Blog
Expert advice and cutting-edge CS tactics to help you supercharge your book of business.
Vitally Named the Leading Customer Success Platform of G2’s Top 50 Project Management Tools of 2025
Vitally ranked 18th on G2's list, joining Smartsheet, Asana, Airtable, and Slack. Most notably, Vitally is the highest and only ranked Customer Success Platform.
5 Customer Success Processes You Can’t Manage With a CRM
Traditional CRMs trap your team in routine client management tasks, making it hard to drive tangible business outcomes. Here are a few critical CS processes that you can only do with a CSP.
Turning Your First Customers Into Recurring Revenue: A Guide for Startups
Learn how to turn your first customers into loyal, recurring revenue through relationship building, proactive onboarding, and growth-focused Customer Success strategies.
Webinar Recap: Building Out a Compelling Commission Structure for Post-Sales Teams
Learn how to create a commission structure that will motivate your post-sales team and keep them driving towards success.
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Personalize Automation to Your Business Needs with Custom Objects
With Custom Objects, teams personalize and enhance their Vitally experience with information that is important to them. Today, we're excited to share an update that enables automated, real-time activities using Custom Object data in Vitally's Playbook automation tool.
Salesfloor's Enhanced Customer Insight with Vitally Fuels Actionable Results
With Vitally, Salesfloor was able to improve its CSM onboarding process and better understand product usage and customer health.
Using ChatGPT for Improving Customer Success Productivity
Explore how AI language models can help Customer Success teams become more productive with their work.
Why Customer Tiering is Critical for Customer Success
You might think that all customers are equal, but that's not always the case. Here's how to tier your customers and create a tailored experience for each one.
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Webinar Recap: Creating Customer Health Scores That Go Beyond the Binary
Learn how to create customer health scores that go beyond the binary and provide a deeper level of insight into your customers' well-being.
Pleo Deciphers their Customer Base with Vitally’s Data-Driven Automation
By automating customer success processes with Vitally, Pleo can better serve their customers while staying on track to exceed their desired outcomes.
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Why Customer Success Managers Need a Customer Success Plan
A well-defined and executed plan is key to keeping your customers successful. In this blog post, we'll discuss what a customer success plan is, how to create one, and the benefits it can provide to both you and your customers.
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Vitally is Feeling the Winter Spirit with New G2 Badges
Winter is here, and Vitally is feeling the spirit with our latest G2 Badges! Read the blog to see what we earned.
Breaking the Fourth Wall of Customer Success
What do Fleabag and a Customer Success Platform for B2B SaaS have in common?
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Avoma Overcomes Customer Data Fragmentation with Vitally
Avoma Overcomes Customer Data Fragmentation with Vitally
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.
Webinar Recap: Customer Tiers & Considerations For Your Segmentation Strategy
Our 6th episode of Vitally’s Scale or Fail webinar series happened last week, so we’re coming in hot with a brand new recap blog to share all the goodness on customer tiers and considerations for your segmentation strategy
Introducing Docs: Customer Collaboration Powered by Customer Data
Introducing Docs—a collaborative workspace for Customer Success teams and their customers powered by Vitally data!
Create an Engaging & Successful Trial Experience with Automation
When it comes to your trial users, don't leave anything to chance. Learn how you can automate your trial process and engage prospects for the win.
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Webinar Recap: Climbing up the Customer Success Ladder From IC to People Manager
If you're ready to become a People Manager, Vitally's latest webinar is for you! Hear expert advice and learn the best tips from our webinar panelists.
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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.
Webinar Recap: Defining Customer Success' Role in Product-Led Growth
Read the key takeaways from episode 4, where CS leader panelists discuss how Customer Success teams play a pivotal role in enabling Product-Led growth (PLG).
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