Future of Customer Success Blog

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

Vitally Updates

TheCustomerSuccessNewsletter is Now a Part of Vitally

The rumors are true—we’re beyond excited to share that TheCustomerSuccessNewsletter.com is now part of Vitally.

Vitally Team

June 27, 2022

3 min. read

For Customer Success Operations

Why Better Customer Data Management is the Key to Leveling Up Your Customer Success Organization

Customer data can play an enormous role in driving Customer Success. Customer data management empowers companies to personalize each customer's experience and to proactively maintain its relationship with buyers. This leads to extended customer lifetime value and increased profits.

Vitally Team

June 17, 2022

4 min read

For Customer Success Managers

5 Alternatives to Canceling SaaS Companies Can Present to Subscription Customers

When a customer indicates they're ready to go, it's vital that the experience not be negative; the cancellation flow presents an untapped opportunity to present subscribers with an alternative to ending service.

Playbooks Updates: See What’s New in Automation

Explore the latest enhancements to the Playbook experience in Vitally to give Customer Success teams greater control and visibility of the automation they’re building.

Jeff Chase

June 7, 2022

Vitally Updates

Streamline Documentation with Note Templates and Embeddable Tasks

We’re excited to share several significant updates to Notes in Vitally designed to streamline and standardize the documentation process across your Customer Success organization.

Jeff Chase

June 6, 2022

Customer Story

Grata Operationalizes Customer Data to Drive GTM Strategy & Develop Institutional Customer Knowledge with Vitally

“Our leadership team can be happy to know that we're doing our jobs over here on the Customer Success side, and that sales is selling into the right markets.”

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 Operations

Using Technology to Automate Customer Engagement ft. Tips from CS Leaders

(And What To Do When Technology Is Not Enough)

Vitally Team

May 19, 2022

4 min. read

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.

Enrique Roth

April 29, 2022

6 min read