Search results for
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
AI-Generated Call Summaries for CSMs at Zapier
Blueprints

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
Blueprints

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
Blueprints

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
Blueprints

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
Blueprints

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
Blueprints

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
Blueprints

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
Blueprints

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
Blueprints

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
Blueprints

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
Blueprints

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
Blueprints

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
Blueprints

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
Blueprints

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
Blueprints

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
Blueprints

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
Blueprints

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
Blueprints

Renewal Call Note Template

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

CSM Transition Template
Blueprints

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
Blueprints

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
Blueprints

Client Escalation Template

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

Key Stakeholder Change Template
Blueprints

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
Blueprints

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
Blueprints

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
Blueprints

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
Blueprints

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
Blueprints

Sales to Customer Success Handoff Template

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

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

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

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

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

Which Metrics Matter the Most During Onboarding?

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

Amber Monroe
April 17, 2024
10 Customer Success KPIs That Top CS Leaders Track
For Cs Managers

10 Customer Success KPIs That Top CS Leaders Track

We chatted with 10+ Customer Success leaders from our Success Network about the metrics they rely on to track their CS team's impact in and out of their business.

Olivia Adkison
April 16, 2024
How to Upskill as a CSM: 6 Pro Tips for Surviving the Current Job Market
For Cs Managers

How to Upskill as a CSM: 6 Pro Tips for Surviving the Current Job Market

Layoffs can happen without warning, so follow this advice and you’ll be a lot better prepared if you suddenly need to find a new gig.

Jim Gonzales
April 11, 2024
How to Lead a High-Performing Customer Success Team
For Cs Managers

How to Lead a High-Performing Customer Success Team

Your CS team's performance can make or break key customer relationships, product adoption, and the long-term success of the organization. That’s where this guide comes in.

Maria Waida
April 4, 2024
What CROs Should Know About Customer Success Software (feat. Ed Porter)
For Cs Managers

What CROs Should Know About Customer Success Software (feat. Ed Porter)

Blue Chip CRO Owner Ed Porter shares his take on what top CROs are thinking about today, where Customer Success fits in, and how CS software makes it easier to hit goals as a CRO.

Olivia Adkison
April 2, 2024
Welcome to ‘Success/ful’: Vitally's New Podcast Helps CS Leaders Strengthen Cross-Departmental Relationships
For Cs Managers

Welcome to ‘Success/ful’: Vitally's New Podcast Helps CS Leaders Strengthen Cross-Departmental Relationships

Taylor Johnston (VP of Customer Success @ Vitally) hosts conversations with some of the most effective leaders in and out of CS, sharing insights on how post-sales execs can be most effective in their roles.

Ben Goldstein
April 1, 2024
How To Track The Effectiveness Of Your Customer Success Team
For Cs Managers

How To Track The Effectiveness Of Your Customer Success Team

Customer Success touches so many aspects of your business that it can be hard to properly measure. Here's what CS leaders should really be focused on when it comes to tracking their team's efforts.

Faith Uzuegbu
March 20, 2024
8 Survey Questions CS Teams Should Ask Their Customers, As Told by 3 Experts
For Cs Managers

8 Survey Questions CS Teams Should Ask Their Customers, As Told by 3 Experts

NPS and CSAT don't tell the full story. This practical list of survey questions will help you understand how your customers really feel about your product.

Lindsey Fine
March 15, 2024
12 Time Management Strategies for Customer Success Professionals
For Cs Managers

12 Time Management Strategies for Customer Success Professionals

Follow these practical frameworks and productivity hacks to achieve more and burn out less.

Maria Waida
March 6, 2024
5 Ways Vitally Helps Finance and Billing Teams Drive More Revenue
For Cs Managers

5 Ways Vitally Helps Finance and Billing Teams Drive More Revenue

Here's how these critical teams can benefit from using Vitally, from keeping a finger on the pulse of your business health to monitoring the status of client accounts.

