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.

Re-Inventing the (Fly)wheel: Building a Customer Advocacy Program That Benefits Your Customers & CSMs
VIRTUAL Event
Thu
,
Oct 5
at
12:00 pm
ET

Re-Inventing the (Fly)wheel: Building a Customer Advocacy Program That Benefits Your Customers & CSMs

Delve into the strategies that empower CS Operations Leaders to harness the full capabilities of their tech-stack, elevate team productivity, and boost customer outcomes.

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Join 60,000+ other Customer Success professionals and get our best articles, videos, and reports delivered to your inbox twice a month.

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Re-Inventing the (Fly)wheel: Building a Customer Advocacy Program That Benefits Your Customers & CSMs
Virtual Event
Thu
,
Oct 5
at
12:00 pm
ET

Re-Inventing the (Fly)wheel: Building a Customer Advocacy Program That Benefits Your Customers & CSMs

Join Industry experts from Vitally, PeopleGrove, and Lantern as they explore various topics related to customer advocacy programs!

How Customer Success Organizations of Any Size Can Support Enterprise Customers
On-demand
,
at
PT

How Customer Success Organizations of Any Size Can Support Enterprise Customers

Join us for an insightful fireside chat that delves into the intricacies of supporting enterprise customers within customer success organizations, regardless of their size.

Mastering Customer Success: Lessons from Industry Trailblazers
On-demand
Tue
,
Sep 12
at
12:00 pm
ET

Mastering Customer Success: Lessons from Industry Trailblazers

We're bringing together a panel of accomplished female leaders who have paved the way in the Customer Success realm, and we're inviting you to join in on the convo on Tuesday, September 12th! From pivotal moments that revolutionized CS practices to insights on the latest trends shaping the future of CS, we'd love to invite you to a transformative session to gain insider perspectives on strategies that'll set you apart and make a mark in the evolving CS landscape.

Opps for Ops: Harnessing the Full Potential of Your Customer Success Tech-Stack
On-demand
Wed
,
Aug 9
at
1:00 pm
ET

Opps for Ops: Harnessing the Full Potential of Your Customer Success Tech-Stack

In today's rapidly evolving business landscape, delivering exceptional customer experiences has become the cornerstone of sustainable growth and success. Customer Success teams are at the forefront of driving customer satisfaction, retention, and expansion. To meet the demands of this critical role, Customer Success leaders are constantly seeking ways to optimize and leverage the full potential of their Customer Success tech-stack.

From Implementation to Success: Proven Strategies for Cultivating Long-Term Adoption
On-demand
,
at
ET

From Implementation to Success: Proven Strategies for Cultivating Long-Term Adoption

CS teams must navigate complex implementation processes, varying customer requirements, and time constraints while ensuring that customers are set up for success from the start. Do you want to create a seamless and unforgettable client journey?

How to Measure Customer Education’s Impact on Retention
On-demand
Tue
,
Jul 18
at
1:00 pm
ET

How to Measure Customer Education’s Impact on Retention

Customer education can be a powerful initiative for scaling your Customer Success organization while strengthening overall retention rates. This webinar brought together Customer Success and education leaders from Vitally, WorkRamp, and Productboard to share their insights on the impact of customer education on retention, and its pivotal role in scaling and ensuring your customers get the most value out of what they need to succeed.

Leveraging the Power of AI to Transform Customer Success
On-demand
Wed
,
Jun 28
at
2:30 pm
ET

Leveraging the Power of AI to Transform Customer Success

Do you wonder why A.I. is today's hottest trend? You're not alone. From ChatGPT to breaking down the future of A.I., get an in-depth analysis of how Artificial Intelligence (A.I.) is revolutionizing organizations and transforming how Customer Success teams drive and scale productivity. Mickey Powell, Co-founder and Head of GTM at UpdateAI, a ChatGPT-powered tool that automates call notes and insights for Customer Success teams, as well as Jamie Davidson, Co-founder and CEO at Vitally, and Jeff Chase, Director of Product Marketing at Vitally, discuss the basics of A.I., demystifying the buzzwords and jargon surrounding

Customer Success Festival Las Vegas presented by Customer Success Collective
On-demand
Wed
,
May 24
at
9:00 am
PST

Customer Success Festival Las Vegas presented by Customer Success Collective

When you attend the Customer Success Festival, you can expect a jam-packed two days filled with networking opportunities and knowledge sharing. Whether you’ve got a problem concerning onboarding, churn mitigation, or renewals, rest assured, you’ll leave our two-day festival rejuvenated and return to work to apply your findings in brand-new strategies.

Bridging Real-Time Visibility of CSAT to Customer Success
On-demand
Tue
,
May 23
at
11:00 am
ET

Bridging Real-Time Visibility of CSAT to Customer Success

Do you ever struggle to quantify the impact customer satisfaction has on your business? You’re not alone! Vitally and Simplesat partnered to host a 45-min virtual discussion around tools and processes to optimize customer feedback and scale growth.

Customer Success Festival Amsterdam presented by Customer Success Collective
On-demand
Wed
,
May 10
at
9:00 am
CET

Customer Success Festival Amsterdam presented by Customer Success Collective

When you attend the Customer Success Festival, you can expect a jam-packed two days filled with networking opportunities and knowledge sharing. Whether you’ve got a problem concerning onboarding, churn mitigation, or renewals, rest assured, you’ll leave our two-day festival rejuvenated and return to work to apply your findings in brand-new strategies.

How To Start Your Customer Success Organization ft. RecastSuccess
On-demand
Tue
,
May 9
at
1:00 pm
ET

How To Start Your Customer Success Organization ft. RecastSuccess

Building a successful Customer Success organization requires more than just a plan; do you have the leadership and tools to lay a strong foundation?

How to Operationalize Customer Feedback, Sentiment, and Advocacy ft. Simplesat
On-demand
Tue
,
Apr 11
at
11:00 am
ET

How to Operationalize Customer Feedback, Sentiment, and Advocacy ft. Simplesat

Established customer relationships are worth the effort — greater engagement, a deeper understanding of the customer, and increased loyalty for long-term success.

First-Look Product Webinar: See the Future of Customer Success Productivity
On-demand
Wed
,
Mar 8
at
1:00 pm
ET

First-Look Product Webinar: See the Future of Customer Success Productivity

Join Vitally CEO and co-founder, Jamie Davidson, and Vitally Founding Product Manager, Renee Kenny, for an exclusive first-hand look at what is coming next for Vitally.

