Discover the Customer Success resources you need to supercharge your book of business.
Discover the Customer Success resources you need to supercharge your book of business.
The onboarding stage can make or break your customer experience. Follow our experts' advice to refine your onboarding process and improve customer confidence.
ChurnZero is a robust CSP, but leaves a lot to be desired when it comes to overall usability. Here are five ChurnZero alternatives that may be better suited for your team.
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.
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.
We'll walk you though how to define your Customer Success goals, identify core roles and responsibilities, hire the right people, and create an effective CS engine for your company.
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.
“We’re the CRM for car washes, but we need the CRM for Customer Success.”
As an Ops leader, your job boils down to three words: Make things work. Here's how to approach your CSP search so that things run even smoother at your company.
We gathered the latest Customer Success stats to show CS’s impact on revenue growth, customer retention, team productivity, and more.
We’re excited to announce the release of Calculated Traits, a new form of Custom Traits in Vitally that unlocks more ways for Customer Success teams to track and analyze customer data.
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“Being able to have everything in one location really lets us compare the success and effectiveness of the entire team.”
Feeling some burnout in your CSM role? These expert strategies will help you foster resilience and protect your mental health.
Planhat has a user-friendly platform, but for businesses looking for a more mature CSP solution, you may want to consider one of these Planhat alternatives.
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.
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.
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.
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.
Summer 2023 G2 badges are here, and we owe them all to our incredible customers! Check out this blog to learn more about our latest achievements.
Struggling to align CSMs and new customers? Master the first customer call with our ChatGPT-powered success plan generator.
“I 100% think Vitally helps with the productivity of my [Customer Success] team.”
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Transform your onboarding process with 8 practical templates that create consistency and boost team productivity | Vitally
“What makes Vitally different is how you can parse all that data. The views are so powerful, [telling] me everything I need to know in one single click.”
Deepen customer relationships and streamline CS operations with Vitally Docs: create personalized shared documents that connect back to your customer data.
Discover how Vitally's automation tools can streamline your Customer Success processes and workflows to help deliver exceptional customer experiences.
Discover Vitally's upgraded HubSpot integration with Hierarchy syncing, simplifying integration of hierarchy levels from HubSpot into Vitally.
Vitally has been named to GGV Capital and Crunchbase's 2023 SMBTech 50" List, a recognition of Vitally's rapid growth & service to small and medium-sized businesses.
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Learn how Customer Success teams can use customer feedback, sentiment & advocacy to drive meaningful change from industry experts in this webinar recap!
Celebrating success! See what G2 badges Vitally is proudly taking home this Spring, all thanks to our amazing customers.
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Discover expert tips & best practices for creating a strong partnership between Technical Support and Customer Success teams in this webinar recap!
With Vitally, Salesfloor was able to improve its CSM onboarding process and better understand product usage and customer health.
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Learn what Customer Performance Indicators are crucial for reflecting Customer Success Manager productivity.
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Read this blog to see why CSMs must proactively create value for their customers to help them achieve business outcomes.
Unlock the power of NPS to drive business growth and unlock actionable insights into customer satisfaction.
Enable collaboration with the latest improvements to Vitally’s automation tools. Learn how you can create and assign Docs at scale using Playbook automation!
.png)
You may be misunderstanding the needs of your ideal customer. Explore how a changing market impacts customer needs and how to become a customer-centric company.
Learn the importance of taking a non-traditional approach to Customer Success hiring & tips for those hoping to break into the CS industry.
Learn about the future of Customer Success productivity and how Vitally is changing the game.
Landing your first role in customer success can be tough, but this article has advice to make it doable. Check out the tips and tricks that have helped many!
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Explore some of the most impactful trends in the Customer Success industry. From AI to communication styles, these trends are sure to have a big impact on your organization.
.png)
A product-led organization invests in customer success. Find out how a dedicated CSM tool can automate tasks and put time and control back in the hands of a CSM.
Learn how to create a commission structure that will motivate your post-sales team and keep them driving towards success.
.png)
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.
Explore how AI language models can help Customer Success teams become more productive with their work.
.png)
As your company grows, it becomes increasingly important to have a well-oiled customer success team in place. Learn how to build a product-led growth (PLG) driven customer success team that will scale with your business.
