Blog
Expert advice and cutting-edge CS tactics to help you supercharge your book of business.
Vitally Named the Leading Customer Success Platform of G2’s Top 50 Project Management Tools of 2025
Vitally ranked 18th on G2's list, joining Smartsheet, Asana, Airtable, and Slack. Most notably, Vitally is the highest and only ranked Customer Success Platform.
5 Customer Success Processes You Can’t Manage With a CRM
Traditional CRMs trap your team in routine client management tasks, making it hard to drive tangible business outcomes. Here are a few critical CS processes that you can only do with a CSP.
Turning Your First Customers Into Recurring Revenue: A Guide for Startups
Learn how to turn your first customers into loyal, recurring revenue through relationship building, proactive onboarding, and growth-focused Customer Success strategies.
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.
Connect Business Intelligence Data to Vitally With Looker and iFrame Embedding
Integrate Looker and iFrame embeds with Vitally to deliver business intelligence insights side-by-side with Customer Success metrics.
Setting and Measuring Customer Success Outcomes—OKRs v KPIs v Metrics
The ultimate goal of any CS organization is to retain and grow revenues that come from existing clients, but in order to reach this ultimate goal, there are many objectives the CSM needs to achieve.
Customer Advocacy: The Lever You Need to Pull to Drive Revenue
Transforming your customers into an extension of your marketing team starts with a solid Customer Success strategy.
The Customer Success Newsletter is Now a Part of Vitally
The rumors are true—we’re beyond excited to share that TheCustomerSuccessNewsletter.com is now part of Vitally.
Why Better Customer Data Management is the Key to Leveling Up Your Customer Success Organization
Understand the value of customer data management and the technology required to get the most from the information you collect from customers.
5 Alternatives to Canceling SaaS Companies Can Present to Subscription Customers
When a customer indicates they're ready to go, it's vital that the experience not be negative. And instead of them leaving, give them a reason to stay.
Playbooks Updates: See What’s New in Automation
Explore the latest enhancements to the Playbook experience in Vitally to give Customer Success teams greater control and visibility of the automation they’re building.
Streamline Documentation with Note Templates and Embeddable Tasks
Here we share several significant updates to Notes in Vitally designed to streamline and standardize the documentation process across your CS organization.
What Is “Tech Touch” Customer Success and How Does It Fit Into the SaaS Business Model?
In this article, we take a closer look at tech-touch Customer Success versus high-touch Customer Success and how to deploy both to get the best results.
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Grata Operationalizes Customer Data to Drive GTM Strategy & Develop Institutional Customer Knowledge with Vitally
Vitally interviewed Domila McFarlane, Customer Success Director @ Grata. Learn how Vitally helped Grata improve their customer success.
Improve Management of Responsibilities with New Custom Key Roles
Learn how Custom Key Roles help CS teams expand on the unique roles of their organization and improve team performance throughout the customer journey.
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