Scale or Fail: Unlock a Winning Support & Success Partnership
On-demand
Tue
,
Mar 28
at
1:00 pm
ET

Scale or Fail: Unlock a Winning Support & Success Partnership

How Support can find Success, and Success can provide Support.‍ Vitally—the modern Customer Success Platform— brings together a panel of experts from Vitally, Mattermost, and beyond to discuss best practices for creating useful self-service solutions for their customers, enabling collaboration between these teams, and delivering value throughout the customer experience.

Scale or Fail:  How To Build a  Non-Traditional  Customer Success Team
On-demand
,
at
ET

Scale or Fail: How To Build a Non-Traditional Customer Success Team

If your customers represent all industries and walks of life, your company should reflect that—starting with the team on the frontline.‍

Scale or Fail: Customer Tiers & Considerations For Your Segmentation Strategy
On-demand
Wed
,
Nov 9
at
7:00 am
ET

Scale or Fail: Customer Tiers & Considerations For Your Segmentation Strategy

Vitally—the modern Customer Success Platform—and RecastSuccess—the professional training and coaching program for Customer Success career transitioners—brought together a panel of Customer Success leaders from Zappi, Informed K12, RecastSuccess, and Vitally to discuss various segmentation strategies for SaaS organizations, how your segmentation strategy impacts your business, and factors to consider when deciding on a segmentation strategy.

Scale or Fail: Defining Customer Success' Role in Product-Led Growth
On-demand
Tue
,
Oct 11
at
7:00 am
EST

Scale or Fail: Defining Customer Success' Role in Product-Led Growth

In today’s market, SaaS companies are expanding through Product-Led Growth (PLG). But how do they retain their new customers and get them using their product consistently? The answer lies in Product-Led Customer Success.‍

Customer Success Festival New York presented by Customer Success Collective
On-demand
Tue
,
Mar 14
at
4:00 am
EST

Customer Success Festival New York presented by Customer Success Collective

When you attend the Customer Success Festival, you can expect a jam-packed two days filled with networking opportunities and knowledge sharing. Whether you’ve got a problem concerning onboarding, churn mitigation, or renewals, rest assured, you’ll leave our two-day festival rejuvenated and return to work to apply your findings in brand-new strategies.

Scale or Fail: Creating Customer Health Scores That Go Beyond the Binary
On-demand
Tue
,
Dec 13
at
7:00 am
ET

Scale or Fail: Creating Customer Health Scores That Go Beyond the Binary

All Health Scores are not created equal. Take your customer Health Scores from static to dynamic.‍ Vitally—the modern Customer Success Platform—brings together a panel of Customer Success leaders to discuss how organizations can enhance their Health Scoring models by making the most out of their customer data, getting specific with segmentation, building outside-of-the-box health score equations, and beyond. 

Scale or Fail: Building Out a Compelling Commission Structure for Post-Sales Teams
On-demand
Thu
,
Jan 19
at
7:00 am
ET

Scale or Fail: Building Out a Compelling Commission Structure for Post-Sales Teams

Vitally—the modern Customer Success Platform—and Spiff—the commission platform that automates and optimizes commissions plans and motivates commissioned reps—brings together a panel of Revenue leaders from Electric, Symplicity, Betts, and Spiff to discuss how organizations can structure compelling compensation plans for Customer Success Managers, Account Managers, and all post-sales teams.

Scale or Fail: Climbing up the Customer Success Ladder From IC to People Manager
On-demand
Tue
,
Oct 25
at
7:00 am
EST

Scale or Fail: Climbing up the Customer Success Ladder From IC to People Manager

CSMs, let's talk about scaling the Customer Success ladder.‍ Vitally—the modern Customer Success Platform—brings together a panel of Customer Success leaders and a leadership expert to help individual contributors in Customer Success understand what it takes to effectively make the transition from individual contributor to effective, and admired, people manager.

Product Deep Dive: Docs in Vitally & Collaborating with Customers
On-demand
Wed
,
Dec 21
at
7:00 am
ET

Product Deep Dive: Docs in Vitally & Collaborating with Customers

Vitally—the modern Customer Success Platform—recently launched Docs, an innovative, collaborative software solution powered by customer data that streamlines real-time collaboration between customers and Customer Success teams. ‍

Customer Success Festival Austin presented by Customer Success Collective
On-demand
Thu
,
Feb 16
at
3:00 am
CST

Customer Success Festival Austin presented by Customer Success Collective

When you attend the Customer Success Festival, you can expect a jam-packed two days filled with networking opportunities and knowledge sharing.

Scale or Fail: Operationalizing Churn Prediction, Prevention, Payments, and Post-Mortem
On-demand
,
at
EST

Scale or Fail: Operationalizing Churn Prediction, Prevention, Payments, and Post-Mortem

The four ‘P’s’ for mitigating churn, scaling Customer Success, and positioning CS as a revenue leader. ‍

Scale or Fail: Mastering Sales & Customer Success Collaboration
On-demand
,
at
EST

Scale or Fail: Mastering Sales & Customer Success Collaboration

Vitally has built a panel of Customer Success and Sales leaders from our own team, DUCO, Ignition, and Hubstaff to discuss how they scaled collaboration between Sales and CS at their companies (plus tactical advice on how you can level up your Customer handoff process today)!‍

Blueprints

InsightsCRM’s Guide to Managing NPS Detractors
Blueprint

InsightsCRM’s Guide to Managing NPS Detractors

Learn how Kapil Sharma, Customer Success Manager at ANALEC (InsightsCRM), uses Projects to quickly resolve customer concerns and keep his book of business healthy.

A Blueprint for Creating an Onboarding Hub
Blueprint

A Blueprint for Creating an Onboarding Hub

Minimize distractions and deliver excellent onboarding experiences with a dedicated Onboarding Hub.

How to Design a Sales & Account Management Hub
Blueprint

How to Design a Sales & Account Management Hub

Efficiently navigate renewals, boost productivity, and drive growth using a Sales & Account Management Hub.

Sourcegraph's Monthly Update Template
Blueprint

Sourcegraph's Monthly Update Template

See how Aimee, VP of Technical Success at Sourcegraph, uses Conversation templates to provide product usage updates to customers.

