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How Do You Measure the Customer Experience?
Customer Success

How Do You Measure the Customer Experience?

Learn how to best measure the quality of your company's CX strategy and maximize your customer's experience.

Vitally Team
Vitally Team
September 7, 2022
Scale or Fail Webinar Recap: Churn Prediction, Prevention, Payments & Post-Mortem (Q&A Recap with Unseen Bonus Question)
For CS Managers

Scale or Fail Webinar Recap: Churn Prediction, Prevention, Payments & Post-Mortem (Q&A Recap with Unseen Bonus Question)

Dive into this post-webinar recap on operationalizing churn prediction, prevention, payments, and post-mortem with panelists from Vitally, Chargebee, and Spiff.

Haley Teeples
Haley Teeples
August 29, 2022
Increase Customer Success Productivity With Variables in Tasks and Notes
Vitally Updates

Increase Customer Success Productivity With Variables in Tasks and Notes

Learn how tasks and notes allow CSMs to stay on track, capture important customer details, and efficiently manage their book of business.

Mary Lim
Mary Lim
August 22, 2022
Connect Business Intelligence Data to Vitally With Looker and iFrame Embedding
Vitally Updates

Connect Business Intelligence Data to Vitally With Looker and iFrame Embedding

Integrate Looker and iFrame embeds with Vitally to deliver business intelligence insights side-by-side with Customer Success metrics.

Jeff Chase
Jeff Chase
August 2, 2022
Setting and Measuring Customer Success Outcomes—OKRs v KPIs v Metrics
For CS Operations

Setting and Measuring Customer Success Outcomes—OKRs v KPIs v Metrics

The ultimate goal of any CS organization is to retain and grow revenues that come from existing clients, but in order to reach this ultimate goal, there are many objectives the CSM needs to achieve.

Enrique Roth
Enrique Roth
July 22, 2022
Customer Advocacy: The Lever You Need to Pull to Drive Revenue
For CS Leadership

Customer Advocacy: The Lever You Need to Pull to Drive Revenue

Transforming your customers into an extension of your marketing team starts with a solid Customer Success strategy.

Vitally Team
Vitally Team
July 7, 2022
The Customer Success Newsletter is Now a Part of Vitally
Vitally Updates

The Customer Success Newsletter is Now a Part of Vitally

The rumors are true—we’re beyond excited to share that TheCustomerSuccessNewsletter.com is now part of Vitally.

Vitally Team
Vitally Team
June 27, 2022
Why Better Customer Data Management is the Key to Leveling Up Your Customer Success Organization
For CS Operations

Why Better Customer Data Management is the Key to Leveling Up Your Customer Success Organization

Understand the value of customer data management and the technology required to get the most from the information you collect from customers.

Vitally Team
Vitally Team
June 17, 2022
5 Alternatives to Canceling SaaS Companies Can Present to Subscription Customers
For CS Managers

5 Alternatives to Canceling SaaS Companies Can Present to Subscription Customers

When a customer indicates they're ready to go, it's vital that the experience not be negative. And instead of them leaving, give them a reason to stay.

Vitally Team
Vitally Team
June 10, 2022
Playbooks Updates: See What’s New in Automation
Vitally Updates

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.

Jeff Chase
Jeff Chase
June 7, 2022
Streamline Documentation with Note Templates and Embeddable Tasks
Vitally Updates

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.

Jeff Chase
Jeff Chase
June 6, 2022
What Is “Tech Touch” Customer Success and How Does It Fit Into the SaaS Business Model?
Vitally Updates

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.

Vitally Team
Vitally Team
June 3, 2022
Grata Operationalizes Customer Data to Drive GTM Strategy & Develop Institutional Customer Knowledge with Vitally
Customer Story

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.

Vitally Team
Vitally Team
May 31, 2022
Improve Management of Responsibilities with New Custom Key Roles
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.

Jeff Chase
Jeff Chase
May 24, 2022
Using Technology to Automate Customer Engagement ft. Tips from CS Leaders
For CS Operations

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.

Vitally Team
Vitally Team
May 19, 2022
CompanyCam Takes the Guesswork Out of Their Tech-Touch Customer Success Model with Vitally’s Automation Capabilities
Customer Story

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.

Vitally Team
Vitally Team
April 27, 2022
What Is Customer Marketing and How Does it Relate to Customer Success?
For CS Leadership

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.

Vitally Team
Vitally Team
April 22, 2022
Eight Ways Customer Success Managers Can Prime Customers for Upsells When Sales Ultimately Owns Expansion Revenue
For CS Managers

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.

Enrique Roth
Enrique Roth
March 30, 2022

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