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.
A Short Guide on Building “Wow” Customer Self-Service Experiences
Is your time being eaten up by support tasks that should be owned by other teams? Here's how to create self-service platforms that help clients help themselves.
Intentional Communication: The Key to Effective Customer Success Leadership
Customer Success requires effective communication skills, whether you’re a CSM, team leader, or executive. Here's how to ensure you're always conveying the right message.
The ChatGPT Hack That Rescued My Customer Success Team
AI tools don't have to be scary for CS pros. Here’s how I built a ChatGPT bot that improved our customer experience and saved my team hundreds of hours of work.
Customer Success & Marketing: Whose Team Are We On, Anyway?
“Customer advocacy is the cycle of doing so right by your customers in every aspect of your business that they feel compelled to shout it from the rooftops, thus bringing in new customers.”
"CSM Confidential" Part 1: How Work Impacts Life for CSMs — 10 Key Takeaways
Vitally's first “CSM Confidential” event explored the challenges faced by CSMs and offered strategies for CS team leaders to create healthier, more productive work environments.
Improve Visibility on Customer Interactions by Connecting Thena to Vitally
Introducing a new integration with Thena to sync your customer interactions from Slack, Email, Microsoft Teams, and more directly into Vitally.
How to Build a Customer Success Function at an Early-Stage Startup
OneText's Krystel Leal shares her experience building Customer Success teams at early-stage startups, and her key strategies for scaling and customer engagement.
How to Implement a Land-and-Expand Strategy That Quickly Grows New Accounts
No matter how great your product is, you can't expect customers to do the work of driving wider adoption for you. You need a well-defined strategy that ensures users and companies take the actions that lead to expansion.
Recruiting the Right CSMs for Every Stage of Your Company's Growth
Who you recruit at the scrappy stage is not necessarily who you recruit at the hyper-growth stage. Here's how to hire the right CSM talent to support every stage of growth.
How to Stop “Ticket Chasing” So You Can Focus on Driving Value
The sooner you can get your Customer Success team out of chasing support tickets the better. Here are three suggestions for breaking the cycle.
How CS Leaders Can Speak the Language of Revenue to Prove Their Impact
In this article, Angeline Gavino shares how Customer Success leaders can become more revenue-minded to make better decisions and move their businesses forward.
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.
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.
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.
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.
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