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

Apollo.io's rapid growth meant their CS team was stuck in spreadsheets, chasing data, and struggling to find ways to scale effectively. With years of experience building out CS Ops, Linnea Olson knew they needed a more innovative way to manage accounts, drive engagement, and improve retention. Enter Vitally. With powerful automation, centralized customer insights, and collaboration tools, Apollo’s CS team: - Eliminated manual work with automated workflows - Unified customer data across teams for a 360° view - Boosted efficiency by harmonizing Health Scores & Automation - Proactively drove expansion with better insights into customer needs Now, Apollo’s CS team can focus on what matters most—building relationships and driving Customer Success at scale. Read the full case study to see how they did it: https://lnkd.in/g59EuVh2 #CustomerSuccess #ScaleWithVitally #SaaS #CSOps #Automation

What can you do in Vitally? More what can't you do in Vitally 🫨 Curious what we mean? Vitally Blueprints is our one-stop shop for seeing how so many customers use Vitally to enable their best work. To see what everyone's building, visit our Blueprint library: https://lnkd.in/dJpTbHN9 Some of our featured Blueprints include Alisa Feng (Navattic), Molly Gioe (Upwards), Vicki Sorensen (Tines), Ben Francis, José Caldeira, Ryan Seams, and many of our own from Vitally's team of #customersuccess experts. In the library, you can find many use cases, including #onboarding, #accountmanagement, #KPIs, #templates, #analytics, #comms, and so much more.

CS debate of the day: What should you do when your Customer Success team pushes back on doing QBRs? Many CS teams have started rejecting quarterly business reviews, arguing that they provide little value to CSMs *or* their customers. Does that mean that QBRs are heading for permanent extinction, or can they still be relevant in the right hands? This topic generated plenty of heated discussion on Reddit's r/CustomerSuccess community, so we pulled together some of the top insights in this video. As our Co-Founder & CEO Jamie Davidson shared, "The best QBRs don’t just remind customers of the value they’ve received, they highlight untapped opportunities." In other words, don't just make your QBRs brag-sessions about past ROI. Use these meetings as valuable opportunities to bring new ideas to the table. Meaningful collaboration is always worth your time and the customer's time. So what do you think: Are QBRs outdated or just misunderstood? #CustomerSuccess #QBRs #AskReddit

Newly updated for 2025, our "Customer Success Leader’s Guide to CRMs & CSPs" breaks down the advantages and disadvantages of each tool, and how to choose the right one for your organization. Download here (no form-fill required) 👉 https://lnkd.in/giYXwrhn Customer Relationship Management (#CRM) systems such as #Salesforce and #HubSpot are designed for Sales teams whose main focus is to bring in leads. Once those prospects turn into paying customers, it’s the job of #CustomerSuccess to ensure they receive the most value from the product. Because the goals of Sales and Customer Success vary, CS teams require different tools and insights such as health scores and lifecycle tracking to ensure the right type of interaction is provided. That’s where Customer Success Platforms come in. Read our guide to gain an understanding of... • The current SaaS tool landscape • How CRMs and CSPs are similar and different • When to choose the right tool • How Sales, Marketing, and Customer Success can benefit from each tool Instant access: https://lnkd.in/giYXwrhn #CustomerSuccessPlatform #CSP

On today's menu: A crash-course in personal branding + how to reel in more of those precious CSQLs. Thanks to Alex Turkovic, Annie Stefano, M.Ed. 🚦🔮, Bill Walker, Elodie O'Rourke, Jenelle Friday, and Stijn Smet 🐳 for their great insights!

Even the strongest relationship can't save a failing account. As Insightful's Head of Customer Success Jack Z. writes in his new article for the #VitallySuccessNetwork: "Don’t get me wrong, building strong relationships with key stakeholders is critical. But I realized that relationships alone aren’t enough to drive success. The strength of an individual relationship is not a reliable indicator of an account’s health." Instead of over-focusing on the quality of the relationship, Jack suggests that CS teams focus on these three things: 1) Understanding the customer's core use cases 2) Identifying the customer's goals and the outcomes they need to achieve 3) Ensuring the customer realizes measurable value from your solution Read the full article for a breakdown of how to improve at these three foundational elements of #CustomerSuccess, and why Jack believes relationships are the amplifier for success, not the engine. https://lnkd.in/gFx7iQw4

The difference between your CRM and Vitally is that we *get* Customer Success. We’ve built every critical CS feature from scratch so you’ll never have to. CRMs like Salesforce and HubSpot were designed for the needs of sales, and trying to use one for #CustomerSuccess limits the effectiveness of your team. Vitally offers a purpose-built Customer Success Platform that understands and scales to your business processes, strategies, and impact. Browse through our 𝗩𝗶𝘁𝗮𝗹𝗹𝘆 𝘃𝘀. 𝗖𝗥𝗠 page to see exactly how our top-rated CSP empowers world-class CS teams in ways that your company’s CRM can’t. https://lnkd.in/g6UVwH26

CSQLs might be the warmest leads your company can possibly get. But without a formal process to identify, generate, and capture CSQLs, these valuable opportunities will pass you by. In our latest blog article, #VitallySuccessNetwork experts Alex Turkovic, Annie Stefano, M.Ed. 🚦🔮, and Bill Walker break down the why and how of building an efficient CSQL process that maximizes your CS resources, as well as two common mistakes that derail many CSQL programs. As Alex puts it, a strong CSQL process will allow your CS team “to tie concrete revenue performance numbers to an organization that has historically had a hard time measuring its impact.” Here's how to get started: https://lnkd.in/gbpV27Ch #CustomerSuccess #CSQL #ScaledCS #ScaledCustomerSuccess

Woohoo, it’s The Customer Conference day here in London and I am ready! Outfit chosen, earrings du jour on and badge procured 🌟 Come on by our Vitally.io booth and catch me on the CS Leadership track stage this morning - cheers to it!