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5 Customer Success Processes You Can't Manage With a CRM
For CS Leadership

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.

Faith Uzuegbu
Faith Uzuegbu
December 12, 2024
How to Use Slack to Automate Customer Success Activities and Data-Sharing
For CS Managers

How to Use Slack to Automate Customer Success Activities and Data-Sharing

Automating CS tasks using common tools in your software stack is easier than you might think. Here’s how I leveraged Slack and Zapier to free up time for our CS team.

Alberto Rodrigues
Alberto Rodrigues
December 10, 2024
Turning Your First Customers Into Recurring Revenue: A Guide for Startups
For CS Leadership

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.

Ian Russell
Ian Russell
December 5, 2024
How to Build and Optimize an Executive Sponsor Program
For CS Leadership

How to Build and Optimize an Executive Sponsor Program

Executive sponsors provide your organization with another vantage point internally, creating visibility and a potential runway for expansion. Here's how to deploy them for maximum effect.

Sabina M. Pons
Sabina M. Pons
November 26, 2024
6 Customer Renewal Templates to Improve Your Retention Process
For CS Managers

6 Customer Renewal Templates to Improve Your Retention Process

These six ready-to-use Customer Success renewal templates will help your team monitor and manage customer renewals and improve retention.

Hiba Amin
Hiba Amin
November 25, 2024
How to Evolve From a CSM Into a Trusted Consultant for Your Clients
For CS Managers

How to Evolve From a CSM Into a Trusted Consultant for Your Clients

By redefining ourselves as consultants, we can be seen not just as support personnel but as proactive partners invested in our customers’ long-term success.

David Barnes
David Barnes
November 21, 2024
6 Pro Tips for Boosting Your Customer Survey Response Rates
For CS Managers

6 Pro Tips for Boosting Your Customer Survey Response Rates

As businesses increasingly rely on customer data to drive strategy, well-designed customer surveys are a secret weapon. Here’s how to get the most out of your survey sends.

Kelley Turner
Kelley Turner
November 10, 2024
The Power of Making Clients Feel Heard and Understood
For CS Managers

The Power of Making Clients Feel Heard and Understood

Learn how deep listening, strategic questions, and 30,000 foot customer conversations help CS professionals build trust, reduce churn, and uncover new growth opportunities.

Bob London
Bob London
November 7, 2024
The Future of Customer Success: 6 Key Trends and Predictions for 2025 and Beyond
For CS Leadership

The Future of Customer Success: 6 Key Trends and Predictions for 2025 and Beyond

Over the next decade, CS will be driven by new technology, shifts in customer expectations, and innovative strategies that will enhance customer experiences.

Maria Waida
Maria Waida
November 6, 2024
The Four Stages of Customer Onboarding Maturity
For CS Leadership

The Four Stages of Customer Onboarding Maturity

By identifying your current stage and taking steps to reach the next level, you can deliver value to your customers faster and ensure your team members are working efficiently with the resources they have.

Donna Weber
Donna Weber
November 5, 2024
The Fall Drop: Better Just Got Better
Vitally Updates

The Fall Drop: Better Just Got Better

Introducing Vitally's Fall Drop, our latest release of best-in-class Customer Success features tailored for today’s Customer Success teams.

Rachel Sheldon
Rachel Sheldon
October 30, 2024
The 8 Best Customer Success Conferences of 2025
For CS Leadership

The 8 Best Customer Success Conferences of 2025

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 2025. 

Olivia Adkison
Olivia Adkison
October 22, 2024
"CSM Confidential" Part 2: Helping Direct Reports Navigate Career Growth & Compensation — 9 Key Takeaways
For CS Leadership

"CSM Confidential" Part 2: Helping Direct Reports Navigate Career Growth & Compensation — 9 Key Takeaways

During our second CSM Confidential event, our expert guests discussed how to support the professional growth of future Customer Success leaders. Here's a summary of the most important insights.

Maria Waida
Maria Waida
October 16, 2024
Churn Rate Benchmarks for B2B SaaS Companies [Updated for Q4 2024]
For CS Leadership

Churn Rate Benchmarks for B2B SaaS Companies [Updated for Q4 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
October 15, 2024
Customer Success at Scale: How to Identify and Prioritize Expansion Opportunities
For CS Managers

Customer Success at Scale: How to Identify and Prioritize Expansion Opportunities

By streamlining your expansion processes, you can spend less time searching for opportunities and more time engaging with customers in productive, value-driven ways.

