Are you a Customer Success leader who's new to Vitally? Our Customer Success team has put together this curated learning path from the Vitally Academy library of content to set you on the right track.
Time to Complete: 40 minutes
Keep Track of Your Team with a Manager Hub
In this Workshop, you'll learn how to set up a Manager Hub in Vitally to better manage your day-to-day and your team.
Time to Complete: 11 minutes
Organize Work for Your Team with a Team Hub
In this Workshop, you'll learn how to build a team Hub for your CSMs to improve productivity and efficiency.
Time to Complete: 17 minutes
Learn From an Expert About Customer Account Planning
In this blog post, you'll hear from a CS expert on how to build a top-tier account plan for customer success.
Time to Complete: 3 minutes
Uncover and Manage Risks and Escalations in Vitally
In this Workshop, you'll learn how to effectively manage risks and escalations in Vitally to proactively reduce churn.
Time to Complete: 7 minutes
Balance Your Customer Relationships with Measurable Outcomes
In this blog post, you'll hear from an expert in the CS field on how to go beyond basic relationship management as a Customer Success professional.
Time to Complete: 2 minutes
Congrats on completing your Vitally CS Leader Learning Path! Here's what to do next:
Join our live Office Hours: 30-minute open Q&A sessions, twice a day Tuesday through Friday, where you can bring your setup and configuration questions to a member of our CS team and a product expert. No booking needed. To keep learning at your own pace, take the Vitally for Admins course in Vitally Central.