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

Renewal Management Software: Streamlining Processes for Customer Success

Learn how renewal management software helps CSMs automate renewals, track customer health, and enhance engagement to improve retention.

The Velaris Team

November 1, 2024

Articles

How to Navigate the Customer Maturity Model as a CSM

Discover how to apply the customer maturity model effectively to track progress, identify gaps, and support customers at every stage of their journey.

The Velaris Team

October 30, 2024

Articles

Quarterly Business Review Examples: How to Impress Your Stakeholders

Explore quarterly business review examples that will guide you in creating data-driven, actionable QBRs tailored to your customer’s goals and needs.

The Velaris Team

October 28, 2024

Articles

How to Build a Customer 360 View Dashboard for Better Customer Success

Centralize data and source insights to help CSMs manage account relationships more effectively with a comprehensive customer dashboard.

The Velaris Team

October 28, 2024

Articles

Best Practices for Using the Voice of the Customer as a CSM

Create a customer-centric culture and drive growth with these best practices for using the Voice of the Customer (VoC).

The Velaris Team

October 25, 2024

Articles

SaaS Onboarding Software: Transforming Customer Journeys for Success

Enhance onboarding with SaaS onboarding software like Velaris

The Velaris Team

October 25, 2024

Articles

How to Choose the Best LMS for Effective Customer Training

Find out how the best LMS for customer training can streamline onboarding, enhance customer engagement, and reduce churn.

The Velaris Team

October 23, 2024

Articles

Automating Onboarding: Best Practices

Start automating your onboarding process to streamline your workflows and maintain a positive customer experience.

The Velaris Team

October 23, 2024

Articles

Project Management Technology: Tools and Best Practices for Success

Discover project management technology, its benefits, challenges, tool selection, and best practices.

The Velaris Team

October 21, 2024

Articles

What to Include on a Customer Onboarding Dashboard

Discover the essential components of a customer onboarding dashboard, from progress tracking to task management.

The Velaris Team

October 18, 2024

Articles

The Pillars of Customer Success

Explore the five Customer Success pillars to create value, drive satisfaction, and turn satisfied customers into loyal advocates.

The Velaris Team

October 18, 2024

Articles

Everything You Need to Know About the Renewal Process as a CSM

Explore key steps and best practices to create an effective Customer Success renewal process that boosts retention and reduces churn.

The Velaris Team

October 14, 2024

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