Samantha David
Samantha David
October 14, 2024
How to Earn Cross-Functional Brownie Points Through Efficient Collaboration
For CS Managers

How to Earn Cross-Functional Brownie Points Through Efficient Collaboration

On our quest for personal productivity, there's a crucial factor we often overlook: how our prioritization impacts others. Here's how to make productivity a team sport.

Virginia D. Bloom
Virginia D. Bloom
October 10, 2024
Roadmap for New CS Leaders: What to Prioritize in Your First 30/60/90 Days
For CS Leadership

Roadmap for New CS Leaders: What to Prioritize in Your First 30/60/90 Days

Lizzy Rosen shares her advice for acing a new CS leadership role, including how to build trust from day one and the tactical questions you should ask your team.

Hiba Amin
Hiba Amin
October 8, 2024
How to Build a Customer Survey From Start to Finish
For CS Managers

How to Build a Customer Survey From Start to Finish

Learn how your Customer Success team can build actionable surveys, improve data visibility, and discover customer insights that drive business results.

Faith Uzuegbu
Faith Uzuegbu
October 2, 2024
A Short Guide on Building “Wow” Customer Self-Service Experiences
For CS Leadership

A Short Guide on Building “Wow” Customer Self-Service Experiences

Is your time being eaten up by support tasks that should be owned by other teams? Here's how to create self-service platforms that help clients help themselves.

Heather Hernandez
Heather Hernandez
September 27, 2024
Intentional Communication: The Key to Effective Customer Success Leadership
For CS Leadership

Intentional Communication: The Key to Effective Customer Success Leadership

Customer Success requires effective communication skills, whether you’re a CSM, team leader, or executive. Here's how to ensure you're always conveying the right message.

Emilia D'Anzica
Emilia D'Anzica
September 20, 2024
How Navattic Automates Onboarding with Vitally Playbooks
Blueprint

How Navattic Automates Onboarding with Vitally Playbooks

Learn how Alisa Feng, Head of Customer Success at Navattic, and her team scale their outreach efforts to ensure consistent, positive customer experiences.

Analyze Multi-Channel Customer Interactions with Steph’s Thena Dashboard
Blueprint

Analyze Multi-Channel Customer Interactions with Steph’s Thena Dashboard

Learn how Steph Townes, Senior Customer Success Manager at Vitally, leverages Dashboards to track and report on customer interactions from Thena.

Procurify’s “Would You Renew Today?” Playbook Automation for Capturing Renewal Sentiment
Blueprint

Procurify’s “Would You Renew Today?” Playbook Automation for Capturing Renewal Sentiment

Explore how Tomas Williams, Customer Experience Insights & Enablement Manager at Procurify, uses automation to gauge customer renewal sentiment.

Brainstorm Your Scaled Customer Success Strategy with Parker’s Framework
Blueprint

Brainstorm Your Scaled Customer Success Strategy with Parker’s Framework

Identify customer challenges, needs, and develop a starting point for your Scaled Customer Success strategy using Parker's framework.

Customer Feedback Survey: How Molly From Upwards Gathers Detailed Customer Insights
Blueprint

Customer Feedback Survey: How Molly From Upwards Gathers Detailed Customer Insights

Discover how Molly, CS Operations Manager at Upwards, uses Custom Surveys in Vitally to gather and report on customer feedback.

Capture Renewal Sentiment with a Custom Survey
Blueprint

Capture Renewal Sentiment with a Custom Survey

Learn how to create a Renewal Sentiment Custom Survey and how to use the data gathered to impact health scoring, automation, and more.

Laura’s Technical Support Deck for Delivering Personalized Support Experiences
Blueprint

Laura’s Technical Support Deck for Delivering Personalized Support Experiences

Learn how Customer Support teams can provide tailored support using streamlined data from a Customer Success Platform.

Track and Measure Early Renewals with Goals
Blueprint

Track and Measure Early Renewals with Goals

Learn how to set an Early Renewals Goal in Vitally to measure renewals that are finalized 30+ days out.

How to Set an Onboarding NPS Goal in Vitally
Blueprint

How to Set an Onboarding NPS Goal in Vitally

Learn how to create and automate an Onboarding NPS Goal to measure customer satisfaction.

