Five Ways to Level Up In Your Career as a Customer Success Manager
Companies are always on the lookout for superstar customer success managers to ensure customer retention is always at the top.
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Four Tips From the Experts to Lead Your Customer Success Team Remotely
Leading a dispersed Customer Success team is daunting learn from the experts with their top tips for managing remote Customer Success teams.
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.)
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.
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.
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.
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.
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.
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.
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 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 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.
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.
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 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.
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.
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Linking Customer Success Manager Productivity to Customer Performance Indicators
Learn what Customer Performance Indicators are crucial for reflecting Customer Success Manager productivity.
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.
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.
Ready to Scale Your Customer Success
