Items tagged
Playbooks
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How Navattic Automates Onboarding with Vitally Playbooks
Learn how Alisa Feng, Head of Customer Success at Navattic, and her team scale their outreach efforts to ensure consistent, positive customer experiences.
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Procurify’s “Would You Renew Today?” Playbook Automation for Capturing Renewal Sentiment
Explore how Tomas Williams, Customer Experience Insights & Enablement Manager at Procurify, uses automation to gauge customer renewal sentiment.
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Automate Journey-Based Customer Messaging with Zack from Vitally
Discover how Zack Joswiak, Manager - Solution Architects at Vitally, automates customer messaging based on journey stage using Playbook Automation.
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How the Compt Team Automates and Scales their Renewal Process
Discover how Mary Migiano, Sr. Customer Success Manager - Team Lead at Compt, uses Playbook automation to seamlessly move customers through a tailored journey.
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How to Automatically Identify Expansion Opportunities
Learn how Ben from Salesmsg uses Playbook automation to detect and act on expansion opportunities in his Expansion Blueprint.
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