Blog
Expert advice and cutting-edge CS tactics to help you supercharge your book of business.
Customer Onboarding Best Practices: 5 Proven Habits from Top CS Leaders
In episode four of Vitally's series One Vital Question, five Customer Success industry leaders share their essential tactics for curating onboarding experiences that lead to higher Time to Value (TTV), stronger relationships, and better customer outcomes.
Introducing Vitally AI, Your AI Copilot for Customer Success
We’re excited to share the launch of Vitally AI — the purpose-built AI for Customer Success. Learn more about the benefits of our suite of AI CS features including Vitally’s AI Meeting Recorder.
Transforming Customer Success: 5 Innovative Strategies from Industry Leaders
From revamping data storytelling to bridging gaps between sales and CS, five CS leaders share with Vitally the innovative strategies that transformed how their teams operate.
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 Scaled Customer Success and Why Does It Matter?
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.
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.
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 Use NPS to Improve Customer Success at SaaS Businesses [+ NPS Benchmarks]](https://cdn.prod.website-files.com/63d3e5f547ca0a123a2e07e0/66ff02e95b91901e6bcd551f_How-to-Use-NPS-Improve-CS-SaaS-Businesses.png)
How to Use NPS to Improve Customer Success at SaaS Businesses [+ NPS Benchmarks]
Vitally deep dives into NPS to explore what makes it so important to Customer Success professionals and discuss best practices for using it in your SaaS company.
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