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.
Using Technology to Automate Customer Engagement ft. Tips from CS Leaders
Here we share some best practices for engaging this customer type, particularly when they become unresponsive.
CompanyCam Takes the Guesswork Out of Their Tech-Touch Customer Success Model with Vitally’s Automation Capabilities
Vitally interviewed Jared of CompanyCam on how Vitally has helped CompanyCam solve the challenges that prompted their search for a Customer Success platform.
What Is Customer Marketing and How Does it Relate to Customer Success?
Vitally explores the benefits of Customer Marketing and its relationship to Customer Success and why both are so important to SaaS companies.
Eight Ways Customer Success Managers Can Prime Customers for Upsells When Sales Ultimately Owns Expansion Revenue
There are different ways you can drive revenue growth. Learn who owns the revenue expansion and how CSMs can set up their customers for account expansion.
Upselling, Cross-Selling, and Renewals: Understanding and Comparing Three Vital Components of Expansion Revenue
Expansion revenue helps SaaS companies reach its revenue targets quickly. Learn about the three components of expansion revenue: Upselling, Cross-Selling, and Renewals.
Hubstaff Builds Customer Success Right Starting on Day-One with Vitally
“If you’re not going to give them all the ammunition they need to actually go ahead and help customers, the whole idea behind a Success team is just moot.”
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Create Custom Automation Paths with Branching Logic in Playbooks
Vitally is excited to share the launch of our fully redesigned Playbooks experience for enabling Customer Success teams to create seamless workflow automations.
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Why You Should Build Customer Health Scores by Lifecycle Stage (+ Downloadable Guides)
We walk through the methodology behind our best-practice guides on how to build a customer health score by customer lifecycle stage.
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User Interviews Masters Proactive Customer Success with Vitally
Vitally interviewed Hope of User Interviews on how Vitally has helped User Interviews solve the challenges that prompted their search for a CS platform.
Common Points of Sales <> Customer Success Misalignment ( + Tips for a Successful Partnership)
Let's dive into the most common misalignments between Sales and CS in SaaS these departments can work together in order to build the best growth machine.
Can Customer Churn Be Good for a B2B SaaS Business? Sometimes...
Customer churn tends to be viewed negatively by SaaS companies, and for good reason. However, sometimes there are positive impacts you can gain.
ikas Experiences Cost Savings, Company-Wide Coordination, and Data Consolidation with Vitally
With Vitally, the Customer Success team at ikas was able to consolidate the key metrics they needed to track into a single dashboard.
Celine Doumar of MeetElise Talks Customer Success at Early-Stage Startups
In this episode of 17 Questions on the Future of Customer Success, we’re chatting with Celine Doumar, Senior Account Manager at MeetElise. Watch the episode today!
Defining the Customer Success Operations Role
CS Operations directly impacts Customer Success metrics. Understand the value of CS Operations and when a SaaS company should consider implementing such a department.
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Underrated Qualities to Look for When Hiring CSMs ft. Sample Interview Questions
Find out what some of the most underrated, yet most important, qualities hiring managers should look for in CSMs.
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Samuel Blount, Head of Sales & Customer Success @ Filestage, talks Agile & Scrum Methodologies, Football Clubs, & CS Driving Marketing and Sales Initiatives
In this episode of "17 Questions on the Future of Customer Success", we chatting with Samuel Blount, Head of Sales & Customer Success at Filestage.
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Sarah Cunningham-Scharf, Head of Customer Success at Great Question, talks storytelling in CS, turning customers into champions, and the power of public speaking
Sarah Cunningham-Scharf, Head of Customer Success at Great Question, talks storytelling in CS, turning customers into champs, and the power of public speaking.
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Pencil Significantly Decreases Time to Value for Customers with Vitally
By having the ability to be in more places at once since implementing Vitally, Pencil has seen ROI in the form of delighting more customers, more often.
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