https://vitally.io

Vitally | We Help Teams Build Scaled CSVitally's all-in-one Customer Success Platform automates and scales your strategies, processes, and workflows with real-time customer data to drive measurable impact for your team and business.Vitally | We Help Teams Build Scaled CS We've raised a $30M Series B to transform Customer Success! Get an exclusive look →ProductProduct OverviewProductivityGive your team all the tools they need to get more work done.VisibilityDiscover actionable insights to drive your book of business.CollaborationIncrease customer transparency to reach new milestones with customers.IntegrationsSync Customer data from your enterprise applications to and from Vitally.Product EducationVitally AcademyExplore the features of Vitally and learn the foundations of our training series and tours.Help CenterDive into our knowledge base to learn more about features and get answers to your questions.See Vitally in ActionRequest A DemoTake a TourSolutionsBy RoleCustomer Success LeaderSet your team and customers up for success 
at scale.Account ManagersDrive effortless expansion and retention across your book of business.Customer Success ManagerEnhance the customer experience while making work easier.ExecutivesMaintain your business momentum and keep your customers happy.OperationsStreamline processes and data management across your business.By ModelTech-TouchManage one-to-many customer relationships with ease.High-TouchDeliver personalized, one-to-one customer experiences at scale.CustomersSuccess NetworkSuccess NetworkA community-focused content hub featuring tips and innovative strategies from thought-leaders in CS.Explore →EventsJoin our team and thought-leaders across Customer Success to gain insights and best practices.BlueprintsExplore Customer Success best practices and inspiration from today's thought leaders.BlogSee the latest updates about our products and the future of Customer Success.Vitally LabsUse our free tools to measure churn, ROI, and productivity with Vitally.ResearchExplore our library of reports, infographics, videos, and other resources to accelerate your success.PodcastsDeep-dive conversations with the world's most innovative Customer Success leaders.Discover our hand-selected group of Customer Success experts, leaders, and visionaries.Explore the Directory →ReportThe Revenue Mystery: 2024 Vitally CS Impact ReportReportThe Revenue Mystery: 2024 Vitally CS Impact ReportPricingCompanyAboutLearn more about our mission, leadership, and the values we live and work by.ContactNeed help or have other questions? Get in touch with our team today.CareersSee the latest opportunities to join Vitally in our mission to maximize Customer Success productivity.We're Hiring!Browse JobsGet StartedSign InSign InBook a DemoEventsBlueprintsBlogPodcastsResearchLabsExpertsThank you! Your submission has been received!Oops! Something went wrong while submitting the form. NEWStruggling to Prove the Value of CS? Read Our Report→We Help Teams Build Scaled CSVitally's all-in-one Customer Success Platform automates and scales your strategies, processes, and workflows with real-time customer data to drive measurable impact for your team and business.Book Live DemoStart Product TourRated #1 for Best Results for Customer Success PlatformsTake a Tour of VitallyTrusted by 500+ leading B2B Customer Success Teams Where Customer Success Gets Done. Faster.It can be difficult and expensive to keep track of customer data. Vitally removes that complexity. Quickly connect customer data to work, enabling your teams to accurately inform and execute their Customer Success strategies, processes, and workflows.Vitally Integrates Seamlessly With Your Tech StackBrowse All Integrations →TheCustomerSuccessPlatformthatMaximizesProductivityVisibilityCollaborationBoost Team ProductivityCentralize all the capabilities you expect from best-in-class productivity tools with all of your customer data.HubsPlaybooksProjectsNotesTeam DocsYour Hub For Important WorkEnsure that everyone has easy access to all the information that’s relevant to their work, at all times. Hubs give each individual and team their own workspace to organize customer data, Docs, Projects, Dashboards, and more.Tour HubsRequest a Demo →Automate Work Your WayKeep work flowing with Vitally's Visual Workflow Builder. Construct powerful workflows on an open canvas to reduce human touch points and accelerate successful outcomes at scale.Tour PlaybooksRequest a Demo →Keep Projects On TrackProjects are built to help Customer Success teams operate with clarity and speed. Stay aligned on every detail. Reduce work with templates and automation. Share progress. Hit your deadlines.Tour ProjectsRequest a Demo →Smarter Notes for Smarter TeamsFlexible Notes make it easy for your team to keep customer records up-to-date with critical context. Start and end every customer interaction with the information that matters.Tour NotesRequest a Demo →Put Knowledge On-DemandCentralize all of your team's processes and documentation with a shared Knowledge Base for delivering