A Letter From Our CEO: Announcing Vitally's Series A financing, led by Andreessen Horowitz
Vitally, the leading Customer Success platform used by hundreds of high-growth teams has closed a $9.2M Series A financing, led by Andreessen Horowitz.
Automate Customer Task Completion with New Playbook Actions
Leverage Playbooks to build and automate intelligent workflows that reduce CSM time spent on closing out repetitive Tasks completed throughout the customer journey.
Bring Any Data Point into Vitally with Zapier and Custom Objects
Customer Success teams can now use Zapier to import any data point from across their tech stack into a Vitally Custom Object. This provides CS teams with more data, control, and visibility over their work in Vitally.
Connect Business Intelligence Data to Vitally With Looker and iFrame Embedding
Integrate Looker and iFrame embeds with Vitally to deliver business intelligence insights side-by-side with Customer Success metrics.
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Create Custom Automation Paths with Branching Logic in Playbooks
Vitally is excited to share the launch of our fully redesigned Playbooks experience for enabling Customer Success teams to create seamless workflow automations.
Improve Management of Responsibilities with New Custom Key Roles
Learn how Custom Key Roles help CS teams expand on the unique roles of their organization and improve team performance throughout the customer journey.
Improve Visibility on Customer Interactions by Connecting Thena to Vitally
Introducing a new integration with Thena to sync your customer interactions from Slack, Email, Microsoft Teams, and more directly into Vitally.
Increase Customer Success Productivity With Variables in Tasks and Notes
Learn how tasks and notes allow CSMs to stay on track, capture important customer details, and efficiently manage their book of business.
Integrating HubSpot and Vitally: Introducing Hierarchy Support for Organizations, Deals, and More
Discover Vitally's upgraded HubSpot integration with Hierarchy syncing, simplifying integration of hierarchy levels from HubSpot into Vitally.
Introducing Boards: Prioritize Tasks and Custom Objects Across Your Work and Customers
Make your Tasks more productive with Kanban-style boards and increase the efficiency of managing your day-to-day.
Introducing Doc Automation: Seamlessly Create and Assign Docs at Scale
Enable collaboration with the latest improvements to Vitally’s automation tools. Learn how you can create and assign Docs at scale using Playbook automation!
Introducing Docs: Customer Collaboration Powered by Customer Data
Introducing Docs—a collaborative workspace for Customer Success teams and their customers powered by Vitally data!
Introducing Vitally AI, Your AI Copilot for Customer Success
We’re excited to share the launch of Vitally AI — the purpose-built AI for Customer Success. Learn more about the benefits of our suite of AI CS features including Vitally’s AI Meeting Recorder.
Letter From the CEO: What It Takes to Survive (and Thrive) in Customer Success
Last week marked a significant moment in the Customer Success industry. I wanted to share my perspective on this change, how we're embracing it, and the milestones we've recently achieved.
Measure Dynamic Data Points Across Objects With Calculated Traits in Vitally
We’re excited to announce the release of Calculated Traits, a new form of Custom Traits in Vitally that unlocks more ways for Customer Success teams to track and analyze customer data.
New in Vitally: Measure Your Revenue, Trials, and Churn
Vitally has always been a tool to help you gain detailed insight into product adoption at your customers. However, if you wanted to track the customer's subscription lifecycle, that required using another tool separately from Vitally...until now 😉
Playbooks Updates: See What’s New in Automation
Explore the latest enhancements to the Playbook experience in Vitally to give Customer Success teams greater control and visibility of the automation they’re building.
Power Your Business Strategies and Customer Experiences with Custom Surveys
Introducing Custom Surveys — a fully integrated survey solution built directly into Vitally to seamlessly gather insights from your customers so you never need to manually connect the dots again.
Streamline Documentation with Note Templates and Embeddable Tasks
Here we share several significant updates to Notes in Vitally designed to streamline and standardize the documentation process across your CS organization.
The Customer Success Newsletter is Now a Part of Vitally
The rumors are true—we’re beyond excited to share that TheCustomerSuccessNewsletter.com is now part of Vitally.
The Fall Drop: Better Just Got Better
Introducing Vitally's Fall Drop, our latest release of best-in-class Customer Success features tailored for today’s Customer Success teams.
Ready to Scale Your Customer Success