Ryan LaFlamme
March 5, 2024
Letter From the CEO: What It Takes to Survive (and Thrive) in Customer Success
For Cs Managers

Letter From the CEO: What It Takes to Survive (and Thrive) in Customer Success

Last week marked a significant moment in the Customer Success industry. I wanted to share my perspective on this change, how we're embracing it, and the milestones we've recently achieved.

Jamie Davidson
March 4, 2024
The First Five Customer Success Hires at 15 B2B SaaS Companies: An Up-Close Look
For Cs Managers

The First Five Customer Success Hires at 15 B2B SaaS Companies: An Up-Close Look

What are the first roles you should hire for when you're building out a CS function? Use this data to inspire and inform your CS hiring decisions in 2024 and beyond.

Olivia Adkison
February 23, 2024
How to Improve Customer Lifetime Value (CLTV) in Customer Success
For Cs Managers

How to Improve Customer Lifetime Value (CLTV) in Customer Success

Improving your Customer Lifetime Value requires a mix of personal touch with proactive insights from your CSP. In this guide, we cover four methods of making progress on your CLTV.

Devin Pickell
February 12, 2024
A Customer Success Glossary: 20 Terms CS Professionals Need to Know
For Cs Managers

A Customer Success Glossary: 20 Terms CS Professionals Need to Know

These must-know terms and acronyms will help you better communicate with customers, sound super savvy in front of your teammates, and most importantly, hit your revenue goals.

Colleen Kelly
February 1, 2024
Track and Manage Issues with the Vitally Jira Integration
For Cs Managers

Track and Manage Issues with the Vitally Jira Integration

We’re excited to announce the launch of our native Jira integration that seamlessly tracks and manages Jira issues inside Vitally.

Rachel Sheldon
January 31, 2024
Vitally (Once Again) Ranked #1 in Best Results by G2
For Cs Managers

Vitally (Once Again) Ranked #1 in Best Results by G2

For the third straight quarter, Vitally has been named G2's #1 Customer Success Platform for Best Results (Winter 2024), including Time to Estimated ROI and Time to Go Live.

Jeff Chase
January 30, 2024
Beyond Salaries: Decoding Commission Structures for Customer Success Managers
For Cs Managers

Beyond Salaries: Decoding Commission Structures for Customer Success Managers

We break down the different kinds of CSM compensation packages, what they consist of, and how to negotiate for the right comp package as a CS professional.

Maria Waida
January 26, 2024
Are Customer Success Certifications Worth It? Breaking Down the Career Benefits and Best Options
For Cs Managers

Are Customer Success Certifications Worth It? Breaking Down the Career Benefits and Best Options

Do CS certifications still matter? And what do hiring managers really think about them? Here's how to approach CS certifications at all levels of your career.

Maria Waida
January 18, 2024
5 of the Best Customer Success Platforms for SaaS Companies
For Cs Managers

5 of the Best Customer Success Platforms for SaaS Companies

SaaS companies know tech and love buying it. This roundup shines some light on a few popular SaaS CSPs, and how they fit the needs of tech-forward CS teams.

Olivia Adkison
January 11, 2024
How Should Customer Success Teams Use AI Tools?
For Cs Managers

How Should Customer Success Teams Use AI Tools?

Let’s look at the most exciting AI use-cases we’ve seen for Customer Success, plus two instances where you should *never* deploy this technology. 

Faith Uzuegbu
January 9, 2024
Defining the CSM Role: What Should Customer Success Managers Really Be Responsible For?
For Cs Managers

Defining the CSM Role: What Should Customer Success Managers Really Be Responsible For?

Could you define a Customer Success Manager's job in one sentence? With the help of a few veteran CSMs, we'd like to offer a new definition of the role.

Laura Bedoya
December 27, 2023
What Should the Relationship Between Customer Success and Product Look Like?
For Cs Managers

What Should the Relationship Between Customer Success and Product Look Like?

With help from Customer Success and Product leaders, we've collected five key aspects of successful CS/Product collaborations plus the steps you can take to achieve near-perfect harmony.

Maria Waida
December 20, 2023
The Vitally Guide to Customer Implementation (With Expert Insights)
For Cs Managers

The Vitally Guide to Customer Implementation (With Expert Insights)

A solid customer implementation process helps your company kick off long-term relationships on the right foot. Here's how to manage implementation as effectively as possible.