consistent customer experiences at scale.Tour DocsRequest a Demo →Unlock Real-Time VisibilityAlways keep your finger on the pulse. Equip your team with real-time data, alerts, and reporting on customer interactions from across your tech stack.Integrations360sHealth ScoresDashboardsGoalsIntegrate Data With ConfidenceUnify your customer data into a single platform. Connect with ease and stay connected with Vitally’s best-in-class integrations.View LibraryRequest a Demo →Take a Deep Dive into Your AccountsVitally 360 Views give you an instant look into all the activities, data, and insights to better understand your accounts, users, and more.Tour 360 ViewsRequest a Demo →Health Scores for Every SegmentBuild and update actionable Health Scores for every customer segment. Maintain an accurate picture of individual and aggregate customer health for every lifecycle stage, payment plan, market segment, and more.Tour Health ScoresRequest a Demo →Actionable, Real-Time DashboardsMake key information immediately available and easy to digest for both internal teams and customers. Measure performance across your team, customers, products, and business.Tour DashboardsRequest a Demo →Track Customer Impact with GoalsUse Goals to measure the effectiveness of your team’s work on customer outcomes. Apply Goals for all your accounts and organizations manually or via Playbook automation.Tour GoalsRequest a Demo →Strengthen CollaborationCustomers and Customer Success teams work better together. Enhance customer experiences and increase time to value through collaborative communication in a shared workspace.DocsConversationsSurveysDocs Powered by Customer DataDocs make it easier than ever to collaborate and communicate with customers in a real-time, dynamic workspace. Streamline work and insights by embedding Projects, Tasks, and any other important customer data.Tour DocsRequest a Demo →Omnichannel ConversationsStrike an intelligent balance between manual and automated customer engagement. Auto-schedule Conversations to prompt action at key moments, while personalizing as needed.Tour ConversationsRequest a Demo →Gather & Analyze Customer FeedbackUse Vitally Surveys to understand how your customers are feeling across their entire journey. Build and send custom surveys to uncover insights, gather feedback, and much more.Tour SurveysRequest a Demo →Boost Team ProductivityCentralize all the capabilities you expect from best-in-class productivity tools with all of your customer data.HubsProjectsNotesTeam DocsPlaybooksYour Hub For Important WorkEnsure that everyone has easy access to all the information that’s relevant to their work, at all times. Hubs give each individual and team their own workspace to organize customer data, Docs, Projects, Dashboards, and more.Tour HubsRequest a Demo →Keep Projects On TrackProjects are built to help Customer Success teams operate with clarity and speed. Stay aligned on every detail. Reduce work with templates and automation. Share progress. Hit your deadlines.Tour ProjectsRequest a Demo →Smarter Notes for Smarter TeamsFlexible Notes make it easy for your team to keep customer records up-to-date with critical context. Start and end every customer interaction with the information that matters.Tour NotesRequest a Demo →Put Knowledge On-DemandCentralize all of your team's processes and documentation with a shared Knowledge Base for delivering consistent customer experiences at scale.Tour DocsRequest a Demo →Automate Work Your WayKeep work flowing with Vitally's Visual Workflow Builder. Construct powerful workflows on an open canvas to reduce human touch points and accelerate successful outcomes at scale.Tour PlaybooksRequest a Demo →Unlock Real-Time VisibilityAlways keep your finger on the pulse. Equip your team with real-time data, alerts, and reporting on customer interactions from across your tech stack.Integrations360sHealth ScoresDashboardsGoalsIntegrate Data With ConfidenceUnify your customer data into a single platform. Connect with ease and stay connected with Vitally’s best-in-class integrations.View LibraryRequest a Demo →Take a Deep Dive into Your AccountsVitally 360 Views give you an instant look into all the activities, data, and insights to better understand your accounts, users, and more.Tour 360 ViewsRequest a Demo →Health Scores for Every SegmentBuild and update actionable Health Scores for every customer segment. Maintain an accurate picture of individual and aggregate customer health for every lifecycle stage, payment plan, market segment, and more.Tour Health ScoresRequest a Demo →Actionable, Real-Time DashboardsMake key information immediately available and easy to digest for both internal teams and customers. Measure performance across your team, customers, products, and business.Tour DashboardsRequest a Demo →Track Customer Impact with GoalsUse Goals to measure the effectiveness of your team’s work on customer outcomes. Apply Goals for all your accounts and organizations manually or via Playbook automation.Coming SoonRequest a Demo →Strengthen CollaborationCustomers