All-in-One Success with Vitally

A new era of Customer Success has arrived. Customer Success platforms have not kept up. It's time to change that.

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Trusted by leading B2B Customer Success Teams

The Challenge

Reactive Customer Success

Traditional Customer Success Platforms leave your teams, customers, data, work, and knowledge scattered across tools.

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Siloed
Customer Data

Your customer data lives in various tools and platforms and is separated from where your teams drive productivity.

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Broken
Team Process

With work and data spread across teams and tools, it’s impossible to inform your best business strategies.

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Inconsistent
Business Outcomes

Without the right strategies in place, your team becomes unable to create an impact for customers and revenue at scale.

Why Vitally

Proactive Customer Success

Vitally is an all-in-one Customer Success Platform that combines real-time customer data with dedicated workspaces to power visibility, productivity, and collaboration.

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Unmatched
Visibility

Integrate real-time customer data to inform strategies, customer outcomes, health scores, automation, and more.

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Increased
Productivity

Optimize your team's efficiency and bandwidth so that CSMs can serve more customers and achieve better results.

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Seamless
Collaboration

Accelerate TTV and transparency towards shared outcomes by partnering with your customers and team.

A Customer Success Platform, But Better.

Smarter Tables

See exactly what you need, and even make updates to Vitally and your tech stack without a breaking a sweat.

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Dynamic 

Dashboards

Tap into your customer and business data with drop-and-drag widgets to visualize your success.

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Tailored
Health Scores

Create Health Scores as unique as your customers. Customize to measure health by segment, stage, and more.

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Actionable
Customer 360s

Discover real-time insights about your customers and users based on product behavior and customer experiences.

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Made For People That Create Success.

See how teams leverage Vitally to inform business strategies, tailor customer experiences, and drive revenue impact.

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Hubs

Organize Your Work & Data

Vitally is the only Customer Success Platform with dedicated Hubs for organizing all your work and data with Views. Create unique Hubs for your teams, processes, and managing your day.

Make your Customer Success Platform experience unique and tailored to your roles, teams, and business needs.

Choose from a wide range of Views, including Tables, Boards, Dashboards, Docs, Projects, and Account 360°s.

Pin your Views to quickly access your work, customers, and data without having to jump through menus.

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Automation

Put Your Strategies on Autopilot

Never do the same work twice. Playbooks automate all your processes and repetitive workflows. From CSM assignment to task creation to email campaigns, you can do it all in Vitally.

Build powerful Playbook automation to efficiently manage your accounts, users, teams, work, and more.

13+ Playbook Actions let you do everything from applying segments, completing Tasks, creating Projects, and setting Goals.

Efficiently automate for any number of outcomes within a single Playbook using powerful branching logic.

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Projects

Keep Your Customers on Track

Standardize customer and team tasks into time-based Projects. Monitor milestones and tasks during lifecycle stages, set corresponding actions to new churn risks, or organize and manage team tasks.

Create and assign tasks to your team or customers.

Automate the creation of Projects and the completion of tasks based on customer activities with Playbooks.

Embed your Projects into Docs to share and collaborate with Customers through critical tasks.

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Goals

Set and Measure Impact

Assess the effectiveness of your processes on driving customer outcomes with Goals. Create and apply Goals to customers to ensure that your operation is effective and efficient.

Monitor customer outcomes against your processes and operation goals to better understand how your business is doing.

Analyze trends, success rates, and overall activity along with desired outcomes by leveraging templates.

Adapt strategies in order to achieve success with both short- and long-term objectives.

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Surveys

Turn Your Feedback into Insights

Find out exactly what your customers think by using Vitally Surveys. Create custom surveys to gather customer insight, product feedback, and so much more.

Create custom surveys from a wide range of inputs, including text, single & multi-select, scales, numbers, dates, and NPS.

Automatically verify submissions with a dedicated link for each user.

Leverage survey inputs to update account details, automate activities, and tailor your strategies.

Hubs Icon

Hubs

Organize Your Work & Data

Vitally is the only Customer Success Platform with dedicated Hubs for organizing all your work and data with Views. Create unique Hubs for your teams, processes, and managing your day.

Make your Customer Success Platform experience unique and tailored to your roles, teams, and business needs.

Choose from a wide range of Views, including Tables, Boards, Dashboards, Docs, Projects, and Account 360°s.

Pin your Views to quickly access your work, customers, and data without having to jump through menus.

Hubs Icon

Automation

Put Your Strategies on Autopilot

Never do the same work twice. Playbooks automate all your processes and repetitive workflows. From CSM assignment to task creation to email campaigns, you can do it all in Vitally.

Build powerful Playbook automation to efficiently manage your accounts, users, teams, work, and more.

13+ Playbook Actions let you do everything from applying segments, completing Tasks, creating Projects, and setting Goals.

Efficiently automate for any number of outcomes within a single Playbook using powerful branching logic.

Hubs Icon

Projects

Keep Your Customers on Track

Standardize customer and team tasks into time-based Projects. Monitor milestones and tasks during lifecycle stages, set corresponding actions to new churn risks, or organize and manage team tasks.

Create and assign tasks to your team or customers.

Automate the creation of Projects and the completion of tasks based on customer activities with Playbooks.

Embed your Projects into Docs to share and collaborate with Customers through critical tasks.

Hubs Icon

Goals

Set and Measure Impact

Assess the effectiveness of your processes on driving customer outcomes with Goals. Create and apply Goals to customers to ensure that your operation is effective and efficient.

