## AI in Customer Success: The Roadmap for Empowering Human Connection Two CS leaders. Four real AI use cases. One hour that gives you a practical playbook for using AI to make your team sharper, your customers closer, and your results undeniable. [View Event](https://www.vitally.io/event/ai-in-customer-success-the-roadmap-for-empowering-human-connection) [View Event](https://www.vitally.io/event/ai-in-customer-success-the-roadmap-for-empowering-human-connection) [View Event](https://www.vitally.io/success-network#) \\ View Featured Podcast](https://www.vitally.io/media/ai-in-cs-with-jamie-davidson-podcast) [Podcast\\ \\ Episode\\ \\ **The Future of AI in Customer Success: Lessons from Vitally’s CEO with Jamie Davidson** \\ Jamie Davidson, CEO and Co-Founder of Vitally, and Bayron Toruño, host of the Customer Success Talks podcast, explore how AI is being integrated into CS workflows.](https://www.vitally.io/media/ai-in-cs-with-jamie-davidson-podcast) \\ View Report](https://www.vitally.io/resources/cs-ai-prompt-book) \\ View Report](https://www.vitally.io/success-network#) [Guide\\ \\ **The Customer Success AI Prompt Book** \\ We’ve collected prompts from our team and across the web to bring you a complete “prompt cookbook” to help automate some of your work as a CSM. \\ \\ View Report](https://www.vitally.io/resources/cs-ai-prompt-book) [Guide\\ \\ **The Customer Success AI Prompt Book** \\ We’ve collected prompts from our team and across the web to bring you a complete “prompt cookbook” to help automate some of your work as a CSM. \\ \\ View Report](https://www.vitally.io/success-network#) \\ View Featured Podcast](https://www.vitally.io/cs-process-builder) [Interactive Tool\\ \\ **The 5-Minute Customer Success Process Builder** \\ With just a few questions, give your team a CS process to drive maximum business impact and deploy your resources most efficiently.](https://www.vitally.io/cs-process-builder) ## Articles [All Articles](https://www.vitally.io/blog) [Previous](https://www.vitally.io/success-network#) [Next](https://www.vitally.io/success-network#) ### Subscribe for Updates Be the first to hear about new blog posts, resources, events, and more. Email\* CS Managers ### How to Convince Leadership to Invest in Customer Success Software: A Guide for CSMs Learn how to build a compelling business case for a Customer Success Platform, including how to calculate churn costs, quantify lost CSM time, and handle leadership objections. Vitally Team April 27, 2026 [View Article](https://www.vitally.io/post/convince-leadership-to-invest-in-cs-software-guide) Scaled CS ### How to Build a Scalable Customer Success Team and the Tools to Invest in CS teams are asked to do more than ever before. Here’s the definitive guide to scaling your Customer Success org and investing in tools to augment your team. Vitally Team April 7, 2026 [View Article](https://www.vitally.io/post/how-to-build-scalable-cs-team-tools-to-invest) Scaled CS ### When and How to Hire Your First CSM When should you hire your first CSM? There’s no easy answer to this question. Learn more from the experts with over a decade of CS leadership between them in this guide. Vitally Team April 7, 2026 [View Article](https://www.vitally.io/post/when-and-how-to-hire-your-first-csm) AI & Automation ### How to Use AI to Analyze Customer Sentiment: A Guide for CSMs Learn how AI-powered sentiment analysis helps CSMs manage larger books of business, spot churn risks earlier, and focus their energy where it matters most. Vitally Team April 6, 2026 [View Article](https://www.vitally.io/post/csm-guide-ai-analyze-customer-sentiment) Customer Success Platforms ### Planhat vs Gainsight vs Vitally: Which CSP is Best? Looking for a CSP? You’ll come across Vitally, Gainsight, and Planhat as great options. Find out which is best and for what use case in this article. Vitally Team April 1, 2026 [View Article](https://www.vitally.io/post/planhat-gainsight-vitally-which-csp-is-best) AI & Automation ### How to Use AI for QBRs: Prompts and Steps for CSMs QBR prep eating your week? Discover how AI helps CSMs gather account data, surface churn signals, and personalize at scale without the manual grind. Vitally Team March 17, 2026 [View Article](https://www.vitally.io/post/csms-how-to-use-ai-for-qbrs) AI & Automation ### 23 AI Prompts for Customer Success Struggling to use AI in your workflow? Here are 23 prompts for Customer Success teams to help you prep for calls, analyze data, and get ahead of churn. Vitally Team March 5, 2026 [View Article](https://www.vitally.io/post/ai-prompts-for-cs) AI & Automation ### How to Use AI in Your Renewal Management Process: A Guide for CS Teams Learn how to use AI in your renewal management process with practical strategies for identifying at-risk accounts, automating playbooks, and personalizing outreach at scale. Vitally Team February 19, 2026 [View Article](https://www.vitally.io/post/guide-cs-teams-ai-in-renewal-management) Metrics & Reporting ### Best Reporting Software for Customer Success Teams Say goodbye to spreadsheets and hello to dashboard and reporting software. In this guide, we’ll share the best reporting tools for CS teams. Vitally Team February 10, 2026 [View Article](https://www.vitally.io/post/best-reporting-software-cs-teams) Metrics & Reporting ### The Best Customer Health Tracking Software: Updated for 2026 Looking to track customer health at scale? Compare the best customer health tracking software for 2026 to build health scores your CS team can trust. Vitally Team February 6, 2026 [View Article](https://www.vitally.io/post/the-best-customer-health-tracking-software) AI & Automation ### AI for Churn Management: A Practical Guide for Customer Success Managers Here are practical ways to integrate AI into your churn management workflow. From automated health scoring to personalized playbooks, learn how top CS teams use AI to reduce churn. Vitally Team January 29, 2026 [View Article](https://www.vitally.io/post/csm-guide-ai-for-churn-management) Metrics & Reporting ### The Best Customer Success Survey Software Compare the best survey software for Customer Success teams. Explore NPS, CSAT tools with automation, and AI features to boost retention and renewals. Vitally Team January 23, 2026 [View Article](https://www.vitally.io/post/best-cs-survey-software) AI & Automation ### Which Customer Success Software Has the Best AI Capabilities? AI can be a powerful asset, but which Customer Success Platform has the best AI features? Find out in this guide. Vitally Team December 22, 2025 [View Article](https://www.vitally.io/post/which-cs-software-best-ai-capabilities) CS Managers ### 5 Best Meeting Recording & Note-Taking Software for CSMs Looking for a note-taker that is perfectly designed for Customer Success? You’re in luck. Browse our list of the top meeting recording tools and choose your favorite. Vitally Team December 17, 2025 [View Article](https://www.vitally.io/post/best-cs-meeting-recording-note-taking-software) ![The Best Renewal Management Software For Customer Success Teams [Updated for 2026]](https://cdn.prod.website-files.com/63d3e5f547ca0a123a2e07e0/69430fb74a071be449fd79ba_best-customer-renewal-mgmt-software-for-cs.jpg) Expansion & Renewals ### The Best Renewal Management Software For Customer Success Teams \[Updated for 2026\] Looking to automate your renewal process? Check out the top renewal management software platforms for Customer Success Teams. Vitally Team December 15, 2025 [View Article](https://www.vitally.io/post/best-renewal-management-software-for-cs-teams) CS Managers ### The 20 Tools Every CSM Needs to Use Today’s CSMs need the right mix of tools to serve customers at scale while staying sane. Here are our top software picks for CSMs. Vitally Team December 2, 2025 [View Article](https://www.vitally.io/post/tools-every-csm-needs-to-use) ![The Best Churn Management Software [Updated for 2026]](https://cdn.prod.website-files.com/63d3e5f547ca0a123a2e07e0/690ccc749cc354c9cbea7f0e_best-churn-analysis-software.jpg) Churn ### The Best Churn Management Software \[Updated for 2026\] Churn is the not-so-silent killer of SaaS companies, but with the right tools, you can manage it effectively. Learn more in this guide to the best churn management software. Vitally Team November 6, 2025 [View Article](https://www.vitally.io/post/best-churn-management-software) Customer Success Platforms ### Totango vs Planhat vs Vitally: Which CSP is Best? Looking for a CSP? You’ll come across Vitally, Totango, and Planhat as options. Find out which is best in this article. Vitally Team November 3, 2025 [View Article](https://www.vitally.io/post/totango-vs-planhat-vs-vitally) ![The Best Customer Success Automation Software [Updated for 2026]](https://cdn.prod.website-files.com/63d3e5f547ca0a123a2e07e0/690382072ba3af5f1bc493c5_top-cs-automataion.jpg) AI & Automation ### The Best Customer Success Automation Software \[Updated for 2026\] Automation doesn’t have to mean canned responses. Check out this guide to the best automation software for Customer Success teams to deliver a stellar experience at scale. Vitally Team October 30, 2025 [View Article](https://www.vitally.io/post/best-cs-automation-software) Vitally Updates ### Introducing Blueprints: Ready-to-Use Templates Powered by CS Experts Discover the Blueprint Library — expert-built templates to help Customer Success teams launch faster, standardize workflows, and scale with ease. Rachel Sheldon October 29, 2025 [View Article](https://www.vitally.io/post/introducing-cs-expert-blueprint-template) CS Managers ### How to Convince Leadership to Invest in Customer Success Software: A Guide for CSMs Vitally Team April 27, 2026 [View Article](https://www.vitally.io/post/convince-leadership-to-invest-in-cs-software-guide) Scaled CS ### How to Build a Scalable Customer Success Team and the Tools to Invest in CS teams are asked to do more than ever