AI-Generated Call Summaries for CSMs at Zapier
Explore how Sara Bonanno, Sr. Customer Success Operations Specialist, automates and surfaces call summaries for CSMs at Zapier.
Read Now →
PeopleGrove's Guide to Engaging Customer Advocates at Scale
Discover how Emma Miller-Crimm, Sr. Customer Marketing Manager at PeopleGrove, uses Vitally to gather customer value stories and engage with potential advocates.
Read Now →
Renewal Call Note Template
Efficiently prepare for your upcoming renewals and maximize revenue with Lauren's Renewal Call Blueprint.
Read Now →
Client Re-engagement Template
Get customers re-engaged and ensure your book of business is achieving their business objectives with Laura's Client Re-enagement Blueprint.
Read Now →
Churn Report Template
Discover how Amelia captures and analyzes data from churning accounts at scale using this Churn Report Blueprint.
Read Now →
Duco's EBR Note Template
Ensure a successful business review and streamline business updates with Joe from Duco's Executive Business Review Note Blueprint.
Read Now →Boost Your Customer Success Productivity Now
Sign up for a quick demo to see what Vitally can do to your improve your Customer Success organization.
