How to Make the Jump From VP of Customer Success to Chief Customer Officer
Transitioning from a Customer Success leadership position to a full-fledged CCO role might be the career level-up you've been looking for.
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.
How to Set Goals for Your Customer Success Team That Make an Impact
In this guide, we’ll help you determine how to set the right goals so that your Customer Success team becomes an integral part of your business’s growth.
How to Use a Pooled CS Structure to Serve a Global Customer Base
In a pooled CS model, CSMs manage customers on a rotating basis rather than every customer having their own dedicated CSM. Here's how pooled CS allows our four-person team to deliver consistent experiences to 500 accounts around the world.
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.
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.
Roadmap for New CS Leaders: What to Prioritize in Your First 30/60/90 Days
Lizzy Rosen shares her advice for acing a new CS leadership role, including how to build trust from day one and the tactical questions you should ask your team.
The 5 Best Catalyst Alternatives for Customer Success Management
Catalyst impresses at first, but businesses looking for a more customizable solution that helps them scale CS efficiently may want to look for alternatives.
The 5 Best Customer Success Platforms for Mid-Market Businesses
You're not a young startup anymore, and suddenly your first CSP doesn't cut it. Fear not — these top-rated Customer Success Platforms are built for the complexities of a fast-growing mid-sized business.
The 5 Best Customer Success Platforms for Small Businesses: An Honest Look
A modern CSP sends efficiency through the roof, especially for small teams in growth mode. Here are five Customer Success tools that are doing it right.
The 8 Best Customer Success Conferences of 2025
One of the best ways to go from good to great in your Customer Success role is to attend CS conferences. Here are the ones we’re keeping an eye on in 2025.
The CEO’s Guide to Setting a Chief Customer Officer Up For Success
There are plenty of articles that talk about why and when you need a CCO, but this post will focus on how to install one.
The First Five Customer Success Hires at 15 B2B SaaS Companies: An Up-Close Look
What are the first roles you should hire for when you're building out a CS function? Use this data to inspire and inform your CS hiring decisions in 2024 and beyond.
The Four Stages of Customer Onboarding Maturity
By identifying your current stage and taking steps to reach the next level, you can deliver value to your customers faster and ensure your team members are working efficiently with the resources they have.
The Future of Customer Success: 6 Key Trends and Predictions for 2025 and Beyond
Over the next decade, CS will be driven by new technology, shifts in customer expectations, and innovative strategies that will enhance customer experiences.
The Secrets of a Successful CS Mentorship Program
From setting expectations to making your efforts inclusive, here's how to build Customer Success mentorships that are worth the time investment for both sides.
The Ultimate Guide to Choosing a Customer Success Platform
With dozens of CSP options available, how do you choose? The expert advice in this guide will help you find a Customer Success Platform that not only fits your team’s needs but your customers' needs as well.
Transforming Customer Success: 5 Innovative Strategies from Industry Leaders
From revamping data storytelling to bridging gaps between sales and CS, five CS leaders share with Vitally the innovative strategies that transformed how their teams operate.
Vitally vs. Catalyst vs. Totango: A Buyer’s Guide Breakdown
We break down the pros and cons of Catalyst and Totango based on recent reviews, and make the case of why Vitally is a great fit for businesses shopping around.
Webinar Recap: Building Out a Compelling Commission Structure for Post-Sales Teams
Learn how to create a commission structure that will motivate your post-sales team and keep them driving towards success.
Webinar Recap: How To Build a Non-Traditional Customer Success Team
Learn the importance of taking a non-traditional approach to Customer Success hiring & tips for those hoping to break into the CS industry.
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