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Power Your Business Strategies and Customer Experiences with Custom Surveys
Vitally Updates

Power Your Business Strategies and Customer Experiences with Custom Surveys

Introducing Custom Surveys — a fully integrated survey solution built directly into Vitally to seamlessly gather insights from your customers so you never need to manually connect the dots again.

Rachel Sheldon
Rachel Sheldon
June 25, 2024
8 Must-Listen Customer Success Podcasts
For CS Leadership

8 Must-Listen Customer Success Podcasts

Podcasts are a fantastic resource for Customer Success pros looking to stay competitive. We’ve compiled eight of the best CS-focused podcasts we listen to weekly.

Devin Pickell
Devin Pickell
June 20, 2024
How to Use Customer Success Software to Learn More About Your Customers
For CS Managers

How to Use Customer Success Software to Learn More About Your Customers

The amount of quality data at the fingertips of CSMs and C-suite leaders is remarkable when they have the right tools in place. Here are four ways that CSP power-users can analyze their customers.

Olivia Adkison
Olivia Adkison
June 14, 2024
How to Be the Most Productive CSM On Earth Using Vitally
For CS Managers

How to Be the Most Productive CSM On Earth Using Vitally

Being a productive CSM is not about the number of tasks completed, but knowing how to prioritize. Here are ten tips to help CSMs work effectively using Vitally's powerful tools.

Maria Waida
Maria Waida
June 7, 2024
How to Use a Pooled CS Structure to Serve a Global Customer Base
For CS Leadership

How to Use a Pooled CS Structure to Serve a Global Customer Base

In a pooled CS model, CSMs manage customers on a rotating basis rather than every customer having their own dedicated CSM. Here's how pooled CS allows our four-person team to deliver consistent experiences to 500 accounts around the world.

Tyler Diderich
Tyler Diderich
June 6, 2024
The 14 Best Customer Success Conferences of 2024
For CS Leadership

The 14 Best Customer Success Conferences of 2024

One of the best ways to go from good to great in your Customer Success role is to attend CS conferences. Here are the ones we’re keeping an eye on in 2024. 

Olivia Adkison
Olivia Adkison
June 1, 2024
6 Keys to Cultivating a Customer Success Mindset in Your Organization
For CS Leadership

6 Keys to Cultivating a Customer Success Mindset in Your Organization

Having a "Customer Success mindset" means that every employee plays a vital role in the success of the customer. Here’s how to adopt it at your organization.

Maria Waida
Maria Waida
May 30, 2024
What I Learned By Scaling a Customer Success Org 10X in One Year
For CS Leadership

What I Learned By Scaling a Customer Success Org 10X in One Year

John Henwood joined Writer when there were just four people on the Customer Success team and scaled it into the robust, 40-person function it has today. Here are his seven most valuable takeaways.

John Henwood
John Henwood
May 23, 2024
How to Build a Customer Advocacy Program That Puts Your Clients First
For CS Managers

How to Build a Customer Advocacy Program That Puts Your Clients First

Customer advocacy programs need to go beyond the asking-for-a-quick-favor model and evolve into partnerships that are genuinely helpful to customers.

Haig Kingston
Haig Kingston
May 21, 2024
Track the Impact of Your Customer Success Operations and Demonstrate ROI with Goals
Vitally Updates

Track the Impact of Your Customer Success Operations and Demonstrate ROI with Goals

Introducing Goals, a new way for Customer Success teams to effortlessly set, track, and measure the outcomes of their strategies and activities to clearly demonstrate their impact on their business and customers.

Rachel Sheldon
Rachel Sheldon
May 20, 2024
3 Customer Success Touchpoints You Should Be Automating
For CS Managers

3 Customer Success Touchpoints You Should Be Automating

Every touchpoint in an account lifecycle can be automated to some degree. Here are some tips I often recommend to CS teams that are building out their tech-touch and digital CS efforts.

Joe Di Grande
Joe Di Grande
May 13, 2024
How to Use Data to Make Better Decisions in Customer Success
For CS Leadership

How to Use Data to Make Better Decisions in Customer Success

Here’s an inside look at how my team leverages data to prioritize where to spend our time, eliminate guesswork, and make customer-focused decisions.

Caden Duvé
Caden Duvé
May 9, 2024
Becoming the Solution: How to Build Trust With Your Clients
For CS Managers

Becoming the Solution: How to Build Trust With Your Clients

Problem-solving is the root of impactful sales. When you are solving your clients' problems for them, they will be willing to pay you if the pain point is acute enough.

Alexandra Latter
Alexandra Latter
May 8, 2024
Churn Rate Benchmarks for B2B SaaS Companies [Updated for Q2 2024]
For CS Leadership

Churn Rate Benchmarks for B2B SaaS Companies [Updated for Q2 2024]

We’ve assembled the latest data on churn rates for B2B SaaS companies in 2024. How does your team measure up?

Ryan LaFlamme
Ryan LaFlamme
May 6, 2024
How to Improve Collaboration Between Your Customer Success and Support Teams
For CS Managers

How to Improve Collaboration Between Your Customer Success and Support Teams

CS and Support might work well separately, but it’s only through healthy collaboration that they can deliver stellar customer experiences. Here's how to make that happen.

Faith Uzuegbu
Faith Uzuegbu
April 30, 2024
How to Run a Value Certification Program For Your CS Team
For CS Managers

How to Run a Value Certification Program For Your CS Team

Want your CS team to be strategic partners to your customers? Build a value certification program to boost their feature knowledge and improve customer conversations.

Tomas Williams
Tomas Williams
April 26, 2024
10 Note Templates Every CSM Needs (and When to Use Them)
For CS Managers

10 Note Templates Every CSM Needs (and When to Use Them)

With the right note templates, everything from hand-offs to EBRs to renewals are standardized across the team, which boosts productivity, alignment, and customer retention.

Lindsey Fine
Lindsey Fine
April 23, 2024
Which Metrics Matter the Most During Onboarding?
For CS Managers

Which Metrics Matter the Most During Onboarding?

Onboarding is the most critical and important part of the customer’s experience with your business. Tracking these essential KPIs will ensure that you get it right.

Amber Monroe
Amber Monroe
April 17, 2024

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