How to Improve Collaboration Between Your Customer Success and Support Teams
CS and Support might work well separately, but it’s only through healthy collaboration that they can deliver stellar customer experiences. Here's how to make that happen.
How to Run a Value Certification Program For Your CS Team
Want your CS team to be strategic partners to your customers? Build a value certification program to boost their feature knowledge and improve customer conversations.
10 Note Templates Every CSM Needs (and When to Use Them)
With the right note templates, everything from hand-offs to EBRs to renewals are standardized across the team, which boosts productivity, alignment, and customer retention.
How to Upskill as a CSM: 6 Pro Tips for Surviving the Current Job Market
Layoffs can happen without warning, so follow this advice and you’ll be a lot better prepared if you suddenly need to find a new gig.
8 Survey Questions CS Teams Should Ask Their Customers, As Told by 3 Experts
NPS and CSAT don't tell the full story. This practical list of survey questions will help you understand how your customers really feel about your product.
Are Customer Success Certifications Worth It? Breaking Down the Career Benefits and Best Options
Do CS certifications still matter? And what do hiring managers really think about them? Here's how to approach CS certifications at all levels of your career.
Defining the CSM Role: What Should Customer Success Managers Really Be Responsible For?
Could you define a Customer Success Manager's job in one sentence? With the help of a few veteran CSMs, we'd like to offer a new definition of the role.
The Vitally Guide to Customer Implementation (With Expert Insights)
A solid customer implementation process helps your company kick off long-term relationships on the right foot. Here's how to manage implementation as effectively as possible.
The Perfect Playbook For First-Time Customer Success Managers
Taking on a customer-facing role for the first time? This expert playbook collects our best advice on how to prepare for the unique challenges of a new CSM role.
We Asked CSMs: Which Parts of the Job Would You Automate If You Could?
With time at such a premium for CSMs, eliminating low impact tasks can have a big impact on productivity. Here's what's on their automation wish-list.
10 Customer Success Playbooks for Client Management
From customer updates to renewal workflows, this roundup of Customer Success playbooks and best practices will take some of the stress out of your client management efforts.
How Sales Teams Can Use Customer Success Software to Drive Revenue
CSPs can be a big help to Account Managers/Account Executives in their upsell, renewal, and expansion efforts. Here's how salespeople can leverage the secret weapon of their tech stack.
What's the Role of a Customer Success Manager in a B2B Organization?
We break down the key responsibilities of a Customer Success Manager in a B2B setting, from driving NRR to fostering client relationships.
How CS Teams Can Survive a Down Market and Keep Their Seat at the Table
Things are rough out there. You can do everything “correctly” as a CSM and still end up with fewer customers and a missed quota, which puts your job security at risk. Here's what you should do instead of losing hope.
The Vitally Guide to New Customer Onboarding (With Expert Insights)
The onboarding stage can make or break your customer experience. Follow our experts' advice to refine your onboarding process and improve customer confidence.
The Vitally Guide to B2B Customer Renewal (+ CS Renewal Checklist)
The current financial climate has made customer renewal critical for your B2B business's survival. This guide collects a wealth of expert advice to help you nail your Customer Success renewal process.
The 8 Most Useful Zapier Integrations for Vitally
By setting up Zapier integrations between Vitally and your SaaS stack, you’ll eliminate tons of manual effort and put all your important CS processes in one place.
18 Essential Customer Success Software Features
When evaluating CSP software, consider how these core features will help your CS team meet its goals and increase the value you provide to customers.
How to Avoid Burnout as a Customer Success Manager
Feeling some burnout in your CSM role? These expert strategies will help you foster resilience and protect your mental health.
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8 Customer Success Templates for Effective Onboarding Processes
Transform your onboarding process with 8 practical templates that create consistency and boost team productivity | Vitally
4 Ways for Customer Success Teams to Increase Customer Collaboration with Vitally Docs
Deepen customer relationships and streamline CS operations with Vitally Docs: create personalized shared documents that connect back to your customer data.
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