Webinars & Events

Join our team and thought-leaders across Customer Success to gain insights and best practices.

Upcoming Events

Demo WebinarDemo Webinar
Demo
Wed
,
Nov 6
at
10:00 am
PT

Demo Webinar

Join us for an exclusive session on how Vitally empowers Customer Success teams to boost retention, streamline workflows, and drive revenue growth.

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Demo WebinarDemo WebinarDemo Webinar
Demo
Wed
,
Nov 6
at
10:00 am
PT

Demo Webinar

Join us for an exclusive session on how Vitally empowers Customer Success teams to boost retention, streamline workflows, and drive revenue growth.

Watch Now →Register Now →Register Now →
CSM Confidential: Daily Struggles with Communication and CollaborationCSM Confidential: Daily Struggles with Communication and CollaborationCSM Confidential: Daily Struggles with Communication and Collaboration
On-Demand
Wed
,
Sep 4
at
10:00 am
PT

CSM Confidential: Daily Struggles with Communication and Collaboration

Tackle modern CSM challenges with strategies to reduce stress through software automation and better cross-departmental collaboration.

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How To Enhance Customer Success with Multichannel Customer SupportHow To Enhance Customer Success with Multichannel Customer SupportHow To Enhance Customer Success with Multichannel Customer Support
On-Demand
Tue
,
Aug 27
at
10:00 am
PT

How To Enhance Customer Success with Multichannel Customer Support

Unlock the secrets to boosting Customer Success with Multichannel Support! Join Vitally and Thena for an insightful webinar on leveraging Slack for effective support. Ready to transform your customer interactions?

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Scaling Customer Education for Growing Customer BasesScaling Customer Education for Growing Customer BasesScaling Customer Education for Growing Customer Bases
On-Demand
Wed
,
Aug 21
at
10:00 am
PT

Scaling Customer Education for Growing Customer Bases

Looking to boost customer success and loyalty? Learn how with scalable education strategies from industry leaders.

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How to Elevate Executive Visibility and Influence in Customer SuccessHow to Elevate Executive Visibility and Influence in Customer SuccessHow to Elevate Executive Visibility and Influence in Customer Success
On-Demand
Tue
,
Jul 16
at
10:00 am
PT

How to Elevate Executive Visibility and Influence in Customer Success

Join us for an interactive virtual panel discussion presented in partnership between Vitally and Women of Customer Success, to learn powerful strategies to elevate Customer Success’s visibility and influence within your organization.

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Customer Support’s Role in a Scaled Customer Success MotionCustomer Support’s Role in a Scaled Customer Success MotionCustomer Support’s Role in a Scaled Customer Success Motion
On-Demand
Tue
,
Jun 18
at
10:00 am
PT

Customer Support’s Role in a Scaled Customer Success Motion

Join industry experts from Zendesk and Vitally in a discussion exploring the critical role of customer support within a scaled customer success strategy.

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The Down Funnel Impact of ‘Bad’ Customers & What To Do About ItThe Down Funnel Impact of ‘Bad’ Customers & What To Do About ItThe Down Funnel Impact of ‘Bad’ Customers & What To Do About It
On-Demand
Thu
,
May 23
at
10:00 am
PT

The Down Funnel Impact of ‘Bad’ Customers & What To Do About It

Join us for an insightful webinar where a distinguished panel of Success leaders will delve into the unseen costs and enduring consequences of prioritizing short-term benefits over long-term customer acquisition strategies.

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Customer Success Processes That You Aren’t Automating But ShouldCustomer Success Processes That You Aren’t Automating But ShouldCustomer Success Processes That You Aren’t Automating But Should
On-Demand
Wed
,
Mar 20
at
10:00 am
PST

Customer Success Processes That You Aren’t Automating But Should

Discover how unlocking the power of automation can revolutionize your Customer Success strategies. Whether you're a Vitally customer or exploring the possibilities, this webinar promises valuable insights and practical tips to elevate your Customer Success endeavors.

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How to Leverage Technology for Proactive Customer SuccessHow to Leverage Technology for Proactive Customer SuccessHow to Leverage Technology for Proactive Customer Success
On-Demand
Wed
,
Mar 13
at
11:00 am
EST

How to Leverage Technology for Proactive Customer Success

Join us for a dynamic panel webinar featuring CS leaders from Simplesat, Upflow, and Vitally as we delve into the heart of Customer Success innovation.

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How to Build a Customer Success Process from the Ground UpHow to Build a Customer Success Process from the Ground UpHow to Build a Customer Success Process from the Ground Up
On-Demand
Wed
,
Feb 21
at
10:00 am
PST

How to Build a Customer Success Process from the Ground Up

Are you an early-stage Customer Success leader navigating the challenges of scaling? Join seasoned experts for FreightWise, Vitally, and beyond who have successfully built and implemented CS processes.

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Improving Product Adoption Through an Omnichannel Customer Education StrategyImproving Product Adoption Through an Omnichannel Customer Education StrategyImproving Product Adoption Through an Omnichannel Customer Education Strategy
On-Demand
Wed
,
Dec 13
at
12:00 pm
ET

Improving Product Adoption Through an Omnichannel Customer Education Strategy

Join Product, Marketing, and Customer Success Leaders from Vitally, Chameleon and Navattic in this exciting webinar on driving customer education.

