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Expert advice and cutting-edge CS tactics to help you supercharge your book of business.

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5 Customer Success Processes You Can't Manage With a CRM
For CS Leadership

5 Customer Success Processes You Can't Manage With a CRM

Traditional CRMs trap your team in routine client management tasks, making it hard to drive tangible business outcomes. Here are a few critical CS processes that you can only do with a CSP.

Faith Uzuegbu
Faith Uzuegbu
December 12, 2024
How to Use Slack to Automate Customer Success Activities and Data-Sharing
For CS Managers

How to Use Slack to Automate Customer Success Activities and Data-Sharing

Automating CS tasks using common tools in your software stack is easier than you might think. Here’s how I leveraged Slack and Zapier to free up time for our CS team.

Alberto Rodrigues
Alberto Rodrigues
December 10, 2024
Turning Your First Customers Into Recurring Revenue: A Guide for Startups
For CS Leadership

Turning Your First Customers Into Recurring Revenue: A Guide for Startups

Learn how to turn your first customers into loyal, recurring revenue through relationship building, proactive onboarding, and growth-focused Customer Success strategies.

Ian Russell
Ian Russell
December 5, 2024
How to Build and Optimize an Executive Sponsor Program
For CS Leadership

How to Build and Optimize an Executive Sponsor Program

Executive sponsors provide your organization with another vantage point internally, creating visibility and a potential runway for expansion. Here's how to deploy them for maximum effect.

Sabina M. Pons
Sabina M. Pons
November 26, 2024
6 Customer Renewal Templates to Improve Your Retention Process
For CS Managers

6 Customer Renewal Templates to Improve Your Retention Process

These six ready-to-use Customer Success renewal templates will help your team monitor and manage customer renewals and improve retention.

Hiba Amin
Hiba Amin
November 25, 2024
How to Evolve From a CSM Into a Trusted Consultant for Your Clients
For CS Managers

How to Evolve From a CSM Into a Trusted Consultant for Your Clients

By redefining ourselves as consultants, we can be seen not just as support personnel but as proactive partners invested in our customers’ long-term success.

David Barnes
David Barnes
November 21, 2024
6 Pro Tips for Boosting Your Customer Survey Response Rates
For CS Managers

6 Pro Tips for Boosting Your Customer Survey Response Rates

As businesses increasingly rely on customer data to drive strategy, well-designed customer surveys are a secret weapon. Here’s how to get the most out of your survey sends.

Kelley Turner
Kelley Turner
November 10, 2024
The Power of Making Clients Feel Heard and Understood
For CS Managers

The Power of Making Clients Feel Heard and Understood

Learn how deep listening, strategic questions, and 30,000 foot customer conversations help CS professionals build trust, reduce churn, and uncover new growth opportunities.

Bob London
Bob London
November 7, 2024
The Future of Customer Success: 6 Key Trends and Predictions for 2025 and Beyond
For CS Leadership

The Future of Customer Success: 6 Key Trends and Predictions for 2025 and Beyond

Over the next decade, CS will be driven by new technology, shifts in customer expectations, and innovative strategies that will enhance customer experiences.

Maria Waida
Maria Waida
November 6, 2024
The Four Stages of Customer Onboarding Maturity
For CS Leadership

The Four Stages of Customer Onboarding Maturity

By identifying your current stage and taking steps to reach the next level, you can deliver value to your customers faster and ensure your team members are working efficiently with the resources they have.

Donna Weber
Donna Weber
November 5, 2024
The Fall Drop: Better Just Got Better
Vitally Updates

The Fall Drop: Better Just Got Better

Introducing Vitally's Fall Drop, our latest release of best-in-class Customer Success features tailored for today’s Customer Success teams.

Rachel Sheldon
Rachel Sheldon
October 30, 2024
The 8 Best Customer Success Conferences of 2025
For CS Leadership

The 8 Best Customer Success Conferences of 2025

One of the best ways to go from good to great in your Customer Success role is to attend CS conferences. Here are the ones we’re keeping an eye on in 2025. 

Olivia Adkison
Olivia Adkison
October 22, 2024
"CSM Confidential" Part 2: Helping Direct Reports Navigate Career Growth & Compensation — 9 Key Takeaways
For CS Leadership

"CSM Confidential" Part 2: Helping Direct Reports Navigate Career Growth & Compensation — 9 Key Takeaways

During our second CSM Confidential event, our expert guests discussed how to support the professional growth of future Customer Success leaders. Here's a summary of the most important insights.

Maria Waida
Maria Waida
October 16, 2024
Churn Rate Benchmarks for B2B SaaS Companies [Updated for Q4 2024]
For CS Leadership

Churn Rate Benchmarks for B2B SaaS Companies [Updated for Q4 2024]

We’ve assembled the latest data on churn rates for B2B SaaS companies in 2024. How does your team measure up?

Ryan LaFlamme
Ryan LaFlamme
October 15, 2024
Customer Success at Scale: How to Identify and Prioritize Expansion Opportunities
For CS Managers

Customer Success at Scale: How to Identify and Prioritize Expansion Opportunities

By streamlining your expansion processes, you can spend less time searching for opportunities and more time engaging with customers in productive, value-driven ways.

Samantha David
Samantha David
October 14, 2024
How to Earn Cross-Functional Brownie Points Through Efficient Collaboration
For CS Managers

How to Earn Cross-Functional Brownie Points Through Efficient Collaboration

On our quest for personal productivity, there's a crucial factor we often overlook: how our prioritization impacts others. Here's how to make productivity a team sport.

Virginia D. Bloom
Virginia D. Bloom
October 10, 2024
Roadmap for New CS Leaders: What to Prioritize in Your First 30/60/90 Days
For CS Leadership

Roadmap for New CS Leaders: What to Prioritize in Your First 30/60/90 Days

Lizzy Rosen shares her advice for acing a new CS leadership role, including how to build trust from day one and the tactical questions you should ask your team.

Hiba Amin
Hiba Amin
October 8, 2024
How to Build a Customer Survey From Start to Finish
For CS Managers

How to Build a Customer Survey From Start to Finish

Learn how your Customer Success team can build actionable surveys, improve data visibility, and discover customer insights that drive business results.

Faith Uzuegbu
Faith Uzuegbu
October 2, 2024

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