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

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What’s Scaled Customer Success and Why Does It Matter?
For CS Leadership

What’s Scaled Customer Success and Why Does It Matter?

We dig into what scaled CS is, share some common misconceptions about it, and offer a couple of proven scaled CS programs you can explore for your team.

Olivia Adkison
Olivia Adkison
November 28, 2023
What’s Time to Value (TTV) and How Do You Calculate It?
For CS Managers

What’s Time to Value (TTV) and How Do You Calculate It?

Value from your product is what keeps customers coming back for more. We’ll show you how to calculate and shorten your time-to-value (TTV) in this guide.

Devin Pickell
Devin Pickell
November 20, 2023
10 Customer Success Playbooks for Client Management
For CS Managers

10 Customer Success Playbooks for Client Management

From customer updates to renewal workflows, this roundup of Customer Success playbooks and best practices will take some of the stress out of your client management efforts.

Ryan LaFlamme
Ryan LaFlamme
November 17, 2023
How Sales Teams Can Use Customer Success Software to Drive Revenue
For CS Managers

How Sales Teams Can Use Customer Success Software to Drive Revenue

CSPs can be a big help to Account Managers/Account Executives in their upsell, renewal, and expansion efforts. Here's how salespeople can leverage the secret weapon of their tech stack.

Olivia Adkison
Olivia Adkison
November 16, 2023
How to Set Goals for Your Customer Success Team That Make an Impact
For CS Leadership

How to Set Goals for Your Customer Success Team That Make an Impact

In this guide, we’ll help you determine how to set the right goals so that your Customer Success team becomes an integral part of your business’s growth.

Devin Pickell
Devin Pickell
November 2, 2023
Introducing Boards: Prioritize Tasks and Custom Objects Across Your Work and Customers
Vitally Updates

Introducing Boards: Prioritize Tasks and Custom Objects Across Your Work and Customers

Make your Tasks more productive with Kanban-style boards and increase the efficiency of managing your day-to-day.

Rachel Sheldon
Rachel Sheldon
November 1, 2023
What's the Role of a Customer Success Manager in a B2B Organization?
For CS Managers

What's the Role of a Customer Success Manager in a B2B Organization?

We break down the key responsibilities of a Customer Success Manager in a B2B setting, from driving NRR to fostering client relationships.

Rana Bano
Rana Bano
October 30, 2023
How CSP Software Helps Your New CSM Hires Ramp Up Faster
For CS Leadership

How CSP Software Helps Your New CSM Hires Ramp Up Faster

Choosing a CSP should be one of the first decisions you make while standing up a CS function, as it makes training new hires much more efficient.

Maria Waida
Maria Waida
October 19, 2023
The Ultimate Guide to Choosing a Customer Success Platform
For CS Leadership

The Ultimate Guide to Choosing a Customer Success Platform

With dozens of CSP options available, how do you choose? The expert advice in this guide will help you find a Customer Success Platform that not only fits your team’s needs but your customers' needs as well.

Ryan LaFlamme
Ryan LaFlamme
October 16, 2023
Silent Revenue Killers: How to Identify Churn Risks In Your Business
For CS Managers

Silent Revenue Killers: How to Identify Churn Risks In Your Business

We'll show you how to spot six common warning signs of churn and how to address each one before your customer walks out the door.

Devin Pickell
Devin Pickell
October 12, 2023
How CS Teams Can Survive a Down Market and Keep Their Seat at the Table
For CS Managers

How CS Teams Can Survive a Down Market and Keep Their Seat at the Table

Things are rough out there. You can do everything “correctly” as a CSM and still end up with fewer customers and a missed quota, which puts your job security at risk. Here's what you should do instead of losing hope.

Olivia Adkison
Olivia Adkison
October 2, 2023
5 Alternatives to Gainsight That Offer Simplicity and Performance
For CS Leadership

5 Alternatives to Gainsight That Offer Simplicity and Performance

If you’re dissatisfied with Gainsight’s complexity, performance issues, and elusive pricing structure, consider one of these five Gainsight alternatives.

Devin Pickell
Devin Pickell
September 30, 2023
How to Build a Customer Success Process
For CS Leadership

How to Build a Customer Success Process

If you’re an early-stage CS leader who’s been “making it work,” this one's for you. Here are some expert strategies for defining and implementing a unique Customer Success process for your team.

Olivia Adkison
Olivia Adkison
September 28, 2023
How to Use NPS to Improve Customer Success at SaaS Businesses [+ NPS Benchmarks]
For CS Leadership

How to Use NPS to Improve Customer Success at SaaS Businesses [+ NPS Benchmarks]

Vitally deep dives into NPS to explore what makes it so important to Customer Success professionals and discuss best practices for using it in your SaaS company.

Vitally Team
Vitally Team
September 24, 2023
The Vitally Guide to New Customer Onboarding (With Expert Insights)
For CS Managers

The Vitally Guide to New Customer Onboarding (With Expert Insights)

The onboarding stage can make or break your customer experience. Follow our experts' advice to refine your onboarding process and improve customer confidence.

Devin Pickell
Devin Pickell
September 19, 2023
The Vitally Guide to B2B Customer Renewal (+ CS Renewal Checklist)
For CS Managers

The Vitally Guide to B2B Customer Renewal (+ CS Renewal Checklist)

The current financial climate has made customer renewal critical for your B2B business's survival. This guide collects a wealth of expert advice to help you nail your Customer Success renewal process.

Maria Waida
Maria Waida
September 13, 2023
The 5 Best Catalyst Alternatives for Customer Success Management
For CS Leadership

The 5 Best Catalyst Alternatives for Customer Success Management

Catalyst impresses at first, but businesses looking for a more customizable solution that helps them scale CS efficiently may want to look for alternatives.

Devin Pickell
Devin Pickell
September 8, 2023
B2B Customer Churn Prevention: 8 Tactics That Actually Work in 2024
For CS Managers

B2B Customer Churn Prevention: 8 Tactics That Actually Work in 2024

Forget the "best practices." These are the churn prevention strategies that boots-on-the-ground Customer Success pros are using to retain customers in the real world.

Olivia Adkison
Olivia Adkison
September 7, 2023

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