Blog
Expert advice and cutting-edge CS tactics to help you supercharge your book of business.
How to Use Data to Make Better Decisions in Customer Success
Here’s an inside look at how my team leverages data to prioritize where to spend our time, eliminate guesswork, and make customer-focused decisions.
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.
How to Set Goals for Your Customer Success Team That Make an Impact
In this guide, we’ll help you determine how to set the right goals so that your Customer Success team becomes an integral part of your business’s growth.
Introducing Boards: Prioritize Tasks and Custom Objects Across Your Work and Customers
Make your Tasks more productive with Kanban-style boards and increase the efficiency of managing your day-to-day.
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 CSP Software Helps Your New CSM Hires Ramp Up Faster
Choosing a CSP should be one of the first decisions you make while standing up a CS function, as it makes training new hires much more efficient.
The Ultimate Guide to Choosing a Customer Success Platform
With dozens of CSP options available, how do you choose? The expert advice in this guide will help you find a Customer Success Platform that not only fits your team’s needs but your customers' needs as well.
Silent Revenue Killers: How to Identify Churn Risks In Your Business
We'll show you how to spot six common warning signs of churn and how to address each one before your customer walks out the door.
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.
5 Alternatives to Gainsight That Offer Simplicity and Performance
If you’re dissatisfied with Gainsight’s complexity, performance issues, and elusive pricing structure, consider one of these five Gainsight alternatives.
How to Build a Customer Success Process
If you’re an early-stage CS leader who’s been “making it work,” this one's for you. Here are some expert strategies for defining and implementing a unique Customer Success process for your team.
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 5 Best Catalyst Alternatives for Customer Success Management
Catalyst impresses at first, but businesses looking for a more customizable solution that helps them scale CS efficiently may want to look for alternatives.
B2B Customer Churn Prevention: 8 Tactics That Actually Work in 2024
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.
How to Build Your First Customer Success Team
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.
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