How Tines uses a Joint Account Plan to Manage Expansion Opportunities
Blueprint

How Tines uses a Joint Account Plan to Manage Expansion Opportunities

Explore how Vicki Sorensen, Global Head of CS at Tines, and her team use Vitally Docs to streamline processes and drive expansion at scale.

GetResponse’s Dashboard for Understanding CSM Activity
Blueprint

GetResponse’s Dashboard for Understanding CSM Activity

Learn how Przemysław, Customer Experience & Implementation Team Lead at GetResponse, effectively tracks and understands CS activity levels at scale.

AI-Generated Call Summaries for CSMs at Zapier
Blueprint

AI-Generated Call Summaries for CSMs at Zapier

Explore how Sara Bonanno, Sr. Customer Success Operations Specialist, automates and surfaces call summaries for CSMs at Zapier.

Automate Journey-Based Customer Messaging with Zack from Vitally
Blueprint

Automate Journey-Based Customer Messaging with Zack from Vitally

Discover how Zack Joswiak, Manager - Solution Architects at Vitally, automates customer messaging based on journey stage using Playbook Automation.

How the Compt Team Automates and Scales their Renewal Process
Blueprint

How the Compt Team Automates and Scales their Renewal Process

Discover how Mary Migiano, Sr. Customer Success Manager - Team Lead at Compt, uses Playbook automation to seamlessly move customers through a tailored journey.

Account Escalations: How Uptick Bridges the Gap Between Departments
Blueprint

Account Escalations: How Uptick Bridges the Gap Between Departments

Learn how Kayla Summers, Head of Global Customer Experience (FireMate) at Uptick, uses Board Views and Custom Objects to efficiently manage escalations.

How Peggy from Vitally Ensures Accurate Forecasting and Financial Projections
Blueprint

How Peggy from Vitally Ensures Accurate Forecasting and Financial Projections

Discover how Peggy Wang, Head of Finance at Vitally, uses custom Dashboards & Reporting to gain visibility into key financial and customer metrics.

PartnerStack’s Program Checklist for Effective Onboarding
Blueprint

PartnerStack’s Program Checklist for Effective Onboarding

Ola Ogungbemile, Customer Success Manager at PartnerStack, uses Vitally Docs for this Partnership Program Checklist to ensure his clients are set up for success.

PeopleGrove’s Guide to Engaging Customer Advocates at Scale
Blueprint

PeopleGrove’s Guide to Engaging Customer Advocates at Scale

Discover how Emma Miller-Crimm, Sr. Customer Marketing Manager at PeopleGrove, uses Vitally to gather customer value stories and engage with potential advocates.

How Vitally Built a Best-in-Class Customer Reference Program
Blueprint

How Vitally Built a Best-in-Class Customer Reference Program

Learn how Mary Lim, Product Marketing Manager at Vitally, streamlines her process for sourcing and matching healthy customer references at scale.

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.

Success/ful
Episode
10

Anchoring Your CS Operations With Strategy and Data

Continuous optimization is key to implementing an effective strategy, and data plays a crucial role in making this process both efficient and impactful. Tom Lawler, Sr. Director of RevOps at Elastic, shares advice for using data to improve CS strategies across the board.

Success/ful
Episode
9

Elevating Customer Success Through Culture Building

Exceptional Customer Success begins with a vibrant internal culture. Cynthia Taylor, SVP of Customer Success at Culture Amp, unveils powerful strategies for building a thriving culture through deliberate and consistent efforts.

Success/ful
Episode
8

Mastering Customer Success Through Every Company Phase

Navigating the startup landscape takes more than just a great product. Advisor and Fractional CCO Sunil Joseph discusses how to create a cohesive customer experience from the seed stage onward.

Success/ful
Episode
7

Think Like a CMO: Building Authority as a CS Team

Neil Wu Becker, CEO and Co-Founder of NextBound, shares his insights on Customer Success communication strategies, proactive leadership, and the advantages of integrated marketing models.

Success/ful
Episode
6

Maximizing Your First 90 Days in a CS Leadership Role

As a Customer Success leader, your top priority in the first 90 days is building trust with your team and organization. Lizzy Rosen, VP of Success at Vendr, shares how to inspire confidence and create alignment in a new leadership role.

Success/ful
Episode
5

How Customer Success Can Have a Voice in Pricing and Packaging

Andrew Michael, Host of CHURN.FM, discusses the crucial role of Customer Success in pricing and packaging strategies, and how CS teams should be involved in rolling out new pricing models.

