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 Improve Collaboration Between Your Customer Success and Support Teams
CS and Support might work well separately, but it’s only through healthy collaboration that they can deliver stellar customer experiences. Here's how to make that happen.
How to Run a Value Certification Program For Your CS Team
Want your CS team to be strategic partners to your customers? Build a value certification program to boost their feature knowledge and improve customer conversations.
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.
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.
11 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.
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.
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.
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.
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.
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.
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.
Vitally vs. Catalyst vs. Totango: A Buyer’s Guide Breakdown
We break down the pros and cons of Catalyst and Totango based on recent reviews, and make the case of why Vitally is a great fit for businesses shopping around.
12 Time Management Strategies for Customer Success Professionals
Follow these practical frameworks and productivity hacks to achieve more and burn out less.
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.
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.
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.
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