.png)
Learn the top skills that will help you become a high-performing customer success manager.
By automating customer success processes with Vitally, Pleo can better serve their customers while staying on track to exceed their desired outcomes.
.png)
Winter is here, and Vitally is feeling the spirit with our latest G2 Badges! Read the blog to see what we earned.
You might think that all customers are equal, but that's not always the case. Here's how to tier your customers and create a tailored experience for each one.
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A well-defined and executed plan is key to keeping your customers successful. In this blog post, we'll discuss what a customer success plan is, how to create one, and the benefits it can provide to both you and your customers.
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Learn how to create customer health scores that go beyond the binary and provide a deeper level of insight into your customers' well-being.
Customer Success teams can now use Zapier to import any data point from across their tech stack into a Vitally Custom Object. This provides CS teams with more data, control, and visibility over their work in Vitally.
What do Fleabag and a Customer Success Platform for B2B SaaS have in common?
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Avoma Overcomes Customer Data Fragmentation with Vitally
Introducing Docs—a collaborative workspace for Customer Success teams and their customers powered by Vitally data!
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.
Our 6th episode of Vitally’s Scale or Fail webinar series happened last week, so we’re coming in hot with a brand new recap blog to share all the goodness on customer tiers and considerations for your segmentation strategy
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The Fall 2022 G2 Badges are in, and Vitally is raking them in! See Vitally’s new G2 badges that we are proudly displaying this season.
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If you're ready to become a People Manager, Vitally's latest webinar is for you! Hear expert advice and learn the best tips from our webinar panelists.
Read the key takeaways from episode 4, where CS leader panelists discuss how Customer Success teams play a pivotal role in enabling Product-Led growth (PLG).
SaaS organizations need clarity on what’s required from Sales and Customer Success, and how these teams should work together. In this article, we'll shed some light on the concept of Customer Success Enablement.
Being the most productive CSM is not about the number of tasks completed, but knowing how to prioritize.
Learn how to take better and more detailed notes during customer calls that will boost your productivity and deliverables as a CSM.
Dive into this post-webinar recap on operationalizing churn prediction, prevention, payments, and post-mortem with panelists from Vitally, Chargebee, and Spiff.
We're introducing you to the beauty of Kanban and how it can be used by Customer Success in your B2B SaaS company.
This webinar from Vitally is packed with great recommendations, insightful experiences, and helpful hints for onboarding in the Customer Success Industry.
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Learn how to best measure the quality of your company's CX strategy and maximize your customer's experience.
See how hiring diverse CSM teams deliver high performance and exceptional creativity for their organizations.
Learn how tasks and notes allow CSMs to stay on track, capture important customer details, and efficiently manage their book of business.
Knowing how to prevent churn and distinguishing between good and bad churn all starts with having a customer churn analysis strategy.
The QBR is a unique opportunity for CSMs to position themselves as the strategic advisor for the customer. Here's how to turn it into a valuable experience for everyone involved.
Integrate Looker and iFrame embeds with Vitally to deliver business intelligence insights side-by-side with Customer Success metrics.
The ultimate goal of any CS organization is to retain and grow revenues that come from existing clients, but in order to reach this ultimate goal, there are many objectives the CSM needs to achieve.
Our growth is heavily reliant on customer referrals and word of mouth. So making sure that our customers are happy and healthy is very important to us.
Transforming your customers into an extension of your marketing team starts with a solid Customer Success strategy.
The rumors are true—we’re beyond excited to share that TheCustomerSuccessNewsletter.com is now part of Vitally.
Understand the value of customer data management and the technology required to get the most from the information you collect from customers.
When a customer indicates they're ready to go, it's vital that the experience not be negative. And instead of them leaving, give them a reason to stay.
Explore the latest enhancements to the Playbook experience in Vitally to give Customer Success teams greater control and visibility of the automation they’re building.
Here we share several significant updates to Notes in Vitally designed to streamline and standardize the documentation process across your CS organization.
.png)
Vitally interviewed Domila McFarlane, Customer Success Director @ Grata. Learn how Vitally helped Grata improve their customer success.
