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Expert advice and cutting-edge CS tactics to help you supercharge your book of business.
![The Best Customer Success Automation Software [Updated for 2025]](https://cdn.prod.website-files.com/63d3e5f547ca0a123a2e07e0/690382072ba3af5f1bc493c5_top-cs-automataion.jpg)
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.
What Is the Golden Ratio of Customer Success Managers to Customers?
Find out how to determine the sweet spot for customers assigned to Customer Success Managers and apply this ratio to your SaaS company’s Customer Success model.
The Do's & Don'ts of Monetizing Customer Success
If handled appropriately, charging for Customer Success can be an effective strategy that leads to positive outcomes for a SaaS company and its customers.
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Chris Jewitt, CSM at Klaus, Talks Community as a Pillar of Customer Success Strategy and Engaging with Unresponsive Customers
Meet Chris—vegan food fan, dog dad, and proponent of Community as a pillar of Customer Success strategy.
Digitizing Traditional Quarterly Business Reviews
The need to drive continuous value and success for customers is accelerating the digitization of quarterly business reviews. Learn more how you can adapt.
MonkeyLearn Multiplies CSM Bandwidth with Vitally’s CS Platform
“Of the Customer Success tools that I’ve tried, Vitally is the one that spoke the most to the Customer Success Manager in me.”
How to Develop a Successful Sales & Customer Success Partnership
Sales will tell the customer what you need and the cost. Success will tell you why you need it. Support will tell you how to do it.
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Klaus’s CEO Has Executive-Level Customer Insights at His Fingertips with Vitally’s Purpose-Built CS Platform
"The value Klaus has experienced from Vitally has come in the form of increased expansion MRR, faster customer onboardings, and improved NPS scores. "
Why You Need a Dedicated Customer Success Tool Even if You Have a CRM
This article clarifies the roles of CRMs vs Customer Success tools and why having a dedicated Customer Success platform in your CS tech stack is essential.
CSM to CSM: Tips for Handling Customer Escalations (Gracefully)
Follow and execute the success work plan you have set up with your clients without any blockers or delays to gracefully handle escalations.
Hugo Keeps Data at the Center of Their Self-Serve Model and Sees Growth Across the Board with Vitally
Vitally interviewed Darren of Hugo on how Vitally has helped Hugo solve the challenges that prompted their search for a Customer Success platform.
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How Mature is Customer Success at Your B2B SaaS Organization?
We prepared 7 levels outlining the areas wherein your CS department can expand and mature as you scale Customer Success at your organization.
How to Measure the Effectiveness of Your Customer Health Score in Five Steps
Find out if your customer health scores are giving your Customer Success team, and business, an accurate pulse on the ‘health’ of your book of business.
Foleon Increases Retention & Expansion, Not Headcount, After Upgrading From a CRM to Vitally
The problem is that the CRM at Foleon's at their stage and size is normally a ‘spaghetti mess’, Vitally revamped everything.
Five Ways to Level Up In Your Career as a Customer Success Manager
Companies are always on the lookout for superstar customer success managers to ensure customer retention is always at the top.
When Is Hiring a Chief Customer Officer Justified?
Before you post the job to your hiring board, understand just how a CCO can help your organization achieve your goals.
The CEO’s Guide to Setting a Chief Customer Officer Up For Success
There are plenty of articles that talk about why and when you need a CCO, but this post will focus on how to install one.
Productboard Reduces Gross Churn by 50% in 1 Year with Vitally
“In 2020 alone, we reduced our gross churn relatively by 50%. Even as we scaled, we were able to spend our time as wisely as possible with customers.”
Product-Led Customer Success: Defining the Three Pillars
Product-Led Customer Success: Defining the Three Pillars
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