Blog

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

Filters
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

No Matching Articles

How to Manage Internal Change in a Customer Success Team: 9 Proven Strategies
For CS Leadership

How to Manage Internal Change in a Customer Success Team: 9 Proven Strategies

When we think about change management, we typically focus on guiding clients through adopting new products or processes. However, internal change management within the CS team is equally crucial. 

Elodie O’Rourke
Elodie O’Rourke
July 25, 2024
We Asked the Experts: Is There a “Dark Funnel” of Expansion?
For CS Managers

We Asked the Experts: Is There a “Dark Funnel” of Expansion?

“The dark funnel” is an ambiguous channel that draws unattributable sales leads to an organization. But is there a dark funnel equivalent on the post-sales side? We asked a VP of CS, Senior CSM, and Account Manager for their takes.

Olivia Adkison
Olivia Adkison
July 18, 2024
How CSMs Can Become Change Management Consultants for Their Customers
For CS Managers

How CSMs Can Become Change Management Consultants for Their Customers

Just because most people resist change doesn’t mean it’s not worth pursuing. This approach will help customers gradually accept and implement change in a way that they’re comfortable with.

Mar Mitjavila
Mar Mitjavila
July 15, 2024
How to Bridge AI and Automation for CS Experiences Your Customers Won't Hate
For CS Managers

How to Bridge AI and Automation for CS Experiences Your Customers Won't Hate

Think of AI as the "brains" and automation as the "hands" of a successful workflow. Here are a few ways to harness these technologies effectively in Customer Success.

Craig Stoss
Craig Stoss
July 11, 2024
The Secrets of a Successful CS Mentorship Program
For CS Leadership

The Secrets of a Successful CS Mentorship Program

From setting expectations to making your efforts inclusive, here's how to build Customer Success mentorships that are worth the time investment for both sides.

Annie Dean
Annie Dean
July 8, 2024
4 Things Every CSM Should Know Off the Top of Their Head
For CS Managers

4 Things Every CSM Should Know Off the Top of Their Head

CSMs can get so bogged down in the day-to-day that they don’t take time to understand the bigger picture. Here are four critical data points that need to be top of mind for every CSM when it comes to their book of business.

Arit Nsemo
Arit Nsemo
June 26, 2024
Power Your Business Strategies and Customer Experiences with Custom Surveys
Vitally Updates

Power Your Business Strategies and Customer Experiences with Custom Surveys

Introducing Custom Surveys — a fully integrated survey solution built directly into Vitally to seamlessly gather insights from your customers so you never need to manually connect the dots again.

Rachel Sheldon
Rachel Sheldon
June 25, 2024
8 Must-Listen Customer Success Podcasts
For CS Leadership

8 Must-Listen Customer Success Podcasts

Podcasts are a fantastic resource for Customer Success pros looking to stay competitive. We’ve compiled eight of the best CS-focused podcasts we listen to weekly.

Devin Pickell
Devin Pickell
June 20, 2024
How to Use Customer Success Software to Learn More About Your Customers
For CS Managers

How to Use Customer Success Software to Learn More About Your Customers

The amount of quality data at the fingertips of CSMs and C-suite leaders is remarkable when they have the right tools in place. Here are four ways that CSP power-users can analyze their customers.

Olivia Adkison
Olivia Adkison
June 14, 2024
How to Use a Pooled CS Structure to Serve a Global Customer Base
For CS Leadership

How to Use a Pooled CS Structure to Serve a Global Customer Base

In a pooled CS model, CSMs manage customers on a rotating basis rather than every customer having their own dedicated CSM. Here's how pooled CS allows our four-person team to deliver consistent experiences to 500 accounts around the world.

Tyler Diderich
Tyler Diderich
June 6, 2024
6 Keys to Cultivating a Customer Success Mindset in Your Organization
For CS Leadership

6 Keys to Cultivating a Customer Success Mindset in Your Organization

Having a "Customer Success mindset" means that every employee plays a vital role in the success of the customer. Here’s how to adopt it at your organization.

Maria Waida
Maria Waida
May 30, 2024
What I Learned By Scaling a Customer Success Org 10X in One Year
For CS Leadership

What I Learned By Scaling a Customer Success Org 10X in One Year

John Henwood joined Writer when there were just four people on the Customer Success team and scaled it into the robust, 40-person function it has today. Here are his seven most valuable takeaways.

John Henwood
John Henwood
May 23, 2024
How to Build a Customer Advocacy Program That Puts Your Clients First
For CS Managers

How to Build a Customer Advocacy Program That Puts Your Clients First

Customer advocacy programs need to go beyond the asking-for-a-quick-favor model and evolve into partnerships that are genuinely helpful to customers.

Haig Kingston
Haig Kingston
May 21, 2024
Track the Impact of Your Customer Success Operations and Demonstrate ROI with Goals
Vitally Updates

Track the Impact of Your Customer Success Operations and Demonstrate ROI with Goals

Introducing Goals, a new way for Customer Success teams to effortlessly set, track, and measure the outcomes of their strategies and activities to clearly demonstrate their impact on their business and customers.

Rachel Sheldon
Rachel Sheldon
May 20, 2024
3 Customer Success Touchpoints You Should Be Automating
For CS Managers

3 Customer Success Touchpoints You Should Be Automating

Every touchpoint in an account lifecycle can be automated to some degree. Here are some tips I often recommend to CS teams that are building out their tech-touch and digital CS efforts.

Joe Di Grande
Joe Di Grande
May 13, 2024
How to Use Data to Make Better Decisions in Customer Success
For CS Leadership

How to Use Data to Make Better Decisions in Customer Success

Here’s an inside look at how my team leverages data to prioritize where to spend our time, eliminate guesswork, and make customer-focused decisions.

Caden Duvé
Caden Duvé
May 9, 2024
Becoming the Solution: How to Build Trust With Your Clients
For CS Managers

Becoming the Solution: How to Build Trust With Your Clients

Problem-solving is the root of impactful sales. When you are solving your clients' problems for them, they will be willing to pay you if the pain point is acute enough.

Alexandra Latter
Alexandra Latter
May 8, 2024
Churn Rate Benchmarks for B2B SaaS Companies [Updated for Q2 2024]
For CS Leadership

Churn Rate Benchmarks for B2B SaaS Companies [Updated for Q2 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
May 6, 2024

Subscribe for Updates

Be the first to hear about new blog posts, resources, events, and more.

Boost Your Customer Success Productivity Now

Sign up for a quick demo to see what Vitally can do to your improve your Customer Success organization.