Learn how Custom Key Roles help CS teams expand on the unique roles of their organization and improve team performance throughout the customer journey.
Here we share some best practices for engaging this customer type, particularly when they become unresponsive.
Vitally covers different kinds of CSM compensation packages, what they consist of, and how to find the right compensation package—both as an employer and as a CSM.
Vitally interviewed Jared of CompanyCam on how Vitally has helped CompanyCam solve the challenges that prompted their search for a Customer Success platform.
Vitally explores the benefits of Customer Marketing and its relationship to Customer Success and why both are so important to SaaS companies.
NPS and CSAT are two essential metrics that Customer Success managers rely on to measure the impact of their customer experience strategies.
There are different ways you can drive revenue growth. Learn who owns the revenue expansion and how CSMs can set up their customers for account expansion.
Expansion revenue helps SaaS companies reach its revenue targets quickly. Learn about the three components of expansion revenue: Upselling, Cross-Selling, and Renewals.
“If you’re not going to give them all the ammunition they need to actually go ahead and help customers, the whole idea behind a Success team is just moot.”
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The goal of user onboarding is to help them adopt new product habits, understand the full value of your product, and keep coming back for more.
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Discover the 5 mistakes you might be making when predicting customer churn and what to do about them.
Any B2B Customer Success team can build a powerful, practical health score to identify healthy and at-risk accounts by using these simple metrics.
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Leading a dispersed Customer Success team is daunting learn from the experts with their top tips for managing remote Customer Success teams.
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Here are three things people hate about email and three ways you can improve the chances that your inbox communications will delight, not annoy.
Learn how to segment your customers so you can analyze and target specific groups to maximize your churn prevention.
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Here are four questions to ask yourself before you go looking for perfect customer success manager candidate and an interview scorecard formula you can use.
Splitting the two functions as you grow from 100-1K customers, you’re missing out on an opportunity to train your CSMs at a critical point in your company’s growth.
We weighed the most common arguments for who should own expansions and renewals and came to a clear conclusion. Spoiler alert: It's Sales.
The onboarding stage can make or break your customer experience. Follow our experts' advice to refine your onboarding process and improve customer confidence.
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.
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.
We'll walk you though how to define your Customer Success goals, identify core roles and responsibilities, hire the right people, and create an effective CS engine for your company.
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.
As an Ops leader, your job boils down to three words: Make things work. Here's how to approach your CSP search so that things run even smoother at your company.
“We’re the CRM for car washes, but we need the CRM for Customer Success.”
We gathered the latest Customer Success stats to show CS’s impact on revenue growth, customer retention, team productivity, and more.
“Being able to have everything in one location really lets us compare the success and effectiveness of the entire team.”
We’re excited to announce the release of Calculated Traits, a new form of Custom Traits in Vitally that unlocks more ways for Customer Success teams to track and analyze customer data.
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.
Feeling some burnout in your CSM role? These expert strategies will help you foster resilience and protect your mental health.
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.
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.
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.
Struggling to align CSMs and new customers? Master the first customer call with our ChatGPT-powered success plan generator.
Summer 2023 G2 badges are here, and we owe them all to our incredible customers! Check out this blog to learn more about our latest achievements.
Transform your onboarding process with 8 practical templates that create consistency and boost team productivity | Vitally
“I 100% think Vitally helps with the productivity of my [Customer Success] team.”
Any B2B Customer Success team can build a powerful, practical health score to identify healthy and at-risk accounts by using these simple metrics.
“What makes Vitally different is how you can parse all that data. The views are so powerful, [telling] me everything I need to know in one single click.”
Deepen customer relationships and streamline CS operations with Vitally Docs: create personalized shared documents that connect back to your customer data.
Discover how Vitally's automation tools can streamline your Customer Success processes and workflows to help deliver exceptional customer experiences.
ChurnZero is a robust CSP, but leaves a lot to be desired when it comes to overall usability. Here are five ChurnZero alternatives that may be better suited for your team.
Discover Vitally's upgraded HubSpot integration with Hierarchy syncing, simplifying integration of hierarchy levels from HubSpot into Vitally.
SaaS organizations need clarity on what’s required from Sales and Customer Success, and how these teams should work together. In this article, we'll shed some light on the concept of Customer Success Enablement.
