By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.

Velaris Resource Hub

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
Glossary

What is Product Experience Management?

Discover how product experience management can increase customer satisfaction.
The Velaris Team
November 1, 2024
Glossary

What is Agent Experience?

Explore how enhancing agent experience can boost performance and customer service. Get insights into tools, workflows, and well-being.
The Velaris Team
October 30, 2024
Glossary

What is In-Product Messaging?

Understand how in-product messaging enhances user experience through personalized communication, driving feature adoption and engagement.
The Velaris Team
October 28, 2024
Case studies

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
Case studies

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
August 9, 2024
Case studies

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

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

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

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
July 16, 2024