Blog
Expert advice and cutting-edge CS tactics to help you supercharge your book of business.
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.
How to Mine Your Customer Success Data for Better Revenue Forecasting
What if revenue prediction could be less "fingers crossed" and more "data-backed confidence?” Here's how the CS team can lead the charge to make that happen.
The REACH Framework™: An Expansion Process That Really Works
Post-sale leaders leave opportunities on the table worth millions of dollars because they lack a systematic way to identify and capture them. That doesn’t need to be the case anymore.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
"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.
![Churn Rate Benchmarks for B2B SaaS Companies [Updated for Q4 2024]](https://cdn.prod.website-files.com/63d3e5f547ca0a123a2e07e0/653975fef97dfbf61c91e798_saas-churn-rate-benchmarks.png)
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?
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