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Why You Need a Dedicated Customer Success Tool Even if You Have a CRM
Customer Success

Why You Need a Dedicated Customer Success Tool Even if You Have a CRM

This article clarifies the roles of CRMs vs Customer Success tools and why having a dedicated Customer Success platform in your CS tech stack is essential.

Vitally Team
Vitally Team
September 24, 2021
CSM to CSM: Tips for Handling Customer Escalations (Gracefully)
Customer Success

CSM to CSM: Tips for Handling Customer Escalations (Gracefully)

Follow and execute the success work plan you have set up with your clients without any blockers or delays to gracefully handle escalations.

Enrique Roth
Enrique Roth
September 17, 2021
Hugo Keeps Data at the Center of Their Self-Serve Model and Sees Growth Across the Board with Vitally
Customer Story

Hugo Keeps Data at the Center of Their Self-Serve Model and Sees Growth Across the Board with Vitally

Vitally interviewed Darren of Hugo‍ on how Vitally has helped Hugo solve the challenges that prompted their search for a Customer Success platform.

Vitally Team
Vitally Team
September 10, 2021
How to Measure the Effectiveness of Your Customer Health Score in Five Steps
Customer Success

How to Measure the Effectiveness of Your Customer Health Score in Five Steps

Find out if your customer health scores are giving your Customer Success team, and business, an accurate pulse on the ‘health’ of your book of business.

Vitally Team
Vitally Team
September 3, 2021
Foleon Increases Retention & Expansion, Not Headcount, After Upgrading From a CRM to Vitally
Customer Story

Foleon Increases Retention & Expansion, Not Headcount, After Upgrading From a CRM to Vitally

The problem is that the CRM at Foleon's at their stage and size is normally a ‘spaghetti mess’, Vitally revamped everything.

Vitally Team
Vitally Team
September 1, 2021
Five Ways to Level Up In Your Career as a Customer Success Manager
Customer Success

Five Ways to Level Up In Your Career as a Customer Success Manager

Companies are always on the lookout for superstar customer success managers to ensure customer retention is always at the top.

Enrique Roth
Enrique Roth
August 25, 2021
When Is Hiring a Chief Customer Officer Justified?
Customer Success

When Is Hiring a Chief Customer Officer Justified?

Before you post the job to your hiring board, understand just how a CCO can help your organization achieve your goals.

Vitally Team
Vitally Team
August 20, 2021
The CEO’s Guide to Setting a Chief Customer Officer Up For Success
Customer Success

The CEO’s Guide to Setting a Chief Customer Officer Up For Success

There are plenty of articles that talk about why and when you need a CCO, but this post will focus on how to install one.

Nicholas Zeisler
Nicholas Zeisler
August 18, 2021
Productboard Reduces Gross Churn by 50% in 1 Year with Vitally
Customer Story

Productboard Reduces Gross Churn by 50% in 1 Year with Vitally

“In 2020 alone, we reduced our gross churn relatively by 50%. Even as we scaled, we were able to spend our time as wisely as possible with customers.”

Vitally Team
Vitally Team
August 16, 2021
Product-Led Customer Success: Defining the Three Pillars
Customer Success

Product-Led Customer Success: Defining the Three Pillars

Product-Led Customer Success: Defining the Three Pillars

Aazar Ali Shad
Aazar Ali Shad
August 9, 2021
Shogun Makes a Science Out of Customer Success with Vitally
Customer Story

Shogun Makes a Science Out of Customer Success with Vitally

“If you’re not making a science out of Customer Success, you’re probably missing out on a lot of opportunities to reduce churn and see more expansion revenue.”

Vitally Team
Vitally Team
July 30, 2021
Retention Isn’t Just Maintaining The Status Quo, It’s the Key Driver of Growth
Customer Success

Retention Isn’t Just Maintaining The Status Quo, It’s the Key Driver of Growth

Client retention is the foundation of growth. Businesses can spend time acquiring new customers, but existing customers are almost always higher quality leads.

Ryan Gould
Ryan Gould
July 21, 2021
Vitally Raises $9 Million Series A Funding Led by Andreessen Horowitz
Vitally Updates

Vitally Raises $9 Million Series A Funding Led by Andreessen Horowitz

Vitally, a leading Customer Success platform, today announced it has raised $9 million in a Series A funding in a round led by Andreessen Horowitz.

Vitally Team
Vitally Team
July 21, 2021
A Letter From Our CEO: Announcing Vitally's Series A financing, led by Andreessen Horowitz
Customer Success

A Letter From Our CEO: Announcing Vitally's Series A financing, led by Andreessen Horowitz

Vitally, the leading Customer Success platform used by hundreds of high-growth teams has closed a $9.2M Series A financing, led by Andreessen Horowitz.

Jamie Davidson
Jamie Davidson
July 21, 2021
The Power Of Positive Onboarding Friction
Customer Success

The Power Of Positive Onboarding Friction

The goal of user onboarding is to help them adopt new product habits, understand the full value of your product, and keep coming back for more.

Ramli John
Ramli John
June 30, 2021
Mitigate Early Churn With This Customer Success Plan Template
Customer Success

Mitigate Early Churn With This Customer Success Plan Template

Rather than waiting until customers are weighed down with blockers, guarantee smooth onboarding and implementation with a customer success plan.

Donna Weber
Donna Weber
May 6, 2021
A Plan to Fail: How a Premortem Can Help You See (and Stop) Future Churn Risks
Customer Success

A Plan to Fail: How a Premortem Can Help You See (and Stop) Future Churn Risks

One of the best ways to stop churn from happening is to add churn analysis to the glass-half-full conversations that overflow every time there's a new customer.

Jamie Davidson
Jamie Davidson
October 23, 2020
How one Customer Success leader created a framework for a seamless Sales-CS handoff
Customer Success

How one Customer Success leader created a framework for a seamless Sales-CS handoff

Here's a framework you can use to get your Sales-CS teams on the same page so your customers (and your team) can focus on what matters most — success.

Alex Bakula-Davis
Alex Bakula-Davis
August 24, 2020

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