Speed up Roadmap Planning With a Feature Request Hub
Blueprint

Speed up Roadmap Planning With a Feature Request Hub

Effortlessly track top product requests and prioritize your roadmap accordingly with a customizable Feature Request Hub.

How to Build a Customer Success Leadership Hub
Blueprint

How to Build a Customer Success Leadership Hub

Stay on top of growth and churn by using a Leadership Hub to understand customer health, retention, CSM performance, and much more.

A Blueprint For Building a Personal Hub
Blueprint

A Blueprint For Building a Personal Hub

Learn about Personal Hubs in Vitally and how they can help CSMs become more efficient and productive.

How to Automatically Identify Expansion Opportunities
Blueprint

How to Automatically Identify Expansion Opportunities

Learn how Ben from Salesmsg uses Playbook automation to detect and act on expansion opportunities in his Expansion Blueprint.

Salesmsg's Value-Driven Upsell Template
Blueprint

Salesmsg's Value-Driven Upsell Template

Discover how Ben from Salesmsg uses his Upsell Blueprint to effectively communicate value to customers and grow expansion revenue.

Renewal Call Note Template
Blueprint

Renewal Call Note Template

Efficiently prepare for your upcoming renewals and maximize revenue with Lauren's Renewal Call Blueprint.

CSM Transition Template
Blueprint

CSM Transition Template

Take a look at how Liz ensures a successful and smooth CSM-to-CSM account handoff with her CSM Transition Blueprint.

User Interviews' Post-Sales Handoff Template
Blueprint

User Interviews' Post-Sales Handoff Template

Check out how Christy from User Interviews welcomes and onboards customers at scale with their Post-Sales Handoff Blueprint.

Client Escalation Template
Blueprint

Client Escalation Template

Turn customer escalations into a positive experience and minimize errors by using Celine's Client Escalation Blueprint.

Key Stakeholder Change Template
Blueprint

Key Stakeholder Change Template

Ensure stakeholder changes go smoothly with Parker's Key Stakeholder Change Blueprint designed for Hybrid and High-Touch Customer Success.

Quarterly Business Review Prep Template
Blueprint

Quarterly Business Review Prep Template

Learn how Taylor collaborates with customers and streamlines his process for business reviews with his QBR Prep Blueprint.

New Customer Kickoff Template
Blueprint

New Customer Kickoff Template

Take a peek at how Steven uses Project Templates to make onboarding easy for new customers in this New Customer Kickoff Blueprint.

Athenian's Customer Onboarding Plan
Blueprint

Athenian's Customer Onboarding Plan

Learn how José from Athenian creates a streamlined and collaborative onboarding experience with his Customer Onboarding Blueprint.

Client Re-engagement Template
Blueprint

Client Re-engagement Template

Get customers re-engaged and ensure your book of business is achieving their business objectives with Laura's Client Re-enagement Blueprint.

Sales to Customer Success Handoff Template
Blueprint

Sales to Customer Success Handoff Template

Discover how Zack streamlines the account handoff process with our Sales to CS Handoff Blueprint.

Implementation Guide Doc Template
Blueprint

Implementation Guide Doc Template

Increase time-to-value (TTV) and take the complexity out of your implementation process by using Krista's Implementation Blueprint.

#paid's New Account Onboarding Checklist
Blueprint

#paid's New Account Onboarding Checklist

Learn how Natasha at #paid keeps her book of business on track and increases time-to-value with this New Account Onboarding Blueprint.

Sales Discovery Template
Blueprint

Sales Discovery Template

Streamline your discovery process and delight prospects with Carly's interactive Sales Discovery Blueprint.

Churn Report Template
Blueprint

Churn Report Template

Discover how Amelia captures and analyzes data from churning accounts at scale using this Churn Report Blueprint.

Beta Program User Kickoff Template
Blueprint

Beta Program User Kickoff Template

Renée's Beta Program User Kickoff Blueprint gives Customer Success and Product teams a scalable way to manage and collect feedback from participants.

Easy QBR Scheduling from Followup CRM
Blueprint

Easy QBR Scheduling from Followup CRM

Check out Christine from Followup CRM's quick and concise template for scheduling QBRs.

Followup CRM's Onboarding Checklist
Blueprint

Followup CRM's Onboarding Checklist

Get inspired and learn how Christine at Followup CRM keeps her book of business on track with her Onboarding Checklist Blueprint.

Resolving NPS Detractors with Mixpanel
Blueprint

Resolving NPS Detractors with Mixpanel

Quickly address and resolve customer concerns at scale using Ryan from Mixpanel's customizable NPS Detractor Blueprint.

Mixpanel's Guide to Customer Onboarding
Blueprint

Mixpanel's Guide to Customer Onboarding

Discover how Peishan and her team at Mixpanel use this Onboarding Blueprint to ensure customers have a consistent, positive onboarding experience.

#paid's New User Onboarding Checklist
Blueprint

#paid's New User Onboarding Checklist

Keep customers on track with a quick and easy onboarding checklist from Natasha Cantisano at #paid.

Success Planning Doc Template
Blueprint

Success Planning Doc Template

Effectively track goals and collaborate with customers using Sarah's dynamic, customizable Success Plan Blueprint.

Duco's Executive Business Review (EBR) Project
Blueprint

Duco's Executive Business Review (EBR) Project

Create a standardized, scalable process for Executive Business Reviews by using Joe from Duco's EBR Project Blueprint.

Duco's EBR Note Template
Blueprint

Duco's EBR Note Template

Ensure a successful business review and streamline business updates with Joe from Duco's Executive Business Review Note Blueprint.

Avoma's Renewal Project
Blueprint

Avoma's Renewal Project

See how Mark Stagi, VP of Customer Success at Avoma, creates tailored customer experiences with this High Touch Renewal Blueprint.

Customer Case Study Template
Blueprint

Customer Case Study Template

Build out impactful, consistent case studies at scale using Haley's Customer Case Study Blueprint for B2B SaaS Marketing teams.

Shogun
“I have recommended Vitally to many leaders of Customer Success organizations because we have had such phenomenal results using it ourselves.”
Nick Raushenbush
Nick Raushenbush
COO
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Videos

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Vitally asked five pioneering Customer Success leaders, "What's one positive change you've made at a CS organization that had a big impact on the way things were done?"