Success/ful
Episode
4

Working With Product Teams to Solve Customer Pain

Christine Itwaru, Head of Product at Vitally, shares the blueprint for building strong partnerships with Product teams by teaching CS leaders how to speak the language of Product and ask the right questions.

Success/ful
Episode
3

How to Make Client Impact a Team Sport

Greg Collins, VP of Revenue at Boldr, explains why driving client impact is better as a team sport. Discover the art of rallying different departments around the customer experience to turbocharge client impact.

Success/ful
Episode
2

Leaning Into the Business of Your Customer

Monique McDonough, COO at WorkTango, shares strategies on CSMs handling commercial duties and offers guidance on transitioning teams to a customer-centric revenue focus.

Success/ful
Episode
1

Why Storytelling Is Crucial in Customer Success

Ryan Seams, Head of CS at AssemblyAI, offers practical tips for creating a story that resonates with leadership, utilizing data effectively, integrating storytelling into team culture for lasting influence, and much more.

Success/ful
Episode
0

Success/ful Trailer: Winning Ideas from the World of CS and Beyond

Host Taylor Johnston, VP of Global Customer Success at Vitally, talks to some of the most effective leaders in and out of CS to share their unique insights on how Customer Success execs can be most effective in their roles.

Videos

Video

We asked eight Customer Success leaders how they get their entire organizations to put the customer first.

The word success network surrounded by colorful circles.

Success Network on YouTube

A black and white logo for a company.

Vitally Foundations

Vitally Customer Stories Logos

Vitally Customer Stories

Insights

Vital Insights 02: The 2025 Customer Success Confidence Index

We asked Customer Success leaders to rate their confidence level on a number of CS-related topics heading into 2025. Here's how they're feeling about the year ahead.

Insights

Vital Insights 01: How Will the Role of CS Evolve Over the Next Few Years?

What does the future of Customer Success look like? And what will CS pros need to know in order to be ready for it? Our experts weigh in.

Report

The Revenue Mystery: 2024 Vitally CS Impact Report

Customer Success leaders know their efforts have an impact on the bottom line. They just can’t always prove it. We surveyed 400+ CS leaders about the revenue metrics they're currently tracking and where they're falling short.

Report

The Secret Lives of CSMs

Vitally surveyed 679 B2B Customer Success Managers to learn how they feel about money, burnout, their bosses and other things that keep CSMs up at night.

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 Customer Conference | London
In-Person
Thu
,
Jan 30
at
8:00 am
GMT
Thu
,
Jan 30
at
8:00 am
GMT

The Customer Conference | London

Join us as we rethink SaaS unit economics and transforming post-sales operating models through engaging panels, deep dives, and workshops.

Demo Webinar
Demo
Wed
,
Dec 4
at
1:00 pm
EST
Wed
,
Dec 4
at
1:00 pm
EST

Demo Webinar

Join us for an exclusive session on how Vitally empowers Customer Success teams to boost retention, streamline workflows, and drive revenue growth.

CSM Confidential: Daily Struggles with Communication and Collaboration
On-Demand
Wed
,
Sep 4
at
10:00 am
PT
Wed
,
Sep 4
at
10:00 am
PT

CSM Confidential: Daily Struggles with Communication and Collaboration

Tackle modern CSM challenges with strategies to reduce stress through software automation and better cross-departmental collaboration.

How To Enhance Customer Success with Multichannel Customer Support
On-Demand
Tue
,
Aug 27
at
10:00 am
PT
Tue
,
Aug 27
at
10:00 am
PT

How To Enhance Customer Success with Multichannel Customer Support

Unlock the secrets to boosting Customer Success with Multichannel Support! Join Vitally and Thena for an insightful webinar on leveraging Slack for effective support. Ready to transform your customer interactions?

Scaling Customer Education for Growing Customer Bases
On-Demand
Wed
,
Aug 21
at
10:00 am
PT
Wed
,
Aug 21
at
10:00 am
PT

Scaling Customer Education for Growing Customer Bases

Looking to boost customer success and loyalty? Learn how with scalable education strategies from industry leaders.

How to Elevate Executive Visibility and Influence in Customer Success
On-Demand
Tue
,
Jul 16
at
10:00 am
PT
Tue
,
Jul 16
at
10:00 am
PT

How to Elevate Executive Visibility and Influence in Customer Success

Join us for an interactive virtual panel discussion presented in partnership between Vitally and Women of Customer Success, to learn powerful strategies to elevate Customer Success’s visibility and influence within your organization.

