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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Perspectives

How Can AI Supercharge B2B Customer Success?

AI is the word on everyone’s lips. Its possibilities are being explored in every industry, from AI improvising along with musicians to new tech allowing restaurant workers to replicate Michelin star meals.

Dilanka Kalutota

August 21, 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

Op-Ed

A B2B Customer Data Platform that enables collaboration, automation, and success!

Velaris is the modern CDP, co-founded by experts in the B2B SaaS industry, to provide a complete solution, that enables seamless collaboration, automation, and ultimately success for both you and your customers. This article explains, in the words of our founders, why they built Velaris and how it can help you to supercharge your CS team.

Dilanka Kalutota

July 28, 2023

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

July 11, 2023

Articles

The 5 Core Metrics Every CS Leader Needs To Use

There are countless metrics that you can use to evaluate the performance of your business, and it can be overwhelming to figure out the best place to start. The key is narrowing down your focus to the metrics that matter most. This article delves into the 5 CS metrics you can't do without.

José Fernández-Castaño

May 11, 2023

Best Practices

Accelerate Success: Your first 90 days as Head of CS

If you're starting a new role as Head of CS, then this article is for you! We delve into actionable tips on how best to plan your first 90 days to ensure you and your team are set up for success.

The Velaris Team

May 10, 2023

Best Practices

How to ace your first 90 days as a CSM

Starting a new role as a Customer Success Manager can be overwhelming, which is why we've put together a simple and effective plan of action for your first 90 days. Read on for tips on where best to focus your efforts, and ensure your days at work are plain sailing.

James Leggett

May 5, 2023

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