by automation in Vitally.

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Video
Episode
13

One Vital Question 13: Scaled CS Tactics To Help Teams Do More With Less

Vitally asked seven Customer Success leaders to share a Scaled CS tactic that has helped their team become much more productive.

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Podcast
Episode
9

Elevating Customer Success Through Culture Building

Exceptional Customer Success begins with a vibrant internal culture. Cynthia Taylor, SVP of Customer Success at Culture Amp, unveils powerful strategies for building a thriving culture through deliberate and consistent efforts.

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