📚Use Case Library

A collection of Vitally use cases and processes

Building Your Customer Journey

🏄Building Your Onboarding Process🚀Building Your Adoption Process💸Building Your Renewal & Forecasting Process

Core Processes

❤️Health Framework🤝Managing Stakeholder Change🚨Manage Customer Escalations🫀Tracking CSM Pulse

Hubs & Dashboards

🏠Building a Hub for CSM Productivity⭐Role-based Hubs📈Dashboards 101 & 201

Goals

🤖Goals: Operational Use Cases