before. Here’s the definitive guide to scaling your Customer Success org and investing in tools to augment your team. Vitally Team April 7, 2026 [View Article](https://www.vitally.io/post/how-to-build-scalable-cs-team-tools-to-invest) Scaled CS ### When and How to Hire Your First CSM Vitally Team April 7, 2026 [View Article](https://www.vitally.io/post/when-and-how-to-hire-your-first-csm) AI & Automation ### How to Use AI to Analyze Customer Sentiment: A Guide for CSMs Learn how AI-powered sentiment analysis helps CSMs manage larger books of business, spot churn risks earlier, and focus their energy where it matters most. Vitally Team April 6, 2026 [View Article](https://www.vitally.io/post/csm-guide-ai-analyze-customer-sentiment) Customer Success Platforms ### Planhat vs Gainsight vs Vitally: Which CSP is Best? Looking for a CSP? You’ll come across Vitally, Gainsight, and Planhat as great options. Find out which is best and for what use case in this article. Vitally Team April 1, 2026 [View Article](https://www.vitally.io/post/planhat-gainsight-vitally-which-csp-is-best) AI & Automation ### How to Use AI for QBRs: Prompts and Steps for CSMs QBR prep eating your week? Discover how AI helps CSMs gather account data, surface churn signals, and personalize at scale without the manual grind. Vitally Team March 17, 2026 [View Article](https://www.vitally.io/post/csms-how-to-use-ai-for-qbrs) AI & Automation ### 23 AI Prompts for Customer Success Struggling to use AI in your workflow? Here are 23 prompts for Customer Success teams to help you prep for calls, analyze data, and get ahead of churn. Vitally Team March 5, 2026 [View Article](https://www.vitally.io/post/ai-prompts-for-cs) AI & Automation ### How to Use AI in Your Renewal Management Process: A Guide for CS Teams Vitally Team February 19, 2026 [View Article](https://www.vitally.io/post/guide-cs-teams-ai-in-renewal-management) Metrics & Reporting ### Best Reporting Software for Customer Success Teams Say goodbye to spreadsheets and hello to dashboard and reporting software. In this guide, we’ll share the best reporting tools for CS teams. Vitally Team February 10, 2026 [View Article](https://www.vitally.io/post/best-reporting-software-cs-teams) Metrics & Reporting ### The Best Customer Health Tracking Software: Updated for 2026 Looking to track customer health at scale? Compare the best customer health tracking software for 2026 to build health scores your CS team can trust. Vitally Team February 6, 2026 [View Article](https://www.vitally.io/post/the-best-customer-health-tracking-software) AI & Automation ### AI for Churn Management: A Practical Guide for Customer Success Managers Vitally Team January 29, 2026 [View Article](https://www.vitally.io/post/csm-guide-ai-for-churn-management) Metrics & Reporting ### The Best Customer Success Survey Software Compare the best survey software for Customer Success teams. Explore NPS, CSAT tools with automation, and AI features to boost retention and renewals. Vitally Team January 23, 2026 [View Article](https://www.vitally.io/post/best-cs-survey-software) AI & Automation ### Which Customer Success Software Has the Best AI Capabilities? AI can be a powerful asset, but which Customer Success Platform has the best AI features? Find out in this guide. Vitally Team December 22, 2025 [View Article](https://www.vitally.io/post/which-cs-software-best-ai-capabilities) CS Managers ### 5 Best Meeting Recording & Note-Taking Software for CSMs Vitally Team December 17, 2025 [View Article](https://www.vitally.io/post/best-cs-meeting-recording-note-taking-software) Expansion & Renewals ### The Best Renewal Management Software For Customer Success Teams \[Updated for 2026\] Looking to automate your renewal process? Check out the top renewal management software platforms for Customer Success Teams. Vitally Team December 15, 2025 [View Article](https://www.vitally.io/post/best-renewal-management-software-for-cs-teams) CS Managers ### The 20 Tools Every CSM Needs to Use Today’s CSMs need the right mix of tools to serve customers at scale while staying sane. Here are our top software picks for CSMs. Vitally Team December 2, 2025 [View Article](https://www.vitally.io/post/tools-every-csm-needs-to-use) Churn ### The Best Churn Management Software \[Updated for 2026\] Vitally Team November 6, 2025 [View Article](https://www.vitally.io/post/best-churn-management-software) Customer Success Platforms ### Totango vs Planhat vs Vitally: Which CSP is Best? Looking for a CSP? You’ll come across Vitally, Totango, and Planhat as options. Find out which is best in this article. Vitally Team November 3, 2025 [View Article](https://www.vitally.io/post/totango-vs-planhat-vs-vitally) AI & Automation ### The Best Customer Success Automation Software \[Updated for 2026\] Vitally Team October 30, 2025 [View Article](https://www.vitally.io/post/best-cs-automation-software) Vitally Updates ### Introducing Blueprints: Ready-to-Use Templates Powered by CS Experts Discover the Blueprint Library — expert-built templates to help Customer Success teams launch faster, standardize workflows, and scale with ease. Rachel Sheldon October 29, 2025 [View Article](https://www.vitally.io/post/introducing-cs-expert-blueprint-template) CS Managers ### How to Convince Leadership to Invest in Customer Success Software: A Guide for CSMs Vitally Team April 27, 2026 [View Article](https://www.vitally.io/post/convince-leadership-to-invest-in-cs-software-guide) Scaled CS ### How to Build a Scalable Customer Success Team and the Tools to Invest in CS teams are asked to do more than ever before. Here’s the definitive guide to scaling your Customer Success org and investing in tools to augment your team. Vitally Team April 7, 2026 [View Article](https://www.vitally.io/post/how-to-build-scalable-cs-team-tools-to-invest) Scaled CS ### When and How to Hire Your First CSM Vitally Team April 7, 2026 [View Article](https://www.vitally.io/post/when-and-how-to-hire-your-first-csm) AI & Automation ### How to Use AI to Analyze Customer Sentiment: A Guide for CSMs Learn how AI-powered sentiment analysis helps CSMs manage larger books of business, spot churn risks earlier, and focus their energy where it matters most. Vitally Team April 6, 2026 [View Article](https://www.vitally.io/post/csm-guide-ai-analyze-customer-sentiment) Customer Success Platforms ### Planhat vs Gainsight vs Vitally: Which CSP is Best? Looking for a CSP? You’ll come across Vitally, Gainsight, and Planhat as great options. Find out which is best and for what use case in this article. Vitally Team April 1, 2026 [View Article](https://www.vitally.io/post/planhat-gainsight-vitally-which-csp-is-best) AI & Automation ### How to Use AI for QBRs: Prompts and Steps for CSMs QBR prep eating your week? Discover how AI helps CSMs gather account data, surface churn signals, and personalize at scale without the manual grind. Vitally Team March 17, 2026 [View Article](https://www.vitally.io/post/csms-how-to-use-ai-for-qbrs) AI & Automation ### 23 AI Prompts for Customer Success Struggling to use AI in your workflow? Here are 23 prompts for Customer Success teams to help you prep for calls, analyze data, and get ahead of churn. Vitally Team March 5, 2026 [View Article](https://www.vitally.io/post/ai-prompts-for-cs) AI & Automation ### How to Use AI in Your Renewal Management Process: A Guide for CS Teams Vitally Team February 19, 2026 [View Article](https://www.vitally.io/post/guide-cs-teams-ai-in-renewal-management) Metrics & Reporting ### Best Reporting Software for Customer Success Teams Say goodbye to spreadsheets and hello to dashboard and reporting software. In this guide, we’ll share the best reporting tools for CS teams. Vitally Team February 10, 2026 [View Article](https://www.vitally.io/post/best-reporting-software-cs-teams) Metrics & Reporting ### The Best Customer Health Tracking Software: Updated for 2026 Looking to track customer health at scale? Compare the best customer health tracking software for 2026 to build health scores your CS team can trust. Vitally Team February 6, 2026 [View Article](https://www.vitally.io/post/the-best-customer-health-tracking-software) AI & Automation ### AI for Churn Management: A Practical Guide for Customer Success Managers Vitally Team January 29, 2026 [View Article](https://www.vitally.io/post/csm-guide-ai-for-churn-management) Metrics & Reporting ### The Best Customer Success Survey Software Compare the best survey software for Customer Success teams. Explore NPS, CSAT tools with automation, and AI features to boost retention and renewals. Vitally Team January 23, 2026 [View Article](https://www.vitally.io/post/best-cs-survey-software) AI & Automation ### Which Customer Success Software Has the Best AI Capabilities? AI can be a powerful asset, but which Customer Success Platform has the best AI features? Find out in this guide. Vitally Team December 22, 2025 [View Article](https://www.vitally.io/post/which-cs-software-best-ai-capabilities) CS Managers ### 5 Best Meeting Recording & Note-Taking Software for CSMs Vitally Team December 17, 2025 [View Article](https://www.vitally.io/post/best-cs-meeting-recording-note-taking-software) Expansion & Renewals ### The Best Renewal Management Software For Customer Success Teams \[Updated for 2026\] Looking to automate your renewal process? Check out the top renewal management software platforms for Customer Success Teams. Vitally Team December 15, 2025 [View Article](https://www.vitally.io/post/best-renewal-management-software-for-cs-teams) CS Managers ### The 20 Tools Every CSM Needs to Use Today’s CSMs need the right mix of tools to serve customers at scale while staying sane. Here are our top software picks for CSMs. Vitally Team December 2, 2025 [View Article](https://www.vitally.io/post/tools-every-csm-needs-to-use) Churn ### The Best Churn Management Software \[Updated for 2026\] Vitally Team November 6, 