Ryan LaFlamme
December 15, 2023
The 11 Best Customer Success Conferences of 2024
For Cs Managers

The 11 Best Customer Success Conferences of 2024

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

Olivia Adkison
December 6, 2023
The Perfect Playbook For First-Time Customer Success Managers
For Cs Managers

The Perfect Playbook For First-Time Customer Success Managers

Taking on a customer-facing role for the first time? This expert playbook collects our best advice on how to prepare for the unique challenges of a new CSM role.

Faith Uzuegbu
December 5, 2023
We Asked CSMs: Which Parts of the Job Would You Automate If You Could?
For Cs Managers

We Asked CSMs: Which Parts of the Job Would You Automate If You Could?

With time at such a premium for CSMs, eliminating low impact tasks can have a big impact on productivity. Here's what's on their automation wish-list.

Ben Goldstein
December 1, 2023
What’s Scaled Customer Success and Why Does It Matter?
For Cs Managers

What’s Scaled Customer Success and Why Does It Matter?

We dig into what scaled CS is, share some common misconceptions about it, and offer a couple of proven scaled CS programs you can explore for your team.

Olivia Adkison
November 28, 2023
What’s Time to Value (TTV) and How Do You Calculate It?
For Cs Managers

What’s Time to Value (TTV) and How Do You Calculate It?

Value from your product is what keeps customers coming back for more. We’ll show you how to calculate and shorten your time-to-value (TTV) in this guide.

Devin Pickell
November 20, 2023
10 Customer Success Playbooks for Client Management
For Cs Managers

10 Customer Success Playbooks for Client Management

From customer updates to renewal workflows, this roundup of Customer Success playbooks and best practices will take some of the stress out of your client management efforts.

Ryan LaFlamme
November 17, 2023
How Sales Teams Can Use Customer Success Software to Drive Revenue
For Cs Managers

How Sales Teams Can Use Customer Success Software to Drive Revenue

CSPs can be a big help to Account Managers/Account Executives in their upsell, renewal, and expansion efforts. Here's how salespeople can leverage the secret weapon of their tech stack.

Olivia Adkison
November 16, 2023
How to Set Goals for Your Customer Success Team That Make an Impact
For Cs Managers

How to Set Goals for Your Customer Success Team That Make an Impact

In this guide, we’ll help you determine how to set the right goals so that your Customer Success team becomes an integral part of your business’s growth.

Devin Pickell
November 2, 2023
Introducing Boards: Prioritize Tasks and Custom Objects Across Your Work and Customers
For Cs Managers

Introducing Boards: Prioritize Tasks and Custom Objects Across Your Work and Customers

Make your Tasks more productive with Kanban-style boards and increase the efficiency of managing your day-to-day.

Rachel Sheldon
November 1, 2023
What's the Role of a Customer Success Manager in a B2B Organization?
For Cs Managers

What's the Role of a Customer Success Manager in a B2B Organization?

We break down the key responsibilities of a Customer Success Manager in a B2B setting, from driving NRR to fostering client relationships.

Rana Bano
October 30, 2023
Churn Rate Benchmarks for B2B SaaS Companies [Updated for Q4 2023]
For Cs Managers

Churn Rate Benchmarks for B2B SaaS Companies [Updated for Q4 2023]

We’ve assembled the latest data on churn rates for B2B SaaS companies in 2023. How does your team measure up?

Ryan LaFlamme
October 25, 2023
How CSP Software Helps Your New CSM Hires Ramp Up Faster
For Cs Managers

How CSP Software Helps Your New CSM Hires Ramp Up Faster

Choosing a CSP should be one of the first decisions you make while standing up a CS function, as it makes training new hires much more efficient.

Maria Waida
October 19, 2023
The Ultimate Guide to Choosing a Customer Success Platform
For Cs Managers

The Ultimate Guide to Choosing a Customer Success Platform

With dozens of CSP options available, how do you choose? The expert advice in this guide will help you find a Customer Success Platform that not only fits your team’s needs but your customers' needs as well.

