Blog
Expert advice and cutting-edge CS tactics to help you supercharge your book of business.
6 Pro Tips for Boosting Your Customer Survey Response Rates
As businesses increasingly rely on customer data to drive strategy, well-designed customer surveys are a secret weapon. Here’s how to get the most out of your survey sends.
Create an Engaging & Successful Trial Experience with Automation
When it comes to your trial users, don't leave anything to chance. Learn how you can automate your trial process and engage prospects for the win.
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Webinar Recap: Climbing up the Customer Success Ladder From IC to People Manager
If you're ready to become a People Manager, Vitally's latest webinar is for you! Hear expert advice and learn the best tips from our webinar panelists.
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Vitally Rakes in G2 Badges this Fall
The Fall 2022 G2 Badges are in, and Vitally is raking them in! See Vitally’s new G2 badges that we are proudly displaying this season.
Webinar Recap: Defining Customer Success' Role in Product-Led Growth
Read the key takeaways from episode 4, where CS leader panelists discuss how Customer Success teams play a pivotal role in enabling Product-Led growth (PLG).
Webinar Recap: What Your New CSM Hires Wish You Did (and Did Not) Include During Onboarding
This webinar from Vitally is packed with great recommendations, insightful experiences, and helpful hints for onboarding in the Customer Success Industry.
What is Kanban Methodology, And How Can It Help You Improve Customer Success Operations
We're introducing you to the beauty of Kanban and how it can be used by Customer Success in your B2B SaaS company.
How to Take Better Meeting Notes & Increase Productivity During Customer Calls
Learn how to take better and more detailed notes during customer calls that will boost your productivity and deliverables as a CSM.
Hiring Diverse CSM Teams ft. RecastSuccess
See how hiring diverse CSM teams deliver high performance and exceptional creativity for their organizations.
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How Do You Measure the Customer Experience?
Learn how to best measure the quality of your company's CX strategy and maximize your customer's experience.
Scale or Fail Webinar Recap: Churn Prediction, Prevention, Payments & Post-Mortem (Q&A Recap with Unseen Bonus Question)
Dive into this post-webinar recap on operationalizing churn prediction, prevention, payments, and post-mortem with panelists from Vitally, Chargebee, and Spiff.
Increase Customer Success Productivity With Variables in Tasks and Notes
Learn how tasks and notes allow CSMs to stay on track, capture important customer details, and efficiently manage their book of business.
Connect Business Intelligence Data to Vitally With Looker and iFrame Embedding
Integrate Looker and iFrame embeds with Vitally to deliver business intelligence insights side-by-side with Customer Success metrics.
Setting and Measuring Customer Success Outcomes—OKRs v KPIs v Metrics
The ultimate goal of any CS organization is to retain and grow revenues that come from existing clients, but in order to reach this ultimate goal, there are many objectives the CSM needs to achieve.
Getro Builds Out Enterprise-Grade Customer Health Scores and Decreases Time to Value with Vitally
Our growth is heavily reliant on customer referrals and word of mouth. So making sure that our customers are happy and healthy is very important to us.
Customer Advocacy: The Lever You Need to Pull to Drive Revenue
Transforming your customers into an extension of your marketing team starts with a solid Customer Success strategy.
The Customer Success Newsletter is Now a Part of Vitally
The rumors are true—we’re beyond excited to share that TheCustomerSuccessNewsletter.com is now part of Vitally.
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