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Resource Hub

Your go-to source for best practices, leadership articles, and a whole host of insights to empower your entire Customer Success org

Articles

Deep dives and how-to's on trending CS Topics.

Case Studies

Real results and success stories from our customers.

Glossary

Definitions, examples, and formulas for foundational concepts in SaaS and Customer Success.

Product Updates

Learn about our latest releases.

Calculators

Calculators for key SaaS and CS metrics.

Comparisons

Analyze how top products in the market stack up against each other.

Articles

Upselling on Autopilot: How CSMs Can Drive Growth Through Automation

Upselling on Autopilot: How CSMs Can Drive Growth Through Automation

Automate upselling to boost expansion revenue with data-driven insights, AI, and smart workflows. Learn how to scale upsells efficiently.

The Velaris Team

Upsell Metrics for SaaS: Empowering Customer Success Managers to Drive Growth

Upsell Metrics for SaaS: Empowering Customer Success Managers to Drive Growth

Learn how tracking upsell metrics for SaaS, including AOV and LTV, helps Customer Success teams drive revenue growth and customer retention

The Velaris Team

Upselling vs. Cross-selling: How Customer Success Managers Can Use Both to Drive Growth

Upselling vs. Cross-selling: How Customer Success Managers Can Use Both to Drive Growth

Upselling vs. cross-selling: Understand when to use each strategy and how to execute them effectively to maximize customer success.

The Velaris Team

Glossary

What is Revenue Run Rate (RRR)?

What is Revenue Run Rate (RRR)?

Learn what revenue run rate (RRR) is, how to calculate it, its limitations and how it compares to ARR and NRR for accurate financial forecasting.

The Velaris Team

What is Rule of 40?

What is Rule of 40?

Understand the Rule of 40 and how SaaS companies use it to balance growth and profitability, with Customer Success playing a key role.

The Velaris Team

What is Prototype testing?

What is Prototype testing?

Learn what prototype testing is, why it matters and how to test your designs effectively using the right tools, methods and best practices.

The Velaris Team

Case Studies

All Case Studies

How Insurely scaled their CS operations and increased their efficiency using Velaris

How Insurely scaled their CS operations and increased their efficiency using Velaris

Read about how Insurely overcame challenges with scaling their CS team by implementing Velaris’ Customer Success Platform.

The Velaris Team

October 30, 2024

How Protex AI streamlined their CS operations with Velaris

How Protex AI streamlined their CS operations with Velaris

Protex AI is revolutionizing high-risk industries with their AI-powered solutions, helping companies prevent accidents and protect their workforce. But as they expanded, managing customer relationships became a challenge, with data scattered across multiple tools. This is how we helped them.

The Velaris Team

Case Study: Velaris streamlines StaySafe's customer data, boosting efficiency and enabling strategic growth

Case Study: Velaris streamlines StaySafe's customer data, boosting efficiency and enabling strategic growth

This case study describes how Velaris was able to provide StaySafe with a single-screen approach for customer data, and, as a result, helped the company to achieve improved efficiency and strategic growth.

The Velaris Team

September 13, 2023

Product Updates

All Product Updates

Product Updates

Unlock effortless collaboration when servicing customers with Velaris Support

Unlock effortless collaboration when servicing customers with Velaris Support

Our latest product update lets organizations deliver consistent customer experiences across CS and Support interactions with Velaris Support.

The Velaris Team

September 20, 2024

Product Updates

Bring any unique customer data point into your CSP with Custom Objects

Bring any unique customer data point into your CSP with Custom Objects

Our latest product update lets users create custom relational databases for the customer information that just doesn't fit anywhere else.

The Velaris Team

September 13, 2024

Product Updates

Connect by Velaris: A New Era of Customer Collaboration

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

Calculators

All Calculators

Average Revenue Per Account

Average Revenue Per Account

Quickly find out your Average Revenue Per Account with our instant calculator.

February 18, 2025

Time To Value

Quickly find out your Time To Value with our instant calculator.

February 18, 2025

Active User Rate

Active User Rate

Quickly find out your Active User Rate with our instant calculator.

February 18, 2025