2025 [View Article](https://www.vitally.io/post/best-churn-management-software) Customer Success Platforms ### Totango vs Planhat vs Vitally: Which CSP is Best? Looking for a CSP? You’ll come across Vitally, Totango, and Planhat as options. Find out which is best in this article. Vitally Team November 3, 2025 [View Article](https://www.vitally.io/post/totango-vs-planhat-vs-vitally) AI & Automation ### The Best Customer Success Automation Software \[Updated for 2026\] Vitally Team October 30, 2025 [View Article](https://www.vitally.io/post/best-cs-automation-software) Vitally Updates ### Introducing Blueprints: Ready-to-Use Templates Powered by CS Experts Discover the Blueprint Library — expert-built templates to help Customer Success teams launch faster, standardize workflows, and scale with ease. Rachel Sheldon October 29, 2025 [View Article](https://www.vitally.io/post/introducing-cs-expert-blueprint-template) ## Events [All Events](https://www.vitally.io/events) [Previous](https://www.vitally.io/success-network#) [Next](https://www.vitally.io/success-network#) Virtual Tue , May 12 at 12:00 pm ET Tue , May 12 at 12:00 pm ET ### AI in Customer Success: The Roadmap for Empowering Human Connection Watch Now → Register Now → [View Event](https://www.vitally.io/event/ai-in-customer-success-the-roadmap-for-empowering-human-connection) [View Event](https://www.vitally.io/success-network#) [View Event](https://www.vitally.io/event/ai-in-customer-success-the-roadmap-for-empowering-human-connection) On-Demand Tue , Mar 17 at 12:00 pm EST Tue , Mar 17 at 12:00 pm EST ### The First 90 Days: Building a Scalable Onboarding Playbook In this exclusive webinar, brought to you by Vitally, Linnea Olson, and Nina Wilkinson — the CS experts behind ScaleUp CS Consulting — we’ll break down how to turn your first 90 days into a scalable growth engine. Watch Now → Register Now → [View Event](https://www.vitally.io/event/first-90-days-scalable-onboarding-playbook) [View Event](https://www.vitally.io/success-network#) [View Event](https://www.vitally.io/event/first-90-days-scalable-onboarding-playbook) On-Demand Tue , Feb 10 at 12:00 pm EST Tue , Feb 10 at 12:00 pm EST ### CS That Scales: When to Hire Your First CSM & Invest in Tools How do you know when to hire your first CSM and start purchasing tools? In this exclusive webinar, Linnea Olson and Nina Wilkinson from ScaleUp CS explore this topic with Vitally. Watch Now → Register Now → [View Event](https://www.vitally.io/event/cs-that-scales-when-to-hire-your-first-csm) [View Event](https://www.vitally.io/success-network#) [View Event](https://www.vitally.io/event/cs-that-scales-when-to-hire-your-first-csm) On-Demand Tue , Apr 8 at 12:00 pm EST Tue , Apr 8 at 12:00 pm EST ### Unlocking Hidden Revenue: How to Identify Expansion Opportunities Discover how CircleCI’s Customer Success team applies the REACH framework to drive efficiency, improve retention, and scale customer engagement—powered by Vitally. Watch Now → Register Now → [View Event](https://www.vitally.io/event/circleci-reach-webinar) [View Event](https://www.vitally.io/success-network#) [View Event](https://www.vitally.io/event/circleci-reach-webinar) On-Demand Wed , Sep 4 at 10:00 am PT Wed , Sep 4 at 10:00 am PT ### CSM Confidential: Daily Struggles with Communication and Collaboration Tackle modern CSM challenges with strategies to reduce stress through software automation and better cross-departmental collaboration. Watch Now → Register Now → [View Event](https://www.vitally.io/event/csm-confidential) [View Event](https://www.vitally.io/success-network#) [View Event](https://www.vitally.io/event/csm-confidential) On-Demand Tue , Aug 27 at 10:00 am PT Tue , Aug 27 at 10:00 am PT ### How To Enhance Customer Success with Multichannel Customer Support Unlock the secrets to boosting Customer Success with Multichannel Support! Join Vitally and Thena for an insightful webinar on leveraging Slack for effective support. Ready to transform your customer interactions? Watch Now → Register Now → [View Event](https://www.vitally.io/event/how-to-enhance-customer-success-with-multichannel-customer-support) [View Event](https://www.vitally.io/success-network#) [View Event](https://www.vitally.io/event/how-to-enhance-customer-success-with-multichannel-customer-support) On-Demand Wed , Aug 21 at 10:00 am PT Wed , Aug 21 at 10:00 am PT ### Scaling Customer Education for Growing Customer Bases Looking to boost customer success and loyalty? Learn how with scalable education strategies from industry leaders. Watch Now → Register Now → [View Event](https://www.vitally.io/event/scaling-customer-ed) [View Event](https://www.vitally.io/success-network#) [View Event](https://www.vitally.io/event/scaling-customer-ed) On-Demand Tue , Jul 16 at 10:00 am PT Tue , Jul 16 at 10:00 am PT ### How to Elevate Executive Visibility and Influence in Customer Success Join us for an interactive virtual panel discussion presented in partnership between Vitally and Women of Customer Success, to learn powerful strategies to elevate Customer Success’s visibility and influence within your organization. Watch Now → Register Now → [View Event](https://www.vitally.io/event/elevate-executive-visibility-influence-in-cs) [View Event](https://www.vitally.io/success-network#) [View Event](https://www.vitally.io/event/elevate-executive-visibility-influence-in-cs) On-Demand Tue , Jun 18 at 10:00 am PT Tue , Jun 18 at 10:00 am PT ### Customer Support’s Role in a Scaled Customer Success Motion Join industry experts from Zendesk and Vitally in a discussion exploring the critical role of customer support within a scaled customer success strategy. Watch Now → Register Now → [View Event](https://www.vitally.io/event/customer-supports-role-in-a-scaled-customer-success-motion) [View Event](https://www.vitally.io/success-network#) [View Event](https://www.vitally.io/event/customer-supports-role-in-a-scaled-customer-success-motion) On-Demand Thu , May 23 at 10:00 am PT Thu , May 23 at 10:00 am PT ### The Down Funnel Impact of ‘Bad’ Customers & What To Do About It Join us for an insightful webinar where a distinguished panel of Success leaders will delve into the unseen costs and enduring consequences of prioritizing short-term benefits over long-term customer acquisition strategies. Watch Now → Register Now → [View Event](https://www.vitally.io/event/the-down-funnel-impact-of-bad-customers-what-to-do-about-it) [View Event](https://app.experiencewelcome.com/events/rPu2A3/stages/Kwfopy) [View Event](https://www.vitally.io/event/the-down-funnel-impact-of-bad-customers-what-to-do-about-it) On-Demand Wed , Mar 20 at 10:00 am PST Wed , Mar 20 at 10:00 am PST ### Customer Success Processes That You Aren’t Automating But Should Discover how unlocking the power of automation can revolutionize your Customer Success strategies. Whether you're a Vitally customer or exploring the possibilities, this webinar promises valuable insights and practical tips to elevate your Customer Success endeavors. Watch Now → Register Now → [View Event](https://www.vitally.io/event/customer-success-processes-that-you-arent-automating-but-should) [View Event](https://app.experiencewelcome.com/events/eEuoK2/stages/OVfaK2) [View Event](https://www.vitally.io/event/customer-success-processes-that-you-arent-automating-but-should) On-Demand Wed , Mar 13 at 11:00 am EST Wed , Mar 13 at 11:00 am EST ### How to Leverage Technology for Proactive Customer Success Join us for a dynamic panel webinar featuring CS leaders from Simplesat, Upflow, and Vitally as we delve into the heart of Customer Success innovation. Watch Now → Register Now → [View Event](https://www.vitally.io/event/how-to-leverage-technology-for-proactive-customer-success) [View Event](https://www.simplesat.io/march-2024-cs-unleashed-beyond-satisfaction/?utm_campaign=CS%20Unleashed%20-%20Vitally%20%26%20Upflow%2003%2F2024&utm_source=Vitally) [View Event](https://www.vitally.io/event/how-to-leverage-technology-for-proactive-customer-success) On-Demand Wed , Feb 21 at 10:00 am PST Wed , Feb 21 at 10:00 am PST ### How to Build a Customer Success Process from the Ground Up Are you an early-stage Customer Success leader navigating the challenges of scaling? Join seasoned experts for FreightWise, Vitally, and beyond who have successfully built and implemented CS processes. Watch Now → Register Now → [View Event](https://www.vitally.io/event/how-to-build-a-customer-success-process-from-the-ground-up) [View Event](https://app.experiencewelcome.com/events/mquwv9/stages/AJfVn9) [View Event](https://www.vitally.io/event/how-to-build-a-customer-success-process-from-the-ground-up) On-Demand Wed , Dec 13 at 12:00 pm ET Wed , Dec 13 at 12:00 pm ET ### Improving Product Adoption Through an Omnichannel Customer Education Strategy Join Product, Marketing, and Customer Success Leaders from Vitally, Chameleon and Navattic in this exciting webinar on driving customer education. Watch Now → Register Now → [View Event](https://www.vitally.io/event/improving-product-adoption-through-an-omnichannel-customer-education-strategy) [View Event](https://www.chameleon.io/webinars/improving-product-adoption-through-omnichannel-customer-education-strategy?utm_source=vitally&utm_medium=partner&utm_campaign=webinar-december-2023-customer-education) [View Event](https://www.vitally.io/event/improving-product-adoption-through-an-omnichannel-customer-education-strategy) On-Demand Thu , Dec 7 at 1:00 pm ET Thu , Dec 7 at 1:00 pm ET ### Mastering the Art of Customer Retention: Tactics for CS Success in 2024 Join us for an engaging virtual conversation with Customer Success leaders from Vitally, Banzai, and Women in Customer Success as we delve into the crucial strategies for effective customer retention in 2024. Watch Now → Register Now → [View Event](https://www.vitally.io/event/mastering-customer-retention-tactics-customer-success-2024) [View