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Expert advice and cutting-edge CS tactics to help you supercharge your book of business.
![The Best Customer Success Automation Software [Updated for 2025]](https://cdn.prod.website-files.com/63d3e5f547ca0a123a2e07e0/690382072ba3af5f1bc493c5_top-cs-automataion.jpg)
The Best Customer Success Automation Software [Updated for 2025]
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.
Introducing Blueprints: Ready-to-Use Templates Powered by CS Experts
Discover the Blueprint Library — expert-built templates to help Customer Success teams launch faster, standardize workflows, and scale with ease.
How to Scale Customer Success: Strategies, Timing, and the Role of AI
We dig into what scaled CS is, share some common misconceptions about it, and offer a couple of proven scaled CS programs you can explore for your team.
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Why Customer Success Managers Need a Customer Success Plan
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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Vitally is Feeling the Winter Spirit with New G2 Badges
Winter is here, and Vitally is feeling the spirit with our latest G2 Badges! Read the blog to see what we earned.
Breaking the Fourth Wall of Customer Success
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
Avoma Overcomes Customer Data Fragmentation with Vitally
Bring Any Data Point into Vitally with Zapier and Custom Objects
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.
Webinar Recap: Customer Tiers & Considerations For Your Segmentation Strategy
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: Customer Collaboration Powered by Customer Data
Introducing Docs—a collaborative workspace for Customer Success teams and their customers powered by Vitally data!
Create an Engaging & Successful Trial Experience with Automation
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.
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Webinar Recap: Climbing up the Customer Success Ladder From IC to People Manager
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.
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Vitally Rakes in G2 Badges this Fall
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.
Webinar Recap: Defining Customer Success' Role in Product-Led Growth
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).
Webinar Recap: What Your New CSM Hires Wish You Did (and Did Not) Include During Onboarding
This webinar from Vitally is packed with great recommendations, insightful experiences, and helpful hints for onboarding in the Customer Success Industry.
What is Kanban Methodology, And How Can It Help You Improve Customer Success Operations
We're introducing you to the beauty of Kanban and how it can be used by Customer Success in your B2B SaaS company.
How to Take Better Meeting Notes & Increase Productivity During Customer Calls
Learn how to take better and more detailed notes during customer calls that will boost your productivity and deliverables as a CSM.
Hiring Diverse CSM Teams ft. RecastSuccess
See how hiring diverse CSM teams deliver high performance and exceptional creativity for their organizations.
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How Do You Measure the Customer Experience?
Learn how to best measure the quality of your company's CX strategy and maximize your customer's experience.
Scale or Fail Webinar Recap: Churn Prediction, Prevention, Payments & Post-Mortem (Q&A Recap with Unseen Bonus Question)
Dive into this post-webinar recap on operationalizing churn prediction, prevention, payments, and post-mortem with panelists from Vitally, Chargebee, and Spiff.
Increase Customer Success Productivity With Variables in Tasks and Notes
Learn how tasks and notes allow CSMs to stay on track, capture important customer details, and efficiently manage their book of business.
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