Ryan LaFlamme
October 16, 2023
Silent Revenue Killers: How to Identify Churn Risks In Your Business
For Cs Managers

Silent Revenue Killers: How to Identify Churn Risks In Your Business

We'll show you how to spot six common warning signs of churn and how to address each one before your customer walks out the door.

Devin Pickell
October 12, 2023
How CS Teams Can Survive a Down Market and Keep Their Seat at the Table
For Cs Managers

How CS Teams Can Survive a Down Market and Keep Their Seat at the Table

Things are rough out there. You can do everything “correctly” as a CSM and still end up with fewer customers and a missed quota, which puts your job security at risk. Here's what you should do instead of losing hope.

Olivia Adkison
October 2, 2023
5 Alternatives to Gainsight That Offer Simplicity and Performance
For Cs Managers

5 Alternatives to Gainsight That Offer Simplicity and Performance

If you’re dissatisfied with Gainsight’s complexity, performance issues, and elusive pricing structure, consider one of these five Gainsight alternatives.

Devin Pickell
September 30, 2023
How to Build a Customer Success Process
For Cs Managers

How to Build a Customer Success Process

If you’re an early-stage CS leader who’s been “making it work,” this one's for you. Here are some expert strategies for defining and implementing a unique Customer Success process for your team.

Olivia Adkison
September 28, 2023
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
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
September 13, 2023
The 5 Best Catalyst Alternatives for Customer Success Management
For Cs Managers

The 5 Best Catalyst Alternatives for Customer Success Management

Catalyst impresses at first, but businesses looking for a more customizable solution that helps them scale CS efficiently may want to look for alternatives.

Devin Pickell
September 8, 2023
B2B Customer Churn Prevention: 8 Tactics That Actually Work in 2024
For Cs Managers

B2B Customer Churn Prevention: 8 Tactics That Actually Work in 2024

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

14 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
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
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
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
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
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
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
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
July 12, 2023
The 5 Best Customer Success Platforms for Mid-Market Businesses
For Cs Managers

The 5 Best Customer Success Platforms for Mid-Market Businesses

You're not a young startup anymore, and suddenly your first CSP doesn't cut it. Fear not — these top-rated Customer Success Platforms are built for the complexities of a fast-growing mid-sized business.

Faith Uzuegbu
July 10, 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
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
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
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
June 22, 2023
Customer Churn Analysis: Understanding Why Your Customers Are Churning
For Cs Managers

Customer Churn Analysis: Understanding Why Your Customers Are Churning

Our churn analysis checklist helps B2B companies like yours understand why customers leave by identifying patterns and trends to improve retention.

Devin Pickell
June 19, 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
March 31, 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
November 28, 2022
How to Leverage Technology for Proactive Customer Success
VIRTUAL Event
Wed
,
Mar 13
at
11:00 am
EST

How to Leverage Technology for Proactive Customer Success

In this engaging session hosted by Simplesat and Vitally, explore how each company has uniquely integrated customer-centric values into their operations, the role of cutting-edge technology in enhancing customer experiences, and the key metrics that define success in our industry.

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

Customer Success Processes That You Aren’t Automating But Should

In the fast-paced world of Customer Success, automation emerges as a powerful ally to overcome the challenges posed by repetitive tasks. Join Sara Bonanno, Sr. Customer Success Operations Specialist at Zapier, and Zack Joswiak, Manager of Solution Architects at Vitally, in this insightful webinar as we explore how Vitally seamlessly integrates with Zapier to automate workflows and enhance your team's productivity.

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.

Key takeaways include:

Automation in Customer Success

  • Understanding the role of automation in tackling low-level time-consuming tasks.
  • Integrating your existing SaaS ecosystem for a streamlined experience.
  • Exploring the limitations of native integrations and the need for a versatile solution.

CS Processes That You Aren’t Currently Automating But Should Be

  • The significance of automation in saving time and improving efficiency.
  • Examples of CS processes that you might not be currently automating but could be, featuring real life examples from Zapier and Vitally
  • Practical applications and benefits of integrations with Gong, Freshdesk, Jira, Google Calendar, Productboard, Chameleon, Slack, and Survicate.