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Success Network on YouTube

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Vitally Customer Stories

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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.

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.

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.

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.

GUIDE

Buyers Guide: Selecting a Customer Success Platform

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

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.

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.

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.

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.

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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The Vitally Guide to New Customer Onboarding (With Expert Insights)
For Cs Managers

The Vitally Guide to New Customer Onboarding (With Expert Insights)

The onboarding stage can make or break your customer experience. Follow our experts' advice to refine your onboarding process and improve customer confidence.

Devin Pickell
Devin Pickell
September 19, 2023
The Vitally Guide to B2B Customer Renewal (+ CS Renewal Checklist)
For Cs Managers

The Vitally Guide to B2B Customer Renewal (+ CS Renewal Checklist)

The current financial climate has made customer renewal critical for your B2B business's survival. This guide collects a wealth of expert advice to help you nail your Customer Success renewal process.

Maria Waida
Maria Waida
September 13, 2023
B2B Customer Churn Prevention: 8 Tactics That Actually Work in 2023
For Cs Managers

B2B Customer Churn Prevention: 8 Tactics That Actually Work in 2023

Forget the "best practices." These are the churn prevention strategies that boots-on-the-ground Customer Success pros are using to retain customers in the real world.

Olivia Adkison
Olivia Adkison
September 7, 2023
How to Build Your First Customer Success Team
For Cs Managers

How to Build Your First Customer Success Team

We'll walk you though how to define your Customer Success goals, identify core roles and responsibilities, hire the right people, and create an effective CS engine for your company.

Faith Uzuegbu
Faith Uzuegbu
September 1, 2023
The 8 Most Useful Zapier Integrations for Vitally
For Cs Managers

The 8 Most Useful Zapier Integrations for Vitally

By setting up Zapier integrations between Vitally and your SaaS stack, you’ll eliminate tons of manual effort and put all your important CS processes in one place.

Ryan LaFlamme
Ryan LaFlamme
August 30, 2023
What Operations Pros Need to Know About Customer Success Software
For Cs Managers

What Operations Pros Need to Know About Customer Success Software

As an Ops leader, your job boils down to three words: Make things work. Here's how to approach your CSP search so that things run even smoother at your company.

Olivia Adkison
Olivia Adkison
August 21, 2023
Rinsed Unlocks Customer Insights and Enhances Team Collaboration with Vitally
For Cs Managers

Rinsed Unlocks Customer Insights and Enhances Team Collaboration with Vitally

“We’re the CRM for car washes, but we need the CRM for Customer Success.”

Vitally Team
Vitally Team
August 18, 2023
11 Customer Success Statistics That CS Teams Need to Know
For Cs Managers

11 Customer Success Statistics That CS Teams Need to Know

We gathered the latest Customer Success stats to show CS’s impact on revenue growth, customer retention, team productivity, and more.

Devin Pickell
Devin Pickell
August 16, 2023
Vitally Accelerates BombBomb's Operations with 27x Faster Information Retrieval
For Cs Managers

Vitally Accelerates BombBomb's Operations with 27x Faster Information Retrieval

“Being able to have everything in one location really lets us compare the success and effectiveness of the entire team.” 

Vitally Team
Vitally Team
August 14, 2023
Measure Dynamic Data Points Across Objects With Calculated Traits in Vitally
For Cs Managers

Measure Dynamic Data Points Across Objects With Calculated Traits in Vitally

We’re excited to announce the release of Calculated Traits, a new form of Custom Traits in Vitally that unlocks more ways for Customer Success teams to track and analyze customer data.

Rachel Sheldon
Rachel Sheldon
August 14, 2023
18 Essential Customer Success Software Features
For Cs Managers

18 Essential Customer Success Software Features

When evaluating CSP software, consider how these core features will help your CS team meet its goals and increase the value you provide to customers.

Devin Pickell
Devin Pickell
August 7, 2023
How to Avoid Burnout as a Customer Success Manager
For Cs Managers

How to Avoid Burnout as a Customer Success Manager

Feeling some burnout in your CSM role? These expert strategies will help you foster resilience and protect your mental health.

Rana Bano
Rana Bano
August 3, 2023
Build vs. Buy: Why Developing Your Own CSP Is Never a Good Idea
For Cs Managers

Build vs. Buy: Why Developing Your Own CSP Is Never a Good Idea

It rarely makes sense to develop a Customer Success Platform inside your existing CRM. Here’s why some B2B companies consider it, and why they regret it.

Faith Uzuegbu
Faith Uzuegbu
July 27, 2023
The 5 Best Customer Success Platforms for Small Businesses: An Honest Look
For Cs Managers

The 5 Best Customer Success Platforms for Small Businesses: An Honest Look

A modern CSP sends efficiency through the roof, especially for small teams in growth mode. Here are five Customer Success tools that are doing it right.

Olivia Adkison
Olivia Adkison
July 19, 2023
What Is Customer Success Software? A Guide for B2B Businesses of All Sizes
For Cs Managers

What Is Customer Success Software? A Guide for B2B Businesses of All Sizes

Customer Success Software is a category of B2B business software that companies use to monitor, manage, and optimize their customer journeys. Here's why Customer Success Software is crucial to the health of your business.

Devin Pickell
Devin Pickell
July 12, 2023
Fresh Out of the Lab: Vitally’s A.I.-Powered First Call Success Generator
For Cs Managers

Fresh Out of the Lab: Vitally’s A.I.-Powered First Call Success Generator

Struggling to align CSMs and new customers? Master the first customer call with our ChatGPT-powered success plan generator.

Ben Goldstein
Ben Goldstein
June 28, 2023
Vitally Brings the Heat with 14 G2 Badges for Summer 2023
For Cs Managers

Vitally Brings the Heat with 14 G2 Badges for Summer 2023

Summer 2023 G2 badges are here, and we owe them all to our incredible customers! Check out this blog to learn more about our latest achievements.

Haley Teeples
Haley Teeples
June 28, 2023
8 Customer Success Templates for Effective Onboarding Processes
For Cs Managers

8 Customer Success Templates for Effective Onboarding Processes

Transform your onboarding process with 8 practical templates that create consistency and boost team productivity | Vitally

Haley Teeples
Haley Teeples
June 22, 2023
Passbase Ignites Data Visibility and Streamlines Productivity with Vitally
For Cs Managers

Passbase Ignites Data Visibility and Streamlines Productivity with Vitally

“I 100% think Vitally helps with the productivity of my [Customer Success] team.”

