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18 Essential Customer Success Software Features
For CS Managers

18 Essential Customer Success Software Features

When evaluating CSP software, consider how these core features will help your CS team meet its goals and increase the value you provide to customers.

Devin Pickell
Devin Pickell
August 7, 2023
How to Avoid Burnout as a Customer Success Manager
For CS Managers

How to Avoid Burnout as a Customer Success Manager

Feeling some burnout in your CSM role? These expert strategies will help you foster resilience and protect your mental health.

Rana Bano
Rana Bano
August 3, 2023
Build vs. Buy: Why Developing Your Own CSP Is Never a Good Idea
For CS Leadership

Build vs. Buy: Why Developing Your Own CSP Is Never a Good Idea

It rarely makes sense to develop a Customer Success Platform inside your existing CRM. Here’s why some B2B companies consider it, and why they regret it.

Faith Uzuegbu
Faith Uzuegbu
July 27, 2023
The 5 Best Customer Success Platforms for Small Businesses: An Honest Look
For CS Leadership

The 5 Best Customer Success Platforms for Small Businesses: An Honest Look

A modern CSP sends efficiency through the roof, especially for small teams in growth mode. Here are five Customer Success tools that are doing it right.

Olivia Adkison
Olivia Adkison
July 19, 2023
What Is Customer Success Software? A Guide for B2B Businesses of All Sizes
For CS Managers

What Is Customer Success Software? A Guide for B2B Businesses of All Sizes

Customer Success Software is a category of B2B business software that companies use to monitor, manage, and optimize their customer journeys. Here's why Customer Success Software is crucial to the health of your business.

Devin Pickell
Devin Pickell
July 12, 2023
The 5 Best Customer Success Platforms for Mid-Market Businesses
For CS Leadership

The 5 Best Customer Success Platforms for Mid-Market Businesses

You're not a young startup anymore, and suddenly your first CSP doesn't cut it. Fear not — these top-rated Customer Success Platforms are built for the complexities of a fast-growing mid-sized business.

Faith Uzuegbu
Faith Uzuegbu
July 10, 2023
Vitally Brings the Heat with 14 G2 Badges for Summer 2023
Vitally Updates

Vitally Brings the Heat with 14 G2 Badges for Summer 2023

Summer 2023 G2 badges are here, and we owe them all to our incredible customers! Check out this blog to learn more about our latest achievements.

Haley Teeples
Haley Teeples
June 28, 2023
Fresh Out of the Lab: Vitally’s A.I.-Powered First Call Success Generator
Future of CS

Fresh Out of the Lab: Vitally’s A.I.-Powered First Call Success Generator

Struggling to align CSMs and new customers? Master the first customer call with our ChatGPT-powered success plan generator.

Ben Goldstein
Ben Goldstein
June 28, 2023
Passbase Ignites Data Visibility and Streamlines Productivity with Vitally
Customer Story

Passbase Ignites Data Visibility and Streamlines Productivity with Vitally

“I 100% think Vitally helps with the productivity of my [Customer Success] team.”

Vitally Team
Vitally Team
June 22, 2023
8 Customer Success Templates for Effective Onboarding Processes
For CS Managers

8 Customer Success Templates for Effective Onboarding Processes

Transform your onboarding process with 8 practical templates that create consistency and boost team productivity | Vitally

Haley Teeples
Haley Teeples
June 22, 2023
Customer Churn Analysis: Understanding Why Your Customers Are Churning
For CS Operations

Customer Churn Analysis: Understanding Why Your Customers Are Churning

Our churn analysis checklist helps B2B companies like yours understand why customers leave by identifying patterns and trends to improve retention.

Devin Pickell
Devin Pickell
June 19, 2023
How to Create a Customer Health Score With Four Metrics
For CS Managers

How to Create a Customer Health Score With Four Metrics

Any B2B Customer Success team can build a powerful, practical health score to identify healthy and at-risk accounts by using these simple metrics.

Kevin Fu
Kevin Fu
June 15, 2023
PartnerStack Harnesses Actionable Insights from Customer Data with Vitally
Customer Story

PartnerStack Harnesses Actionable Insights from Customer Data with Vitally

“What makes Vitally different is how you can parse all that data. The views are so powerful, [telling] me everything I need to know in one single click.”

Vitally Team
Vitally Team
June 7, 2023
4 Ways for Customer Success Teams to Increase Customer Collaboration with Vitally Docs
For CS Managers

4 Ways for Customer Success Teams to Increase Customer Collaboration with Vitally Docs

Deepen customer relationships and streamline CS operations with Vitally Docs: create personalized shared documents that connect back to your customer data.

Rachel Sheldon
Rachel Sheldon
May 31, 2023
4 Customer Success Automations to Save Time and Boost Productivity
For CS Managers

4 Customer Success Automations to Save Time and Boost Productivity

Discover how Vitally's automation tools can streamline your Customer Success processes and workflows to help deliver exceptional customer experiences.

Rachel Sheldon
Rachel Sheldon
May 24, 2023
Top 5 ChurnZero Alternatives for Flexibility and Ease of Use
Customer Success

Top 5 ChurnZero Alternatives for Flexibility and Ease of Use

ChurnZero is a robust CSP, but leaves a lot to be desired when it comes to overall usability. Here are five ChurnZero alternatives that may be better suited for your team.

Devin Pickell
Devin Pickell
May 16, 2023
Integrating HubSpot and Vitally: Introducing Hierarchy Support for Organizations, Deals, and More
Vitally Updates

Integrating HubSpot and Vitally: Introducing Hierarchy Support for Organizations, Deals, and More

Discover Vitally's upgraded HubSpot integration with Hierarchy syncing, simplifying integration of hierarchy levels from HubSpot into Vitally.

Mary Lim
Mary Lim
May 8, 2023
Customer Success Enablement 101: A Simple Guide for B2B SaaS Companies
For CS Leadership

Customer Success Enablement 101: A Simple Guide for B2B SaaS Companies

SaaS organizations need clarity on what’s required from Sales and Customer Success, and how these teams should work together. In this article, we'll shed some light on the concept of Customer Success Enablement.

Vitally Team
Vitally Team
May 7, 2023

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