Blog
Expert advice and cutting-edge CS tactics to help you supercharge your book of business.
5 Customer Success Processes You Can’t Manage With a CRM
Traditional CRMs trap your team in routine client management tasks, making it hard to drive tangible business outcomes. Here are a few critical CS processes that you can only do with a CSP.
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.
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.
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.
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.
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.
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.
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.
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.
Passbase Ignites Data Visibility and Streamlines Productivity with Vitally
“I 100% think Vitally helps with the productivity of my [Customer Success] team.”
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8 Customer Success Templates for Effective Onboarding Processes
Transform your onboarding process with 8 practical templates that create consistency and boost team productivity | Vitally
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.
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.
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.”
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.
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.
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.
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