Event](https://app.experiencewelcome.com/events/Vdu5Az/stages/MRfYj5) [View Event](https://www.vitally.io/event/mastering-customer-retention-tactics-customer-success-2024) On-Demand Mon , Nov 20 at 12:00 pm ET Mon , Nov 20 at 12:00 pm ET ### Aligning Finance & Customer Success Teams: Keeping Your Eye on the Margin Join Finance and Revenue leaders from Vitally and Help Scout as they discuss the aligning Finance and Customer Success teams! Watch Now → Register Now → [View Event](https://www.vitally.io/event/aligning-finance-customer-success-teams-keeping-your-eye-on-the-margin) [View Event](https://www.vitally.io/success-network#) [View Event](https://www.vitally.io/event/aligning-finance-customer-success-teams-keeping-your-eye-on-the-margin) On-Demand Thu , Oct 5 at 12:00 pm ET Thu , Oct 5 at 12:00 pm ET ### Re-Inventing the (Fly)wheel: Building a Customer Advocacy Program That Benefits Your Customers & CSMs Join Industry experts from Vitally, PeopleGrove, and Lantern as they explore various topics related to customer advocacy programs! Watch Now → Register Now → [View Event](https://www.vitally.io/event/customer-advocacy-programs) [View Event](https://www.vitally.io/success-network#) [View Event](https://www.vitally.io/event/customer-advocacy-programs) On-Demand Tue , Sep 12 at 12:00 pm ET Tue , Sep 12 at 12:00 pm ET ### Mastering Customer Success: Lessons from Industry Trailblazers We're bringing together a panel of accomplished female leaders who have paved the way in the Customer Success realm, and we're inviting you to join in on the convo on Tuesday, September 12th! From pivotal moments that revolutionized CS practices to insights on the latest trends shaping the future of CS, we'd love to invite you to a transformative session to gain insider perspectives on strategies that'll set you apart and make a mark in the evolving CS landscape. Watch Now → Register Now → [View Event](https://www.vitally.io/event/mastering-customer-success-lessons-from-industry-trailblazers) [View Event](https://www.vitally.io/success-network#) [View Event](https://www.vitally.io/event/mastering-customer-success-lessons-from-industry-trailblazers) On-Demand Wed , Aug 9 at 1:00 pm ET Wed , Aug 9 at 1:00 pm ET ### Opps for Ops: Harnessing the Full Potential of Your Customer Success Tech-Stack In today's rapidly evolving business landscape, delivering exceptional customer experiences has become the cornerstone of sustainable growth and success. Customer Success teams are at the forefront of driving customer satisfaction, retention, and expansion. To meet the demands of this critical role, Customer Success leaders are constantly seeking ways to optimize and leverage the full potential of their Customer Success tech-stack. Watch Now → Register Now → [View Event](https://www.vitally.io/event/opps-for-ops-harnessing-the-full-potential-of-your-customer-success-tech-stack) [View Event](https://www.vitally.io/success-network#) [View Event](https://www.vitally.io/event/opps-for-ops-harnessing-the-full-potential-of-your-customer-success-tech-stack) On-Demand Tue , Jul 18 at 1:00 pm ET Tue , Jul 18 at 1:00 pm ET ### How to Measure Customer Education’s Impact on Retention Customer education can be a powerful initiative for scaling your Customer Success organization while strengthening overall retention rates. This webinar brought together Customer Success and education leaders from Vitally, WorkRamp, and Productboard to share their insights on the impact of customer education on retention, and its pivotal role in scaling and ensuring your customers get the most value out of what they need to succeed. Watch Now → Register Now → [View Event](https://www.vitally.io/event/how-to-measure-customer-educations-impact-on-retention) [View Event](https://www.vitally.io/success-network#) [View Event](https://www.vitally.io/event/how-to-measure-customer-educations-impact-on-retention) Virtual Tue , May 12 at 12:00 pm ET Tue , May 12 at 12:00 pm ET ### AI in Customer Success: The Roadmap for Empowering Human Connection Watch Now → Register Now → On-Demand Tue , Mar 17 at 12:00 pm EST Tue , Mar 17 at 12:00 pm EST ### The First 90 Days: Building a Scalable Onboarding Playbook Watch Now → Register Now → On-Demand Tue , Feb 10 at 12:00 pm EST Tue , Feb 10 at 12:00 pm EST ### CS That Scales: When to Hire Your First CSM & Invest in Tools Watch Now → Register Now → On-Demand Tue , Apr 8 at 12:00 pm EST Tue , Apr 8 at 12:00 pm EST ### Unlocking Hidden Revenue: How to Identify Expansion Opportunities Watch Now → Register Now → On-Demand Wed , Sep 4 at 10:00 am PT Wed , Sep 4 at 10:00 am PT ### CSM Confidential: Daily Struggles with Communication and Collaboration Tackle modern CSM challenges with strategies to reduce stress through software automation and better cross-departmental collaboration. Watch Now → Register Now → On-Demand Tue , Aug 27 at 10:00 am PT Tue , Aug 27 at 10:00 am PT ### How To Enhance Customer Success with Multichannel Customer Support Watch Now → Register Now → On-Demand Wed , Aug 21 at 10:00 am PT Wed , Aug 21 at 10:00 am PT ### Scaling Customer Education for Growing Customer Bases Looking to boost customer success and loyalty? Learn how with scalable education strategies from industry leaders. Watch Now → Register Now → On-Demand Tue , Jul 16 at 10:00 am PT Tue , Jul 16 at 10:00 am PT ### How to Elevate Executive Visibility and Influence in Customer Success Watch Now → Register Now → On-Demand Tue , Jun 18 at 10:00 am PT Tue , Jun 18 at 10:00 am PT ### Customer Support’s Role in a Scaled Customer Success Motion Join industry experts from Zendesk and Vitally in a discussion exploring the critical role of customer support within a scaled customer success strategy. Watch Now → Register Now → On-Demand Thu , May 23 at 10:00 am PT Thu , May 23 at 10:00 am PT ### The Down Funnel Impact of ‘Bad’ Customers & What To Do About It Watch Now → Register Now → On-Demand Wed , Mar 20 at 10:00 am PST Wed , Mar 20 at 10:00 am PST ### Customer Success Processes That You Aren’t Automating But Should Watch Now → Register Now → On-Demand Wed , Mar 13 at 11:00 am EST Wed , Mar 13 at 11:00 am EST ### How to Leverage Technology for Proactive Customer Success Join us for a dynamic panel webinar featuring CS leaders from Simplesat, Upflow, and Vitally as we delve into the heart of Customer Success innovation. Watch Now → Register Now → On-Demand Wed , Feb 21 at 10:00 am PST Wed , Feb 21 at 10:00 am PST ### How to Build a Customer Success Process from the Ground Up Watch Now → Register Now → On-Demand Wed , Dec 13 at 12:00 pm ET Wed , Dec 13 at 12:00 pm ET ### Improving Product Adoption Through an Omnichannel Customer Education Strategy Join Product, Marketing, and Customer Success Leaders from Vitally, Chameleon and Navattic in this exciting webinar on driving customer education. Watch Now → Register Now → On-Demand Thu , Dec 7 at 1:00 pm ET Thu , Dec 7 at 1:00 pm ET ### Mastering the Art of Customer Retention: Tactics for CS Success in 2024 Watch Now → Register Now → On-Demand Mon , Nov 20 at 12:00 pm ET Mon , Nov 20 at 12:00 pm ET ### Aligning Finance & Customer Success Teams: Keeping Your Eye on the Margin Join Finance and Revenue leaders from Vitally and Help Scout as they discuss the aligning Finance and Customer Success teams! Watch Now → Register Now → On-Demand Thu , Oct 5 at 12:00 pm ET Thu , Oct 5 at 12:00 pm ET ### Re-Inventing the (Fly)wheel: Building a Customer Advocacy Program That Benefits Your Customers & CSMs Join Industry experts from Vitally, PeopleGrove, and Lantern as they explore various topics related to customer advocacy programs! Watch Now → Register Now → On-Demand Tue , Sep 12 at 12:00 pm ET Tue , Sep 12 at 12:00 pm ET ### Mastering Customer Success: Lessons from Industry Trailblazers Watch Now → Register Now → On-Demand Wed , Aug 9 at 1:00 pm ET Wed , Aug 9 at 1:00 pm ET ### Opps for Ops: Harnessing the Full Potential of Your Customer Success Tech-Stack Watch Now → Register Now → On-Demand Tue , Jul 18 at 1:00 pm ET Tue , Jul 18 at 1:00 pm ET ### How to Measure Customer Education’s Impact on Retention Watch Now → Register Now → Virtual Tue , May 12 at 12:00 pm ET Tue , May 12 at 12:00 pm ET ### AI in Customer Success: The Roadmap for Empowering Human Connection Watch Now → Register Now → On-Demand Tue , Mar 17 at 12:00 pm EST Tue , Mar 17 at 12:00 pm EST ### The First 90 Days: Building a Scalable Onboarding Playbook Watch Now → Register Now → On-Demand Tue , Feb 10 at 12:00 pm EST Tue , Feb 10 at 12:00 pm EST ### CS That Scales: When to Hire Your First CSM & Invest in Tools Watch Now → Register Now → On-Demand Tue , Apr 8 at 12:00 pm EST Tue , Apr 8 at 12:00 pm EST ### Unlocking Hidden Revenue: How to Identify Expansion Opportunities Watch Now → Register Now → On-Demand Wed , Sep 4 at 10:00 am PT Wed , Sep 4 at 10:00 am PT ### CSM Confidential: Daily Struggles with Communication and Collaboration Tackle modern CSM challenges with strategies to reduce stress through software automation and better cross-departmental collaboration. Watch Now → Register Now → On-Demand Tue , Aug 27 at 10:00 am PT Tue , Aug 27 at 10:00 am PT ### How To Enhance Customer Success with Multichannel Customer Support Watch Now → Register Now → On-Demand Wed , Aug 21 at 10:00 am PT Wed , Aug 21 at 10:00 am PT ### Scaling Customer Education for Growing Customer Bases Looking to boost customer success and loyalty? Learn how with scalable education strategies from industry leaders. Watch Now → Register Now → On-Demand Tue , Jul 16 at 10:00 am PT Tue , Jul 16 at 10:00 am PT ### How to Elevate Executive Visibility and Influence in Customer Success Watch Now → Register Now → On-Demand Tue , Jun 18 at 10:00 am PT Tue , Jun 18 at 10:00 am PT ### Customer Support’s Role in a Scaled Customer Success Motion Join industry experts from Zendesk and Vitally in a discussion exploring the critical role of customer support within a scaled customer success