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Getting Started with Vitally as a CS Leader

Follow this learning path to get started as a CS leader in Vitally

Rachel Sheldon avatar
Written by Rachel Sheldon
Updated over a month ago

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:

Sign up for our Vitally Admin 101 program, a series of live training sessions with Vitally's own CS team to get you upskilled and ready to jump into Vitally as a new admin.

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