Getting Started
Setting up Vitally for the first time? Follow this workflow to get started.
By Rachel and 3 others4 authors18 articles
- Getting Started with Vitally as an AdminFollow this learning path to get started as a Vitally Admin
- Getting Started with Vitally as a CSMFollow this learning path to get started as a CSM in Vitally
- Getting Started with Vitally as a CS LeaderFollow this learning path to get started as a CS leader in Vitally
- Integrate Data SourcesFirst things first -- Let's get your data into Vitally!
- Sync: Organizations, Accounts, UsersOrganizations, Accounts and Users are the core data within Vitally
- Sync: Revenue
- Sync: Product Events
- Sync: Conversations, Notes & Tasks
- Sync NPS
- How to Navigate VitallyNavigating Vitally with 'Quick Jump' and other Shortcuts
- Configure DataConfigure your organization and the data you are syncing to Vitally to see only what you need!
- Engage with CustomersBuild out how you will actively work with your customers
- Automate Your ProcessTailor Vitally to your organization's processes and workflows!
- Visualize Your DataCreate a rich environment with cards and decks and contextualized customer Views such as table views, boards, dashboards, etc.
- Vitally GlossaryA quick-reference glossary of all Vitally features and terms—helping you navigate, understand, and use the platform with ease.
- BlueprintsReady-to-use templates powered by Customer Success experts
- Hierarchy at VitallyA quick guide on understanding how Vitally's hierarchy works.
- Learning VitallyResources to help you learn how to configure and use Vitally to support your CS strategies.