strategy. Watch Now → Register Now → On-Demand Thu , May 23 at 10:00 am PT Thu , May 23 at 10:00 am PT ### The Down Funnel Impact of ‘Bad’ Customers & What To Do About It Watch Now → Register Now → On-Demand Wed , Mar 20 at 10:00 am PST Wed , Mar 20 at 10:00 am PST ### Customer Success Processes That You Aren’t Automating But Should Watch Now → Register Now → On-Demand Wed , Mar 13 at 11:00 am EST Wed , Mar 13 at 11:00 am EST ### How to Leverage Technology for Proactive Customer Success Join us for a dynamic panel webinar featuring CS leaders from Simplesat, Upflow, and Vitally as we delve into the heart of Customer Success innovation. Watch Now → Register Now → On-Demand Wed , Feb 21 at 10:00 am PST Wed , Feb 21 at 10:00 am PST ### How to Build a Customer Success Process from the Ground Up Watch Now → Register Now → On-Demand Wed , Dec 13 at 12:00 pm ET Wed , Dec 13 at 12:00 pm ET ### Improving Product Adoption Through an Omnichannel Customer Education Strategy Join Product, Marketing, and Customer Success Leaders from Vitally, Chameleon and Navattic in this exciting webinar on driving customer education. Watch Now → Register Now → On-Demand Thu , Dec 7 at 1:00 pm ET Thu , Dec 7 at 1:00 pm ET ### Mastering the Art of Customer Retention: Tactics for CS Success in 2024 Watch Now → Register Now → On-Demand Mon , Nov 20 at 12:00 pm ET Mon , Nov 20 at 12:00 pm ET ### Aligning Finance & Customer Success Teams: Keeping Your Eye on the Margin Join Finance and Revenue leaders from Vitally and Help Scout as they discuss the aligning Finance and Customer Success teams! Watch Now → Register Now → On-Demand Thu , Oct 5 at 12:00 pm ET Thu , Oct 5 at 12:00 pm ET ### Re-Inventing the (Fly)wheel: Building a Customer Advocacy Program That Benefits Your Customers & CSMs Join Industry experts from Vitally, PeopleGrove, and Lantern as they explore various topics related to customer advocacy programs! Watch Now → Register Now → On-Demand Tue , Sep 12 at 12:00 pm ET Tue , Sep 12 at 12:00 pm ET ### Mastering Customer Success: Lessons from Industry Trailblazers Watch Now → Register Now → On-Demand Wed , Aug 9 at 1:00 pm ET Wed , Aug 9 at 1:00 pm ET ### Opps for Ops: Harnessing the Full Potential of Your Customer Success Tech-Stack Watch Now → Register Now → On-Demand Tue , Jul 18 at 1:00 pm ET Tue , Jul 18 at 1:00 pm ET ### How to Measure Customer Education’s Impact on Retention Watch Now → Register Now → ## Media [All Media](https://www.vitally.io/media) [Previous](https://www.vitally.io/success-network#) [Next](https://www.vitally.io/success-network#) Podcast Episode ### The Future of AI in Customer Success: Lessons from Vitally’s CEO with Jamie Davidson Jamie Davidson, CEO and Co-Founder of Vitally, and Bayron Toruño, host of the Customer Success Talks podcast, explore how AI is being integrated into CS workflows. View Now → [View Media](https://www.vitally.io/media/ai-in-cs-with-jamie-davidson-podcast) Podcast Episode ### AI in Customer Success: What’s Working Right Now with Kelley Turner Kelley Turner, SVP of Global CS at Vitally, and Bayron Toruño, host of the Customer Success Talks podcast, dive into one of the hottest topics in our industry, AI in CS. View Now → [View Media](https://www.vitally.io/media/ai-in-customer-success-podcast) Podcast Episode ### How to Use Segmentation to Drive Value, Retention and Efficiency with Kelley Turner Kelley Turner, SVP of Global CS at Vitally, and Anika Zubair, host of The Customer Success Pro podcast, discuss the critical role of customer segmentation in effective CS strategy. View Now → [View Media](https://www.vitally.io/media/use-segmentation-drive-value-podcast) Podcast Episode ### How AI is Rewriting the Customer Success Playbook: Lessons from 600+ CS Teams On the Churn FM podcast Jamie Davidson, CEO and Co-Founder, and Kelley Turner, SVP of Global Customer Success at Vitally, discuss how AI is reshaping CS workflows. View Now → [View Media](https://www.vitally.io/media/churn-fm-ai-rewriting-cs-playbook) Video Episode 19 ### One Vital Question 19: Balancing Qualitative and Quantitative Feedback in CS We asked five CS professionals "How do you balance quantitative with qualitative feedback in Customer Success?" View Now → [View Media](https://www.vitally.io/media/one-vital-question-19) Workshop Episode ### Intro to 360s: Dashboards & Views See 4 real-life examples of Dashboards & Views in the new 360 experience. View Now → [View Media](https://www.vitally.io/media/workshops-dashboards-views) Workshop Episode ### Intro to 360s: Customizing Your 360 Learn how to tailor the new flexible customer 360 experience to you and your team. View Now → [View Media](https://www.vitally.io/media/workshops-customizing-360s) Video Episode 18 ### One Vital Question 18: Biggest CS Career Mistakes We asked six Customer Success leaders to share the lessons they had to learn the hard way when they were first starting out in CS. View Now → [View Media](https://www.vitally.io/media/one-vital-question-18-biggest-cs-career-mistakes) Video Episode 17 ### One Vital Question 17: Ways To Foster a Customer-Centric Culture We asked eight Customer Success leaders how they get their entire organizations to put the customer first. View Now → [View Media](https://www.vitally.io/media/one-vital-question-17) Video Episode 16 ### One Vital Question 16: Tips for CS Teams To Go From Reactive to Proactive Vitally asked eight Customer Success leaders to share their best advice for CS teams trying to be more proactive than reactive. View Now → [View Media](https://www.vitally.io/media/one-vital-question-16) Workshop Episode ### Building Formula Traits for Enhanced Reporting Join us to walk through 4 key examples of how to leverage Formula Traits to take your reporting to the next level in Vitally. View Now → [View Media](https://www.vitally.io/media/workshops-reporting-formula-traits) Workshop Episode ### Vitally Change Management: How to Run a Great Kickoff or Re-Rollout Vitally is joined by Bill Walker, Director of CS Operations at Cyera, to showcase how teams should plan their kickoff meetings. View Now → [View Media](https://www.vitally.io/media/workshops-change-managemen) Video Episode 15 ### One Vital Question 15: CS Leaders Most Valuable Software Tools (Beyond a CSP) Vitally asked eight Customer Success leaders to share the software tools they use to be more effective at work (besides their CSP, of course). View Now → [View Media](https://www.vitally.io/media/one-vital-question-15) Workshop Episode 4 ### Scaling CS with Vitally: Driving Customer Outcomes Discover how to use the time you gained back in the day through content automation to drive outcomes for your customers. View Now → [View Media](https://www.vitally.io/media/workshops-driving-customer-outcomes-with-scaled-cs) Video Episode 14 ### One Vital Question 14: Tactics for CS To Drive Expansion Through Cross-Functional Collaboration Vitally asked seven Customer Success leaders to share their best tips for how CS teams can drive more expansion revenue through cross-functional collaboration. View Now → [View Media](https://www.vitally.io/media/one-vital-question-14) Workshop Episode 3 ### Scaling CS with Vitally: Managing Risk & Opportunity In this Workshop you’ll discover how to effectively manage risk and opportunity using 4 key tools in Vitally. View Now → [View Media](https://www.vitally.io/media/workshops-managing-risk-opportunity-scaled-cs) Podcast Episode 10 ### Anchoring Your CS Operations With Strategy and Data Continuous optimization is key to implementing an effective strategy, and data plays a crucial role in making this process both efficient and impactful. Tom Lawler, Sr. Director of RevOps at Elastic, shares advice for using data to improve CS strategies across the board. View Now → [View Media](https://www.vitally.io/media/anchoring-your-cs-operations-with-strategy-and-data) Workshop Episode 2 ### Scaling CS with Vitally: Automating Customer Education In this Workshop, you'll learn how to develop a customer education process powered by automation in Vitally. View Now → [View Media](https://www.vitally.io/media/workshops-automating-cs-customer-education) Video Episode 13 ### One Vital Question 13: Scaled CS Tactics To Help Teams Do More With Less Vitally asked seven Customer Success leaders to share a Scaled CS tactic that has helped their team become much more productive. View Now → [View Media](https://www.vitally.io/media/one-vital-question-13) Podcast Episode 9 ### Elevating Customer Success Through Culture Building Exceptional Customer Success begins with a vibrant internal culture. Cynthia Taylor, SVP of Customer Success at Culture Amp, unveils powerful strategies for building a thriving culture through deliberate and consistent efforts. View Now → [View Media](https://www.vitally.io/media/elevating-customer-success-through-culture-building) Podcast Episode ### The Future of AI in Customer Success: Lessons from Vitally’s CEO with Jamie Davidson View Now → [View Media](https://www.vitally.io/media/ai-in-cs-with-jamie-davidson-podcast) Podcast Episode ### AI in Customer Success: What’s Working Right Now with Kelley Turner View Now → [View Media](https://www.vitally.io/media/ai-in-customer-success-podcast) Podcast Episode ### How to Use Segmentation to Drive Value, Retention and Efficiency with Kelley Turner View Now → [View Media](https://www.vitally.io/media/use-segmentation-drive-value-podcast) Podcast Episode ### How AI is Rewriting the Customer Success Playbook: Lessons from 600+ CS Teams View Now → [View Media](https://www.vitally.io/media/churn-fm-ai-rewriting-cs-playbook) Video Episode 19 ### One Vital Question 19: Balancing Qualitative and Quantitative Feedback in CS We asked five CS professionals "How do you balance quantitative with qualitative feedback in Customer Success?" View Now → [View Media](https://www.vitally.io/media/one-vital-question-19) Workshop Episode ### Intro to 360s: Dashboards & Views