LeanScale Vitally
DeployedWe run it in production

How LeanScale runs Vitally

Vitally is part of the LeanScale RevOps network in Customer Success. Our teams implement, migrate and operate it inside live client environments.

Talk to the team that runs Vitally vitally.io ↗
Projects we run on it
2
Hub documents
2
What we build

What we build on Vitally

2 projects from the LeanScale catalogue run on Vitally, each with a typical timeline from our delivery record.

RevOpsBlueprint

Customer health and CS ops

A health score the CS team trusts, wired to the actions it should trigger.

3–5 weeksCustomer and partner lifecycle
RevOpsBlueprint

Customer onboarding handoff

A clean sales to CS handoff, so a new customer never repeats themselves.

2–3 weeksCustomer and partner lifecycle
In the stack

The outcomes Vitally helps us deliver

The LeanScale stacks Vitally sits in, and the systems it runs alongside.

Customer Segmentation

Growth Ops · RevOps
VitallyClayZoomInfoApolloGainsightChurnZeroPlanhatCognismTotango+2

Renewal, Churn, NRR/GRR Reporting

RevOps
VitallySalesforceHubSpotGainsightChurnZeroPlanhatTotangoCatalyst

Onboarding and Process Improvement

RevOps
VitallySalesforceHubSpotGainsightChurnZeroPlanhatTotangoCatalyst

Customer Health Model

RevOps
VitallySalesforceHubSpotGainsightChurnZeroPlanhatTotangoCatalyst

Customer Lifecycle (GTM Lifecycle)

RevOps
VitallySalesforceHubSpotGainsightChurnZeroPlanhatTotangoCatalyst

Customer Success Platform Implementation

RevOps
VitallyGainsightChurnZeroPlanhatTotangoCatalyst
From the knowledge hub

What we’ve published on Vitally

1 customer stories · 1 podcast episode

Proof Customer Success, Renewals & Retention

Folding a second business unit's customer-success operations onto one platform — and rebuilding the health score on the way

A governance-software company was running two customer-success platforms: its own, and a second one belonging to a separate business unit. We mapped t…

3 sections · 7 min read
Ep. 28Run CS Ops like a Pro: The 5 Things Every CS Operation Needs to Have
Everything on Vitally
Customer Success

Also in Customer Success

Other Customer Success systems our teams run.

Gainsight Certified Catalyst ChurnZero Planhat Totango
Running Vitally?

Work with the team that’s already inside it.

Embedded LeanScale teams build, migrate and run Vitally alongside the rest of your stack, on a flat fee.

Talk to us
Work at Vitally?

Climb the ladder.

Update your Arsenal profile so Vitally is in every recommendation we make in Customer Success. The Standard seat is still open.

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