Future of Customer Success Blog

Discover the Customer Success resources you need to supercharge your book of business.

Improve Management of Responsibilities with New Custom Key Roles

With Custom Key Roles, Customer Success teams can now expand on the unique roles of their organization while also improving team performance with role-specific task assignments throughout the customer journey.

Jeff Chase

May 24, 2022

For Customer Success Managers

CSM to CSM: Understanding Your Compensation and How to Handle Negotiations

We're covering the different kinds of CSM compensation packages, what they consist of, and how to find the right compensation package—both as an employer and as a CSM.

CompanyCam Takes the Guesswork Out of Their Tech-Touch Customer Success Model with Vitally’s Automation Capabilities

With Vitally we can automate where we need to automate, and spend our time where we need to spend our time. It's made us way more efficient.

Vitally Team

April 27, 2022

7 min read

For Customer Success Leadership

What Is Customer Marketing and How Does it Relate to Customer Success?

We're exploring the benefits of Customer Marketing and its relationship to Customer Success and why both are so important to SaaS companies.

Vitally Team

April 22, 2022

4 min read

For Customer Success Operations

NPS vs. CSAT, What's the Difference Between Them and Which One Should You Use?

NPS and CSAT are two essential metrics that Customer Success managers rely on to measure the impact of their customer experience (CX) strategies.

Vitally Team

April 15, 2022

4 min read

For Customer Success Managers

Eight Ways Customer Success Managers Can Prime Customers for Upsells When Sales Ultimately Owns Expansion Revenue

What are a few ways CSMs should approach priming their book of business for expansion?

Upselling, Cross-Selling, and Renewals: Understanding and Comparing Three Vital Components of Expansion Revenue

So, what exactly is expansion revenue?

Hubstaff Builds Customer Success Right Starting on Day-One with Vitally

“If you’re not going to give them all the ammunition they need to actually go ahead and help customers, the whole idea behind a Success team is just moot.”

Our Guide to Using NPS to Improve Customer Success at SaaS Businesses

We're deep diving into this popular data tool to explore what makes it so beloved by Customer Success professionals and discuss best practices for using it in your SaaS company.

Create Custom Automation Paths with Branching Logic in Playbooks

The new Visual Playbook Builder provides Customer Success teams with an easy-to-use workflow builder while enabling highly customizable branching logic for executing best-in-class customer experiences.

Jeff Chase

March 9, 2022

3 min read

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