Customer Support’s Role in a Scaled Customer Success Motion
On-Demand
Tue
,
Jun 18
at
10:00 am
PT
Tue
,
Jun 18
at
10:00 am
PT

Customer Support’s Role in a Scaled Customer Success Motion

Join industry experts from Zendesk and Vitally in a discussion exploring the critical role of customer support within a scaled customer success strategy.

The Down Funnel Impact of ‘Bad’ Customers & What To Do About It
On-Demand
Thu
,
May 23
at
10:00 am
PT
Thu
,
May 23
at
10:00 am
PT

The Down Funnel Impact of ‘Bad’ Customers & What To Do About It

Join us for an insightful webinar where a distinguished panel of Success leaders will delve into the unseen costs and enduring consequences of prioritizing short-term benefits over long-term customer acquisition strategies.

Customer Success Processes That You Aren’t Automating But Should
On-Demand
Wed
,
Mar 20
at
10:00 am
PST
Wed
,
Mar 20
at
10:00 am
PST

Customer Success Processes That You Aren’t Automating But Should

Discover how unlocking the power of automation can revolutionize your Customer Success strategies. Whether you're a Vitally customer or exploring the possibilities, this webinar promises valuable insights and practical tips to elevate your Customer Success endeavors.

How to Leverage Technology for Proactive Customer Success
On-Demand
Wed
,
Mar 13
at
11:00 am
EST
Wed
,
Mar 13
at
11:00 am
EST

How to Leverage Technology for Proactive Customer Success

Join us for a dynamic panel webinar featuring CS leaders from Simplesat, Upflow, and Vitally as we delve into the heart of Customer Success innovation.

How to Build a Customer Success Process from the Ground Up
On-Demand
Wed
,
Feb 21
at
10:00 am
PST
Wed
,
Feb 21
at
10:00 am
PST

How to Build a Customer Success Process from the Ground Up

Are you an early-stage Customer Success leader navigating the challenges of scaling? Join seasoned experts for FreightWise, Vitally, and beyond who have successfully built and implemented CS processes.

Improving Product Adoption Through an Omnichannel Customer Education Strategy
On-Demand
Wed
,
Dec 13
at
12:00 pm
ET
Wed
,
Dec 13
at
12:00 pm
ET

Improving Product Adoption Through an Omnichannel Customer Education Strategy

Join Product, Marketing, and Customer Success Leaders from Vitally, Chameleon and Navattic in this exciting webinar on driving customer education.

Mastering the Art of Customer Retention: Tactics for CS Success in 2024
On-Demand
Thu
,
Dec 7
at
1:00 pm
ET
Thu
,
Dec 7
at
1:00 pm
ET

Mastering the Art of Customer Retention: Tactics for CS Success in 2024

Join us for an engaging virtual conversation with Customer Success leaders from Vitally, Banzai, and Women in Customer Success as we delve into the crucial strategies for effective customer retention in 2024.

Aligning Finance & Customer Success Teams: Keeping Your Eye on the Margin
On-Demand
Mon
,
Nov 20
at
12:00 pm
ET
Mon
,
Nov 20
at
12:00 pm
ET

Aligning Finance & Customer Success Teams: Keeping Your Eye on the Margin

Join Finance and Revenue leaders from Vitally and Help Scout as they discuss the aligning Finance and Customer Success teams!

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

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

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

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

The 5-Minute Customer Success Process Builder Graphic
Interactive Tool

The 5-Minute Customer Success Process Builder

With just a few questions, give your team a CS process to drive maximum business impact and deploy your resources most efficiently.

First Call Success Generator Graphic
Interactive Tool

First Call Success Generator

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

Calculate Customer Success KPIs
Calculator

Calculate Customer Success KPIs

Plug in your numbers to see where your company stands with Net Revenue Retention (NRR) and Churn.

Measure Team Productivity Graphic
Calculator

Measure Team Productivity

Curious how a Customer Success Platform will benefit your team? See what ROI could look like in 12 months.

Headshot of Maranda Dziekonski
“Make sure that the customer is at the center of everything you do.”
Maranda Dziekonski
Senior Vice President of Customer Success
Vitally Success Network Experts

The World’s Greatest CS Experts, In One Place

Visit our expert directory and discover the thought-leaders and visionaries who are changing the way we think about Customer Success.