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.
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.
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.
.png)
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!
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’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.
.png)
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!
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.
.png)
Linking Customer Success Manager Productivity to Customer Performance Indicators
Learn what Customer Performance Indicators are crucial for reflecting Customer Success Manager productivity.
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.
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!
When Should Your Company Start Using a Customer Success Platform?
What's the ideal time to start using a dedicated CSP at your company? If you want to drive revenue growth from your customer base, the answer is "as soon as possible."
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.
.png)
Redefining Your Ideal Customer: Why You May Be Misinterpreting Their Needs
You may be misunderstanding the needs of your ideal customer. Explore how a changing market impacts customer needs and how to become a customer-centric company.
The Future of Vitally and Customer Success Productivity
Learn about the future of Customer Success productivity and how Vitally is changing the game.
Webinar Recap: Building Out a Compelling Commission Structure for Post-Sales Teams
Learn how to create a commission structure that will motivate your post-sales team and keep them driving towards success.
.png)
Personalize Automation to Your Business Needs with Custom Objects
With Custom Objects, teams personalize and enhance their Vitally experience with information that is important to them. Today, we're excited to share an update that enables automated, real-time activities using Custom Object data in Vitally's Playbook automation tool.
Subscribe for Updates
Be the first to hear about new blog posts, resources, events, and more.
Ready to Scale Customer Success?
Take a live look at Vitally's Customer Success Platform to learn how your data can help your teams and customers achieve greater success.
