To help us better personalize your demo, we’d like to learn a bit more about you
For Customer Success Managers
Your personal Workspace in Vitally surfaces the customers and work in need of your attention. You’ll see only tasks and projects you need to work on, emails scheduled to be sent on your behalf, and notes for your churn risks and expansion opportunities. With your priorities clearly outlined, you’ll be able to spend more time actually working with your customers.
For Customer Success Managers
You have a real impact on your customers — you know that, and we can prove it. Vitally's 360 profiles showcase your work alongside the historical performance of your customers. See how your work results in changes to the customer's overall health and share significant impacts you've had with the rest of your team.
For Customer Success Managers
Vitally is like your own personal assistant. From a team member mentioning you in a note to an automated workflow flagging a potential churn risk, Vitally helps you stay proactive with realtime alerts sent via Slack, email, or in the app itself.
For Customer Success Managers
It's your job to empower your customers — it's ours
to empower you. That's why every end user in Vitally can customize the product to best fit their needs. Create personal Workspaces, reports, and more that only you see. Easily share learnings with others whenever you see fit.
