
Vitally
@vitally_io
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Modern #CustomerSuccess for B2B SaaS. 🚀 Unify your data, understand it deeply, and build powerful automation to drive a world-class customer experience. 🙌
New York, NY
Joined November 2017
🚀 Ready to revolutionize your #CustomerSuccess strategies? Join Vitally and @zapier for "Customer Success Processes That You Aren’t Automating But Should," a live webinar on March 20th at 10am PT / 1pm ET!.
Revolutionize your Customer Success strategies with a free webinar from Zapier and @vitally_io! . Register now for essential integrations, practical tips, and invaluable insights.🚀
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🎉 See you @_cscollective Festival London next week! 🌟 Join us at our booth & get ready to dive into building differentiated CS Processes!. 📅 Make sure to swing by our booth to say hello and learn from the best—and maybe even take part in our on-site video series 📽️
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How do CSMs really feel about money, stress, work, and their bosses?. Vitally surveyed 679 Customer Success Managers to hear their opinions on the topics that all CSMs think about, but only discuss behind closed doors. Download 'The Secret Lives of CSMs':
vitally.io
Vitally surveyed 679 B2B Customer Success Managers to learn how they feel about money, burnout, their bosses and other things that keep CSMs up at night.
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RT @churnfm: 🎙️ Today on the show we have Jamie Davidson, CEO and co-founder of @vitally_io. Listen to Jamie’s insights on redefining cus….
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For a detailed look at Vitally's process for developing healthy customer references at scale, go here:
vitally.io
Learn how Mary Lim, Product Marketing Manager at Vitally, streamlines her process for sourcing and matching healthy customer references at scale.
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How do Lantern (@davidb1230), @PeopleGroveCo, and Vitally turn satisfied customers into highly valuable referral sources?. In last week's expert webinar, we shared our best tips on developing a customer advocacy program. Watch the full replay here:
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Things are rough out there right now. You can do everything “correctly” as a #CSM and still end up with fewer customers and a missed quota, which puts your job security at risk. Here's what you should do instead of losing hope. . #customersuccess.
vitally.io
Things are rough out there. You can do everything “correctly” as a CSM and still end up with a missed quota, which puts your job security at risk. Here's what to do instead of losing hope.
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🚀 Ready to supercharge your Customer Advocacy Program? Join us on 10/5 @ noon ET for an eye-opening webinar! 🌟 ft. @vitally_io, @PeopleGroveCo & Lantern 🏮. RSVP here ➡️ #CustomerAdvocacy #CustomerSuccess #CSM
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Check out the full list of Customer Success Awards 2023 nominees right here:
customersuccesscollective.com
The ballots have closed and the anticipation is building as we get set to honor the top achievers in customer success at this year's Customer Success Awards.
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BOOM!💥 Vitally has been named a finalist for @_cscollective's "Customer Success Tool of 2023" award, alongside @GainsightHQ, @Totango, and @guidecx!. The winner will be announced at the virtual Customer Success Festival on 10/12. Register to attend at
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Vitally offers a long list of native integrations to centralize your #CustomerSuccess data and automate manual activities. For everything else, there's @zapier. Here are eight essential #Zapier integrations that provide value to our customers every day.
vitally.io
By setting up Zapier integrations between Vitally and your SaaS stack, you’ll eliminate tons of manual effort and put all your important CS processes in one place.
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For #B2B and #SaaS companies, the focus has shifted from customer acquisition to customer retention. We've collected practical advice and playbooks from six leading #CustomerSuccess experts to help you nail your renewal process. Dive in here:
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Forget the dusty old "best practices.". These are the #churn prevention strategies that #CustomerSuccess pros are using to retain customers in the real world. Question for the group: What's your best churn-prevention tactic that not enough companies use?.
vitally.io
Forget the "best practices." These are the churn prevention strategies that boots-on-the-ground Customer Success pros are using to retain customers in the real world.
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Don't wait until you have the "perfect" #CS process. Don't wait until you feel the pain of disorganization or high churn. As soon as you have revenue-generating customers, you should be considering a #CustomerSuccess Platform. Here's why: .
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We're spilling all the secrets on how to conduct successful QBRs🤭🤫. Learn the essential to-do's CSMs should incorporate into their QBR prep to position themselves as strategic advisors, driving future growth & success🚀. Read it here🔗
vitally.io
The QBR is a unique opportunity for CSMs to position themselves as the strategic advisor for the customer. Here's how to turn it into a valuable experience for everyone involved.
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Join us at the upcoming #SaaStrAnnual event from Sept 6-8, 2023, where @vitally_io will be at Booth 107 in Hanger East! ✨. Elevate your SaaS game with customer success innovations and get cool swag like totes, hats, laptop covers, and more. Don't miss out! #VitallyAtSaaStr 🚀
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A free AI-powered tool for Customer Success Managers!? 🤯. Sign us up ✍. Check out the First Call Success Generator from @vitally_io Labs 🔬🧪, an AI-powered tool empowering CSMs to build strong customer relationships at the first call 🤝. Try it out👀
vitally.io
Quickly align CSMs and new customers with Vitally's AI-powered first call success kit.
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