Blog
Expert advice and cutting-edge CS tactics to help you supercharge your book of business.
Customer Onboarding Best Practices: 5 Proven Habits from Top CS Leaders
In episode four of Vitally's series One Vital Question, five Customer Success industry leaders share their essential tactics for curating onboarding experiences that lead to higher Time to Value (TTV), stronger relationships, and better customer outcomes.
Introducing Vitally AI, Your AI Copilot for Customer Success
We’re excited to share the launch of Vitally AI — the purpose-built AI for Customer Success. Learn more about the benefits of our suite of AI CS features including Vitally’s AI Meeting Recorder.
Transforming Customer Success: 5 Innovative Strategies from Industry Leaders
From revamping data storytelling to bridging gaps between sales and CS, five CS leaders share with Vitally the innovative strategies that transformed how their teams operate.
Customer Onboarding Best Practices: 5 Proven Habits from Top CS Leaders
In episode four of Vitally's series One Vital Question, five Customer Success industry leaders share their essential tactics for curating onboarding experiences that lead to higher Time to Value (TTV), stronger relationships, and better customer outcomes.
Introducing Vitally AI, Your AI Copilot for Customer Success
We’re excited to share the launch of Vitally AI — the purpose-built AI for Customer Success. Learn more about the benefits of our suite of AI CS features including Vitally’s AI Meeting Recorder.
Transforming Customer Success: 5 Innovative Strategies from Industry Leaders
From revamping data storytelling to bridging gaps between sales and CS, five CS leaders share with Vitally the innovative strategies that transformed how their teams operate.
How to Build a Customer Success Process That Actually Works
If you’re an early-stage CS leader who’s been “making it work,” this one's for you. Here are some expert strategies for defining and implementing a unique Customer Success process for your team.
6 Proven Strategies to Build an Effective Customer Success Team
Discover six expert-backed strategies to boost your Customer Success team's effectiveness, drive NRR, and build a scalable CS strategy.
Simplifying Your Customer Health Scores with Four Key Metrics
Any B2B Customer Success team can build a powerful, practical health score to identify healthy and at-risk accounts by using these simple metrics.
How to Make Customer Discovery a Continuous Process
For Customer Success professionals, customer discovery is more important than ever, and it has to be a continuous process.
Churn Rate Benchmarks & Insights for B2B SaaS Leaders in 2025
We’ve assembled the latest data on churn rates for B2B SaaS companies in 2025. How does your team measure up?
No, Your CRM Isn’t Enough: Why Modern-Day Customer Success Teams Need A CS Platform
Discover why a CRM alone isn't enough for modern Customer Success teams and how a dedicated CS platform drives retention and growth.
The Latest Top Jobs in Customer Success
Discover some of the hottest jobs in Customer Success (CS Leadership, CS Ops, CSM, + more)
Vitally Named the Leading Customer Success Platform of G2’s Top 50 Project Management Tools of 2025
Vitally ranked 18th on G2's list, joining Smartsheet, Asana, Airtable, and Slack. Most notably, Vitally is the highest and only ranked Customer Success Platform.
How Being Yourself in CX Is Good Business
Here’s what happened once I started matching up members of my CS team to clients based on personality. (And what that has to do with The Real Housewives.)
Why Focusing Only on Relationships in Customer Success Doesn’t Cut It
The strength of an individual relationship is not a reliable indicator of an account’s health. Here are three things Customer Success teams should focus on instead.
How to Create a CSQL Process to Expand More Accounts (w/ Expert Advice)
Expanding the financial relationship with each customer has become more important than ever. That’s where Customer Success Qualified Leads (CSQLs) come in.
How to Become a Customer Success Thought Leader
Four luminaries of the CS world discuss how they found their voice, which platforms have moved the needle, and what the benefits have been for their careers.
How to Build an Effective Account Plan for Customer Success (with Expert Advice)
Account plans are behind-the-scenes playbooks that outline what your goals are for each account. Here's how to design them for maximum impact.
How to Mine Your Customer Success Data for Better Revenue Forecasting
What if revenue prediction could be less "fingers crossed" and more "data-backed confidence?” Here's how the CS team can lead the charge to make that happen.
The REACH Framework™: An Expansion Process That Really Works
Post-sale leaders leave opportunities on the table worth millions of dollars because they lack a systematic way to identify and capture them. That doesn’t need to be the case anymore.
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