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Submitted URL: https://d2jw-d04.na1.hubspotlinks.com/Ctc/GF+113/d2jw-D04/VW3kN53Znf0cW53HRvD412qSgW1YzZHS4XkQyPN8tN9Dw5VlWtV3Zsc37CgX0SW3VSsxZ6JFFmWW...
Effective URL: https://www.vitally.io/post/series-b-customer-success-productivity?utm_campaign=Product%20Webinars&utm_medium=email&_hs...
Submission: On February 22 via manual from GB — Scanned from GB
Effective URL: https://www.vitally.io/post/series-b-customer-success-productivity?utm_campaign=Product%20Webinars&utm_medium=email&_hs...
Submission: On February 22 via manual from GB — Scanned from GB
Form analysis 4 forms found in the DOM
POST https://forms.hsforms.com/submissions/v3/public/submit/formsnext/multipart/19607109/0c45e880-cb21-43d5-89ef-6e138721c22b
<form id="hsForm_0c45e880-cb21-43d5-89ef-6e138721c22b" method="POST" accept-charset="UTF-8" enctype="multipart/form-data" novalidate=""
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<div class="hs_email hs-email hs-fieldtype-text field hs-form-field"><label id="label-email-0c45e880-cb21-43d5-89ef-6e138721c22b" class="" placeholder="Enter your Company Email" for="email-0c45e880-cb21-43d5-89ef-6e138721c22b"><span>Company
Email</span><span class="hs-form-required">*</span></label>
<legend class="hs-field-desc" style="display: none;"></legend>
<div class="input"><input id="email-0c45e880-cb21-43d5-89ef-6e138721c22b" name="email" required="" placeholder="" type="email" class="hs-input" inputmode="email" autocomplete="email" value=""></div>
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<div class="hs_jobtitle hs-jobtitle hs-fieldtype-text field hs-form-field"><label id="label-jobtitle-0c45e880-cb21-43d5-89ef-6e138721c22b" class="" placeholder="Enter your Job Title" for="jobtitle-0c45e880-cb21-43d5-89ef-6e138721c22b"><span>Job
Title</span><span class="hs-form-required">*</span></label>
<legend class="hs-field-desc" style="display: none;"></legend>
<div class="input"><input id="jobtitle-0c45e880-cb21-43d5-89ef-6e138721c22b" name="jobtitle" required="" placeholder="" type="text" class="hs-input" inputmode="text" autocomplete="organization-title" value=""></div>
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<div class="hs_website hs-website hs-fieldtype-text field hs-form-field"><label id="label-website-0c45e880-cb21-43d5-89ef-6e138721c22b" class="" placeholder="Enter your Company URL" for="website-0c45e880-cb21-43d5-89ef-6e138721c22b"><span>Company
URL</span><span class="hs-form-required">*</span></label>
<legend class="hs-field-desc" style="display: none;"></legend>
<div class="input"><input id="website-0c45e880-cb21-43d5-89ef-6e138721c22b" name="website" required="" placeholder="" type="text" class="hs-input" inputmode="url" value=""></div>
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<div class="hs_numemployees hs-numemployees hs-fieldtype-select field hs-form-field"><label id="label-numemployees-0c45e880-cb21-43d5-89ef-6e138721c22b" class="" placeholder="Enter your Number of Employees"
for="numemployees-0c45e880-cb21-43d5-89ef-6e138721c22b"><span>Number of Employees</span><span class="hs-form-required">*</span></label>
<legend class="hs-field-desc" style="display: none;"></legend>
<div class="input"><select id="numemployees-0c45e880-cb21-43d5-89ef-6e138721c22b" required="" class="hs-input is-placeholder" name="numemployees">
<option disabled="" value="">Please Select</option>
<option value="1-5">1-5</option>
<option value="5-25">6-25</option>
<option value="25-50">26-50</option>
<option value="50-100">51-100</option>
<option value="100-500">101-500</option>
<option value="500-1000">501-1000</option>
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for="gclid-0c45e880-cb21-43d5-89ef-6e138721c22b"><span>GCLID</span></label>
<legend class="hs-field-desc" style="display: none;"></legend>
<div class="input"><input name="gclid" class="hs-input" type="hidden" value=""></div>
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<div class="hs_last_url_seen_before_demo hs-last_url_seen_before_demo hs-fieldtype-text field hs-form-field" style="display: none;"><label id="label-last_url_seen_before_demo-0c45e880-cb21-43d5-89ef-6e138721c22b" class=""
placeholder="Enter your Last URL Seen Before Demo" for="last_url_seen_before_demo-0c45e880-cb21-43d5-89ef-6e138721c22b"><span>Last URL Seen Before Demo</span></label>
