Blog
Expert advice and cutting-edge Customer Success tactics to help you supercharge your book of business.

How to Build a Scalable Customer Success Team and the Tools to Invest in
CS teams are asked to do more than ever before. Here’s the definitive guide to scaling your Customer Success org and investing in tools to augment your team.

When and How to Hire Your First CSM
When should you hire your first CSM? There’s no easy answer to this question. Learn more from the experts with over a decade of CS leadership between them in this guide.

How to Use AI to Analyze Customer Sentiment: A Guide for CSMs
Learn how AI-powered sentiment analysis helps CSMs manage larger books of business, spot churn risks earlier, and focus their energy where it matters most.

Planhat vs Gainsight vs Vitally: Which CSP is Best?
Looking for a CSP? You’ll come across Vitally, Gainsight, and Planhat as great options. Find out which is best and for what use case in this article.

How to Use AI for QBRs: Prompts and Steps for CSMs
QBR prep eating your week? Discover how AI helps CSMs gather account data, surface churn signals, and personalize at scale without the manual grind.

23 AI Prompts for Customer Success
Struggling to use AI in your workflow? Here are 23 prompts for Customer Success teams to help you prep for calls, analyze data, and get ahead of churn.

How to Use AI in Your Renewal Management Process: A Guide for CS Teams
Learn how to use AI in your renewal management process with practical strategies for identifying at-risk accounts, automating playbooks, and personalizing outreach at scale.

Best Reporting Software for Customer Success Teams
Say goodbye to spreadsheets and hello to dashboard and reporting software. In this guide, we’ll share the best reporting tools for CS teams.
The Best Customer Health Tracking Software: Updated for 2026
Looking to track customer health at scale? Compare the best customer health tracking software for 2026 to build health scores your CS team can trust.

AI for Churn Management: A Practical Guide for Customer Success Managers
Here are practical ways to integrate AI into your churn management workflow. From automated health scoring to personalized playbooks, learn how top CS teams use AI to reduce churn.

The Best Customer Success Survey Software
Compare the best survey software for Customer Success teams. Explore NPS, CSAT tools with automation, and AI features to boost retention and renewals.

Which Customer Success Software Has the Best AI Capabilities?
AI can be a powerful asset, but which Customer Success Platform has the best AI features? Find out in this guide.

5 Best Meeting Recording & Note-Taking Software for CSMs
Looking for a note-taker that is perfectly designed for Customer Success? You’re in luck. Browse our list of the top meeting recording tools and choose your favorite.
![The Best Renewal Management Software For Customer Success Teams [Updated for 2026]](https://cdn.prod.website-files.com/63d3e5f547ca0a123a2e07e0/69430fb74a071be449fd79ba_best-customer-renewal-mgmt-software-for-cs.jpg)
The Best Renewal Management Software For Customer Success Teams [Updated for 2026]
Looking to automate your renewal process? Check out the top renewal management software platforms for Customer Success Teams.

The 20 Tools Every CSM Needs to Use
Today’s CSMs need the right mix of tools to serve customers at scale while staying sane. Here are our top software picks for CSMs.
![The Best Churn Management Software [Updated for 2026]](https://cdn.prod.website-files.com/63d3e5f547ca0a123a2e07e0/690ccc749cc354c9cbea7f0e_best-churn-analysis-software.jpg)
The Best Churn Management Software [Updated for 2026]
Churn is the not-so-silent killer of SaaS companies, but with the right tools, you can manage it effectively. Learn more in this guide to the best churn management software.

Totango vs Planhat vs Vitally: Which CSP is Best?
Looking for a CSP? You’ll come across Vitally, Totango, and Planhat as options. Find out which is best in this article.
![The Best Customer Success Automation Software [Updated for 2026]](https://cdn.prod.website-files.com/63d3e5f547ca0a123a2e07e0/690382072ba3af5f1bc493c5_top-cs-automataion.jpg)
The Best Customer Success Automation Software [Updated for 2026]
Automation doesn’t have to mean canned responses. Check out this guide to the best automation software for Customer Success teams to deliver a stellar experience at scale.
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