Planhat has a user-friendly platform, but for businesses looking for a more mature CSP solution, you may want to consider one of these Planhat alternatives.
Vitally has been named to GGV Capital and Crunchbase's 2023 SMBTech 50" List, a recognition of Vitally's rapid growth & service to small and medium-sized businesses.
Learn how Customer Success teams can use customer feedback, sentiment & advocacy to drive meaningful change from industry experts in this webinar recap!
NPS and CSAT are two essential metrics that Customer Success managers rely on to measure the impact of their customer experience strategies.
Celebrating success! See what G2 badges Vitally is proudly taking home this Spring, all thanks to our amazing customers.
Discover expert tips & best practices for creating a strong partnership between Technical Support and Customer Success teams in this webinar recap!
The QBR is a unique opportunity for CSMs to position themselves as the strategic advisor for the customer. Here's how to turn it into a valuable experience for everyone involved.
Learn what Customer Performance Indicators are crucial for reflecting Customer Success Manager productivity.
Read this blog to see why CSMs must proactively create value for their customers to help them achieve business outcomes.
Unlock the power of NPS to drive business growth and unlock actionable insights into customer satisfaction.
Learn the importance of taking a non-traditional approach to Customer Success hiring & tips for those hoping to break into the CS industry.
Enable collaboration with the latest improvements to Vitally’s automation tools. Learn how you can create and assign Docs at scale using Playbook automation!
Transitioning from a Customer Success leadership position to a full-fledged CCO role might be the career level-up you've been looking for.
What's the ideal time to start using a dedicated CSP at your company? If you want to drive revenue growth from your customer base, the answer is "as soon as possible."
You may be misunderstanding the needs of your ideal customer. Explore how a changing market impacts customer needs and how to become a customer-centric company.
Learn about the future of Customer Success productivity and how Vitally is changing the game.
Landing your first role in customer success can be tough, but this article has advice to make it doable. Check out the tips and tricks that have helped many!
Explore some of the most impactful trends in the Customer Success industry. From AI to communication styles, these trends are sure to have a big impact on your organization.
Learn how to create a commission structure that will motivate your post-sales team and keep them driving towards success.
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.
A product-led organization invests in customer success. Find out how a dedicated CSM tool can automate tasks and put time and control back in the hands of a CSM.
With Vitally, Salesfloor was able to improve its CSM onboarding process and better understand product usage and customer health.
As your company grows, it becomes increasingly important to have a well-oiled customer success team in place. Learn how to build a product-led growth (PLG) driven customer success team that will scale with your business.
Explore how AI language models can help Customer Success teams become more productive with their work.
Learn the top skills that will help you become a high-performing customer success manager.
You might think that all customers are equal, but that's not always the case. Here's how to tier your customers and create a tailored experience for each one.
By automating customer success processes with Vitally, Pleo can better serve their customers while staying on track to exceed their desired outcomes.
Learn how to create customer health scores that go beyond the binary and provide a deeper level of insight into your customers' well-being.
Winter is here, and Vitally is feeling the spirit with our latest G2 Badges! Read the blog to see what we earned.
A well-defined and executed plan is key to keeping your customers successful. In this blog post, we'll discuss what a customer success plan is, how to create one, and the benefits it can provide to both you and your customers.
What do Fleabag and a Customer Success Platform for B2B SaaS have in common?
.jpeg)
Customer Success teams can now use Zapier to import any data point from across their tech stack into a Vitally Custom Object. This provides CS teams with more data, control, and visibility over their work in Vitally.
Avoma Overcomes Customer Data Fragmentation with Vitally
Our 6th episode of Vitally’s Scale or Fail webinar series happened last week, so we’re coming in hot with a brand new recap blog to share all the goodness on customer tiers and considerations for your segmentation strategy
Introducing Docs—a collaborative workspace for Customer Success teams and their customers powered by Vitally data!
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.
If you're ready to become a People Manager, Vitally's latest webinar is for you! Hear expert advice and learn the best tips from our webinar panelists.
The Fall 2022 G2 Badges are in, and Vitally is raking them in! See Vitally’s new G2 badges that we are proudly displaying this season.
