Give your team all the tools they need to get more work done.
Discover actionable insights to drive your book of business.
Increase customer transparency to reach new milestones with customers.
Sync Customer data from your enterprise applications to and from Vitally.
Explore the features of Vitally and learn the foundations of our training series.
Experience the Vitally platform first-hand with our library of interactive product tours.
Dive into our knowledge base to learn more about features and answers to your questions.
Set your team and customers up for success at scale.
Drive effortless expansion and retention across your book of business.
Enhance the customer experience while making work easier.
Maintain your business momentum and keep your customers happy.
Streamline processes and data management across your business.
Manage one-to-many customer relationships with ease.
Deliver personalized, one-to-one customer experiences at scale.
Hear directly from Customer Success B2B leaders how they’ve implemented and benefited from Vitally's platform.
Discover how Vitally can help your team achieve impactful results with best practices compiled by Customer Success experts.
A community-focused content hub featuring tips and innovative strategies from thought-leaders in CS.
See the latest updates about our products and the future of Customer Success.
Join our team and thought-leaders across CS to gain insights and best practices.
Use our free tools to measure churn, ROI, and productivity with Vitally.
Explore our library of reports, infographics, videos, and other resources to accelerate your success.
Videos and podcasts featuring deep-dive conversations with innovative CS leaders.
Discover our hand-selected group of Customer Success experts, leaders, and visionaries.
Learn how Customer Success and Support teams can leverage Vitally Dashboards to track and report on customer interactions from Thena.
The Vitally team's framework to help you identify customer challenges, needs, and develop a starting point for your Scaled CS strategy.
Learn how Customer Support teams can provide tailored support using streamlined data from a Customer Success Platform.
Learn how Kayla Summers, Head of Global Customer Experience (FireMate) at Uptick, uses Board Views and Custom Objects to efficiently manage escalations.
Discover how Peggy Wang, Head of Finance at Vitally, uses custom Dashboards & Reporting to gain visibility into key financial and customer metrics.
Discover how Emma Miller-Crimm, Sr. Customer Marketing Manager at PeopleGrove, uses Vitally to gather customer value stories and engage with potential advocates.
Learn how Mary Lim, Product Marketing Manager at Vitally, streamlines her process for sourcing and matching healthy customer references at scale.
Learn how the Customer Success team at ANALEC (InsightsCRM) uses Projects to quickly resolve customer concerns and keep their book of business healthy.
Take a look at how Liz ensures a successful and smooth CSM-to-CSM account handoff with her CSM Transition example.
Turn customer escalations into a positive experience and minimize errors by using Celine's Client Escalation example.
Ensure stakeholder changes go smoothly with Parker's Key Stakeholder Change example designed for Hybrid and High-Touch Customer Success.
Streamline your discovery process and delight prospects with Carly's interactive Sales Discovery example.
Discover how Amelia captures and analyzes data from churning accounts at scale using this Churn Report Note template.
Quickly address and resolve customer concerns at scale using Ryan from Mixpanel's customizable NPS Detractor Vitally example.