Essential Zapier Integrations for Vitally Users

  • Dive into the top 8 Zapier integrations recommended by Vitally
  • Overview of Zapier as the key to connecting your tech stack
  • How seamless Zapier integrations with Vitally provide actionable insights and up-to-date information for enhanced Customer Success
How to Build a Customer Success Process from the Ground Up
VIRTUAL Event
Wed
,
Feb 21
at
10:00 am
PST

How to Build a Customer Success Process from the Ground Up

In today's dynamic business landscape, establishing a solid foundation for customer success is paramount to organizational growth and customer retention. Join us for an insightful discussion where seasoned Customer Success Leaders share their expertise on the art and science of constructing a successful Customer Success (CS) process from scratch. 

Key takeaways include:

  1. Signs that you need a more formal process
  2. Laying a solid foundation for a process and building strategically
  3. Understanding what your customers need to be successful

Don't miss the chance to build a foundation that not only meets but exceeds customer expectations, driving long-term success for both your customers and your organization.

Mastering the Art of Customer Retention: Tactics for CS Success in 2024
VIRTUAL Event
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. In this session, experts will uncover powerful tactics designed to enhance your customer success approach, ensuring long-term loyalty and satisfaction in the evolving landscape of 2024.

Improving Product Adoption Through an Omnichannel Customer Education Strategy
VIRTUAL Event
Wed
,
Dec 13
at
12:00 pm
ET

Improving Product Adoption Through an Omnichannel Customer Education Strategy

How can customer success teams leverage their educational content and engagement channels to increase product adoption and customer satisfaction?

Join us for an expert panel discussion with the Head of Customer Success at Chameleon, Head of Growth at Navattic, and Director of Product Marketing at Vitally, as they share tactics to develop an omnichannel customer education strategy that's impactful.

Plus, discover how Vitally used Chameleon in-app Tours with Navattic demos to launch their On-demand Academy and drive product adoption.


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

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

Join us for an insightful webinar as we explore the crucial alignment between Finance and Customer Success teams. In this session, we will delve into the importance of getting finance teams bought into investing further in Customer Success by orienting CS goals that support and align with top-level business objectives.


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

Learn how to develop a program that nurtures strong customer relationships, encourages customer referrals, and enhances Customer Success outcomes. Gain practical tips and best practices from experienced professionals in the field.

How Customer Success Organizations of Any Size Can Support Enterprise Customers
VIRTUAL Event
,
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
VIRTUAL Event
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
VIRTUAL Event
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.

Watch this insightful webinar to learn the strategies and best practices that empower Customer Success Operations Leaders to harness the full capabilities of their tech-stack, elevate team productivity, and boost customer outcomes.

From Implementation to Success: Proven Strategies for Cultivating Long-Term Adoption
VIRTUAL Event
,
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?

Encouraging customers to fully utilize the product’s features and capabilities requires effective communication, training, and continuous support. Low adoption rates and lack of engagement can hinder customer success and satisfaction.

If so, watch the CS Unleashed webinar focusing on onboarding and product adoption. In this interactive and engaging session, we’ll show you how to transform your client experience from good to exceptional.

How to Measure Customer Education’s Impact on Retention
VIRTUAL Event
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.

Here’s a sneak peek of the topics they unraveled during the webinar:

  • Why customer education is crucial in scaling Customer Success operation
  • Best practices for building an academy center accessible to customers
  • How to operationalize and measure customer education’s impact on customer success

Watch the on-demand recording of the webinar to uncover the hidden gems behind customer education’s pivotal role in Customer Success operations and walk away with ways to create an educational oasis for your customers.

Leveraging the Power of AI to Transform Customer Success
VIRTUAL Event
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

it. In this webinar, our panelists explained what A.I. is, how it works, and why it has become a game-changer for Customer Success teams.

Bridging Real-Time Visibility of CSAT to Customer Success
VIRTUAL Event
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.

