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Expert advice and cutting-edge CS tactics to help you supercharge your book of business.
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The Best Customer Success Automation Software [Updated for 2025]
Automation doesn’t have to mean canned responses. Check out this guide to the best automation software for Customer Success teams to deliver a stellar experience at scale.
Introducing Blueprints: Ready-to-Use Templates Powered by CS Experts
Discover the Blueprint Library — expert-built templates to help Customer Success teams launch faster, standardize workflows, and scale with ease.
How to Scale Customer Success: Strategies, Timing, and the Role of AI
We dig into what scaled CS is, share some common misconceptions about it, and offer a couple of proven scaled CS programs you can explore for your team.
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Why You Should Build Customer Health Scores by Lifecycle Stage (+ Downloadable Guides)
We walk through the methodology behind our best-practice guides on how to build a customer health score by customer lifecycle stage.
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User Interviews Masters Proactive Customer Success with Vitally
Vitally interviewed Hope of User Interviews on how Vitally has helped User Interviews solve the challenges that prompted their search for a CS platform.
Common Points of Sales <> Customer Success Misalignment ( + Tips for a Successful Partnership)
Let's dive into the most common misalignments between Sales and CS in SaaS these departments can work together in order to build the best growth machine.
Can Customer Churn Be Good for a B2B SaaS Business? Sometimes...
Customer churn tends to be viewed negatively by SaaS companies, and for good reason. However, sometimes there are positive impacts you can gain.
ikas Experiences Cost Savings, Company-Wide Coordination, and Data Consolidation with Vitally
With Vitally, the Customer Success team at ikas was able to consolidate the key metrics they needed to track into a single dashboard.
Celine Doumar of MeetElise Talks Customer Success at Early-Stage Startups
In this episode of 17 Questions on the Future of Customer Success, we’re chatting with Celine Doumar, Senior Account Manager at MeetElise. Watch the episode today!
Defining the Customer Success Operations Role
CS Operations directly impacts Customer Success metrics. Understand the value of CS Operations and when a SaaS company should consider implementing such a department.
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Underrated Qualities to Look for When Hiring CSMs ft. Sample Interview Questions
Find out what some of the most underrated, yet most important, qualities hiring managers should look for in CSMs.
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Samuel Blount, Head of Sales & Customer Success @ Filestage, talks Agile & Scrum Methodologies, Football Clubs, & CS Driving Marketing and Sales Initiatives
In this episode of "17 Questions on the Future of Customer Success", we chatting with Samuel Blount, Head of Sales & Customer Success at Filestage.
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Sarah Cunningham-Scharf, Head of Customer Success at Great Question, talks storytelling in CS, turning customers into champions, and the power of public speaking
Sarah Cunningham-Scharf, Head of Customer Success at Great Question, talks storytelling in CS, turning customers into champs, and the power of public speaking.
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Pencil Significantly Decreases Time to Value for Customers with Vitally
By having the ability to be in more places at once since implementing Vitally, Pencil has seen ROI in the form of delighting more customers, more often.
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Comparing Four Crucial Growth Operations in B2B SaaS
Let's explore the roles of CS operations, Revenue Operations, Sales Operations, and Marketing Operations within SaaS companies and what impact they have on a company’s success.
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Product-Led Growth Deserves Product-Led Customer Success: How Vitally Supports Product-Led Growth
If your company defines itself as a Product-Led Growth organization, it’s imperative that all departments within your organization support that mission.
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Customer Engagement: What Does it Mean & What Are the Factors That Impact It
Customer engagement’s relation to Customer Success is self-explanatory, but what is perhaps a little less obvious, is what fuels customer engagement, and what factors impact it.
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Fractional Chief Customer Officer, CX Strategist, Author, & Host, Nicholas Zeisler, talks Customer Experience
In this episode, we’re chatting all things Customer Experience with Nicholas Zeisler, author of the new book, ‘We’re Doing CX Wrong… And How to Get It Right’.
Automate Customer Task Completion with New Playbook Actions
Leverage Playbooks to build and automate intelligent workflows that reduce CSM time spent on closing out repetitive Tasks completed throughout the customer journey.
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Sarah Steingraber, Manager of Mid-Market Customer Success at Sendoso, talks How CS is Structured at Sendoso, Account Segmentation, and the Power of Personalization
Meet Sarah—gift giver, Customer Success professional, and dog mom to a yellow lab. Sarah has been working in Customer Success for four years.
The Most Time-Consuming & Repetitive CSM Responsibilities (and How to Minimize Them with Automation)
The key to success is identifying what tasks consume the majority of your time and which of these tasks can be automated so you can be more efficient.
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