<legend class="hs-field-desc" style="display: none;"></legend>
<div class="input"><input name="last_url_seen_before_demo" class="hs-input" type="hidden" value=""></div>
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<div class="hs_utm_term hs-utm_term hs-fieldtype-text field hs-form-field" style="display: none;"><label id="label-utm_term-0c45e880-cb21-43d5-89ef-6e138721c22b" class="" placeholder="Enter your UTM Term"
for="utm_term-0c45e880-cb21-43d5-89ef-6e138721c22b"><span>UTM Term</span></label>
<legend class="hs-field-desc" style="display: none;"></legend>
<div class="input"><input name="utm_term" class="hs-input" type="hidden" value=""></div>
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<div class="hs_utm_medium hs-utm_medium hs-fieldtype-text field hs-form-field" style="display: none;"><label id="label-utm_medium-0c45e880-cb21-43d5-89ef-6e138721c22b" class="" placeholder="Enter your UTM Medium"
for="utm_medium-0c45e880-cb21-43d5-89ef-6e138721c22b"><span>UTM Medium</span></label>
<legend class="hs-field-desc" style="display: none;"></legend>
<div class="input"><input name="utm_medium" class="hs-input" type="hidden" value="email"></div>
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<div class="hs_utm_source hs-utm_source hs-fieldtype-text field hs-form-field" style="display: none;"><label id="label-utm_source-0c45e880-cb21-43d5-89ef-6e138721c22b" class="" placeholder="Enter your UTM Source"
for="utm_source-0c45e880-cb21-43d5-89ef-6e138721c22b"><span>UTM Source</span></label>
<legend class="hs-field-desc" style="display: none;"></legend>
<div class="input"><input name="utm_source" class="hs-input" type="hidden" value="hs_email"></div>
</div>
<div class="hs_utm_content hs-utm_content hs-fieldtype-text field hs-form-field" style="display: none;"><label id="label-utm_content-0c45e880-cb21-43d5-89ef-6e138721c22b" class="" placeholder="Enter your UTM Content"
for="utm_content-0c45e880-cb21-43d5-89ef-6e138721c22b"><span>UTM Content</span></label>
<legend class="hs-field-desc" style="display: none;"></legend>
<div class="input"><input name="utm_content" class="hs-input" type="hidden" value="247200637"></div>
</div>
<div class="hs_utm_campaign hs-utm_campaign hs-fieldtype-text field hs-form-field" style="display: none;"><label id="label-utm_campaign-0c45e880-cb21-43d5-89ef-6e138721c22b" class="" placeholder="Enter your UTM Campaign"
for="utm_campaign-0c45e880-cb21-43d5-89ef-6e138721c22b"><span>UTM Campaign</span></label>
<legend class="hs-field-desc" style="display: none;"></legend>
<div class="input"><input name="utm_campaign" class="hs-input" type="hidden" value="Product Webinars"></div>
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<div class="hs_submit hs-submit">
<div class="hs-field-desc" style="display: none;"></div>
<div class="actions"><input type="submit" class="hs-button primary large" value="Submit"></div>
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<div class="hs_email hs-email hs-fieldtype-text field hs-form-field"><label id="label-email-caa9487a-d08b-4575-9fe1-b008de7bb421" class="" placeholder="Enter your Email" for="email-caa9487a-d08b-4575-9fe1-b008de7bb421"><span>Email</span><span
class="hs-form-required">*</span></label>
<legend class="hs-field-desc" style="display: none;"></legend>
<div class="input"><input id="email-caa9487a-d08b-4575-9fe1-b008de7bb421" name="email" required="" placeholder="" type="email" class="hs-input" inputmode="email" autocomplete="email" value=""></div>
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<div class="hs_jobtitle hs-jobtitle hs-fieldtype-text field hs-form-field"><label id="label-jobtitle-caa9487a-d08b-4575-9fe1-b008de7bb421" class="" placeholder="Enter your Job Title" for="jobtitle-caa9487a-d08b-4575-9fe1-b008de7bb421"><span>Job
Title</span><span class="hs-form-required">*</span></label>
<legend class="hs-field-desc" style="display: none;"></legend>
<div class="input"><input id="jobtitle-caa9487a-d08b-4575-9fe1-b008de7bb421" name="jobtitle" required="" placeholder="" type="text" class="hs-input" inputmode="text" autocomplete="organization-title" value=""></div>