See 4 real-life examples of Dashboards & Views in the new 360 experience. View Now → [View Media](https://www.vitally.io/media/workshops-dashboards-views) Workshop Episode ### Intro to 360s: Customizing Your 360 Learn how to tailor the new flexible customer 360 experience to you and your team. View Now → [View Media](https://www.vitally.io/media/workshops-customizing-360s) Video Episode 18 ### One Vital Question 18: Biggest CS Career Mistakes We asked six Customer Success leaders to share the lessons they had to learn the hard way when they were first starting out in CS. View Now → [View Media](https://www.vitally.io/media/one-vital-question-18-biggest-cs-career-mistakes) Video Episode 17 ### One Vital Question 17: Ways To Foster a Customer-Centric Culture We asked eight Customer Success leaders how they get their entire organizations to put the customer first. View Now → [View Media](https://www.vitally.io/media/one-vital-question-17) Video Episode 16 ### One Vital Question 16: Tips for CS Teams To Go From Reactive to Proactive Vitally asked eight Customer Success leaders to share their best advice for CS teams trying to be more proactive than reactive. View Now → [View Media](https://www.vitally.io/media/one-vital-question-16) Workshop Episode ### Building Formula Traits for Enhanced Reporting Join us to walk through 4 key examples of how to leverage Formula Traits to take your reporting to the next level in Vitally. View Now → [View Media](https://www.vitally.io/media/workshops-reporting-formula-traits) Workshop Episode ### Vitally Change Management: How to Run a Great Kickoff or Re-Rollout Vitally is joined by Bill Walker, Director of CS Operations at Cyera, to showcase how teams should plan their kickoff meetings. View Now → [View Media](https://www.vitally.io/media/workshops-change-managemen) Video Episode 15 ### One Vital Question 15: CS Leaders Most Valuable Software Tools (Beyond a CSP) Vitally asked eight Customer Success leaders to share the software tools they use to be more effective at work (besides their CSP, of course). View Now → [View Media](https://www.vitally.io/media/one-vital-question-15) Workshop Episode 4 ### Scaling CS with Vitally: Driving Customer Outcomes Discover how to use the time you gained back in the day through content automation to drive outcomes for your customers. View Now → [View Media](https://www.vitally.io/media/workshops-driving-customer-outcomes-with-scaled-cs) Video Episode 14 ### One Vital Question 14: Tactics for CS To Drive Expansion Through Cross-Functional Collaboration Vitally asked seven Customer Success leaders to share their best tips for how CS teams can drive more expansion revenue through cross-functional collaboration. View Now → [View Media](https://www.vitally.io/media/one-vital-question-14) Workshop Episode 3 ### Scaling CS with Vitally: Managing Risk & Opportunity In this Workshop you’ll discover how to effectively manage risk and opportunity using 4 key tools in Vitally. View Now → [View Media](https://www.vitally.io/media/workshops-managing-risk-opportunity-scaled-cs) Podcast Episode 10 ### Anchoring Your CS Operations With Strategy and Data View Now → [View Media](https://www.vitally.io/media/anchoring-your-cs-operations-with-strategy-and-data) Workshop Episode 2 ### Scaling CS with Vitally: Automating Customer Education In this Workshop, you'll learn how to develop a customer education process powered by automation in Vitally. View Now → [View Media](https://www.vitally.io/media/workshops-automating-cs-customer-education) Video Episode 13 ### One Vital Question 13: Scaled CS Tactics To Help Teams Do More With Less Vitally asked seven Customer Success leaders to share a Scaled CS tactic that has helped their team become much more productive. View Now → [View Media](https://www.vitally.io/media/one-vital-question-13) Podcast Episode 9 ### Elevating Customer Success Through Culture Building View Now → [View Media](https://www.vitally.io/media/elevating-customer-success-through-culture-building) Podcast Episode ### The Future of AI in Customer Success: Lessons from Vitally’s CEO with Jamie Davidson View Now → [View Media](https://www.vitally.io/media/ai-in-cs-with-jamie-davidson-podcast) Podcast Episode ### AI in Customer Success: What’s Working Right Now with Kelley Turner View Now → [View Media](https://www.vitally.io/media/ai-in-customer-success-podcast) Podcast Episode ### How to Use Segmentation to Drive Value, Retention and Efficiency with Kelley Turner View Now → [View Media](https://www.vitally.io/media/use-segmentation-drive-value-podcast) Podcast Episode ### How AI is Rewriting the Customer Success Playbook: Lessons from 600+ CS Teams View Now → [View Media](https://www.vitally.io/media/churn-fm-ai-rewriting-cs-playbook) Video Episode 19 ### One Vital Question 19: Balancing Qualitative and Quantitative Feedback in CS We asked five CS professionals "How do you balance quantitative with qualitative feedback in Customer Success?" View Now → [View Media](https://www.vitally.io/media/one-vital-question-19) Workshop Episode ### Intro to 360s: Dashboards & Views See 4 real-life examples of Dashboards & Views in the new 360 experience. View Now → [View Media](https://www.vitally.io/media/workshops-dashboards-views) Workshop Episode ### Intro to 360s: Customizing Your 360 Learn how to tailor the new flexible customer 360 experience to you and your team. View Now → [View Media](https://www.vitally.io/media/workshops-customizing-360s) Video Episode 18 ### One Vital Question 18: Biggest CS Career Mistakes We asked six Customer Success leaders to share the lessons they had to learn the hard way when they were first starting out in CS. View Now → [View Media](https://www.vitally.io/media/one-vital-question-18-biggest-cs-career-mistakes) Video Episode 17 ### One Vital Question 17: Ways To Foster a Customer-Centric Culture We asked eight Customer Success leaders how they get their entire organizations to put the customer first. View Now → [View Media](https://www.vitally.io/media/one-vital-question-17) Video Episode 16 ### One Vital Question 16: Tips for CS Teams To Go From Reactive to Proactive Vitally asked eight Customer Success leaders to share their best advice for CS teams trying to be more proactive than reactive. View Now → [View Media](https://www.vitally.io/media/one-vital-question-16) Workshop Episode ### Building Formula Traits for Enhanced Reporting Join us to walk through 4 key examples of how to leverage Formula Traits to take your reporting to the next level in Vitally. View Now → [View Media](https://www.vitally.io/media/workshops-reporting-formula-traits) Workshop Episode ### Vitally Change Management: How to Run a Great Kickoff or Re-Rollout Vitally is joined by Bill Walker, Director of CS Operations at Cyera, to showcase how teams should plan their kickoff meetings. View Now → [View Media](https://www.vitally.io/media/workshops-change-managemen) Video Episode 15 ### One Vital Question 15: CS Leaders Most Valuable Software Tools (Beyond a CSP) Vitally asked eight Customer Success leaders to share the software tools they use to be more effective at work (besides their CSP, of course). View Now → [View Media](https://www.vitally.io/media/one-vital-question-15) Workshop Episode 4 ### Scaling CS with Vitally: Driving Customer Outcomes Discover how to use the time you gained back in the day through content automation to drive outcomes for your customers. View Now → [View Media](https://www.vitally.io/media/workshops-driving-customer-outcomes-with-scaled-cs) Video Episode 14 ### One Vital Question 14: Tactics for CS To Drive Expansion Through Cross-Functional Collaboration Vitally asked seven Customer Success leaders to share their best tips for how CS teams can drive more expansion revenue through cross-functional collaboration. View Now → [View Media](https://www.vitally.io/media/one-vital-question-14) Workshop Episode 3 ### Scaling CS with Vitally: Managing Risk & Opportunity In this Workshop you’ll discover how to effectively manage risk and opportunity using 4 key tools in Vitally. View Now → [View Media](https://www.vitally.io/media/workshops-managing-risk-opportunity-scaled-cs) Podcast Episode 10 ### Anchoring Your CS Operations With Strategy and Data View Now → [View Media](https://www.vitally.io/media/anchoring-your-cs-operations-with-strategy-and-data) Workshop Episode 2 ### Scaling CS with Vitally: Automating Customer Education In this Workshop, you'll learn how to develop a customer education process powered by automation in Vitally. View Now → [View Media](https://www.vitally.io/media/workshops-automating-cs-customer-education) Video Episode 13 ### One Vital Question 13: Scaled CS Tactics To Help Teams Do More With Less Vitally asked seven Customer Success leaders to share a Scaled CS tactic that has helped their team become much more productive. View Now → [View Media](https://www.vitally.io/media/one-vital-question-13) Podcast Episode 9 ### Elevating Customer Success Through Culture Building View Now → [View Media](https://www.vitally.io/media/elevating-customer-success-through-culture-building) ## Research [All Resources](https://www.vitally.io/resources) [Previous](https://www.vitally.io/success-network#) [Next](https://www.vitally.io/success-network#) ### Subscribe for Updates Be the first to hear about new blog posts, resources, events, and more. Email\* Guide ### The Customer Success AI Prompt Book We’ve collected prompts from our team and across the web to bring you a complete “prompt cookbook” to help automate some of your work as a CSM. See Insights → [View Resource](https://www.vitally.io/resources/cs-ai-prompt-book) [View Resource](https://www.vitally.io/success-network#) Insights ### Vital Insights 02: The 2025 Customer Success Confidence Index We asked Customer Success leaders to rate their confidence level on a number of CS-related topics heading into 2025. Here's how