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Automated Playbooks

Automate exceptional customer experiences at any scale

From internal workflows to external customer engagement, Vitally's automation tools ensure your team and customers reach new heights.

customer & Dynamic task assignment

Put your internal workflows
on autopilot

Intelligent customer assignment
Struggling to assign the right CSM to your new customers? We've got you. With Playbooks, you can dynamically assign ownership of any customer from a pool of CSMs. We'll ensure workloads are balanced by automatically assigning the teammate with the most bandwidth.
Dynamic task assignment

Wouldn't you love your own assistant that automatically assigned customer needs to the right team members? Well, meet Vitally. Our automated task assignment guarantees everyone on your team, from CSMs to AEs, focus their efforts on the right tasks at the right times.

Intelligent customer assignment
Struggling to assign the right CSM to your new customers? We've got you. With Playbooks, you can dynamically assign ownership of any customer from a pool of CSMs. We'll ensure workloads are balanced by automatically assigning the teammate with the most bandwidth.
Dynamic task assignment
Wouldn't you love your own assistant that automatically assigned customer needs to the right team members? Well, meet Vitally. Our automated task assignment guarantees everyone on your team, from CSMs to AEs, focus their efforts on the right tasks at the right times.

Automated emails & NPS surveys

Perfectly time your customer engagement efforts

Automated, personalized emails
It's essential for your team to understand the larger goal of their tasks. Ensure your most critical logos hit key milestones and progress through your customer lifecycle with Projects.
NPS surveys

With Vitally, you don't need a separate NPS tool. Simply install our beautiful in-app NPS surveys with a single line of code, and setup automated rules that determine exactly when your customers should be surveyed.

Automated emails & NPS surveys

Perfectly time your customer engagement efforts

Automated, personalized emails
It's essential for your team to understand the larger goal of their tasks. Ensure your most critical logos hit key milestones and progress through your customer lifecycle with Projects.
NPS surveys
With Vitally, you don't need a separate NPS tool. Simply install our beautiful in-app NPS surveys with a single line of code, and setup automated rules that determine exactly when your customers should be surveyed.

Risk & opportunity alerts & Segmentation

Automatically alert
your team to
customers in need

Risk & opportunity alerts
As your team progresses in their work, we'll push updates to Slack, Salesforce, your
inbox — whichever you prefer. Our bidirectional Salesforce and Hubspot integrations will even pull in new and
updated tasks created directly in your CRM.
Segmentation

Create customizable reports to ensure projects stay on track and workloads remain balanced. Share those reports with your leadership with a single click.

Risk & opportunity alerts
As your team progresses in their work, we'll push updates to Slack, Salesforce, your
inbox — whichever you prefer. Our bidirectional Salesforce and Hubspot integrations will even pull in new and
updated tasks created directly in your CRM.
Segmentation
Create customizable reports to ensure projects stay on track and workloads remain balanced. Share those reports with your leadership with a single click.

Supercharge your Customer Success

Integrate the rest of your data into Vitally to get a full picture of customer happiness.

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© Vitally 2020. All rights reserved.
hello@vitally.io
© Vitally 2020. All rights reserved.