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<div class="hs_website hs-website hs-fieldtype-text field hs-form-field"><label id="label-website-caa9487a-d08b-4575-9fe1-b008de7bb421" class="" placeholder="Enter your Company URL" for="website-caa9487a-d08b-4575-9fe1-b008de7bb421"><span>Company
URL</span><span class="hs-form-required">*</span></label>
<legend class="hs-field-desc" style="display: none;"></legend>
<div class="input"><input id="website-caa9487a-d08b-4575-9fe1-b008de7bb421" name="website" required="" placeholder="" type="text" class="hs-input" inputmode="url" value=""></div>
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<div class="hs_numemployees hs-numemployees hs-fieldtype-select field hs-form-field"><label id="label-numemployees-caa9487a-d08b-4575-9fe1-b008de7bb421" class="" placeholder="Enter your Number of Employees"
for="numemployees-caa9487a-d08b-4575-9fe1-b008de7bb421"><span>Number of Employees</span><span class="hs-form-required">*</span></label>
<legend class="hs-field-desc" style="display: none;"></legend>
<div class="input"><select id="numemployees-caa9487a-d08b-4575-9fe1-b008de7bb421" required="" class="hs-input is-placeholder" name="numemployees">
<option disabled="" value="">Please Select</option>
<option value="1-5">1-5</option>
<option value="5-25">6-25</option>
<option value="25-50">26-50</option>
<option value="50-100">51-100</option>
<option value="100-500">101-500</option>
<option value="500-1000">501-1000</option>
<option value="1000+">1001+</option>
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<fieldset class="form-columns-1">
<div class="hs_lead_notes hs-lead_notes hs-fieldtype-textarea field hs-form-field"><label id="label-lead_notes-caa9487a-d08b-4575-9fe1-b008de7bb421" class="" placeholder="Enter your Notes"
for="lead_notes-caa9487a-d08b-4575-9fe1-b008de7bb421"><span>Notes</span></label>
<legend class="hs-field-desc" style="display: none;"></legend>
<div class="input"><textarea id="lead_notes-caa9487a-d08b-4575-9fe1-b008de7bb421" class="hs-input hs-fieldtype-textarea" name="lead_notes" placeholder="Any specific information you would like cover on the call?"></textarea></div>
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<fieldset class="form-columns-1">
<div class="hs_gclid hs-gclid hs-fieldtype-text field hs-form-field" style="display: none;"><label id="label-gclid-caa9487a-d08b-4575-9fe1-b008de7bb421" class="" placeholder="Enter your GCLID"
for="gclid-caa9487a-d08b-4575-9fe1-b008de7bb421"><span>GCLID</span></label>
<legend class="hs-field-desc" style="display: none;"></legend>
<div class="input"><input name="gclid" class="hs-input" type="hidden" value=""></div>
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<div class="hs_last_url_seen_before_demo hs-last_url_seen_before_demo hs-fieldtype-text field hs-form-field" style="display: none;"><label id="label-last_url_seen_before_demo-caa9487a-d08b-4575-9fe1-b008de7bb421" class=""
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<legend class="hs-field-desc" style="display: none;"></legend>
<div class="input"><input name="last_url_seen_before_demo" class="hs-input" type="hidden" value=""></div>
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<div class="hs_submit hs-submit">
<div class="hs-field-desc" style="display: none;"></div>
<div class="actions"><input type="submit" class="hs-button primary large" value="Submit"></div>
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Jamie Davidson
Feb 22, 2023
•
4 min
THE FUTURE OF VITALLY AND CUSTOMER SUCCESS PRODUCTIVITY
It's an exciting day for the Vitally team as we celebrate two significant
milestones:
1. We raised $30M in Series B funding
2. We are launching the latest evolution of the Vitally platform, along with a
new brand.
First, let me shed some light on 'the new Vitally' and why we shifted our
product strategy towards problems our market has historically overlooked.
The new Vitally is built around three key themes:
1. Visibility
2. Productivity
3. Collaboration
Initially, Customer Success Platforms attempted to resolve the challenge of
Visibility. Customer data was scattered across multiple tools, so CSMs were
forced to log into multiple tools just to gain a basic understanding of their
customers. But since Customer Success Platforms like Vitally have been tackling
this issue for years, this problem has its share of solutions.