Watch Now →Register Now →Register Now →
Mastering the Art of Customer Retention: Tactics for CS Success in 2024Mastering the Art of Customer Retention: Tactics for CS Success in 2024Mastering the Art of Customer Retention: Tactics for CS Success in 2024
On-Demand
Thu
,
Dec 7
at
1:00 pm
ET

Mastering the Art of Customer Retention: Tactics for CS Success in 2024

Join us for an engaging virtual conversation with Customer Success leaders from Vitally, Banzai, and Women in Customer Success as we delve into the crucial strategies for effective customer retention in 2024.

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Aligning Finance & Customer Success Teams: Keeping Your Eye on the MarginAligning Finance & Customer Success Teams: Keeping Your Eye on the MarginAligning Finance & Customer Success Teams: Keeping Your Eye on the Margin
On-Demand
Mon
,
Nov 20
at
12:00 pm
ET

Aligning Finance & Customer Success Teams: Keeping Your Eye on the Margin

Join Finance and Revenue leaders from Vitally and Help Scout as they discuss the aligning Finance and Customer Success teams!

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Re-Inventing the (Fly)wheel: Building a Customer Advocacy Program That Benefits Your Customers & CSMsRe-Inventing the (Fly)wheel: Building a Customer Advocacy Program That Benefits Your Customers & CSMsRe-Inventing the (Fly)wheel: Building a Customer Advocacy Program That Benefits Your Customers & CSMs
On-Demand
Thu
,
Oct 5
at
12:00 pm
ET

Re-Inventing the (Fly)wheel: Building a Customer Advocacy Program That Benefits Your Customers & CSMs

Join Industry experts from Vitally, PeopleGrove, and Lantern as they explore various topics related to customer advocacy programs!

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Mastering Customer Success: Lessons from Industry TrailblazersMastering Customer Success: Lessons from Industry TrailblazersMastering Customer Success: Lessons from Industry Trailblazers
On-Demand
Tue
,
Sep 12
at
12:00 pm
ET

Mastering Customer Success: Lessons from Industry Trailblazers

We're bringing together a panel of accomplished female leaders who have paved the way in the Customer Success realm, and we're inviting you to join in on the convo on Tuesday, September 12th! From pivotal moments that revolutionized CS practices to insights on the latest trends shaping the future of CS, we'd love to invite you to a transformative session to gain insider perspectives on strategies that'll set you apart and make a mark in the evolving CS landscape.

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Opps for Ops: Harnessing the Full Potential of Your Customer Success Tech-StackOpps for Ops: Harnessing the Full Potential of Your Customer Success Tech-StackOpps for Ops: Harnessing the Full Potential of Your Customer Success Tech-Stack
On-Demand
Wed
,
Aug 9
at
1:00 pm
ET

Opps for Ops: Harnessing the Full Potential of Your Customer Success Tech-Stack

In today's rapidly evolving business landscape, delivering exceptional customer experiences has become the cornerstone of sustainable growth and success. Customer Success teams are at the forefront of driving customer satisfaction, retention, and expansion. To meet the demands of this critical role, Customer Success leaders are constantly seeking ways to optimize and leverage the full potential of their Customer Success tech-stack.

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How to Measure Customer Education’s Impact on Retention How to Measure Customer Education’s Impact on Retention How to Measure Customer Education’s Impact on Retention
On-Demand
Tue
,
Jul 18
at
1:00 pm
ET

How to Measure Customer Education’s Impact on Retention

Customer education can be a powerful initiative for scaling your Customer Success organization while strengthening overall retention rates. This webinar brought together Customer Success and education leaders from Vitally, WorkRamp, and Productboard to share their insights on the impact of customer education on retention, and its pivotal role in scaling and ensuring your customers get the most value out of what they need to succeed.

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Leveraging the Power of AI to Transform Customer SuccessLeveraging the Power of AI to Transform Customer SuccessLeveraging the Power of AI to Transform Customer Success
On-Demand
Wed
,
Jun 28
at
2:30 pm
ET

Leveraging the Power of AI to Transform Customer Success

Do you wonder why A.I. is today's hottest trend? You're not alone. From ChatGPT to breaking down the future of A.I., get an in-depth analysis of how Artificial Intelligence (A.I.) is revolutionizing organizations and transforming how Customer Success teams drive and scale productivity. Mickey Powell, Co-founder and Head of GTM at UpdateAI, a ChatGPT-powered tool that automates call notes and insights for Customer Success teams, as well as Jamie Davidson, Co-founder and CEO at Vitally, and Jeff Chase, Director of Product Marketing at Vitally, discuss the basics of A.I., demystifying the buzzwords and jargon surrounding

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Join the Vitally Supper Club!

Join Vitally and other esteemed CS Leaders for evenings of mingling and networking.

Ready to Scale Customer Success?

Take a live look at Vitally's Customer Success Platform to learn how your data can help your teams and customers achieve greater success.