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Building Mutual Success Plans to Prove ROI with Goals

In this Workshop, learn how to build a customized mutual success plan to prove ROI to your customers by using Goals and Docs in Vitally.

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Goals

Set Goals to track customer and business outcomes to inform strategies.

Docs

Collaborate with customers in real-time, leveraging customer data and insights from Vitally.

Projects

Standardize your tasks and customer workflows with Projects.

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your Customer Success organization.

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