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Expert advice and cutting-edge CS tactics to help you supercharge your book of business.

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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
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
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
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
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
5 Tips for a Successful Sales to Customer Success Handoff
Customer Success

5 Tips for a Successful Sales to Customer Success Handoff

The perfect Sales-CS handoff is seamless and consistent. Here are 5 tips that will ensure each new customer is sped smoothly along the path from purchase to value.

Kevin Fu
Kevin Fu
July 6, 2020
Why Sales Should Own Account Expansions and Renewals
Customer Success

Why Sales Should Own Account Expansions and Renewals

We weighed the most common arguments for who should own expansions and renewals and came to a clear conclusion. Spoiler alert: It's Sales.

Kevin Fu
Kevin Fu
June 29, 2020
Why it’s a mistake to separate Customer Support from Customer Success
Customer Success

Why it’s a mistake to separate Customer Support from Customer Success

Splitting the two functions as you grow from 100-1K customers, you’re missing out on an opportunity to train your CSMs at a critical point in your company’s growth.

Jamie Davidson
Jamie Davidson
June 23, 2020
A static list of Customer Success Manager skills is wrong for you. Here’s how to make your own
Customer Success

A static list of Customer Success Manager skills is wrong for you. Here’s how to make your own

Here are four questions to ask yourself before you go looking for perfect customer success manager candidate and an interview scorecard formula you can use.

Jamie Davidson
Jamie Davidson
June 10, 2020
How to Reduce Churn With Segmented Churn Analysis
For CS Managers

How to Reduce Churn With Segmented Churn Analysis

Learn how to segment your customers so you can analyze and target specific groups to maximize your churn prevention.

Kevin Fu
Kevin Fu
June 3, 2020
How to send automated customer success emails that don’t suck
Customer Success

How to send automated customer success emails that don’t suck

Here are three things people hate about email and three ways you can improve the chances that your inbox communications will delight, not annoy.

Kevin Fu
Kevin Fu
May 28, 2020
Four Tips From the Experts to Lead Your Customer Success Team Remotely
Customer Success

Four Tips From the Experts to Lead Your Customer Success Team Remotely

Leading a dispersed Customer Success team is daunting learn from the experts with their top tips for managing remote Customer Success teams.

Jamie Davidson
Jamie Davidson
May 12, 2020
Which Customer Success Tools Belong in Your Startup Tech Stack
Customer Success

Which Customer Success Tools Belong in Your Startup Tech Stack

With hundreds of software solutions available, how do you choose? Here's a list of 11 tools you can use to automate repetitive tasks.

Jamie Davidson
Jamie Davidson
May 8, 2020
How Soapbox uses Vitally to fuel their Product-Led Growth
Customer Success

How Soapbox uses Vitally to fuel their Product-Led Growth

Soapbox needed a way to prioritize trials and free users that represented actual revenue upsell opportunities. All with a Customer Success team of two.

Mekkie Bansil
Mekkie Bansil
April 29, 2020

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