In this discussion, Vitally’s Customer Support Manager, Laura Bedoya, and Simplesat’s Product Expert, Hannah Logan, dove deep into bridging the gaps between CSAT and customer feedback for today’s Customer Success team.

Our expert panelists shared the unique features of this Vitally integration and the benefits of using these two tools together, including:

  • Optimizing customer feedback
  • Creating a strong partnership between Technical Support & Customer Success teams
  • Enabling Product-Led Growth (PLG)
Customer Success Festival Amsterdam presented by Customer Success Collective
VIRTUAL Event
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.

Our keynote presentations and panel discussions are spearheaded by the brightest CS leaders from the world’s most recognizable brands, all with a wealth of experience. There’s no better place to recharge your CS batteries and achieve that eureka moment.

How To Start Your Customer Success Organization ft. RecastSuccess
VIRTUAL Event
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?

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 who have built and scaled Customer Success teams to discuss how to build a Customer Success organization from the ground up. 

Our panelists shared:

  • Advice on having a Leader or IC as your first Customer Success hire.
  • Essential tools necessary to scale your Customer Success efforts.
  • Support vs. Success: How to balance the needs of your customers while achieving company goals.
  • Insight on which GTM insights will drive your Customer Success strategy. 
How to Operationalize Customer Feedback, Sentiment, and Advocacy ft. Simplesat
VIRTUAL Event
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.

Vitally—the modern Customer Success Platform—and Simplesat—the fun and engaging survey tool for service businesses to gather insightful feedback from their customers—hosted a panel of industry experts to discuss the importance of understanding customer sentiment, turning customers into advocates, and measuring the impact of customer relationships that drive real change.

Our panelists covered:

  • How to best use customer sentiment to make better decisions for your Customer Success organization. 
  • Strategies for boosting customers involvement in advocating for your business or product.
  • Best practices for creating actionable insights from customer feedback that measure long-term impact.
  • And answers to your questions!
First-Look Product Webinar: See the Future of Customer Success Productivity
VIRTUAL Event
Wed
,
Mar 8
at
1:00 pm
ET

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

We're excited to announce Vitally has raised $30M in Series B funding.

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.

We can't wait to show you what the future of Customer Success work looks like.

Be sure to register, even if you can't attend, as we will be sending out a recording of the panel to all registrants!

Scale or Fail: Unlock a Winning Support & Success Partnership
VIRTUAL Event
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.

Our panelists will cover:

  • How to effectively create product support processes and escalation paths.
  • Best practices for crafting a customer-first support experience.
  • Methods on prioritizing and managing support requests 
  • Tips for building a successful Customer Support and Customer Success partnership.
Scale or Fail:  How To Build a  Non-Traditional  Customer Success Team
VIRTUAL Event
,
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.

Vitally—the modern Customer Success Platform—and RecastSuccess—the professional training and coaching program for Customer Success career transitioners—bring together a panel of Customer Success leaders from RecastSuccess, Dover, and Kind Consultants to discuss how and why your organization should consider a non-traditional approach to building and/or growing your Customer Success team, and what to look for in a non-traditional hire to ensure they’ll excel in the role. 

Our panelists cover:

  • Why it's important to build a Customer Success team that reflects the diversity of your customer base.
  • How First Principles apply to Customer Success organizations and their hiring processes. 
  • Tips on what to look for in a non-traditional hire and what traits to showcase if you are the non-traditional hire.
  • Answers to your questions!
Scale or Fail: Customer Tiers & Considerations For Your Segmentation Strategy
VIRTUAL Event
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.

Our panelists cover:

  • When companies should start to consider tiering their customers
  • Customer Success hiring considerations for supporting different tiers
  • The pros and cons of different segmentation strategies i.e. industry, geography, ACV, etc.
  • Answers to your questions!
Scale or Fail: Defining Customer Success' Role in Product-Led Growth
VIRTUAL Event
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.

Vitally—the modern Customer Success Platform—brings together a panel of Customer Success and Growth leaders from leading Product-Led companies, Hotjar, Productboard, and Mixpanel, to discuss Customer Success' role in enabling PLG and what Customer Success teams need in order to be successful in doing so.

