Yes! Customer or not, we welcome anyone spreading the word to participate in the referral program.

You’ll receive an email notification when you first submit your referral, and will receive additional updates via email as the status of your referral progresses.

A successful referral requires that you introduce Vitally to someone who can make decisions about Customer Success at a third party company. This means you cannot refer yourself or someone else at the company you work for.

A B2B SaaS company with more than 10 full-time employees that expresses clear intent to purchase a Customer Success platform within the next 60 days.

Unfortunately, if your referral is not a good fit (see what kind of company would be considered a good company to refer), is already in the process of purchasing Vitally, decided not to join Vitally, was already a Vitally customer, or if your referral had already been referred by someone else you are not eligible for the referral bonus.

Nope! You may refer as many companies as you’d like.

If it has been more than 30 days since we notified you that your referral bonus is being processed, please send us an email at referrals@vitally.io.

You’ll be paid via digital Visa eGift Card delivered through Postal.

Vitally will issue the referral bonus to you within 30 days of the deal associated with your referral closing.

The short answer is as soon as possible. The Customer Success Tool your company chooses will be your single source of truth for customer data and insights.

Unlike a CRM, a CS platform covers the entire customer life cycle—not just the transaction sales pipeline. Like a CRM, a robust CS platform will feature automation efficiencies and data analytics tools, but unlike a CRM, these features will be geared toward monitoring customer health, nurturing the customer relationship, and ensuring customers can succeed with your products.

To qualify as an Opportunity, a referral must meet the following criteria: 1) A *company* providing B2B software solution with more than 10 full-time employees; 2) A *contact* with decision-making seniority in the Customer Success organization; 3) The contact *completes a discovery call*; 4) *expresses clear intent* to purchase as Customer Success platform within 90 days.