Introduction to Vitally Foundations

Product

Product Overview

Productivity

Give your team all the tools they need to get more work done.

Vitally AI

New

Purpose-built AI for CS to help you save time and stay a step ahead.

Collaboration

Increase customer transparency to reach new milestones with customers.

Integrations

Sync Customer data from your enterprise applications to and from Vitally.

Visibility

Discover actionable insights to drive your book of business.

Why Vitally

Discover how Vitally turns CS teams into a center for Customer Intelligence.

Product Education

Vitally Academy

Explore the features of Vitally and learn the foundations of our training series and tours.

Demo Center

Experience the Vitally platform first-hand with our library of interactive product tours.

Help Center

Dive into our knowledge base to learn more about features and get answers to your questions.

Solutions

By Role

Customer Success Leader

Set your team and customers up for success  at scale.

Account Managers

Drive effortless expansion and retention across your book of business.

Customer Success Manager

Enhance the customer experience while making work easier.

Executives

Maintain your business momentum and keep your customers happy.

Operations

Streamline processes and data management across your business.

By Model

Tech-Touch

Manage one-to-many customer relationships with ease.

High-Touch

Deliver personalized, one-to-one customer experiences at scale.

Customers

Customer Stories

Hear directly from Customer Success B2B leaders how they’ve implemented and benefited from Vitally's platform.

Inspiration Gallery

Discover how Vitally can help your team achieve impactful results with best practices compiled by Customer Success experts.

Success Network

A community-focused content hub featuring tips and innovative strategies from thought-leaders in CS.

Explore

Blog

See the latest updates about our products and the future of Customer Success.

Events

Join our team and thought-leaders across CS to gain insights and best practices.

Vitally Labs

Use our free tools to measure churn, ROI, and productivity with Vitally.

Research

Explore our library of reports, infographics, videos, and other resources to accelerate your success.

Media

Videos and podcasts featuring deep-dive conversations with innovative CS leaders.

Expert Directory

Discover our hand-selected group of Customer Success experts, leaders, and visionaries.

Report

Vital Insights 02: The 2025 Customer Success Confidence Index

Report

The Revenue Mystery: 2024 Vitally CS Impact Report

Pricing

Get Started Product Tour Sign In

Product Tour Book a Demo

Blog Events Media

Research Labs Experts

Productivity

Vitally AI

Collaboration

Integrations

Visibility

Why Vitally

Vital Insights 02: The 2025 Customer Success Confidence Index

Introduction to Vitally Foundations

Ready For the Next Steps?

Other Videos in This Course

The Significance of an External ID

How to Create a Vitally Hub

Creating Workspaces with Hubs

Connecting Your Data to Vitally

Related Product Tours

Formula Traits

Account 360º

Platform Overview

Conversations

Ready to Join the Vitally Community?

Explore Vitally

Product

Solutions

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Company