Read the key takeaways from episode 4, where CS leader panelists discuss how Customer Success teams play a pivotal role in enabling Product-Led growth (PLG).
Being the most productive CSM is not about the number of tasks completed, but knowing how to prioritize.
This webinar from Vitally is packed with great recommendations, insightful experiences, and helpful hints for onboarding in the Customer Success Industry.
We're introducing you to the beauty of Kanban and how it can be used by Customer Success in your B2B SaaS company.
Learn how to take better and more detailed notes during customer calls that will boost your productivity and deliverables as a CSM.
See how hiring diverse CSM teams deliver high performance and exceptional creativity for their organizations.
Learn how to best measure the quality of your company's CX strategy and maximize your customer's experience.
Dive into this post-webinar recap on operationalizing churn prediction, prevention, payments, and post-mortem with panelists from Vitally, Chargebee, and Spiff.
Learn how tasks and notes allow CSMs to stay on track, capture important customer details, and efficiently manage their book of business.
Knowing how to prevent churn and distinguishing between good and bad churn all starts with having a customer churn analysis strategy.
Integrate Looker and iFrame embeds with Vitally to deliver business intelligence insights side-by-side with Customer Success metrics.
The ultimate goal of any CS organization is to retain and grow revenues that come from existing clients, but in order to reach this ultimate goal, there are many objectives the CSM needs to achieve.
Our growth is heavily reliant on customer referrals and word of mouth. So making sure that our customers are happy and healthy is very important to us.
Transforming your customers into an extension of your marketing team starts with a solid Customer Success strategy.
The rumors are true—we’re beyond excited to share that TheCustomerSuccessNewsletter.com is now part of Vitally.
Understand the value of customer data management and the technology required to get the most from the information you collect from customers.
When a customer indicates they're ready to go, it's vital that the experience not be negative. And instead of them leaving, give them a reason to stay.
Explore the latest enhancements to the Playbook experience in Vitally to give Customer Success teams greater control and visibility of the automation they’re building.
Here we share several significant updates to Notes in Vitally designed to streamline and standardize the documentation process across your CS organization.
In this article, we take a closer look at tech-touch Customer Success versus high-touch Customer Success and how to deploy both to get the best results.
Vitally interviewed Domila McFarlane, Customer Success Director @ Grata. Learn how Vitally helped Grata improve their customer success.
Learn how Custom Key Roles help CS teams expand on the unique roles of their organization and improve team performance throughout the customer journey.
Here we share some best practices for engaging this customer type, particularly when they become unresponsive.
Vitally covers different kinds of CSM compensation packages, what they consist of, and how to find the right compensation package—both as an employer and as a CSM.
Vitally interviewed Jared of CompanyCam on how Vitally has helped CompanyCam solve the challenges that prompted their search for a Customer Success platform.
Vitally explores the benefits of Customer Marketing and its relationship to Customer Success and why both are so important to SaaS companies.
There are different ways you can drive revenue growth. Learn who owns the revenue expansion and how CSMs can set up their customers for account expansion.
Expansion revenue helps SaaS companies reach its revenue targets quickly. Learn about the three components of expansion revenue: Upselling, Cross-Selling, and Renewals.
“If you’re not going to give them all the ammunition they need to actually go ahead and help customers, the whole idea behind a Success team is just moot.”
Vitally deep dives into this NPS to explore what makes it so beloved by Customer Success professionals and discuss best practices for using it in your SaaS company.
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Vitally is excited to share the launch of our fully redesigned Playbooks experience for enabling Customer Success teams to create seamless workflow automations.
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Vitally wanted to share our best-practice guides to building customer Health Scores by customer lifecycle stages i.e. Onboarding, Adoption, Maturity, and Renewal.
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Vitally interviewed Hope of User Interviews on how Vitally has helped User Interviews solve the challenges that prompted their search for a CS platform.
Let's dive into the most common misalignments between Sales and CS in SaaS these departments can work together in order to build the best growth machine.
Be the first to hear about new blog posts, resources, events, and more.
Schedule a personalized demo today to see how Vitally can help your Customer Success organization operate with more efficiency, improve NRR, deliver best-in-class customer experiences, and get more work done.
