Blog
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.
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.
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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.
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.
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.
The 8 Most Useful Zapier Integrations for Vitally
By setting up Zapier integrations between Vitally and your SaaS stack, you’ll eliminate tons of manual effort and put all your important CS processes in one place.
What Operations Pros Need to Know About Customer Success Software
As an Ops leader, your job boils down to three words: Make things work. Here's how to approach your CSP search so that things run even smoother at your company.
Rinsed Unlocks Customer Insights and Enhances Team Collaboration with Vitally
“We’re the CRM for car washes, but we need the CRM for Customer Success.”
Measure Dynamic Data Points Across Objects With Calculated Traits in Vitally
We’re excited to announce the release of Calculated Traits, a new form of Custom Traits in Vitally that unlocks more ways for Customer Success teams to track and analyze customer data.
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Vitally Accelerates BombBomb's Operations with 27x Faster Information Retrieval
“Being able to have everything in one location really lets us compare the success and effectiveness of the entire team.”
18 Essential Customer Success Software Features
When evaluating CSP software, consider how these core features will help your CS team meet its goals and increase the value you provide to customers.
How to Avoid Burnout as a Customer Success Manager
Feeling some burnout in your CSM role? These expert strategies will help you foster resilience and protect your mental health.
Build vs. Buy: Why Developing Your Own CSP Is Never a Good Idea
It rarely makes sense to develop a Customer Success Platform inside your existing CRM. Here’s why some B2B companies consider it, and why they regret it.
The 5 Best Customer Success Platforms for Small Businesses: An Honest Look
A modern CSP sends efficiency through the roof, especially for small teams in growth mode. Here are five Customer Success tools that are doing it right.
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