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Articles

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

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Articles

Key Customer Onboarding Strategies To Improve Retention and Advocacy

Discover top-notch strategies for successful B2B SaaS customer onboarding! From personalized welcomes to community-building, navigate challenges and harness tech innovations for a seamless experience. Learn more about tailoring to diverse needs, managing complex integrations, and leveraging automation to foster long-term loyalty and satisfaction. Dive into the future of onboarding with AI-driven personalization and virtual experiences.
The Velaris Team
February 7, 2024
Articles

Customer Success Operations: Everything You Need To Know To Run Successful CS Ops

Unlock the secrets to business success with this comprehensive guide on Customer Success Operations (CS Ops). Serving as the backbone of a thriving customer success team, CS Ops ensures seamless processes and systems align for optimal customer success and business growth. Dive into the world of CS Ops to power your customer success efforts effectively and set yourself apart in the competitive landscape.
The Velaris Team
January 26, 2024
Articles

Demystifying the Role of a CSM - Here's What You Need to Know

Customer Success Managers (CSMs) are the unsung heroes of business, dedicated to ensuring both customer satisfaction and company growth. If you're intrigued by this dynamic role, this guide will help you discover the essential skills, a typical day in the life of a CSM, and why businesses need them for long-term success. Join the ranks of CSMs and become a driving force for customer success and business growth.
The Velaris Team
December 22, 2023
Articles

Building A Customer Success Dashboard: Everything You Need To Know

Are you looking to elevate your customer success strategy? Developing a customer success dashboard, a blend of data analytics and user-centric design, can significantly refine your approach. Here's a guide on how to streamline the integration of data visualization, CRM, and analytics into a single, cohesive platform using customer success dashboards, enhancing your team's efficiency and decision-making abilities.
The Velaris Team
December 15, 2023
Articles

Mastering Tech Touch in Customer Success for Increased Efficiency

Are you striving to enhance your customer success operations? Implementing tech touch, a blend of technology and personalized engagement, can revolutionize your approach. This guide dives into tech touch's essentials, revealing its ability to streamline customer interaction, enhance support, and boost business efficiency. Explore how tech touch can transform your customer success model, offering a strategic mix of automation and personal touch
The Velaris Team
December 4, 2023
Best Practices

How To Use A Value Statement To Drive Value Realization

It's tough out there today for Customer Success teams. Every software item on the P&L is under scrutiny and needs to be heavily justified. Not just once but many times, sometimes with little notice. Here's how you can use value statements so you'll never be at a loss when it comes to justifying your product's worth.
The Velaris Team
December 1, 2023
Articles

The Ultimate Guide to Customer Onboarding in SaaS

In the fast-paced world of SaaS, the key to success lies in customer onboarding – a process that can make or break your business. It's not just about introducing your product; it's about building trust, fostering relationships, and ensuring customers unlock the true value of your SaaS offering. This ultimate guide dives deep into the art of effective customer onboarding, revealing strategies that can supercharge your business growth.
The Velaris Team
November 22, 2023
Articles

The Ultimate Guide to SaaS Customer Churn and Strategies to Reduce It

Discover the secrets to preventing SaaS customer churn with our comprehensive guide.
The Velaris Team
November 6, 2023
Articles

How to Calculate Net Revenue Retention in SaaS

Net Revenue Retention (NRR) is crucial for SaaS companies, measuring their ability to retain and expand revenue from existing customers. This article explains how to calculate it.
The Velaris Team
September 14, 2023
Articles

Ultimate Guide to SaaS Revenue Retention for Customer Success Teams

Your comprehensive resource for mastering revenue retention in the competitive world of SaaS: The Ultimate Guide for Customer Success Teams Discover how a mere 5% boost in customer retention can lead to a profit surge of up to 95%. Delve into the role of Customer Success teams, vital metrics, common challenges, and 5 strategies for boosting retention. Leverage AI and the ideal tech stack to pave the way for sustained growth.
The Velaris Team
August 29, 2023
Articles

Beyond Salesforce and HubSpot: Scaling Customer Success Operations

Customer Success, as a newer function within B2B SaaS, provides unique challenges when it comes to empowering CS teams to deliver exceptional experiences, especially when companies scale. For this reason, CRM tools, like HubSpot and Salesforce do not provide sufficient functionality for an effective CS strategy. This article explains why, and highlights how you can benefit by coupling your CRM app with a strong supporting customer success platform.
Dilanka Kalutota
August 3, 2023
Articles

Customer Success: Where Sales and Product Meet for Ultimate Satisfaction

In B2B SaaS, customer success is a key driver of long-lasting client relationships. Yet many businesses misunderstand its true function. This article explores the symbiotic relationship between sales, product, and CS, and highlights how an effective alignment of these 3 key business functions can nurture client relationships and drive business growth.
Dilanka Kalutota
August 1, 2023

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