Blog
Expert advice and cutting-edge CS tactics to help you supercharge your book of business.
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.
Playbooks Updates: See What’s New in Automation
Explore the latest enhancements to the Playbook experience in Vitally to give Customer Success teams greater control and visibility of the automation they’re building.
Streamline Documentation with Note Templates and Embeddable Tasks
Here we share several significant updates to Notes in Vitally designed to streamline and standardize the documentation process across your CS organization.
What Is “Tech Touch” Customer Success and How Does It Fit Into the SaaS Business Model?
In this article, we take a closer look at tech-touch Customer Success versus high-touch Customer Success and how to deploy both to get the best results.
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Grata Operationalizes Customer Data to Drive GTM Strategy & Develop Institutional Customer Knowledge with Vitally
Vitally interviewed Domila McFarlane, Customer Success Director @ Grata. Learn how Vitally helped Grata improve their customer success.
Improve Management of Responsibilities with New Custom Key Roles
Learn how Custom Key Roles help CS teams expand on the unique roles of their organization and improve team performance throughout the customer journey.
Using Technology to Automate Customer Engagement ft. Tips from CS Leaders
Here we share some best practices for engaging this customer type, particularly when they become unresponsive.
CompanyCam Takes the Guesswork Out of Their Tech-Touch Customer Success Model with Vitally’s Automation Capabilities
Vitally interviewed Jared of CompanyCam on how Vitally has helped CompanyCam solve the challenges that prompted their search for a Customer Success platform.
What Is Customer Marketing and How Does it Relate to Customer Success?
Vitally explores the benefits of Customer Marketing and its relationship to Customer Success and why both are so important to SaaS companies.
Eight Ways Customer Success Managers Can Prime Customers for Upsells When Sales Ultimately Owns Expansion Revenue
There are different ways you can drive revenue growth. Learn who owns the revenue expansion and how CSMs can set up their customers for account expansion.
Upselling, Cross-Selling, and Renewals: Understanding and Comparing Three Vital Components of Expansion Revenue
Expansion revenue helps SaaS companies reach its revenue targets quickly. Learn about the three components of expansion revenue: Upselling, Cross-Selling, and Renewals.
Hubstaff Builds Customer Success Right Starting on Day-One with Vitally
“If you’re not going to give them all the ammunition they need to actually go ahead and help customers, the whole idea behind a Success team is just moot.”
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Create Custom Automation Paths with Branching Logic in Playbooks
Vitally is excited to share the launch of our fully redesigned Playbooks experience for enabling Customer Success teams to create seamless workflow automations.
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Why You Should Build Customer Health Scores by Lifecycle Stage (+ Downloadable Guides)
We walk through the methodology behind our best-practice guides on how to build a customer health score by customer lifecycle stage.
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User Interviews Masters Proactive Customer Success with Vitally
Vitally interviewed Hope of User Interviews on how Vitally has helped User Interviews solve the challenges that prompted their search for a CS platform.
Common Points of Sales <> Customer Success Misalignment ( + Tips for a Successful Partnership)
Let's dive into the most common misalignments between Sales and CS in SaaS these departments can work together in order to build the best growth machine.
Can Customer Churn Be Good for a B2B SaaS Business? Sometimes...
Customer churn tends to be viewed negatively by SaaS companies, and for good reason. However, sometimes there are positive impacts you can gain.
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