Vitally Academy

Unlock the potential of Vitally.

Discover Vitally's best-in-class Customer Success Platform.

On-Demand Courses

Learn the foundations of the Vitally platform with series of on-demand courses.

Vitally Foundations

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Getting Started

Introduction to Vitally Foundations

Introduction to the Vitally Foundations video course series.

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Getting Started

Connecting Your Data to Vitally

Learn about the importance of connecting your data to Vitally via our integrations.

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Getting Started

The Significance of an External ID

Learn about the significance of an external ID in bringing your data into Vitally.

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Getting Started

Creating Workspaces with Hubs

Discover how to create workspaces for your different teams, customer segments, and beyond with Hubs.

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Getting Started

How to Create a Hub

Learn how to create a new Hub in Vitally with this video walkthrough.

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Getting Started

Visualizing Data with Views

Learn how to visualize your customer and activity data in Vitally with Views.

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Getting Started

How to Create a View

Learn how to create a new View in Vitally with this video walkthrough.

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Accounts & Organizations

What are Accounts, Organizations, and Users?

Explore the difference between accounts, users, and organizations.

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Accounts & Organizations

What are Custom Objects?

Let's go over how to create non-native objects within Vitally.

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Accounts & Organizations

What are Traits?

See how Traits help you define and organize accounts and organizations in Vitally.

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Accounts & Organizations

What are Lifecycle Stages?

Discover how teams use lifecycle stages to manage the customer journey.

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Accounts & Organizations

Setting Up Lifecycle Tracking

Learn how to set up lifecycle tracking in your Vitally account.

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Accounts & Organizations

What are Segments?

Learn how to segment your customer base in Vitally using Segments and Playbook automation.

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Accounts & Organizations

What are Cards & Decks?

Learn how to surface the right information at the right time using Cards & Decks in Vitally.

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Tracking Activities

Creating Omnichannel Conversations

Learn how to create omnichannel conversations in Vitally using the Conversations feature.

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Tracking Activities

Document Customer Interactions with Notes

Learn how to document your customer interaction in Vitally using Notes.

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Tracking Activities

Keep Work on Track with Tasks

Learn how to manage your day-to-day and keep work on track using Tasks.

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Tracking Activities

Keep Teams on Track with Projects

Learn how to use Projects to keep your team and customers on track towards their goals.

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Tracking Activities

Collaborating with Your Team & Customers with Docs

Learn how to create collaborative workspaces with your customers and share knowledge using Docs.

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Health & Reporting

What are Health Scores?

Learn about Vitally's dynamic Health Scoring feature.

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Health & Reporting

How to Create a Health Score

See how to build Health Scores in Vitally.

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Health & Reporting

What are Success Metrics?

Learn how to measure KPIs and more with custom Success Metrics.

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Health & Reporting

What are Dashboards?

Discover how to create powerful Dashboards for reporting.

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Automation

What are Playbooks

Discover the power of Playbooks to automate your Customer Success processes in Vitally.

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Automation

How to Create a Playbook

Learn how to use Vitally’s automation feature, Playbooks.

Vitally Workshops

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Building a Hub for CSM Productivity

Building a Hub for CSM Productivity

Walk through how to build a Hub for your CSMs to help boost productivity and visibility into important metrics.

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Building Your Onboarding Process

Building Your Onboarding Process

See how to build your onboarding processes using Vitally effectively to increase efficiency and customer experiences.

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Building Your Adoption Process

Building Your Adoption Process

See how teams can use Vitally to help take customers into the next stage of their customer journey and start to get the most out of your product.

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Building Your Forecasting and Renewal Process

Building Your Forecasting and Renewal Process

In this lesson, we explain how to build a best-in-class process in Vitally for forecasting your accounts and renewals.

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Building an Accurate and Actionable Health Framework

Building an Accurate and Actionable Health Framework

See how to best build Health Scores that drive the most significant impact across your book of business.

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Managing Stakeholder Change

Managing Stakeholder Change

Walk through how to manage the stakeholder change process in Vitally using templates, automations, and more.

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Building Your Personal Hub for Strategic Customer Success

Building Your Personal Hub for Strategic Customer Success

In this Workshop, Steph Townes (Senior CSM, Vitally) walks through how to build a personal Hub for managing your day-to-day work in Vitally.

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Playbooks Tips & Tricks

Playbooks Tips & Tricks

In this Workshop, Parker Moore (Head of Customer Success @ Vitally) explores two essential strategies for taking Playbook automations to the next level.

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Managing Customer Escalations

Managing Customer Escalations

Join Parker Moore in this Vitally Workshop to learn how to manage customer escalations using Custom Objects in Vitally.

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Tracking CSM Pulse

Tracking CSM Pulse

See how to go beyond basic tracking of CSM Pulse in Vitally.

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Building Your Personal Hub for Mid-Market Customer Success

Building Your Personal Hub for Mid-Market Customer Success

See the personal Hub of a Mid-Market CSM at Vitally, Amelia Losciale, and how she manages her day-to-day using Vitally.

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Building an Account Management Hub

Building an Account Management Hub

Learn from Lauren Axworthy, Senior Account Manager at Vitally, how to build a Hub to manage renewals and day-to-day as an AM.

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Dashboards 101: Out of the Box Reports

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.

Interactive Product Tours

Take a self-guided tour of Vitally's platform

Platform Overview

Take an in-depth tour of Vitally's Customer Success Platform.

Hubs

Create and manage workspaces that drive increase productivity and efficiency across your teams.

Views

Build dynamic Views for organizing data, collaborating with customers, and more.

Docs

Collaborate with customers in real-time, leveraging customer data and insights from Vitally.

Automation

Increase your CS team's productivity by automating account assignment, customer segmentation, and other day-to-day manual tasks.

Health Scores

Achieve a more accurate picture of customer health. Create scores that dynamically change based on lifecycle stage, segmentation, and much more.

Projects

Standardize your tasks and customer workflows with Projects.

Notes

Track and stay ahead of customer needs while also keeping your organization informed on important updates.

Dashboards

Track performance, KPIs, and the impact of Customer Success.

Account 360º

Dive deeper into your accounts to view all their latest data, activities, and more.

Conversations

Manage your omni-channel conversations across Gmail, Outlook, Intercom and more.

Calculated Traits

Unlock more ways for Customer Success teams to track and analyze customer data with Calculated Traits.

Boost Your Customer Success Productivity Now

Sign up for a live demo to see how Vitally can improve
your Customer Success organization.

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