Customer Success Resources
From proprietary research to how-to guides, find all the resources you need to succeed in Customer Success.
Reports & White Papers
Proprietary research reports, how-to guides, and beyond.
A Customer Success Leader's Guide to CRMs, PLG CRMs, and CSPs
Fill out a few details to access our guide to CRMs, PLG CRMs, CSPs, and their roles in your Customer Success tech stack.
Customer Success Maturity Assessment 2022
Fill out a few details to understand where the market stands regarding Customer Success operational maturity and benchmark against industry peers.
Buyers Guide: Selecting a Customer Success Platform
Fill out a few details to access our Buyers Guide to learn how to evaluate and choose a Customer Success Platform for your organization.
2022 Digital Transformation Trends in Customer Success
Fill out a few of your details to access the 2022 Digital Transformation Trends in Customer Success report.
How to Build a Customer Health Score by Lifecycle Stage
Fill out a few of your details to access all four 'How to Build a Customer Health Score by Lifecycle Stage' guides.
Product-Led Customer Success in 2022
Fill out a few of your details to access the report, Product-Led Customer Success in 2022: Product-Led Growth & Customer Success Automation.
2021 State of Customer Success in the C-Suite
Fill out a few of your details to access the 2021 State of Customer Success in the C-Suite report.
Product overviews, customer testimonials, and beyond.
17 Questions on the Future of Customer Success feat. Sarah Steingraber of Sendoso | Vitally
17 Questions with the Future of Customer Success feat. Chris Jewitt of Klaus | Vitally
MonkeyLearn's CS Team uses Vitally to synchronize customer lifecycle info across systems
Productboard reduced gross churn 50% in 1 year with Vitally
Customer.io sees “massive ROI” with Vitally
Hugo creates 'win-wins' for thousands of new customers every week with Vitally
Foleon achieved +25% retention and +50% expansion with Vitally
Klaus uses Vitally to segment accounts for more impactful customer communication.
Shogun's Customer Success team supports a busy user base of 18,000+ merchants with Vitally
Vitally Customer Stories
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