Vitally Team
Vitally Team
June 22, 2023
How to Create a Customer Health Score With Four Metrics
For Cs Managers

How to Create a Customer Health Score With Four Metrics

Any B2B Customer Success team can build a powerful, practical health score to identify healthy and at-risk accounts by using these simple metrics.

Kevin Fu
Kevin Fu
June 15, 2023
PartnerStack Harnesses Actionable Insights from Customer Data with Vitally
For Cs Managers

PartnerStack Harnesses Actionable Insights from Customer Data with Vitally

“What makes Vitally different is how you can parse all that data. The views are so powerful, [telling] me everything I need to know in one single click.”

Vitally Team
Vitally Team
June 7, 2023
4 Ways for Customer Success Teams to Increase Customer Collaboration with Vitally Docs
For Cs Managers

4 Ways for Customer Success Teams to Increase Customer Collaboration with Vitally Docs

Deepen customer relationships and streamline CS operations with Vitally Docs: create personalized shared documents that connect back to your customer data.

Rachel Sheldon
Rachel Sheldon
May 31, 2023
4 Customer Success Automations to Save Time and Boost Productivity
For Cs Managers

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.

Rachel Sheldon
Rachel Sheldon
May 24, 2023
Top 5 ChurnZero Alternatives for Flexibility and Ease of Use
For Cs Managers

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.

Devin Pickell
Devin Pickell
May 16, 2023
Integrating HubSpot and Vitally: Introducing Hierarchy Support for Organizations, Deals, and More
For Cs Managers

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.

Mary Lim
Mary Lim
May 8, 2023
Customer Success Enablement 101: A Simple Guide for B2B SaaS Companies
For Cs Managers

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.

Vitally Team
Vitally Team
May 7, 2023
Top 5 Planhat Alternatives for High-Growth CS Teams
For Cs Managers

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.

Devin Pickell
Devin Pickell
May 2, 2023
Vitally Secures Spot on GGV Capital and Crunchbase's "2023 SMBTech 50" List & Joins Honorees at NASDAQ Opening Bell Ceremony
For Cs Managers

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.

Vitally Team
Vitally Team
April 24, 2023
Webinar Recap: How to Operationalize Customer Feedback, Sentiment, and Advocacy ft. Simplesat
For Cs Managers

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!

Haley Teeples
Haley Teeples
April 20, 2023
NPS vs. CSAT: What's the Difference Between Them and Which One Should You Use?
For Cs Managers

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 Team
Vitally Team
April 15, 2023
Vitally’s Spring 2023 G2 Badges Are in Full Bloom
For Cs Managers

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.

Haley Teeples
Haley Teeples
April 14, 2023
Webinar Recap: Unlock a Winning Support & Success Partnership
For Cs Managers

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!

Haley Teeples
Haley Teeples
April 6, 2023
Quarterly Business Review Essentials: How to Prepare for and Conduct an Effective QBR
For Cs Managers

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.

Enrique Roth
Enrique Roth
April 3, 2023
Linking Customer Success Manager Productivity to Customer Performance Indicators
For Cs Managers

Linking Customer Success Manager Productivity to Customer Performance Indicators

Learn what Customer Performance Indicators are crucial for reflecting Customer Success Manager productivity.

Vitally Team
Vitally Team
March 31, 2023
Helping Customers Achieve Value: The Role of Customer Success Managers
For Cs Managers

Helping Customers Achieve Value: The Role of Customer Success Managers

Read this blog to see why CSMs must proactively create value for their customers to help them achieve business outcomes.

Shane Ketterman
Shane Ketterman
March 24, 2023
Uncover the Benefits of NPS for Your Customer Success Organization
For Cs Managers

Uncover the Benefits of NPS for Your Customer Success Organization

Unlock the power of NPS to drive business growth and unlock actionable insights into customer satisfaction.

Arvind Mehrotra
Arvind Mehrotra
March 17, 2023
Webinar Recap: How To Build a Non-Traditional Customer Success Team
For Cs Managers

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.

Haley Teeples
Haley Teeples
March 10, 2023
Introducing Doc Automation: Seamlessly Create and Assign Docs at Scale
For Cs Managers

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!

Mary Lim
Mary Lim
March 8, 2023
How to Make the Jump From VP of Customer Success to Chief Customer Officer
For Cs Managers

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.

Vitally Team
Vitally Team
March 6, 2023
When Should Your Company Start Using a Customer Success Platform?
For Cs Managers

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."

Kevin Fu
Kevin Fu
March 6, 2023
Redefining Your Ideal Customer: Why You May Be Misinterpreting Their Needs
For Cs Managers

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.

Daniel Wolkowitz
Daniel Wolkowitz
March 2, 2023
The Future of Vitally and Customer Success Productivity
For Cs Managers

The Future of Vitally and Customer Success Productivity

Learn about the future of Customer Success productivity and how Vitally is changing the game.

Jamie Davidson
Jamie Davidson
February 22, 2023
How to Break Into the Customer Success Industry
For Cs Managers

How to Break Into the Customer Success Industry

Landing your first role in customer success can be tough, but this article has advice to make it doable. Check out the tips and tricks that have helped many!

Chad Horenfeldt
Chad Horenfeldt
February 10, 2023
lmpactful Trends in the Customer Success Industry
For Cs Managers

lmpactful Trends in the Customer Success Industry

Explore some of the most impactful trends in the Customer Success industry. From AI to communication styles, these trends are sure to have a big impact on your organization.

Jakub Płonka
Jakub Płonka
February 3, 2023
Webinar Recap: Building Out a Compelling Commission Structure for Post-Sales Teams
For Cs Managers

Webinar Recap: Building Out a Compelling Commission Structure for Post-Sales Teams

Learn how to create a commission structure that will motivate your post-sales team and keep them driving towards success.

Haley Teeples
Haley Teeples
January 27, 2023
Personalize Automation to Your Business Needs with Custom Objects
For Cs Managers

Personalize Automation to Your Business Needs with Custom Objects

With Custom Objects, teams personalize and enhance their Vitally experience with information that is important to them. Today, we're excited to share an update that enables automated, real-time activities using Custom Object data in Vitally's Playbook automation tool.

