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Expert advice and cutting-edge CS tactics to help you supercharge your book of business.
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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.
Track and Manage Issues with the Vitally Jira Integration
We’re excited to announce the launch of our native Jira integration that seamlessly tracks and manages Jira issues inside Vitally.
Vitally (Once Again) Ranked #1 in Best Results by G2
For the third straight quarter, Vitally has been named G2's #1 Customer Success Platform for Best Results (Winter 2024), including Time to Estimated ROI and Time to Go Live.
Beyond Salaries: Decoding Commission Structures for Customer Success Managers
We break down the different kinds of CSM compensation packages, what they consist of, and how to negotiate for the right comp package as a CS professional.
Are Customer Success Certifications Worth It? Breaking Down the Career Benefits and Best Options
Do CS certifications still matter? And what do hiring managers really think about them? Here's how to approach CS certifications at all levels of your career.
5 of the Best Customer Success Platforms for SaaS Companies
SaaS companies know tech and love buying it. This roundup shines some light on a few popular SaaS CSPs, and how they fit the needs of tech-forward CS teams.
How Should Customer Success Teams Use AI Tools?
Let’s look at the most exciting AI use-cases we’ve seen for Customer Success, plus two instances where you should *never* deploy this technology.
Defining the CSM Role: What Should Customer Success Managers Really Be Responsible For?
Could you define a Customer Success Manager's job in one sentence? With the help of a few veteran CSMs, we'd like to offer a new definition of the role.
What Should the Relationship Between Customer Success and Product Look Like?
With help from Customer Success and Product leaders, we've collected five key aspects of successful CS/Product collaborations plus the steps you can take to achieve near-perfect harmony.
The Vitally Guide to Customer Implementation (With Expert Insights)
A solid customer implementation process helps your company kick off long-term relationships on the right foot. Here's how to manage implementation as effectively as possible.
The Perfect Playbook For First-Time Customer Success Managers
Taking on a customer-facing role for the first time? This expert playbook collects our best advice on how to prepare for the unique challenges of a new CSM role.
We Asked CSMs: Which Parts of the Job Would You Automate If You Could?
With time at such a premium for CSMs, eliminating low impact tasks can have a big impact on productivity. Here's what's on their automation wish-list.
What’s Time to Value (TTV) and How Do You Calculate It?
Value from your product is what keeps customers coming back for more. We’ll show you how to calculate and shorten your time-to-value (TTV) in this guide.
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.
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