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

Executive Business Review Template for CSMs

Learn how to create an executive business review template that effectively tracks key metrics, addresses challenges, and aligns with customer objectives.

The Velaris Team

November 21, 2024

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

Articles

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

Articles

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

Articles

Project Management Metrics: Essential Insights for CSMs

Discover key project management metrics, best practices, and solutions for common challenges.

The Velaris Team

November 12, 2024

Articles

How Does Feature Adoption Rate Impact Customer Retention and Net Revenue Retention (NRR)?

Learn how feature adoption impacts retention and NRR with Velaris.

The Velaris Team

November 11, 2024

Articles

Customer Success Statistics: Data-Driven Insights Every Customer Success Manager Needs to Know

Explore essential Customer Success statistics that prove the impact of proactive engagement, retention strategies, and customer-centric growth on business success.

The Velaris Team

November 7, 2024

Articles

How to Make a Project Plan for Customer Success

Learn key steps for effective project planning: objectives, scope, timelines, resources, risks, and more.

The Velaris Team

November 5, 2024

Articles

5 Webinars Every Customer Success Manager Should Watch

Explore 5 must-watch Customer Success webinars that can offer practical insights and improve your CS strategy for better results.

The Velaris Team

November 5, 2024

Articles

Training Resources for Aspiring CSMs

Key resources to kickstart your Customer Success Manager career.

The Velaris Team

November 5, 2024

Articles

14 Proven Strategies to Enhance Feature Adoption Using SaaS Tools

Discover 14 strategies to enhance feature adoption with SaaS tools.

The Velaris Team

November 4, 2024

Articles

Segmenting Users by Behavior: A guide for CSMs

Discover the benefits of segmenting users based on their behavior for Customer Success.

The Velaris Team

November 4, 2024

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