Mary Lim
Mary Lim
January 24, 2023
Investing in Product-Led Customer Success
For Cs Managers

Investing in Product-Led Customer Success

A product-led organization invests in customer success. Find out how a dedicated CSM tool can automate tasks and put time and control back in the hands of a CSM.

Shivi Maheshwari
Shivi Maheshwari
January 20, 2023
Salesfloor's Enhanced Customer Insight with Vitally Fuels Actionable Results
For Cs Managers

Salesfloor's Enhanced Customer Insight with Vitally Fuels Actionable Results

With Vitally, Salesfloor was able to improve its CSM onboarding process and better understand product usage and customer health.

Vitally Team
Vitally Team
January 18, 2023
How to Build a PLG-Driven Customer Success Team
For Cs Managers

How to Build a PLG-Driven Customer Success Team

As your company grows, it becomes increasingly important to have a well-oiled customer success team in place. Learn how to build a product-led growth (PLG) driven customer success team that will scale with your business.

Adam Gosciniak
Adam Gosciniak
January 13, 2023
Using ChatGPT for Improving Customer Success Productivity
For Cs Managers

Using ChatGPT for Improving Customer Success Productivity

Explore how AI language models can help Customer Success teams become more productive with their work.

Jeff Chase
Jeff Chase
January 9, 2023
Tangible & Intangible Skills for High-Performing Customer Success Managers
For Cs Managers

Tangible & Intangible Skills for High-Performing Customer Success Managers

Learn the top skills that will help you become a high-performing customer success manager.

Sylvia Yin
Sylvia Yin
January 6, 2023
Why Customer Tiering is Critical for Customer Success
For Cs Managers

Why Customer Tiering is Critical for Customer Success

You might think that all customers are equal, but that's not always the case. Here's how to tier your customers and create a tailored experience for each one.

Tyler Diderich
Tyler Diderich
December 28, 2022
Pleo Deciphers their Customer Base with Vitally’s Data-Driven Automation
For Cs Managers

Pleo Deciphers their Customer Base with Vitally’s Data-Driven Automation

By automating customer success processes with Vitally, Pleo can better serve their customers while staying on track to exceed their desired outcomes.

Vitally Team
Vitally Team
December 22, 2022
Webinar Recap: Creating Customer Health Scores That Go Beyond the Binary
For Cs Managers

Webinar Recap: Creating Customer Health Scores That Go Beyond the Binary

Learn how to create customer health scores that go beyond the binary and provide a deeper level of insight into your customers' well-being.

Haley Teeples
Haley Teeples
December 22, 2022
Vitally is Feeling the Winter Spirit with New G2 Badges
For Cs Managers

Vitally is Feeling the Winter Spirit with New G2 Badges

Winter is here, and Vitally is feeling the spirit with our latest G2 Badges! Read the blog to see what we earned.

Haley Teeples
Haley Teeples
December 14, 2022
Why Customer Success Managers Need a Customer Success Plan
For Cs Managers

Why Customer Success Managers Need a Customer Success Plan

A well-defined and executed plan is key to keeping your customers successful. In this blog post, we'll discuss what a customer success plan is, how to create one, and the benefits it can provide to both you and your customers.

Shane Ketterman
Shane Ketterman
December 14, 2022
Breaking the Fourth Wall of Customer Success
For Cs Managers

Breaking the Fourth Wall of Customer Success

What do Fleabag and a Customer Success Platform for B2B SaaS have in common?

Hally Darnell
Hally Darnell
November 28, 2022
Bring Any Data Point into Vitally with Zapier and Custom Objects
For Cs Managers

Bring Any Data Point into Vitally with Zapier and Custom Objects

Customer Success teams can now use Zapier to import any data point from across their tech stack into a Vitally Custom Object. This provides CS teams with more data, control, and visibility over their work in Vitally.

Mary Lim
Mary Lim
November 21, 2022
Avoma Overcomes Customer Data Fragmentation with Vitally
For Cs Managers

Avoma Overcomes Customer Data Fragmentation with Vitally

Avoma Overcomes Customer Data Fragmentation with Vitally

Vitally Team
Vitally Team
November 21, 2022
Webinar Recap: Customer Tiers & Considerations For Your Segmentation Strategy
For Cs Managers

Webinar Recap: Customer Tiers & Considerations For Your Segmentation Strategy

Our 6th episode of Vitally’s Scale or Fail webinar series happened last week, so we’re coming in hot with a brand new recap blog to share all the goodness on customer tiers and considerations for your segmentation strategy

Haley Teeples
Haley Teeples
November 18, 2022
Introducing Docs: Customer Collaboration Powered by Customer Data
For Cs Managers

Introducing Docs: Customer Collaboration Powered by Customer Data

Introducing Docs—a collaborative workspace for Customer Success teams and their customers powered by Vitally data!

Jeff Chase
Jeff Chase
November 15, 2022
Create an Engaging & Successful Trial Experience with Automation
For Cs Managers

Create an Engaging & Successful Trial Experience with Automation

When it comes to your trial users, don't leave anything to chance. Learn how you can automate your trial process and engage prospects for the win.

Mary Lim
Mary Lim
November 11, 2022
Webinar Recap: Climbing up the Customer Success Ladder From IC to People Manager
For Cs Managers

Webinar Recap: Climbing up the Customer Success Ladder From IC to People Manager

If you're ready to become a People Manager, Vitally's latest webinar is for you! Hear expert advice and learn the best tips from our webinar panelists.

Haley Teeples
Haley Teeples
November 2, 2022
Vitally Rakes in G2 Badges this Fall
For Cs Managers

Vitally Rakes in G2 Badges this Fall

The Fall 2022 G2 Badges are in, and Vitally is raking them in! See Vitally’s new G2 badges that we are proudly displaying this season.

Haley Teeples
Haley Teeples
October 21, 2022
Webinar Recap: Defining Customer Success' Role in Product-Led Growth
For Cs Managers

Webinar Recap: Defining Customer Success' Role in Product-Led Growth

Read the key takeaways from episode 4, where CS leader panelists discuss how Customer Success teams play a pivotal role in enabling Product-Led growth (PLG).

