Vitally

We’re excited to share that Vitally has been voted #18 on G2’s Top 50 Project Management Tools for 2025! 🎉 Joined by companies like Smartsheet, Asana, Airtable, and Slack, Vitally is the highest and only ranked Customer Success Platform on this year's list. 👀 See our announcement: https://lnkd.in/eNxSiHjD As all Customer Success teams know, project management is critical to delivering consistent and successful outcomes for your teams, business, and customers. We’re proud to have powerful project management functionality that enables operational needs and ties back to your CS workflows, processes, and strategies. Additionally, this past quarter, we were again ranked #1 in Momentum among Customer Success Platforms on G2! This recognition is a testament to our continued growth and innovation and the incredible customers who trust Vitally to power their Customer Success operations. A huge thank you to our customers and team—your support, feedback, and passion fuel our mission. 🙌 Check out our latest ranking on G2 and see why more Customer Success leaders like you are choosing Vitally! #customersuccess #projectmanagement #csm #winner

Are you looking for a role in Customer Success Operations? How about one that uses Vitally 😉 Well, we're excited to share that our friends at Convoso are hiring for a role that checks both those boxes! Interested in learning more? https://lnkd.in/gVPNksY4 #customersuccess #operations #hiring

REMINDER! We're just a few days out from our REACH Framework event. If you want to drive smarter expansion opportunities for your business, this is your chance to learn how to make it happen. Don't miss this exclusive event with a live Q&A featuring Rod Cherkas, Kelley Turner, Jia Y. He, and Mimi Marani. Reserve your spot 👇

Happy March 31st to all who celebrate.

We got a little makeover 👀

Congratulations to Amelia Losciale on her promotion to Vitally's Success Architect Lead! A former Vitally CSM (and customer‼️), Amelia leads our Admin 101 program, helping onboard and educate #customersuccess leaders on how to build Vitally successfully. If you're an existing customer and haven't taken a look at our programs, you can find them directly in the app (bottom right corner → Live Trainings). And to our future customers, Amelia can't wait to work with you!

🚀 Unlock Hidden Revenue with the #REACHFramework 🚀 Customer Success teams are sitting on a goldmine of expansion opportunities—if they know where to look. 🔎 The REACH Framework equips #CustomerSuccess and #AccountManagement teams with a structured, data-driven approach to consistently uncover and drive expansion—turning CS into a revenue-generating powerhouse. Join us for an exclusive webinar featuring experts from CircleCI, HelloCCO/Rod Cherkas Consulting, and Vitally as they break down: ✅ How to implement REACH within Vitally for scalable expansion ✅ Real-world success stories from top CS leaders ✅ Live Q&A with industry pros to get your questions answered 📅 Tuesday, April 8, 2025 ⏰ 12 PM ET | 9 AM PT 📍 Live Virtual Event 🎤 Featuring: ✨ Rod Cherkas (Hello CCO) – Creator of the REACH Framework ✨ Jia Y. He He (CircleCI) – Director, Technical Success ✨ Mimi Marani (Vitally) – Principal CSM ✨ Kelley Turner (Vitally) – SVP, Global CS 💡 Don't miss your chance to transform your CS team into an expansion machine! 🔗 Register now: https://lnkd.in/eADnwZdY

How does Culture Amp, a global leader in delivering employee experiences, scale and optimize their Customer Success Operations? With Vitally, of course! Watch how they optimized their processes, improved efficiency, and empowered their CS team to do more with less. #CustomerSuccess #ScaledCS #CSOps #CSM

Scaling Customer Success is no longer a nice-to-have—it’s a necessity. But as teams grow and automation takes center stage, new challenges emerge. How do you maintain a personal touch? Ensure automation drives real impact? Align CS with other teams? We'd love to hear your thoughts—what’s the biggest challenge in scaling Customer Success? Vote below and drop a comment with your insights! 👇 #customersuccess #cs #scaledcs

How do you enable your teams to share information internally? For Vicki Sorensen and Tines, they use Vitally Docs to standardize how they prepare and inform their teams for upcoming expansion conversations. This video showcases their Blueprint for achieving expansion opportunities at scale. We'll walk you through the highlights but encourage you to visit our Blueprints library to learn more about this use case and many others like it! See this Blueprint: https://lnkd.in/gDnyVsGU #customersuccess #csm #expansion #scaledcs #saas