Velaris Resource Hub

Resource Hub

Your go-to source for best practices, leadership articles, and a whole host of insights to empower your entire Customer Success org

Articles

Deep dives and how-to's on trending CS Topics.

Case Studies

Real results and success stories from our customers.

Glossary

Definitions, examples, and formulas for foundational concepts in SaaS and Customer Success.

Product Updates

Learn about our latest releases.

Articles

Customer Retention Management: Strategies and Tools for Success

Learn customer retention management essentials, challenges, strategies, tools, and best practices.

The Velaris Team

November 18, 2024

CRM for Customer Success: How Dedicated CS Software Elevates Your Strategy

Discover how CRMs can support Customer Success teams and why shifting to dedicated CS software may be the better fit for long-term success.

The Velaris Team

November 14, 2024

Evaluating a Customer Success Platform: A Guide for Customer Success Managers

A guide for CSMs on selecting the right Customer Success platform.

The Velaris Team

November 13, 2024

Glossary

What is a Customer Success Engineer (CSE)?

Learn about the role of a Customer Success Engineer, their responsibilities, skills, and role in supporting customer satisfaction.

The Velaris Team

November 20, 2024

What is a Customer Advisory Board?

Discover how a Customer Advisory Board (CAB) can shape your product strategy, improve retention, and build stronger customer relationships.

The Velaris Team

November 18, 2024

What is Feature Adoption Rate?

Boost retention by tracking and improving feature adoption.

The Velaris Team

November 15, 2024

Case Studies

How Insurely scaled their CS operations and increased their efficiency using Velaris

Read about how Insurely overcame challenges with scaling their CS team by implementing Velaris’ Customer Success Platform.

The Velaris Team

October 30, 2024

How Protex AI streamlined their CS operations with Velaris

Protex AI is revolutionizing high-risk industries with their AI-powered solutions, helping companies prevent accidents and protect their workforce. But as they expanded, managing customer relationships became a challenge, with data scattered across multiple tools. This is how we helped them.

The Velaris Team

Case Study: Velaris streamlines StaySafe's customer data, boosting efficiency and enabling strategic growth

This case study describes how Velaris was able to provide StaySafe with a single-screen approach for customer data, and, as a result, helped the company to achieve improved efficiency and strategic growth.

The Velaris Team

September 13, 2023

Product Updates

Product Updates

Unlock effortless collaboration when servicing customers with Velaris Support

Our latest product update lets organizations deliver consistent customer experiences across CS and Support interactions with Velaris Support.

The Velaris Team

September 20, 2024

Product Updates

Bring any unique customer data point into your CSP with Custom Objects

Our latest product update lets users create custom relational databases for the customer information that just doesn't fit anywhere else.

The Velaris Team

September 13, 2024

Product Updates

Connect by Velaris: A New Era of Customer Collaboration

Introducing Connect by Velaris, the new extension to our Customer Success Platform that revolutionizes the way businesses manage customer-related tasks. Read on to learn more about the possibilities of Connect by Velaris and how it can help improve collaboration, transparency, and efficiency.

The Velaris Team