Haley Teeples
Haley Teeples
October 19, 2022
Day in the Life of the Most Productive CSM On Earth
For Cs Managers

Day in the Life of the Most Productive CSM On Earth

Being the most productive CSM is not about the number of tasks completed, but knowing how to prioritize.

Enrique Roth
Enrique Roth
September 30, 2022
Webinar Recap: What Your New CSM Hires Wish You Did (and Did Not) Include During Onboarding
For Cs Managers

Webinar Recap: What Your New CSM Hires Wish You Did (and Did Not) Include During Onboarding

This webinar from Vitally is packed with great recommendations, insightful experiences, and helpful hints for onboarding in the Customer Success Industry.

Haley Teeples
Haley Teeples
September 28, 2022
What is Kanban Methodology, And How Can It Help You Improve Customer Success Operations
For Cs Managers

What is Kanban Methodology, And How Can It Help You Improve Customer Success Operations

We're introducing you to the beauty of Kanban and how it can be used by Customer Success in your B2B SaaS company.

Vitally Team
Vitally Team
September 26, 2022
How to Take Better Meeting Notes & Increase Productivity During Customer Calls
For Cs Managers

How to Take Better Meeting Notes & Increase Productivity During Customer Calls

Learn how to take better and more detailed notes during customer calls that will boost your productivity and deliverables as a CSM.

Enrique Roth
Enrique Roth
September 14, 2022
Hiring Diverse CSM Teams ft. RecastSuccess
For Cs Managers

Hiring Diverse CSM Teams ft. RecastSuccess

See how hiring diverse CSM teams deliver high performance and exceptional creativity for their organizations.

Vitally Team
Vitally Team
September 9, 2022
How Do You Measure the Customer Experience?
For Cs Managers

How Do You Measure the Customer Experience?

Learn how to best measure the quality of your company's CX strategy and maximize your customer's experience.

Vitally Team
Vitally Team
September 7, 2022
Scale or Fail Webinar Recap: Churn Prediction, Prevention, Payments & Post-Mortem (Q&A Recap with Unseen Bonus Question)
For Cs Managers

Scale or Fail Webinar Recap: Churn Prediction, Prevention, Payments & Post-Mortem (Q&A Recap with Unseen Bonus Question)

Dive into this post-webinar recap on operationalizing churn prediction, prevention, payments, and post-mortem with panelists from Vitally, Chargebee, and Spiff.

Haley Teeples
Haley Teeples
August 29, 2022
Increase Customer Success Productivity With Variables in Tasks and Notes
For Cs Managers

Increase Customer Success Productivity With Variables in Tasks and Notes

Learn how tasks and notes allow CSMs to stay on track, capture important customer details, and efficiently manage their book of business.

Mary Lim
Mary Lim
August 22, 2022
Customer Churn Analysis: What Is It, Why Does It Matter, and Why We Do It
For Cs Managers

Customer Churn Analysis: What Is It, Why Does It Matter, and Why We Do It

Knowing how to prevent churn and distinguishing between good and bad churn all starts with having a customer churn analysis strategy.

Vitally Team
Vitally Team
August 19, 2022
Connect Business Intelligence Data to Vitally With Looker and iFrame Embedding
For Cs Managers

Connect Business Intelligence Data to Vitally With Looker and iFrame Embedding

Integrate Looker and iFrame embeds with Vitally to deliver business intelligence insights side-by-side with Customer Success metrics.

Jeff Chase
Jeff Chase
August 2, 2022
Setting and Measuring Customer Success Outcomes—OKRs v KPIs v Metrics
For Cs Managers

Setting and Measuring Customer Success Outcomes—OKRs v KPIs v Metrics

The ultimate goal of any CS organization is to retain and grow revenues that come from existing clients, but in order to reach this ultimate goal, there are many objectives the CSM needs to achieve.

Enrique Roth
Enrique Roth
July 22, 2022
Getro Builds Out Enterprise-Grade Customer Health Scores and Decreases Time to Value with Vitally
For Cs Managers

Getro Builds Out Enterprise-Grade Customer Health Scores and Decreases Time to Value with Vitally

Our growth is heavily reliant on customer referrals and word of mouth. So making sure that our customers are happy and healthy is very important to us.

Vitally Team
Vitally Team
July 18, 2022
Customer Advocacy: The Lever You Need to Pull to Drive Revenue
For Cs Managers

Customer Advocacy: The Lever You Need to Pull to Drive Revenue

Transforming your customers into an extension of your marketing team starts with a solid Customer Success strategy.

Vitally Team
Vitally Team
July 7, 2022
The Customer Success Newsletter is Now a Part of Vitally
For Cs Managers

The Customer Success Newsletter is Now a Part of Vitally

The rumors are true—we’re beyond excited to share that TheCustomerSuccessNewsletter.com is now part of Vitally.

Vitally Team
Vitally Team
June 27, 2022
Why Better Customer Data Management is the Key to Leveling Up Your Customer Success Organization
For Cs Managers

Why Better Customer Data Management is the Key to Leveling Up Your Customer Success Organization

Understand the value of customer data management and the technology required to get the most from the information you collect from customers.

Vitally Team
Vitally Team
June 17, 2022
5 Alternatives to Canceling SaaS Companies Can Present to Subscription Customers
For Cs Managers

5 Alternatives to Canceling SaaS Companies Can Present to Subscription Customers

When a customer indicates they're ready to go, it's vital that the experience not be negative. And instead of them leaving, give them a reason to stay.

Vitally Team
Vitally Team
June 10, 2022
Playbooks Updates: See What’s New in Automation
For Cs Managers

Playbooks Updates: See What’s New in Automation

Explore the latest enhancements to the Playbook experience in Vitally to give Customer Success teams greater control and visibility of the automation they’re building.

Jeff Chase
Jeff Chase
June 7, 2022
Streamline Documentation with Note Templates and Embeddable Tasks
For Cs Managers

Streamline Documentation with Note Templates and Embeddable Tasks

Here we share several significant updates to Notes in Vitally designed to streamline and standardize the documentation process across your CS organization.

Jeff Chase
Jeff Chase
June 6, 2022
What Is “Tech Touch” Customer Success and How Does It Fit Into the SaaS Business Model?
For Cs Managers

What Is “Tech Touch” Customer Success and How Does It Fit Into the SaaS Business Model?

In this article, we take a closer look at tech-touch Customer Success versus high-touch Customer Success and how to deploy both to get the best results.