Our panelists cover:

  • Best practices for engaging and retaining tech-touch customers
  • Proactive outreach: user journeys, user onboarding, and feature adoption flows
  • User segmentation methodologies that support PLG
  • Tech-stack essentials for enabling Customer Success
  • Answers to your questions!
Customer Success Festival New York presented by Customer Success Collective
VIRTUAL Event
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.

Our keynote presentations and panel discussions are spearheaded by the brightest CS leaders from the world’s most recognizable brands, all with a wealth of experience. There’s no better place to recharge your CS batteries and achieve that eureka moment.

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

Our panelists cover:

  • Different Health Scoring models for different lifecycle stages
  • Considerations for dynamic Health Score equations
  • How to think about Health Scoring for different customer segments
  • The customer data that has the highest impact on customer health & how to quantify qualitative data
  • Answers to your questions!
Scale or Fail: Building Out a Compelling Commission Structure for Post-Sales Teams
VIRTUAL Event
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.

Our panelists cover:

  • Tactical advice on building out a commission structure for post-sales teams (whether they’re responsible for opportunities or not)
  • The pros and cons of bonus plans vs. paying out commission
  • How to budget for a post-sales bonus/commission structure when you have limited resources
  • Why should you implement a compensation plan for post-sales teams?
  • Answers to your questions!
Scale or Fail: Climbing up the Customer Success Ladder From IC to People Manager
VIRTUAL Event
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.

Our panelists cover:

  • How to do the job before you have the title
  • Managing up and down within your team and organization
  • Laying the foundation for a high performing team
  • How to lead with vulnerability, empathy, and care
  • Answers to your questions!

Be sure to checkout Steve Haase's course for new managers here.

Product Deep Dive: Docs in Vitally & Collaborating with Customers
VIRTUAL Event
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. 

With Docs, Vitally users can quickly create dedicated workspaces to share critical project details, provide new levels of transparency, and empower teams across organizations to work together like never before.

In this product-driven webinar, the Vitally team covers: 

  • Creating and sharing a Doc in Vitally
  • Use cases for Docs
  • Why we built Vitally Docs
  • Answers to your questions!
Customer Success Festival Austin presented by Customer Success Collective
VIRTUAL Event
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.

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.

Our keynote presentations and panel discussions are spearheaded by the brightest CS leaders from the world’s most recognizable brands, all with a wealth of experience. There’s no better place to recharge your CS batteries and achieve that eureka moment.

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

Vitally, the modern Customer Success Platform, and Chargebee, the leading subscription management platform, are bringing together a panel of Customer Success, Retention, and Operations leaders from Spiff Inc., Chargebee, and Vitally to discuss how they use churn prediction to maintain, and expand within, their installed customer base and position Customer Success as a revenue driver as their organizations scale.

Our panelists will cover:

  • Prediction Churn forecasting using customer health scores
  • Prevention How to listen for early churn signals (and what to do if you see them)
  • Payments How to support customers when they want to scale down 
  • Post-Mortem How to fail forward and learn from churn
  • Answers to your questions!
Scale or Fail: Mastering Sales & Customer Success Collaboration
VIRTUAL Event
,
at
EST

Scale or Fail: Mastering Sales & Customer Success Collaboration

When it comes to Sales & Customer Success—alignment is out, collaboration is in.

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)!

Our panelists cover:

  • How Sales and Customer Success collaboration looks different for different CS models.
  • Mitigating surprises and managing expectations before, during, and after customer onboarding.
  • The differences between a mature and immature customer handoff, and advice on how to improve your organization's process.
  • Answers to your questions!
Guide

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.

Guide

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.

Guide

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.

Guide

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.

Guide

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.

Guide

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.

Guide

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.

AI Tool

First Call Success Generator

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

Try Now →
CALCULATOR

Calculate Customer Success KPIs

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

Try Now →
Calculator

Measure Team Productivity

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

Try Now →

Boost Your Customer Success Productivity Now

Sign up for a quick demo to see what Vitally can do to your improve your Customer Success organization.