Vitally Support

Operationalize your approach to handling new customer onboarding

🏄‍♂️ Building Your Onboarding Process

Operationalize your approach to adoption, rollout & change management

🚀 Building Your Adoption Process

Understand how to optimize your Account Management motion out of Vitally

💸 Building Your Renewal & Forecasting Process

Laura Bedoya

Building Your Customer Journey

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Create your account and invite the first people to your workspace.

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Update your plan, payment method, and invoices.

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Use Case Library

❤️ Health Framework

🤝 Managing Stakeholder Change

🚨 Manage Customer Escalations

🫀Tracking CSM Pulse

Core Processes

🏠 Building a Hub for CSM Productivity

⭐ Role-based Hubs

📈 Dashboards 101 & 201

Hubs & Dashboards

🤖 Goals: Operational Use Cases

🏄 Onboarding Goals to Track TTV

🚀 Adoption Goals to Track Usage

💸 Growth Goals to Mitigate Risk & Realize Opportunities

Goals: Operational Use Cases

Getting Started with Vitally as an Admin

Getting Started with Vitally as a CSM

Getting Started with Vitally as a CS Leader

Integrate Data Sources

Sync: Organizations, Accounts, Users

Sync: Revenue

Sync: Product Events

Sync: Conversations, Notes & Tasks

Sync NPS

How to Navigate Vitally

Configure Data

Engage with Customers

Automate Your Process

Visualize Your Data

Vitally Glossary

Blueprints

Hierarchy at Vitally

Learning Vitally

Getting Started

Integrations Overview

The significance of 'external ID'

Product Events in Vitally: Timestamped Events vs. Aggregate Traits

Integrations

Segment

Outlook Calendar (Meetings)

Mixpanel

Salesforce

Amplitude

Stripe

HubSpot

CSV Upload

Chargebee

Jira

Zendesk

Intercom (Fin)

Gmail

Recurly

Sendgrid

Clearbit

Looker

Outlook

Rudderstack

Google Calendar (Meetings)

Gong

Pendo

Pushing Data to Vitally

Data Warehouses

Data Warehouses - Configuring Sync

Analytics API

REST API

How Data-Out Integrations Work

Data Out: Segment

Data Out: Salesforce

Getting data out of Vitally