What Is Customer Success Software? Why More CS Leaders Are Choosing CSPs
Customer Success Software is a category of B2B business software that companies use to monitor, manage, and optimize their customer journeys. Here's why Customer Success Software is crucial to the health of your business.
6 Proven Strategies to Build an Effective Customer Success Team
Discover six expert-backed strategies to boost your Customer Success team's effectiveness, drive NRR, and build a scalable CS strategy.
How Being Yourself in CX Is Good Business
Here’s what happened once I started matching up members of my CS team to clients based on personality. (And what that has to do with The Real Housewives.)
Why Focusing Only on Relationships in Customer Success Doesn’t Cut It
The strength of an individual relationship is not a reliable indicator of an account’s health. Here are three things Customer Success teams should focus on instead.
How to Build an Effective Account Plan for Customer Success (with Expert Advice)
Account plans are behind-the-scenes playbooks that outline what your goals are for each account. Here's how to design them for maximum impact.
How to Evolve From a CSM Into a Trusted Consultant for Your Clients
By redefining ourselves as consultants, we can be seen not just as support personnel but as proactive partners invested in our customers’ long-term success.
6 Pro Tips for Boosting Your Customer Survey Response Rates
As businesses increasingly rely on customer data to drive strategy, well-designed customer surveys are a secret weapon. Here’s how to get the most out of your survey sends.
The Power of Making Clients Feel Heard and Understood
Learn how deep listening, strategic questions, and 30,000 foot customer conversations help CS professionals build trust, reduce churn, and uncover new growth opportunities.
How to Earn Cross-Functional Brownie Points Through Efficient Collaboration
On our quest for personal productivity, there's a crucial factor we often overlook: how our prioritization impacts others. Here's how to make productivity a team sport.
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.
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.”
B2B Customer Churn Prevention: 8 Tactics That Actually Work in 2025
Forget the "best practices." These are the churn prevention strategies that boots-on-the-ground Customer Success pros are using to retain customers in the real world.
16 Customer Success Statistics That CS Teams Need to Know
We gathered the latest Customer Success stats to show CS’s impact on revenue growth, customer retention, team productivity, and more.
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 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.
4 Things Every CSM Should Know Off the Top of Their Head
CSMs can get so bogged down in the day-to-day that they don’t take time to understand the bigger picture. Here are four critical data points that need to be top of mind for every CSM when it comes to their book of business.
How to Use Customer Success Software to Learn More About Your Customers
The amount of quality data at the fingertips of CSMs and C-suite leaders is remarkable when they have the right tools in place. Here are four ways that CSP power-users can analyze their customers.
How to Be the Most Productive CSM On Earth Using Vitally
Being a productive CSM is not about the number of tasks completed, but knowing how to prioritize. Here are ten tips to help CSMs work effectively using Vitally's powerful tools.
How to Build a Customer Advocacy Program That Puts Your Clients First
Customer advocacy programs need to go beyond the asking-for-a-quick-favor model and evolve into partnerships that are genuinely helpful to customers.
3 Customer Success Touchpoints You Should Be Automating
Every touchpoint in an account lifecycle can be automated to some degree. Here are some tips I often recommend to CS teams that are building out their tech-touch and digital CS efforts.
Becoming the Solution: How to Build Trust With Your Clients
Problem-solving is the root of impactful sales. When you are solving your clients' problems for them, they will be willing to pay you if the pain point is acute enough.
Ready to Scale Your Customer Success
