Should You Buy or Build Customer Success Software? A Deep Dive Into The Costs and ROI
It rarely makes sense to develop a Customer Success Platform inside your existing CRM. Here’s why some B2B companies consider it, and why they regret it.
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Claude Skills for CSMs: How AI Can Help You Scale [Download The Skills]
Claude Skills aren’t just for developers. Learn how to use Claude Skills to speed up and automate your Customer Success workflows.
How to Use Claude Cowork: A Guide for Customer Success
Claude Cowork is extremely powerful for busy CS professionals, but only if you use it to its full potential. Learn how CSMs can install and use Claude Cowork to run CS at scale.
What is an AI Agent? A Guide for Customer Success Teams
Learn what AI agents for customer success actually are, how they work, and how CS teams use them to predict churn, automate tasks, and scale.
How CSMs Can Use AI for Account Upsells & Expansion
Learn how CSMs can use AI to spot upsell signals, time expansion conversations, and grow accounts. Actionable tactics for B2B CS teams.
How to Use AI to Analyze Customer Sentiment: A Guide for CSMs
Learn how AI-powered sentiment analysis helps CSMs manage larger books of business, spot churn risks earlier, and focus their energy where it matters most.
How to Use AI for QBRs: Prompts and Steps for CSMs
QBR prep eating your week? Discover how AI helps CSMs gather account data, surface churn signals, and personalize at scale without the manual grind.
23 AI Prompts for Customer Success
Struggling to use AI in your workflow? Here are 23 prompts for Customer Success teams to help you prep for calls, analyze data, and get ahead of churn.
How to Use AI in Your Renewal Management Process: A Guide for CS Teams
Learn how to use AI in your renewal management process with practical strategies for identifying at-risk accounts, automating playbooks, and personalizing outreach at scale.
AI for Churn Management: A Practical Guide for Customer Success Managers
Here are practical ways to integrate AI into your churn management workflow. From automated health scoring to personalized playbooks, learn how top CS teams use AI to reduce churn.
Which Customer Success Software Has the Best AI Capabilities?
AI can be a powerful asset, but which Customer Success Platform has the best AI features? Find out in this guide.
The Best Customer Success Automation Software (2026)
Automation doesn’t have to mean canned responses. Check out this guide to the best automation software for Customer Success teams to deliver a stellar experience at scale.
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.
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.
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.
12 Time Management Strategies for Customer Success Professionals
Follow these practical frameworks and productivity hacks to achieve more and burn out less.
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.
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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.
Using ChatGPT for Improving Customer Success Productivity
Explore how AI language models can help Customer Success teams become more productive with their work.
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.
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
