Vitally Support

How to structure the home base for your CSMs to maximize impact

🏠 Building a Hub for CSM Productivity

Inspiration for personal and shared CSM & AM Hubs

⭐ Role-based Hubs

How to get value out of dashboards in less than 10 minutes

📈 Dashboards 101 & 201

Laura Bedoya

Hubs & Dashboards

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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

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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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Use Case Library

🏄‍♂️ Building Your Onboarding Process

🚀 Building Your Adoption Process

💸 Building Your Renewal & Forecasting Process

Building Your Customer Journey

❤️ Health Framework

🤝 Managing Stakeholder Change

🚨 Manage Customer Escalations

🫀Tracking CSM Pulse

Core Processes

🤖 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