they're feeling about the year ahead. See Insights → [View Resource](https://www.vitally.io/resources/vital-insights-02) [View Resource](http://www.vitally.io/report-vital-insights-2) Insights ### Vital Insights 01: How Will the Role of CS Evolve Over the Next Few Years? What does the future of Customer Success look like? And what will CS pros need to know in order to be ready for it? Our experts weigh in. See Insights → [View Resource](https://www.vitally.io/resources/vital-insights-01) [View Resource](https://www.vitally.io/success-network#) Report ### The Revenue Mystery: Vitally CS Impact Report Customer Success leaders know their efforts have an impact on the bottom line. They just can’t always prove it. We surveyed 400+ CS leaders about the revenue metrics they're currently tracking and where they're falling short. See Insights → [View Resource](https://www.vitally.io/resources/revenue-mystery-report) [View Resource](https://www.vitally.io/revenue-mystery) Report ### The Secret Lives of CSMs Vitally surveyed 679 B2B Customer Success Managers to learn how they feel about money, burnout, their bosses and other things that keep CSMs up at night. See Insights → [View Resource](https://www.vitally.io/resources/the-secret-lives-of-csms) [View Resource](https://www.vitally.io/success-network#) Report ### The State of Knowledge Sharing in Customer Success Organizations We surveyed 150+ Customer Success professionals and executives to learn how CS teams are communicating with their clients and collaborating with other departments. Here are seven key takeaways. See Insights → [View Resource](https://www.vitally.io/resources/state-of-knowledge-sharing-in-cs-organizations) [View Resource](https://www.vitally.io/success-network#) GUIDE ### 6 Rules for Highly Successful Business Reviews Here are 6 rules Customer Success Managers can follow to create more impactful, collaborative, and valuable business reviews. See Insights → [View Resource](https://www.vitally.io/resources/6-rules-for-highly-successful-business-reviews) [View Resource](https://www.vitally.io/success-network#) GUIDE ### A Customer Success Leader’s Guide to CRMs & CSPs Not sure which tool is right for your organization? You’re not alone. In this guide we’ll explain the purpose of each tool, which teams they serve, and which platform is best suited for your needs. See Insights → [View Resource](https://www.vitally.io/resources/a-customer-success-leaders-guide-to-crms-plg-crms-and-csps) [View Resource](https://www.vitally.io/success-network#) REPORT ### Customer Success Maturity Assessment Is your Customer Success team prepared to scale? Understand the different levels of CS maturity, how to benchmark against industry peers, and how CS organizations can level-up. See Insights → [View Resource](https://www.vitally.io/resources/customer-success-maturity-assessment-2022) [View Resource](https://www.vitally.io/success-network#) GUIDE ### Buyers Guide: Selecting a Customer Success Platform How to evaluate, choose, and internally sell a Customer Success Platform for your scaling business. See Insights → [View Resource](https://www.vitally.io/resources/buyers-guide-selecting-a-customer-success-platform) [View Resource](https://www.vitally.io/success-network#) INFOGRAPHIC ### Digital Transformation Trends in Customer Success Pulse and Vitally surveyed 100 technology executives involved in Customer Success to find out business expectations for digital transformation, top barriers, and top areas for improvement. See Insights → [View Resource](https://www.vitally.io/resources/2022-digital-transformation-trends-in-customer-success) [View Resource](https://www.vitally.io/success-network#) INFOGRAPHIC ### How to Build a Customer Health Score by Lifecycle Stage Our guide to building best-in-class SaaS customer Health Scores for every stage of the customer lifecycle: onboarding, adoption, maturity, and renewal. See Insights → [View Resource](https://www.vitally.io/resources/guide-to-building-customer-health-scores-by-lifecycle-stage) [View Resource](https://www.vitally.io/success-network#) REPORT ### Product-Led Customer Success Vitally surveyed 100 technology executives involved in Customer Success at Product-Led Growth companies to gain greater insight on the state of PLG. See Insights → [View Resource](https://www.vitally.io/resources/product-led-customer-success-in-2021) [View Resource](https://www.vitally.io/success-network#) INFOGRAPHIC ### State of Customer Success in the C-Suite Pulse and Vitally surveyed 100 technology executives involved in Customer Success to find out how technology is changing, top barriers to scaling CS, and the current role of CS in the C-Suite. See Insights → [View Resource](https://www.vitally.io/resources/2021-state-of-customer-success-in-the-c-suite) [View Resource](https://www.vitally.io/success-network#) GUIDE ### Beyond the Binary: How to Build Health Scores In Vitally's guide to enhancing your customer health scoring model, you'll find out about building a health score, weighting health score metrics, and the role health scores play in CS. See Insights → [View Resource](https://www.vitally.io/resources/beyond-the-binary) [View Resource](https://www.vitally.io/success-network#) Guide ### The Customer Success AI Prompt Book We’ve collected prompts from our team and across the web to bring you a complete “prompt cookbook” to help automate some of your work as a CSM. See Insights → [View Resource](https://www.vitally.io/resources/cs-ai-prompt-book) [View Resource](https://www.vitally.io/success-network#) Insights ### Vital Insights 02: The 2025 Customer Success Confidence Index See Insights → [View Resource](https://www.vitally.io/resources/vital-insights-02) [View Resource](http://www.vitally.io/report-vital-insights-2) Insights ### Vital Insights 01: How Will the Role of CS Evolve Over the Next Few Years? What does the future of Customer Success look like? And what will CS pros need to know in order to be ready for it? Our experts weigh in. See Insights → [View Resource](https://www.vitally.io/resources/vital-insights-01) [View Resource](https://www.vitally.io/success-network#) Report ### The Revenue Mystery: Vitally CS Impact Report See Insights → [View Resource](https://www.vitally.io/resources/revenue-mystery-report) [View Resource](https://www.vitally.io/revenue-mystery) Report ### The Secret Lives of CSMs Vitally surveyed 679 B2B Customer Success Managers to learn how they feel about money, burnout, their bosses and other things that keep CSMs up at night. See Insights → [View Resource](https://www.vitally.io/resources/the-secret-lives-of-csms) [View Resource](https://www.vitally.io/success-network#) Report ### The State of Knowledge Sharing in Customer Success Organizations See Insights → [View Resource](https://www.vitally.io/resources/state-of-knowledge-sharing-in-cs-organizations) [View Resource](https://www.vitally.io/success-network#) GUIDE ### 6 Rules for Highly Successful Business Reviews Here are 6 rules Customer Success Managers can follow to create more impactful, collaborative, and valuable business reviews. See Insights → [View Resource](https://www.vitally.io/resources/6-rules-for-highly-successful-business-reviews) [View Resource](https://www.vitally.io/success-network#) GUIDE ### A Customer Success Leader’s Guide to CRMs & CSPs See Insights → REPORT ### Customer Success Maturity Assessment See Insights → [View Resource](https://www.vitally.io/resources/customer-success-maturity-assessment-2022) [View Resource](https://www.vitally.io/success-network#) GUIDE ### Buyers Guide: Selecting a Customer Success Platform How to evaluate, choose, and internally sell a Customer Success Platform for your scaling business. See Insights → [View Resource](https://www.vitally.io/resources/buyers-guide-selecting-a-customer-success-platform) [View Resource](https://www.vitally.io/success-network#) INFOGRAPHIC ### Digital Transformation Trends in Customer Success See Insights → INFOGRAPHIC ### How to Build a Customer Health Score by Lifecycle Stage Our guide to building best-in-class SaaS customer Health Scores for every stage of the customer lifecycle: onboarding, adoption, maturity, and renewal. See Insights → REPORT ### Product-Led Customer Success Vitally surveyed 100 technology executives involved in Customer Success at Product-Led Growth companies to gain greater insight on the state of PLG. See Insights → [View Resource](https://www.vitally.io/resources/product-led-customer-success-in-2021) [View Resource](https://www.vitally.io/success-network#) INFOGRAPHIC ### State of Customer Success in the C-Suite See Insights → [View Resource](https://www.vitally.io/resources/2021-state-of-customer-success-in-the-c-suite) [View Resource](https://www.vitally.io/success-network#) GUIDE ### Beyond the Binary: How to Build Health Scores See Insights → [View Resource](https://www.vitally.io/resources/beyond-the-binary) [View Resource](https://www.vitally.io/success-network#) Guide ### The Customer Success AI Prompt Book We’ve collected prompts from our team and across the web to bring you a complete “prompt cookbook” to help automate some of your work as a CSM. See Insights → [View Resource](https://www.vitally.io/resources/cs-ai-prompt-book) [View Resource](https://www.vitally.io/success-network#) Insights ### Vital Insights 02: The 2025 Customer Success Confidence Index See Insights → [View Resource](https://www.vitally.io/resources/vital-insights-02) [View Resource](http://www.vitally.io/report-vital-insights-2) Insights ### Vital Insights 01: How Will the Role of CS Evolve Over the Next Few Years? What does the future of Customer Success look like? And what will CS pros need to know in order to be ready for it? Our experts weigh in. See Insights → [View Resource](https://www.vitally.io/resources/vital-insights-01) [View Resource](https://www.vitally.io/success-network#) Report ### The Revenue Mystery: