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.
4 Customer Success Automations to Save Time and Boost Productivity
Discover how Vitally's automation tools can streamline your Customer Success processes and workflows to help deliver exceptional customer experiences.
Top 5 ChurnZero Alternatives for Flexibility and Ease of Use
ChurnZero is a robust CSP, but leaves a lot to be desired when it comes to overall usability. Here are five ChurnZero alternatives that may be better suited for your team.
Integrating HubSpot and Vitally: Introducing Hierarchy Support for Organizations, Deals, and More
Discover Vitally's upgraded HubSpot integration with Hierarchy syncing, simplifying integration of hierarchy levels from HubSpot into Vitally.
Customer Success Enablement 101: A Simple Guide for B2B SaaS Companies
SaaS organizations need clarity on what’s required from Sales and Customer Success, and how these teams should work together. In this article, we'll shed some light on the concept of Customer Success Enablement.
Top 5 Planhat Alternatives for High-Growth CS Teams
Planhat has a user-friendly platform, but for businesses looking for a more mature CSP solution, you may want to consider one of these Planhat alternatives.
Vitally Secures Spot on GGV Capital and Crunchbase's "2023 SMBTech 50" List & Joins Honorees at NASDAQ Opening Bell Ceremony
Vitally has been named to GGV Capital and Crunchbase's 2023 SMBTech 50" List, a recognition of Vitally's rapid growth & service to small and medium-sized businesses.
.png)
Webinar Recap: How to Operationalize Customer Feedback, Sentiment, and Advocacy ft. Simplesat
Learn how Customer Success teams can use customer feedback, sentiment & advocacy to drive meaningful change from industry experts in this webinar recap!
NPS vs. CSAT: What's the Difference Between Them and Which One Should You Use?
NPS and CSAT are two essential metrics that Customer Success managers rely on to measure the impact of their customer experience strategies.
Vitally’s Spring 2023 G2 Badges Are in Full Bloom
Celebrating success! See what G2 badges Vitally is proudly taking home this Spring, all thanks to our amazing customers.
.png)
Webinar Recap: Unlock a Winning Support & Success Partnership
Discover expert tips & best practices for creating a strong partnership between Technical Support and Customer Success teams in this webinar recap!
Quarterly Business Review Essentials: How to Prepare for and Conduct an Effective QBR
The QBR is a unique opportunity for CSMs to position themselves as the strategic advisor for the customer. Here's how to turn it into a valuable experience for everyone involved.
.png)
Linking Customer Success Manager Productivity to Customer Performance Indicators
Learn what Customer Performance Indicators are crucial for reflecting Customer Success Manager productivity.
Webinar Recap: How To Build a Non-Traditional Customer Success Team
Learn the importance of taking a non-traditional approach to Customer Success hiring & tips for those hoping to break into the CS industry.
Introducing Doc Automation: Seamlessly Create and Assign Docs at Scale
Enable collaboration with the latest improvements to Vitally’s automation tools. Learn how you can create and assign Docs at scale using Playbook automation!
When Should Your Company Start Using a Customer Success Platform?
What's the ideal time to start using a dedicated CSP at your company? If you want to drive revenue growth from your customer base, the answer is "as soon as possible."
How to Make the Jump From VP of Customer Success to Chief Customer Officer
Transitioning from a Customer Success leadership position to a full-fledged CCO role might be the career level-up you've been looking for.
.png)
Redefining Your Ideal Customer: Why You May Be Misinterpreting Their Needs
You may be misunderstanding the needs of your ideal customer. Explore how a changing market impacts customer needs and how to become a customer-centric company.
The Future of Vitally and Customer Success Productivity
Learn about the future of Customer Success productivity and how Vitally is changing the game.
Subscribe for Updates
Be the first to hear about new blog posts, resources, events, and more.
Ready to Scale Your Customer Success?
