Items tagged
Vitally Updates
Vitally Rakes in G2 Badges this Fall
Vitally Updates

Vitally Rakes in G2 Badges this Fall

The Fall 2022 G2 Badges are in, and Vitally is raking them in! See Vitally’s new G2 badges that we are proudly displaying this season.

Haley Teeples
October 21, 2022
Increase Customer Success Productivity With Variables in Tasks and Notes
Vitally Updates

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.

Mary Lim
August 22, 2022
Connect Business Intelligence Data to Vitally With Looker and iFrame Embedding
Vitally Updates

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.

Jeff Chase
August 2, 2022
The Customer Success Newsletter is Now a Part of Vitally
Vitally Updates

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.

Vitally Team
June 27, 2022
Playbooks Updates: See What’s New in Automation
Vitally Updates

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.

Jeff Chase
June 7, 2022
Streamline Documentation with Note Templates and Embeddable Tasks
Vitally Updates

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.

Jeff Chase
June 6, 2022
What Is “Tech Touch” Customer Success and How Does It Fit Into the SaaS Business Model?
Vitally Updates

What Is “Tech Touch” Customer Success and How Does It Fit Into the SaaS Business Model?

In this article, we take a closer look at tech-touch Customer Success versus high-touch Customer Success and how to deploy both to get the best results.

Vitally Team
June 3, 2022
Improve Management of Responsibilities with New Custom Key Roles
Vitally Updates

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.

Jeff Chase
May 24, 2022
Create Custom Automation Paths with Branching Logic in Playbooks
Vitally Updates

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.

Jeff Chase
March 9, 2022
Automate Customer Task Completion with New Playbook Actions
Vitally Updates

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.

Jeff Chase
November 19, 2021
A Letter From Our CEO: Announcing Vitally's Series A financing, led by Andreessen Horowitz
Vitally Updates

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.

Jamie Davidson
July 21, 2021
Vitally Raises $9 Million Series A Funding Led by Andreessen Horowitz
Vitally Updates

Vitally Raises $9 Million Series A Funding Led by Andreessen Horowitz

Vitally, a leading Customer Success platform, today announced it has raised $9 million in a Series A funding in a round led by Andreessen Horowitz.

Vitally Team
July 21, 2021
New in Vitally: Measure Your Revenue, Trials, and Churn
Vitally Updates

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 😉

Jamie Davidson
October 20, 2020

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