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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
Top 5 Planhat Alternatives for High-Growth CS Teams
Customer Success

Top 5 Planhat Alternatives for High-Growth CS Teams

Planhat has a user-friendly platform, but for businesses looking for a more mature CSP solution, you may want to consider one of these Planhat alternatives.

Devin Pickell
Devin Pickell
May 2, 2023
Vitally Secures Spot on GGV Capital and Crunchbase's "2023 SMBTech 50" List & Joins Honorees at NASDAQ Opening Bell Ceremony
Vitally Updates

Vitally Secures Spot on GGV Capital and Crunchbase's "2023 SMBTech 50" List & Joins Honorees at NASDAQ Opening Bell Ceremony

Vitally has been named to GGV Capital and Crunchbase's 2023 SMBTech 50" List, a recognition of Vitally's rapid growth & service to small and medium-sized businesses.

Vitally Team
Vitally Team
April 24, 2023
Webinar Recap: How to Operationalize Customer Feedback, Sentiment, and Advocacy ft. Simplesat
For CS Managers

Webinar Recap: How to Operationalize Customer Feedback, Sentiment, and Advocacy ft. Simplesat

Learn how Customer Success teams can use customer feedback, sentiment & advocacy to drive meaningful change from industry experts in this webinar recap!

Haley Teeples
Haley Teeples
April 20, 2023
NPS vs. CSAT: What's the Difference Between Them and Which One Should You Use?
For CS Operations

NPS vs. CSAT: What's the Difference Between Them and Which One Should You Use?

NPS and CSAT are two essential metrics that Customer Success managers rely on to measure the impact of their customer experience strategies.

Vitally Team
Vitally Team
April 15, 2023
Vitally’s Spring 2023 G2 Badges Are in Full Bloom
Vitally Updates

Vitally’s Spring 2023 G2 Badges Are in Full Bloom

Celebrating success! See what G2 badges Vitally is proudly taking home this Spring, all thanks to our amazing customers.

Haley Teeples
Haley Teeples
April 14, 2023
Webinar Recap: Unlock a Winning Support & Success Partnership
For CS Managers

Webinar Recap: Unlock a Winning Support & Success Partnership

Discover expert tips & best practices for creating a strong partnership between Technical Support and Customer Success teams in this webinar recap!

Haley Teeples
Haley Teeples
April 6, 2023
Quarterly Business Review Essentials: How to Prepare for and Conduct an Effective QBR
For CS Managers

Quarterly Business Review Essentials: How to Prepare for and Conduct an Effective QBR

The QBR is a unique opportunity for CSMs to position themselves as the strategic advisor for the customer. Here's how to turn it into a valuable experience for everyone involved.

Enrique Roth
Enrique Roth
April 3, 2023
Linking Customer Success Manager Productivity to Customer Performance Indicators
For CS Managers

Linking Customer Success Manager Productivity to Customer Performance Indicators

Learn what Customer Performance Indicators are crucial for reflecting Customer Success Manager productivity.

Vitally Team
Vitally Team
March 31, 2023
Webinar Recap: How To Build a Non-Traditional Customer Success Team
For CS Leadership

Webinar Recap: How To Build a Non-Traditional Customer Success Team

Learn the importance of taking a non-traditional approach to Customer Success hiring & tips for those hoping to break into the CS industry.

Haley Teeples
Haley Teeples
March 10, 2023
Introducing Doc Automation: Seamlessly Create and Assign Docs at Scale
Vitally Updates

Introducing Doc Automation: Seamlessly Create and Assign Docs at Scale

Enable collaboration with the latest improvements to Vitally’s automation tools. Learn how you can create and assign Docs at scale using Playbook automation!

Mary Lim
Mary Lim
March 8, 2023
How to Make the Jump From VP of Customer Success to Chief Customer Officer
For CS Leadership

How to Make the Jump From VP of Customer Success to Chief Customer Officer

Transitioning from a Customer Success leadership position to a full-fledged CCO role might be the career level-up you've been looking for.

Vitally Team
Vitally Team
March 6, 2023

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