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Newly updated for 2025, our "Customer Success Leader’s Guide to CRMs & CSPs" breaks down the advantages and disadvantages of each tool, and how to choose the right one for your organization. Download here (no form-fill required) 👉 https://lnkd.in/giYXwrhn Customer Relationship Management (#CRM) systems such as #Salesforce and #HubSpot are designed for Sales teams whose main focus is to bring in leads. Once those prospects turn into paying customers, it’s the job of #CustomerSuccess to ensure they receive the most value from the product. Because the goals of Sales and Customer Success vary, CS teams require different tools and insights such as health scores and lifecycle tracking to ensure the right type of interaction is provided. That’s where Customer Success Platforms come in. Read our guide to gain an understanding of... • The current SaaS tool landscape • How CRMs and CSPs are similar and different • When to choose the right tool • How Sales, Marketing, and Customer Success can benefit from each tool Instant access: https://lnkd.in/giYXwrhn #CustomerSuccessPlatform #CSP

On today's menu: A crash-course in personal branding + how to reel in more of those precious CSQLs. Thanks to Alex Turkovic, Annie Stefano, M.Ed. 🚦🔮, Bill Walker, Elodie O'Rourke, Jenelle Friday, and Stijn Smet 🐳 for their great insights!

Even the strongest relationship can't save a failing account. As Insightful's Head of Customer Success Jack Z. writes in his new article for the #VitallySuccessNetwork: "Don’t get me wrong, building strong relationships with key stakeholders is critical. But I realized that relationships alone aren’t enough to drive success. The strength of an individual relationship is not a reliable indicator of an account’s health." Instead of over-focusing on the quality of the relationship, Jack suggests that CS teams focus on these three things: 1) Understanding the customer's core use cases 2) Identifying the customer's goals and the outcomes they need to achieve 3) Ensuring the customer realizes measurable value from your solution Read the full article for a breakdown of how to improve at these three foundational elements of #CustomerSuccess, and why Jack believes relationships are the amplifier for success, not the engine. https://lnkd.in/gFx7iQw4

The difference between your CRM and Vitally is that we *get* Customer Success. We’ve built every critical CS feature from scratch so you’ll never have to. CRMs like Salesforce and HubSpot were designed for the needs of sales, and trying to use one for #CustomerSuccess limits the effectiveness of your team. Vitally offers a purpose-built Customer Success Platform that understands and scales to your business processes, strategies, and impact. Browse through our 𝗩𝗶𝘁𝗮𝗹𝗹𝘆 𝘃𝘀. 𝗖𝗥𝗠 page to see exactly how our top-rated CSP empowers world-class CS teams in ways that your company’s CRM can’t. https://lnkd.in/g6UVwH26

CSQLs might be the warmest leads your company can possibly get. But without a formal process to identify, generate, and capture CSQLs, these valuable opportunities will pass you by. In our latest blog article, #VitallySuccessNetwork experts Alex Turkovic, Annie Stefano, M.Ed. 🚦🔮, and Bill Walker break down the why and how of building an efficient CSQL process that maximizes your CS resources, as well as two common mistakes that derail many CSQL programs. As Alex puts it, a strong CSQL process will allow your CS team “to tie concrete revenue performance numbers to an organization that has historically had a hard time measuring its impact.” Here's how to get started: https://lnkd.in/gbpV27Ch #CustomerSuccess #CSQL #ScaledCS #ScaledCustomerSuccess

Woohoo, it’s The Customer Conference day here in London and I am ready! Outfit chosen, earrings du jour on and badge procured 🌟 Come on by our Vitally.io booth and catch me on the CS Leadership track stage this morning - cheers to it!

We all know that visibility creates opportunity. So how do you build a "personal brand" if you're starting from scratch? In our latest article, we asked Alex Turkovic, Elodie O'Rourke, Jenelle Friday, and Stijn Smet 🐳 how they've used podcasts, newsletters, speaking appearances, and LinkedIn content to differentiate themselves in the crowded world of #CustomerSuccess. 🔑🔑 Here are two key insights: “People are tired of standard thought-leader babble. 𝗧𝗵𝗲 𝘃𝗮𝘀𝘁 𝗺𝗮𝗷𝗼𝗿𝗶𝘁𝘆 𝗼𝗳 𝗽𝗲𝗼𝗽𝗹𝗲 𝗼𝘂𝘁 𝘁𝗵𝗲𝗿𝗲 𝗱𝗼𝗻'𝘁 𝘀𝗵𝗮𝗿𝗲 𝘁𝗵𝗲𝗶𝗿 𝗿𝗲𝗰𝗲𝗶𝗽𝘁𝘀. They're not sharing the things that they're doing on a daily basis and the work that they're doing that's making them successful in their career...I think that's where the magic is.” — Alex Turkovic “I want people to look at me and be like, 𝗵𝗲'𝘀 𝗹𝗼𝘂𝗱, 𝗵𝗲'𝘀 𝗳𝗹𝗮𝗺𝗯𝗼𝘆𝗮𝗻𝘁, 𝗮𝗻𝗱 𝗹𝗼𝗼𝗸 𝗵𝗼𝘄 𝗳𝗮𝗿 𝗵𝗲’𝘀 𝗴𝗼𝘁𝘁𝗲𝗻. We're all human, at the end of the day. It's the authenticity and the knowledge that we have that gets us far.” — Stino Smet Read on to learn the specific steps that these experts took to become CS thought leaders *and* the positive benefits they've seen as a result, from lucrative side-hustles to more credibility with their bosses. Check it out --> https://lnkd.in/gtqhivNq

Heads up: You can now subscribe to our #VitallySuccessNetwork newsletter on LinkedIn! Get the latest and greatest Customer Success insights from our expert community every other week. In today's installment: early mistakes, financial metrics, and five specific CS use-cases that you can't replicate in a CRM. Enjoy!

To earn and keep our seat at the table, I firmly believe all Customer Success professionals need to be able to speak as fluently about renewal and retention metrics as Sales does about pipeline and forecast. We also need to educate the rest of the business, because let's face it - while most SaaS leaders understand the Sales funnel, in general things get a lot murkier in the other half of the hourglass / bowtie / boomerang. If you need a bit of inspiration, check out this 30 minute on-demand webinar on the basics of how CS contributes to the SaaS business model. Thanks Vitally.io for hosting! #metrics #financialacumen #customersuccess #leadership #operations

Want to get a hands-on look at Vitally's top features? Right this way... https://lnkd.in/grKmhufH Our Demo Center features 16 interactive product tours that let you instantly experience our top-rated Customer Success Platform. These tours take you from end to end so you can fully understand how to get the most out of Vitally and our industry-leading tools for CS productivity, collaboration, and visibility. Hop on in! We look forward to showing you what Vitally can do for your #CustomerSuccess team. Get started @ https://lnkd.in/grKmhufH