Vitally Team
Vitally Team
June 3, 2022
Grata Operationalizes Customer Data to Drive GTM Strategy & Develop Institutional Customer Knowledge with Vitally
For Cs Managers

Grata Operationalizes Customer Data to Drive GTM Strategy & Develop Institutional Customer Knowledge with Vitally

Vitally interviewed Domila McFarlane, Customer Success Director @ Grata. Learn how Vitally helped Grata improve their customer success.

Vitally Team
Vitally Team
May 31, 2022
Improve Management of Responsibilities with New Custom Key Roles
For Cs Managers

Improve Management of Responsibilities with New Custom Key Roles

Learn how Custom Key Roles help CS teams expand on the unique roles of their organization and improve team performance throughout the customer journey.

Jeff Chase
Jeff Chase
May 24, 2022
Using Technology to Automate Customer Engagement ft. Tips from CS Leaders
For Cs Managers

Using Technology to Automate Customer Engagement ft. Tips from CS Leaders

Here we share some best practices for engaging this customer type, particularly when they become unresponsive.

Vitally Team
Vitally Team
May 19, 2022
CSM to CSM: Understanding Your Compensation and How to Handle Negotiations
For Cs Managers

CSM to CSM: Understanding Your Compensation and How to Handle Negotiations

Vitally covers different kinds of CSM compensation packages, what they consist of, and how to find the right compensation package—both as an employer and as a CSM.

Enrique Roth
Enrique Roth
April 29, 2022
CompanyCam Takes the Guesswork Out of Their Tech-Touch Customer Success Model with Vitally’s Automation Capabilities
For Cs Managers

CompanyCam Takes the Guesswork Out of Their Tech-Touch Customer Success Model with Vitally’s Automation Capabilities

Vitally interviewed Jared of CompanyCam on how Vitally has helped CompanyCam solve the challenges that prompted their search for a Customer Success platform.

Vitally Team
Vitally Team
April 27, 2022
What Is Customer Marketing and How Does it Relate to Customer Success?
For Cs Managers

What Is Customer Marketing and How Does it Relate to Customer Success?

Vitally explores the benefits of Customer Marketing and its relationship to Customer Success and why both are so important to SaaS companies.

Vitally Team
Vitally Team
April 22, 2022
Eight Ways Customer Success Managers Can Prime Customers for Upsells When Sales Ultimately Owns Expansion Revenue
For Cs Managers

Eight Ways Customer Success Managers Can Prime Customers for Upsells When Sales Ultimately Owns Expansion Revenue

There are different ways you can drive revenue growth. Learn who owns the revenue expansion and how CSMs can set up their customers for account expansion.

Enrique Roth
Enrique Roth
March 30, 2022
Upselling, Cross-Selling, and Renewals: Understanding and Comparing Three Vital Components of Expansion Revenue
For Cs Managers

Upselling, Cross-Selling, and Renewals: Understanding and Comparing Three Vital Components of Expansion Revenue

Expansion revenue helps SaaS companies reach its revenue targets quickly. Learn about the three components of expansion revenue: Upselling, Cross-Selling, and Renewals.

Vitally Team
Vitally Team
March 25, 2022
Hubstaff Builds Customer Success Right Starting on Day-One with Vitally
For Cs Managers

Hubstaff Builds Customer Success Right Starting on Day-One with Vitally

“If you’re not going to give them all the ammunition they need to actually go ahead and help customers, the whole idea behind a Success team is just moot.”

Vitally Team
Vitally Team
March 16, 2022
Our Guide to Using NPS to Improve Customer Success at SaaS Businesses
For Cs Managers

Our Guide to Using NPS to Improve Customer Success at SaaS Businesses

Vitally deep dives into this NPS to explore what makes it so beloved by Customer Success professionals and discuss best practices for using it in your SaaS company.

Vitally Team
Vitally Team
March 11, 2022
Create Custom Automation Paths with Branching Logic in Playbooks
For Cs Managers

Create Custom Automation Paths with Branching Logic in Playbooks

Vitally is excited to share the launch of our fully redesigned Playbooks experience for enabling Customer Success teams to create seamless workflow automations.

Jeff Chase
Jeff Chase
March 9, 2022
Why You Should Build Customer Health Scores by Lifecycle Stage (+ Downloadable Guides)
For Cs Managers

Why You Should Build Customer Health Scores by Lifecycle Stage (+ Downloadable Guides)

We walk through the methodology behind our best-practice guides on how to build a customer health score by customer lifecycle stage.

Vitally Team
Vitally Team
March 7, 2022
User Interviews Masters Proactive Customer Success with Vitally
For Cs Managers

User Interviews Masters Proactive Customer Success with Vitally

Vitally interviewed Hope of User Interviews on how Vitally has helped User Interviews solve the challenges that prompted their search for a CS platform.

Vitally Team
Vitally Team
March 1, 2022
Common Points of Sales <> Customer Success Misalignment ( + Tips for a Successful Partnership)
For Cs Managers

Common Points of Sales <> Customer Success Misalignment ( + Tips for a Successful Partnership)

Let's dive into the most common misalignments between Sales and CS in SaaS these departments can work together in order to build the best growth machine.

Enrique Roth
Enrique Roth
February 18, 2022
Can Customer Churn Be Good for a B2B SaaS Business? Sometimes...
For Cs Managers

Can Customer Churn Be Good for a B2B SaaS Business? Sometimes...

Customer churn tends to be viewed negatively by SaaS companies, and for good reason. However, sometimes there are positive impacts you can gain.

Vitally Team
Vitally Team
January 28, 2022
ikas Experiences Cost Savings, Company-Wide Coordination, and Data Consolidation with Vitally
For Cs Managers

ikas Experiences Cost Savings, Company-Wide Coordination, and Data Consolidation with Vitally

With Vitally, the Customer Success team at ikas was able to consolidate the key metrics they needed to track into a single dashboard.

Vitally Team
Vitally Team
January 27, 2022
User Interviews
"Our team now really works solely out of Vitally. Instead of being in our inbox all day, we're able to be proactive."
Hope Supernic
Hope Supernic
Director of Customer Success
Join the Success Network →

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Schedule a personalized demo today to see how Vitally can help your Customer Success organization operate with more efficiency, improve NRR, deliver best-in-class customer experiences, and get more work done.