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

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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
How to Build Your First Customer Success Team
For CS Leadership

How to Build Your First Customer Success Team

We'll walk you though how to define your Customer Success goals, identify core roles and responsibilities, hire the right people, and create an effective CS engine for your company.

Faith Uzuegbu
Faith Uzuegbu
September 1, 2023
The 8 Most Useful Zapier Integrations for Vitally
For CS Managers

The 8 Most Useful Zapier Integrations for Vitally

By setting up Zapier integrations between Vitally and your SaaS stack, you’ll eliminate tons of manual effort and put all your important CS processes in one place.

Ryan LaFlamme
Ryan LaFlamme
August 30, 2023
What Operations Pros Need to Know About Customer Success Software
For CS Operations

What Operations Pros Need to Know About Customer Success Software

As an Ops leader, your job boils down to three words: Make things work. Here's how to approach your CSP search so that things run even smoother at your company.

Olivia Adkison
Olivia Adkison
August 21, 2023
Rinsed Unlocks Customer Insights and Enhances Team Collaboration with Vitally
Customer Story

Rinsed Unlocks Customer Insights and Enhances Team Collaboration with Vitally

“We’re the CRM for car washes, but we need the CRM for Customer Success.”

Vitally Team
Vitally Team
August 18, 2023
Measure Dynamic Data Points Across Objects With Calculated Traits in Vitally
Vitally Updates

Measure Dynamic Data Points Across Objects With Calculated Traits in Vitally

We’re excited to announce the release of Calculated Traits, a new form of Custom Traits in Vitally that unlocks more ways for Customer Success teams to track and analyze customer data.

Rachel Sheldon
Rachel Sheldon
August 14, 2023
Vitally Accelerates BombBomb's Operations with 27x Faster Information Retrieval
Customer Story

Vitally Accelerates BombBomb's Operations with 27x Faster Information Retrieval

“Being able to have everything in one location really lets us compare the success and effectiveness of the entire team.” 

Vitally Team
Vitally Team
August 14, 2023

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