Blog
Expert advice and cutting-edge CS tactics to help you supercharge your book of business.
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.
New in Vitally: Measure Your Revenue, Trials, and Churn
Vitally has always been a tool to help you gain detailed insight into product adoption at your customers. However, if you wanted to track the customer's subscription lifecycle, that required using another tool separately from Vitally...until now 😉
The Importance of Health Scoring by Customer Lifecycle
In order to actually facilitate proactive and reliable health scoring, you need a model where customers are scored uniquely based on contextual factors.
How One Customer Success Leader Created a Framework for a Seamless Sales-CS Handoff
Here's a framework you can use to get your Sales-CS teams on the same page so your customers (and your team) can focus on what matters most — success.
5 Tips for a Successful Sales to Customer Success Handoff
The perfect Sales-CS handoff is seamless and consistent. Here are 5 tips that will ensure each new customer is sped smoothly along the path from purchase to value.
Why Sales Should Own Account Expansions and Renewals
We weighed the most common arguments for who should own expansions and renewals and came to a clear conclusion. Spoiler alert: It's Sales.
Why It’s a Mistake To Separate Customer Support From Customer Success
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.
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A Static List of Customer Success Manager Skills Is Wrong for You — Here’s How To Make Your Own
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.
How to Reduce Churn With Segmented Churn Analysis
Learn how to segment your customers so you can analyze and target specific groups to maximize your churn prevention.
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How to Send Automated Customer Success Emails That Don’t Suck
Here are three things people hate about email and three ways you can improve the chances that your inbox communications will delight, not annoy.
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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.
Which Customer Success Tools Belong in Your Startup Tech Stack
With hundreds of software solutions available, how do you choose? Here's a list of 11 tools you can use to automate repetitive tasks.
How Soapbox Uses Vitally To Fuel Their Product-Led Growth
Soapbox needed a way to prioritize trials and free users that represented actual revenue upsell opportunities. All with a Customer Success team of two.
These Five Customer Churn Prediction Mistakes Are Costing You
Discover the 5 mistakes you might be making when predicting customer churn and what to do about them.
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