As we headed towards our Series B, I wanted to aim higher — to shift the
narrative and emphasize the "so what" of this challenge. "What do Customer
Success teams need to focus on now that they have an organized picture of the
customer?"
Over the past decade, while Customer Success teams gained better access to
customer data, an adjacent market was making interesting developments: work
productivity tools. The use of tools like Asana, Notion, Coda, Clickup,
Airtable, and more have fundamentally changed the way teams work, enabling them
to become more strategic, more productive, and more collaborative.
These tools have even made it possible to involve external stakeholders in that
work. I share our investor updates each month by cloning a Notion document,
updating it with KPIs and commentary, and sharing it with all investors. Why not
just send an email update? Searchability, engagement, and commenting options
make it more appealing.
While Customer Success platforms have been battling the challenges of unifying
disparate customer data, productivity tools have been tackling the challenges of
work productivity and collaboration. However, the fact these battles are waged
on totally separate battlefields comes at a detriment to Customer Success teams,
who face both.
In the course of solving the Visibility issue, traditional Customer Success
platforms have only amplified productivity and collaboration problems. With a
better understanding of their customers, Customer Success teams inevitably want
to better serve those customers. They want the tools to operate with more
efficiency, deliver best-in-class customer experiences, impact NRR, and get more
work done.
Despite all the great things Customer Success platforms have done to unify
customer data, they fall short of enabling CS teams to do their best work.
This leave Customer Success teams in a difficult position: sacrifice the
advanced capabilities of productivity tools and just work from their Customer
Success platform, or deal with the hassle of having to use multiple systems and
copy data back and forth. Both solutions have the same problem - a major loss of
productivity for the team.
So, Vitally solved this problem.
2:29
Request a demo of Vitally today!
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Notes
GCLID
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With this next evolution of Vitally, Customer Success teams now get the best of
both worlds - a clear picture of customer health (powered by bi-directional
integrations) along with a productivity toolset that makes teams more strategic
and collaborative, with both customers and their own team.
THE NEXT CHAPTER OF VITALLY
At the end of 2022, I went out to fundraise our Series B, armed with our
newfound solution to this problem. Market conditions at the time (and still to
this day) presented a challenging environment for raising a growth round. Yet,
this narrative - backed by strong financials and KPIs - excited and energized
investors from the first pitch. Only two weeks after a blitz of investor
meetings, I signed a term sheet.
I'm proud to announce that Vitally has raised a $30M Series B, led by Next47,
with additional participation from new investors Hubspot Ventures and NewView as
well as participation from our Series A lead, a16z.
With this new capital, Vitally will expand on an already unparalleled Customer
Success platform - one we believe fundamentally alters the way Customer Success
teams work. A single workspace that makes Customer Success teams more
productive, more impactful, and brings them closer to the customer than ever
before.
If you're interested in learning more about what we have planned next, join me
on March 8th for a first-look webinar at the future of Vitally and Customer
Success Productivity.
GET STARTED WITH A DEMO!
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HERE'S WHAT YOU SHOULD READ NEXT.
Discover the Customer Success resources you need to supercharge your book of
business.
USING CHATGPT FOR IMPROVING CUSTOMER SUCCESS PRODUCTIVITY
This is some text inside of a div block.
Explore how AI language models can help Customer Success teams become more
productive with their work.
Jeff Chase
January 9, 2023
INCREASE CUSTOMER SUCCESS PRODUCTIVITY WITH VARIABLES IN TASKS AND NOTES
This is some text inside of a div block.
Vitally users can now add variables within a new or templated Task or Note!
Variables act as placeholders that automatically pull in customer data so teams
can work smarter, improve efficiency, and standardize note-taking at scale.
Mary Lim
August 22, 2022
4 min
PRODUCT-LED CUSTOMER SUCCESS: DEFINING THE THREE PILLARS
This is some text inside of a div block.
The biggest difference between traditional and product-led CS lies in how you
approach the customer and set them up for success with your product.
Aazar Ali Shad
August 9, 2021
3 min read
See all articles
BOOST YOUR CUSTOMER SUCCESS PRODUCTIVITY NOW
Schedule a personalized demo today to see how Vitally can help your Customer
Success organization operate with more efficiency, improve NRR, deliver
best-in-class customer experiences, and get more work done.
Request demo
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