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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.
Shogun Makes a Science Out of Customer Success with Vitally
“If you’re not making a science out of Customer Success, you’re probably missing out on a lot of opportunities to reduce churn and see more expansion revenue.”
A Letter From Our CEO: Announcing Vitally's Series A financing, led by Andreessen Horowitz
Vitally, the leading Customer Success platform used by hundreds of high-growth teams has closed a $9.2M Series A financing, led by Andreessen Horowitz.
Vitally Raises $9 Million Series A Funding Led by Andreessen Horowitz
Vitally, a leading Customer Success platform, today announced it has raised $9 million in a Series A funding in a round led by Andreessen Horowitz.
Retention Isn’t Just Maintaining The Status Quo, It’s the Key Driver of Growth
Client retention is the foundation of growth. Businesses can spend time acquiring new customers, but existing customers are almost always higher quality leads.
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The Power Of Positive Onboarding Friction
The goal of user onboarding is to help them adopt new product habits, understand the full value of your product, and keep coming back for more.
Mitigate Early Churn With This Customer Success Plan Template
Rather than waiting until customers are weighed down with blockers, guarantee smooth onboarding and implementation with a customer success plan.
A Plan to Fail: How a Premortem Can Help You See (and Stop) Future Churn Risks
One of the best ways to stop churn from happening is to add churn analysis to the glass-half-full conversations that overflow every time there's a new customer.
New in Vitally: Measure Your Revenue, Trials, and Churn
Vitally has always been a tool to help you gain detailed insight into product adoption at your customers. However, if you wanted to track the customer's subscription lifecycle, that required using another tool separately from Vitally...until now 😉
The Importance of Health Scoring by Customer Lifecycle
In order to actually facilitate proactive and reliable health scoring, you need a model where customers are scored uniquely based on contextual factors.
How One Customer Success Leader Created a Framework for a Seamless Sales-CS Handoff
Here's a framework you can use to get your Sales-CS teams on the same page so your customers (and your team) can focus on what matters most — success.
5 Tips for a Successful Sales to Customer Success Handoff
The perfect Sales-CS handoff is seamless and consistent. Here are 5 tips that will ensure each new customer is sped smoothly along the path from purchase to value.
Why Sales Should Own Account Expansions and Renewals
We weighed the most common arguments for who should own expansions and renewals and came to a clear conclusion. Spoiler alert: It's Sales.
Why It’s a Mistake To Separate Customer Support From Customer Success
Splitting the two functions as you grow from 100-1K customers, you’re missing out on an opportunity to train your CSMs at a critical point in your company’s growth.
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A Static List of Customer Success Manager Skills Is Wrong for You — Here’s How To Make Your Own
Here are four questions to ask yourself before you go looking for perfect customer success manager candidate and an interview scorecard formula you can use.
How to Reduce Churn With Segmented Churn Analysis
Learn how to segment your customers so you can analyze and target specific groups to maximize your churn prevention.
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How to Send Automated Customer Success Emails That Don’t Suck
Here are three things people hate about email and three ways you can improve the chances that your inbox communications will delight, not annoy.
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Four Tips From the Experts to Lead Your Customer Success Team Remotely
Leading a dispersed Customer Success team is daunting learn from the experts with their top tips for managing remote Customer Success teams.
Which Customer Success Tools Belong in Your Startup Tech Stack
With hundreds of software solutions available, how do you choose? Here's a list of 11 tools you can use to automate repetitive tasks.
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