Monitor customer outcomes against your processes and operation goals to better understand how your business is doing.

Analyze trends, success rates, and overall activity along with desired outcomes by leveraging templates.

Adapt strategies in order to achieve success with both short- and long-term objectives.

Hubs Icon

Surveys

Turn Your Feedback into Insights

Find out exactly what your customers think by using Vitally Surveys. Create custom surveys to gather customer insight, product feedback, and so much more.

Create custom surveys from a wide range of inputs, including text, single & multi-select, scales, numbers, dates, and NPS.

Automatically verify submissions with a dedicated link for each user.

Leverage survey inputs to update account details, automate activities, and tailor your strategies.

There’s Even More to Vitally

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Docs

Collaborate with your customers in a shared space. Enrich your Docs with real-time data, Projects, and more.

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Indicators

Proactively alert your team for customer behavior changes that can lead to churn risks and expansion opportunities.

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Notes

Track and stay ahead of customer needs while also keeping your organization informed on important updates.

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Templates

Standardize your processes to keep your customer experiences consistent across your book of business.

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Success Metrics

Create custom KPIs using the data you feed into Vitally to inform customer health, success, and automation.

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Unified Inbox

Bring together your conversations and inboxes across Gmail, Outlook, Intercom, and Zendesk.

Don’t Just Take Our Word for It

G2 customers have repeatedly ranked Vitally #1 in Best Results for Fastest Time to ROI and Fastest Time to Go Live.

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Time to Estimated ROI

G2 Time to Estimated ROI Bar Chart

Time to Go Live

G2 Time to Go Live Bar Chart

Leading the Future of Customer Success

“I would absolutely recommend Vitally. I think that as an admin…it is a simple tool, but it's really powerful at the same time. You can do a lot without having to have a huge team doing an administration on the backend.”

Linnea Olson

Linnea Olson

Customer Success Operations Manager

"With Vitally we can automate where we need to automate, and spend our time where we need to spend our time. It's made us way more efficient."

Jared McCoskey

Jared McCoskey

Director of Customer Success

“We have every one of our CSMs using Vitally. It took us maybe a month or two to get up to speed where we had virtually everyone using it, but at this point, it is the core tool that our CS team uses to get their work done.”

Chris Schwass

Chris Schwass

Director of Customer Revenue Operations

“We're seeing an increase in customer renewal deals converting. We're seeing an increase in expansion revenue, and again, that all goes back to having Vitally, and having a place to manage those processes.”

Amelia Mehaffey

Amelia Mehaffey

Customer Success and Experience Team Lead

"Vitally has solved the original problems we had, which was: understanding what our customer engagement is, how we're building our relationships with our customers, tracking who is in charge of particular accounts, and tracking how much they're paying."

Domila McFarlane

Domila McFarlane

Customer Success Director

"If we don't give Customer Success teams all the ammunition they need to actually go ahead and help customers, the whole idea behind having a Success team is just moot."

Syed Asad

Syed Asad

VP of Sales and Success

"After implementing Vitally, expansion MRR definitely increased. It's this overwhelming feeling of relief that we have a complete customer picture with one click."

Martin Kõiva

Martin Kõiva

CEO

“What makes Vitally different is how you can parse all that data. The views are so powerful, [telling] me everything I need to know in one single click.”

Star Hofer

Star Hofer

Former Chief Customer Officer

“We wanted to try out a new [Customer Success Platform], some new player on the block who could give us an edge. [The platform] that fit our culture and our needs the best was Vitally.”

Nikolas Artadi

Nikolas Artadi

Business Solution Analyst

"We didn't need a data team or operations experts to do lots of integrations. Vitally's integrations are very much plug and play."

John Henwood

John Henwood

Senior Director of Customer Success

“We’re the CRM for car washes, but we need the CRM for Customer Success.”

Henry Simon

Henry Simon

Customer Success Manager

"The platform is fun to play with, it's very self-service and very quick to onboard. The ease of use sets Vitally apart."

Azelie Pouliot

Azelie Pouliot

Director of Client Services

“Customer Success actually holds the top four biggest deals in company history, all driven through expansion generating north of $250K ARR.”

Ben Francis

Ben Francis

Head of Customer Success

“I have recommended Vitally to many leaders of Customer Success organizations because we have had such phenomenal results using it ourselves.”

Nick Raushenbush

Nick Raushenbush

COO

“From an expansion standpoint, Vitally has been extraordinarily helpful."

Vicki Sorensen

Vicki Sorensen

Global Head of Customer Success

"Our team now really works solely out of Vitally. Instead of being in our inbox all day, we're able to be proactive."

Hope Supernic

Hope Supernic

Director of Customer Success

Level Up Your Success

Grow your Customer Success processes with expert advice and training.

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Success Network

A community-focused content hub featuring tips and innovative strategies from top thought leaders in CS.

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Vitally Academy

Explore features and learn the foundations of Vitally with our video training series and on-demand tours.

Sprout Social Customer Success and Support Team

We Get Success. We Get You.

Customer experience is in our DNA. From onboarding to figuring out best practices, our team is ready to assist your needs as an ever-evolving Customer Success organization.

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All plans include customer onboarding

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Best-in-class support is ready to help

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Plus, visit our help center for tips and tricks

Ready to Put Your Data To Work?

Take a live look at Vitally's Customer Success Platform to learn how your data can help your teams and customers achieve greater success.