12 Time Management Strategies for Customer Success Professionals
Follow these practical frameworks and productivity hacks to achieve more and burn out less.
Create an Engaging & Successful Trial Experience with Automation
When it comes to your trial users, don't leave anything to chance. Learn how you can automate your trial process and engage prospects for the win.
How Should Customer Success Teams Use AI Tools?
Let’s look at the most exciting AI use-cases we’ve seen for Customer Success, plus two instances where you should *never* deploy this technology.
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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How to Send Automated Customer Success Emails That Don’t Suck
Here are three things people hate about email and three ways you can improve the chances that your inbox communications will delight, not annoy.
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.
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Personalize Automation to Your Business Needs with Custom Objects
With Custom Objects, teams personalize and enhance their Vitally experience with information that is important to them. Today, we're excited to share an update that enables automated, real-time activities using Custom Object data in Vitally's Playbook automation tool.
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.
The Most Time-Consuming & Repetitive CSM Responsibilities (and How to Minimize Them with Automation)
The key to success is identifying what tasks consume the majority of your time and which of these tasks can be automated so you can be more efficient.
Using ChatGPT for Improving Customer Success Productivity
Explore how AI language models can help Customer Success teams become more productive with their work.
Using Technology to Automate Customer Engagement ft. Tips from CS Leaders
Here we share some best practices for engaging this customer type, particularly when they become unresponsive.
Ready to Scale Your Customer Success
