As Customer Success teams continue to become more agile, automation has played an increasingly more significant role in reducing time spent on day-to-day activities such as general housekeeping of accounts.
Today, we’re excited to introduce the latest update to our growing automation capabilities with the ability to update the state of a task within Playbooks automatically.
What are Tasks
Within Vitally, Tasks provide Customer Success teams with an easy way to manage and track critical activities throughout the customer lifecycle. For example, Customer Success Managers can use Tasks as a checklist to follow and guide a customer through proper onboarding.
Additionally, Tasks make it simple for Customer Success leads to view and report on what’s happening across their teams at scale.
Assigning Tasks With Playbooks
Playbooks provide Vitally users with a powerful tool for automating workflows. For example, teams may build a Playbook for assigning a new CSM to an account, and once set, a Project with specific Tasks for them to manage and complete.
Within the Playbook builder, teams can now create automation to mark any Task as complete once it has met preset criteria. For example, suppose there is a Task for the customer to provide their payment information. Once added, the Task is automatically marked as complete.
Customer Success leaders can also set Task auto-completion steps for actions taken by a CSM, such as closing out a Task for a kick-off call once the CRM has logged it.
There are limitless opportunities for leveraging Task auto-completion to create more efficient CSM and customer engagement workflows.
With these advancements in the Vitally platform, we’re excited to continue to provide CS teams with tools that save valuable time spent on managing Tasks so they can focus efforts to promote growth and reduce churn.
Automating Tasks within Vitally is simple. All you need is an existing Task and an event to track. From there, follow these steps to create an automation to complete any Tasks:
Once complete, your task completion automation will be enabled and active. As soon as the designated task is completed, your accounts will be updated.
For a deeper dive, below is a quick walkthrough on how to use the new task auto-completion action:
Interested in learning more about how Vitally can help improve the processes and capabilities of your customer success teams? Book a demo today.
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