Customer Success Resources

From proprietary research to how-to guides, find all the resources you need to succeed in Customer Success.

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Research

From proprietary research to how-to guides, find all the resources you need to succeed in Customer Success.

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The State of Knowledge Sharing in Customer Success Organizations | 2023
Report

The State of Knowledge Sharing in Customer Success Organizations | 2023

We surveyed 150+ Customer Success professionals and executives to learn how CS teams are communicating with their clients and collaborating with other departments. Here are seven key takeaways.

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6 Rules for Highly Successful Business Reviews
GUIDE

6 Rules for Highly Successful Business Reviews

Here are 6 rules Customer Success Managers can follow to create more impactful, collaborative, and valuable business reviews.

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A Customer Success Leader's Guide to CRMs, PLG CRMs, and CSPs
GUIDE

A Customer Success Leader's Guide to CRMs, PLG CRMs, and CSPs

Not sure which tool is right for your organization? You’re not alone. In this guide we’ll explain the purpose of each tool, which teams they serve, and which platform is best suited for your needs.

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Customer Success Maturity Assessment
REPORT

Customer Success Maturity Assessment

Is your Customer Success team prepared to scale? Understand the different levels of CS maturity, how to benchmark against industry peers, and how CS organizations can level-up.

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Buyers Guide: Selecting a Customer Success Platform
GUIDE

Buyers Guide: Selecting a Customer Success Platform

How to evaluate, choose, and internally sell a Customer Success Platform for your scaling business.

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Digital Transformation Trends in Customer Success
INFOGRAPHIC

Digital Transformation Trends in Customer Success

Pulse and Vitally surveyed 100 technology executives involved in Customer Success to find out business expectations for digital transformation, top barriers, and top areas for improvement.

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How to Build a Customer Health Score by Lifecycle Stage
INFOGRAPHIC

How to Build a Customer Health Score by Lifecycle Stage

Our guide to building best-in-class SaaS customer Health Scores for every stage of the customer lifecycle: onboarding, adoption, maturity, and renewal.

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Product-Led Customer Success
REPORT

Product-Led Customer Success

Vitally surveyed 100 technology executives involved in Customer Success at Product-Led Growth companies to gain greater insight on the state of PLG.

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State of Customer Success in the C-Suite
INFOGRAPHIC

State of Customer Success in the C-Suite

Pulse and Vitally surveyed 100 technology executives involved in Customer Success to find out how technology is changing, top barriers to scaling CS, and the current role of CS in the C-Suite.

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Beyond the Binary: How to Build Health Scores
GUIDE

Beyond the Binary: How to Build Health Scores

In Vitally's guide to enhancing your customer health scoring model, you'll find out about building a health score, weighting health score metrics, and the role health scores play in CS.

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