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.
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Comparing Four Crucial Growth Operations in B2B SaaS
Let's explore the roles of CS operations, Revenue Operations, Sales Operations, and Marketing Operations within SaaS companies and what impact they have on a company’s success.
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Product-Led Growth Deserves Product-Led Customer Success: How Vitally Supports Product-Led Growth
If your company defines itself as a Product-Led Growth organization, it’s imperative that all departments within your organization support that mission.
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Customer Engagement: What Does it Mean & What Are the Factors That Impact It
Customer engagement’s relation to Customer Success is self-explanatory, but what is perhaps a little less obvious, is what fuels customer engagement, and what factors impact it.
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Fractional Chief Customer Officer, CX Strategist, Author, & Host, Nicholas Zeisler, talks Customer Experience
In this episode, we’re chatting all things Customer Experience with Nicholas Zeisler, author of the new book, ‘We’re Doing CX Wrong… And How to Get It Right’.
Automate Customer Task Completion with New Playbook Actions
Leverage Playbooks to build and automate intelligent workflows that reduce CSM time spent on closing out repetitive Tasks completed throughout the customer journey.
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Sarah Steingraber, Manager of Mid-Market Customer Success at Sendoso, talks How CS is Structured at Sendoso, Account Segmentation, and the Power of Personalization
Meet Sarah—gift giver, Customer Success professional, and dog mom to a yellow lab. Sarah has been working in Customer Success for four years.
The Most Time-Consuming & Repetitive CSM Responsibilities (and How to Minimize Them with Automation)
The key to success is identifying what tasks consume the majority of your time and which of these tasks can be automated so you can be more efficient.
What Is the Golden Ratio of Customer Success Managers to Customers?
Find out how to determine the sweet spot for customers assigned to Customer Success Managers and apply this ratio to your SaaS company’s Customer Success model.
The Do's & Don'ts of Monetizing Customer Success
If handled appropriately, charging for Customer Success can be an effective strategy that leads to positive outcomes for a SaaS company and its customers.
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Chris Jewitt, CSM at Klaus, talks Community as a Pillar of Customer Success Strategy, Engaging with Unresponsive Customers, & Vegan Food
Meet Chris—vegan food fan, dog dad, and proponent of Community as a pillar of Customer Success strategy.
Digitizing Traditional Quarterly Business Reviews
The need to drive continuous value and success for customers is accelerating the digitization of quarterly business reviews. Learn more how you can adapt.
MonkeyLearn Multiplies CSM Bandwidth with Vitally’s CS Platform
“Of the Customer Success tools that I’ve tried, Vitally is the one that spoke the most to the Customer Success Manager in me.”
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Klaus’s CEO Has Executive-Level Customer Insights at His Fingertips with Vitally’s Purpose-Built CS Platform
"The value Klaus has experienced from Vitally has come in the form of increased expansion MRR, faster customer onboardings, and improved NPS scores. "
Why You Need a Dedicated Customer Success Tool Even if You Have a CRM
This article clarifies the roles of CRMs vs Customer Success tools and why having a dedicated Customer Success platform in your CS tech stack is essential.
CSM to CSM: Tips for Handling Customer Escalations (Gracefully)
Follow and execute the success work plan you have set up with your clients without any blockers or delays to gracefully handle escalations.
Hugo Keeps Data at the Center of Their Self-Serve Model and Sees Growth Across the Board with Vitally
Vitally interviewed Darren of Hugo on how Vitally has helped Hugo solve the challenges that prompted their search for a Customer Success platform.
How to Measure the Effectiveness of Your Customer Health Score in Five Steps
Find out if your customer health scores are giving your Customer Success team, and business, an accurate pulse on the ‘health’ of your book of business.
Foleon Increases Retention & Expansion, Not Headcount, After Upgrading From a CRM to Vitally
The problem is that the CRM at Foleon's at their stage and size is normally a ‘spaghetti mess’, Vitally revamped everything.
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