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.
Five Ways to Level Up In Your Career as a Customer Success Manager
Companies are always on the lookout for superstar customer success managers to ensure customer retention is always at the top.
When Is Hiring a Chief Customer Officer Justified?
Before you post the job to your hiring board, understand just how a CCO can help your organization achieve your goals.
The CEO’s Guide to Setting a Chief Customer Officer Up For Success
There are plenty of articles that talk about why and when you need a CCO, but this post will focus on how to install one.
Productboard Reduces Gross Churn by 50% in 1 Year with Vitally
“In 2020 alone, we reduced our gross churn relatively by 50%. Even as we scaled, we were able to spend our time as wisely as possible with customers.”
Product-Led Customer Success: Defining the Three Pillars
Product-Led Customer Success: Defining the Three Pillars
Shogun Makes a Science Out of Customer Success with Vitally
“If you’re not making a science out of Customer Success, you’re probably missing out on a lot of opportunities to reduce churn and see more expansion revenue.”
A Letter From Our CEO: Announcing Vitally's Series A financing, led by Andreessen Horowitz
Vitally, the leading Customer Success platform used by hundreds of high-growth teams has closed a $9.2M Series A financing, led by Andreessen Horowitz.
Vitally Raises $9 Million Series A Funding Led by Andreessen Horowitz
Vitally, a leading Customer Success platform, today announced it has raised $9 million in a Series A funding in a round led by Andreessen Horowitz.
Retention Isn’t Just Maintaining The Status Quo, It’s the Key Driver of Growth
Client retention is the foundation of growth. Businesses can spend time acquiring new customers, but existing customers are almost always higher quality leads.
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The Power Of Positive Onboarding Friction
The goal of user onboarding is to help them adopt new product habits, understand the full value of your product, and keep coming back for more.
Mitigate Early Churn With This Customer Success Plan Template
Rather than waiting until customers are weighed down with blockers, guarantee smooth onboarding and implementation with a customer success plan.
A Plan to Fail: How a Premortem Can Help You See (and Stop) Future Churn Risks
One of the best ways to stop churn from happening is to add churn analysis to the glass-half-full conversations that overflow every time there's a new customer.
How one Customer Success leader created a framework for a seamless Sales-CS handoff
Here's a framework you can use to get your Sales-CS teams on the same page so your customers (and your team) can focus on what matters most — success.
5 Tips for a Successful Sales to Customer Success Handoff
The perfect Sales-CS handoff is seamless and consistent. Here are 5 tips that will ensure each new customer is sped smoothly along the path from purchase to value.
Why Sales Should Own Account Expansions and Renewals
We weighed the most common arguments for who should own expansions and renewals and came to a clear conclusion. Spoiler alert: It's Sales.
Why it’s a mistake to separate Customer Support from Customer Success
Splitting the two functions as you grow from 100-1K customers, you’re missing out on an opportunity to train your CSMs at a critical point in your company’s growth.
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A static list of Customer Success Manager skills is wrong for you. Here’s how to make your own
Here are four questions to ask yourself before you go looking for perfect customer success manager candidate and an interview scorecard formula you can use.
How to Reduce Churn With Segmented Churn Analysis
Learn how to segment your customers so you can analyze and target specific groups to maximize your churn prevention.
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