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

Elevate Customer Engagement Through Effective Experience Design

Elevate engagement with experience design and streamlined processes.

The Velaris Team

October 14, 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

Articles

Top Data Privacy and Security Strategies for Customer Success Managers

Enhance data privacy and security with Velaris.

The Velaris Team

October 11, 2024

Articles

A Free Renewal Playbook for CSMs

Refine your renewal process by using this playbook designed by our CSMs.

The Velaris Team

October 11, 2024

Articles

How to Streamline the Sales to Customer Success Handoff

Smoothen the transition between sales and Customer Success with these steps and best practices.

The Velaris Team

October 9, 2024

Articles

A Guide for CSMs in Setting Expectations

A guide for CSMs for setting and managing clear expectations.

The Velaris Team

October 9, 2024

Articles

Customer-Led Growth Strategies: A Guide for Customer Success Managers

Learn how CSMs drive customer-led growth.

The Velaris Team

October 7, 2024

Articles

Understanding the Basics of a Customer Success Process

Understand the Customer Success process and why its important for SaaS businesses.

The Velaris Team

October 7, 2024

Articles

How to Effectively Manage Your Renewal Pipeline Stages

Discover practical tips for optimizing your renewal pipeline stages, from initial outreach to post-renewal follow-up, to ensure smoother renewals.

The Velaris Team

October 4, 2024

Articles

How to Perfect Your Renewal Forecasting Process for Predictable Growth

Predict future growth by integrating renewal forecasting into your Customer Success processes.

The Velaris Team

October 4, 2024

Articles

How to Improve Customer Success and Sales Collaboration for Business Growth

Explore effective strategies for Customer Success and sales collaboration, from aligning goals to using shared data for seamless customer journeys.

The Velaris Team

September 27, 2024

Articles

How to Create a Customer Health Score Template That Works

Build a customer health score template to monitor customer well-being, identify risks, and support proactive success management.

The Velaris Team

September 23, 2024

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