Vitally CS Impact Report See Insights → [View Resource](https://www.vitally.io/resources/revenue-mystery-report) [View Resource](https://www.vitally.io/revenue-mystery) Report ### The Secret Lives of CSMs Vitally surveyed 679 B2B Customer Success Managers to learn how they feel about money, burnout, their bosses and other things that keep CSMs up at night. See Insights → [View Resource](https://www.vitally.io/resources/the-secret-lives-of-csms) [View Resource](https://www.vitally.io/success-network#) Report ### The State of Knowledge Sharing in Customer Success Organizations See Insights → [View Resource](https://www.vitally.io/resources/state-of-knowledge-sharing-in-cs-organizations) [View Resource](https://www.vitally.io/success-network#) GUIDE ### 6 Rules for Highly Successful Business Reviews Here are 6 rules Customer Success Managers can follow to create more impactful, collaborative, and valuable business reviews. See Insights → [View Resource](https://www.vitally.io/resources/6-rules-for-highly-successful-business-reviews) [View Resource](https://www.vitally.io/success-network#) GUIDE ### A Customer Success Leader’s Guide to CRMs & CSPs See Insights → REPORT ### Customer Success Maturity Assessment See Insights → [View Resource](https://www.vitally.io/resources/customer-success-maturity-assessment-2022) [View Resource](https://www.vitally.io/success-network#) GUIDE ### Buyers Guide: Selecting a Customer Success Platform How to evaluate, choose, and internally sell a Customer Success Platform for your scaling business. See Insights → [View Resource](https://www.vitally.io/resources/buyers-guide-selecting-a-customer-success-platform) [View Resource](https://www.vitally.io/success-network#) INFOGRAPHIC ### Digital Transformation Trends in Customer Success See Insights → INFOGRAPHIC ### How to Build a Customer Health Score by Lifecycle Stage Our guide to building best-in-class SaaS customer Health Scores for every stage of the customer lifecycle: onboarding, adoption, maturity, and renewal. See Insights → REPORT ### Product-Led Customer Success Vitally surveyed 100 technology executives involved in Customer Success at Product-Led Growth companies to gain greater insight on the state of PLG. See Insights → [View Resource](https://www.vitally.io/resources/product-led-customer-success-in-2021) [View Resource](https://www.vitally.io/success-network#) INFOGRAPHIC ### State of Customer Success in the C-Suite See Insights → [View Resource](https://www.vitally.io/resources/2021-state-of-customer-success-in-the-c-suite) [View Resource](https://www.vitally.io/success-network#) GUIDE ### Beyond the Binary: How to Build Health Scores See Insights → [View Resource](https://www.vitally.io/resources/beyond-the-binary) [View Resource](https://www.vitally.io/success-network#) ## Vitally Labs [All Labs](https://www.vitally.io/vitally-labs) [Previous](https://www.vitally.io/success-network#) [Next](https://www.vitally.io/success-network#) Interactive Tool ### The 5-Minute Customer Success Process Builder With just a few questions, give your team a CS process to drive maximum business impact and deploy your resources most efficiently. Get Started → [View Lab](https://www.vitally.io/cs-process-builder) Interactive Tool ### First Call Success Generator Struggling to align CSMs and new customers? Master the first customer call with our ChatGPT-powered success plan generator. Get Started → [View Lab](https://www.vitally.io/first-call-success-generator) Calculator ### Calculate Customer Success KPIs Plug in your numbers to see where your company stands with Net Revenue Retention (NRR) and Churn. Get Started → [View Lab](https://www.vitally.io/calculator) Calculator ### Measure Team Productivity Curious how a Customer Success Platform will benefit your team? See what ROI could look like in 12 months. Get Started → [View Lab](https://www.vitally.io/productivity-calculator) Interactive Tool ### The 5-Minute Customer Success Process Builder With just a few questions, give your team a CS process to drive maximum business impact and deploy your resources most efficiently. Get Started → [View Lab](https://www.vitally.io/cs-process-builder) Interactive Tool ### First Call Success Generator Struggling to align CSMs and new customers? Master the first customer call with our ChatGPT-powered success plan generator. Get Started → [View Lab](https://www.vitally.io/first-call-success-generator) Calculator ### Calculate Customer Success KPIs Plug in your numbers to see where your company stands with Net Revenue Retention (NRR) and Churn. Get Started → [View Lab](https://www.vitally.io/calculator) Calculator ### Measure Team Productivity Curious how a Customer Success Platform will benefit your team? See what ROI could look like in 12 months. Get Started → [View Lab](https://www.vitally.io/productivity-calculator) Interactive Tool ### The 5-Minute Customer Success Process Builder With just a few questions, give your team a CS process to drive maximum business impact and deploy your resources most efficiently. Get Started → [View Lab](https://www.vitally.io/cs-process-builder) Interactive Tool ### First Call Success Generator Struggling to align CSMs and new customers? Master the first customer call with our ChatGPT-powered success plan generator. Get Started → [View Lab](https://www.vitally.io/first-call-success-generator) Calculator ### Calculate Customer Success KPIs Plug in your numbers to see where your company stands with Net Revenue Retention (NRR) and Churn. Get Started → [View Lab](https://www.vitally.io/calculator) Calculator ### Measure Team Productivity Curious how a Customer Success Platform will benefit your team? See what ROI could look like in 12 months. Get Started → [View Lab](https://www.vitally.io/productivity-calculator) ## Ready to Scale Your Customer Success [Get a Demo](https://www.vitally.io/demo-request) [Start Product Tour](https://www.vitally.io/platform-tour) 4.5 based on 600+ Reviews Rated #1 in Momentum ###### Explore Vitally [Request a Demo](https://www.vitally.io/demo-request) [Product Tour](https://www.vitally.io/platform-tour) [Sign In](https://login.vitally.io/) ###### Product [Productivity](https://www.vitally.io/product/productivity) [Visibility](https://www.vitally.io/product/visibility) [Collaboration](https://www.vitally.io/product/collaboration) [Vitally AI](https://www.vitally.io/product/ai) [Blueprints](https://www.vitally.io/product/blueprints) [Integrations](https://www.vitally.io/integrations) ###### Learn [Demo Center](https://www.vitally.io/demo-center) [Vitally Academy](https://www.vitally.io/academy) [Help Center](https://docs.vitally.io/) ###### Solutions [CSMs](https://www.vitally.io/solution/csm) [CS Leaders](https://www.vitally.io/solution/cs-leader) [CS Operations](https://www.vitally.io/solution/operations) [Account Managers](https://www.vitally.io/solution/account-managers) [CSP > CRM](https://www.vitally.io/cs-teams-need-cs-tools) ###### Features [Health Scores](https://www.vitally.io/features/health-scores) [NPS](https://www.vitally.io/features/nps) [Custom Surveys](https://www.vitally.io/features/surveys) [Automation](https://www.vitally.io/features/automation) [Reporting](https://www.vitally.io/features/reporting) [Project Management](https://www.vitally.io/features/project-management) [Note-Taking](https://www.vitally.io/features/note-taking) [All Features](https://www.vitally.io/product/features) ###### Customers [Mixpanel](https://www.vitally.io/inspiration/mixpanels-guide-to-customer-onboarding) [Navattic](https://www.vitally.io/inspiration/how-navattic-automates-onboarding-with-vitally-playbooks) [Partnerstack](https://www.vitally.io/inspiration/partnerstacks-program-checklist-for-effective-onboarding) [Tines](https://www.vitally.io/inspiration/how-tines-uses-a-joint-account-plan-to-manage-expansion-opportunities) [Upwards](https://www.vitally.io/inspiration/care-navigation-survey-how-molly-from-upwards-gathers-detailed-customer-insights) [User Interviews](https://www.vitally.io/inspiration/user-interviews-post-sales-handoff-template) [Zapier](https://www.vitally.io/inspiration/ai-generated-call-summaries-for-csms-at-zapier) [Inspiration Gallery](https://www.vitally.io/inspiration-gallery) [Customer Stories](https://www.vitally.io/customers) ###### Compare [Why Vitally](https://www.vitally.io/why-vitally) [vs. CRM](https://www.vitally.io/vs-crm) [vs. Planhat](https://www.vitally.io/customer-success-platforms/vitally-vs-planhat) [vs. Totango](https://www.vitally.io/customer-success-platforms/vitally-vs-totango) [vs. Gainsight](https://www.vitally.io/customer-success-platforms/vitally-vs-gainsight) [vs. Catalyst](https://www.vitally.io/customer-success-platforms/vitally-vs-catalyst) [vs. ChurnZero](https://www.vitally.io/customer-success-platforms/vitally-vs-churnzero) ###### Resources [Success Network](https://www.vitally.io/success-network) [Events](https://www.vitally.io/events) [Blog](https://www.vitally.io/blog) [Podcasts](https://www.vitally.io/media) [Research](https://www.vitally.io/resources) [Vitally Labs](https://www.vitally.io/vitally-labs) [Expert Directory](https://www.vitally.io/success-network/expert-directory) [Newsletter](https://www.vitally.io/success-network/newsletter) ###### Company [Pricing](https://www.vitally.io/pricing) [Company & Careers](https://www.vitally.io/company) [Refer & Earn](https://www.vitally.io/referral) [Service Partners](https://www.vitally.io/service-partners) [Contact Us](https://www.vitally.io/contact) [Security](https://www.vitally.io/security) [Terms & Conditions](https://www.vitally.io/terms-conditions) [Privacy Policy](https://www.vitally.io/privacy-policy) [View on LinkedIn](https://www.linkedin.com/company/vitally.io/) [View on X](https://twitter.com/vitally_io) [View on YouTube](https://www.youtube.com/channel/UCO2zR77KNIq1JNCA03TtD9g) [View on G2](https://www.g2.com/products/vitally/reviews)