and Customer Success teams work better together. Enhance customer experiences and increase time to value through collaborative communication in a shared workspace.DocsConversationsSurveysDocs Powered by Customer DataDocs make it easier than ever to collaborate and communicate with customers in a real-time, dynamic workspace. Streamline work and insights by embedding Projects, Tasks, and any other important customer data.Tour DocsRequest a Demo →Omnichannel ConversationsStrike an intelligent balance between manual and automated customer engagement. Auto-schedule Conversations to prompt action at key moments, while personalizing as needed.Tour ConversationsRequest a Demo →Gather & Analyze Customer FeedbackUse Vitally Surveys to understand how your customers are feeling across their entire journey. Build and send custom surveys to uncover insights, gather feedback, and much more.Coming SoonRequest a Demo →For Anyone Who Drives SuccessCS LeaderSet your team and customers up for success at scale.Learn More →CS ManagerEnhance the customer experience while making work easier.Learn More →OperationsStreamline processes and data management across your business.Learn More →Account ManagersDrive effortless expansion and retention across your book of business.Learn More →ExecutivesMaintain your business momentum and keep your customers happy.Learn More →Ready to See Vitally in Action?Take a TourDon’t Just Take Our Word For ItG2 customers have repeatedly ranked Vitally #1 in Best Results for Fastest Time to ROI and Fastest Time to Go Live.Request a DemoTime to Estimated ROITime to Go LiveLeading the Future of Customer SuccessExperts Say It BestAll Customer StoriesView More Customer StoriesView More Customer Stories“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 OlsonCustomer Success Operations ManagerView Customer Story"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 McCoskeyDirector of Customer SuccessView Customer Story“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 SchwassDirector of Customer Revenue OperationsView Customer Story“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 MehaffeyCustomer Success and Experience Team LeadView Customer Story"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 McFarlaneCustomer Success DirectorView Customer Story"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 AsadVP of Sales and SuccessView Customer Story"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 KõivaCEOView Customer Story“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 HoferFormer Chief Customer OfficerView Customer Story“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 ArtadiBusiness Solution AnalystView Customer Story“The automation builder in Vitally was definitely the best one that we saw when we were looking at competitors.”Tomas WilliamsCustomer Experience Insights & Enablement ManagerView Customer Story"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 HenwoodSenior Director of Customer SuccessView Customer Story“We’re the CRM for car washes, but we need the CRM for Customer Success.”Henry SimonCustomer Success ManagerView Customer Story"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 PouliotDirector of Client ServicesView Customer Story“Customer Success actually holds the top four biggest deals in company history, all driven through expansion generating north of $250K ARR.”Ben FrancisHead of Customer SuccessView Customer Story“I have recommended Vitally to many leaders of Customer Success organizations because we have had such phenomenal results using it ourselves.”Nick RaushenbushCOOView Customer Story“From an expansion standpoint, Vitally has been extraordinarily helpful."Vicki SorensenGlobal Head of Customer SuccessView Customer Story"Our team now really works solely out of Vitally. Instead of being in our inbox all day, we're able to be proactive."Hope SupernicDirector of Customer SuccessView Customer StoryLevel Up Your SuccessGrow your Customer Success processes with expert advice and training.Success NetworkA community-focused content hub featuring tips and innovative strategies from top thought leaders in CS.ExploreVitally AcademyExplore features and learn the foundations of Vitally with our video training series and on-demand tours.LearnReady to Scale Customer Success?Take a live look at Vitally's Customer Success Platform to learn how your data can help your teams and customers achieve greater success.Request a DemoTake a TourTake a Tour of VitallyExplore VitallyRequest a DemoProduct TourProductWhy VitallyCS ProductivityCS VisibilityCS CollaborationIntegrationsVitally AcademyHelp CenterSolutionsCS LeaderCS ManagerOperationsAccount ManagersExecutivesTech-TouchHigh-TouchLearnSuccess NetworkEventsBlogBlueprintsPodcastsResearchVitally LabsExpert DirectoryNewsletterPartnersService PartnersReferral PartnersRefer & EarnCompanyCustomersPricingAboutCareersContact usSecurityTerms & ConditionsPrivacy PolicyFollow View on LinkedIn View on XView on YouTube View on G2enen1730457901https://vitally.io

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