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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

Top 6 CRMs for Customer Success

Top 6 CRMs for Customer Success

Check out the top 6 CRMs for customer success teams, offering tools to optimize workflows, enhance customer engagement, and drive results.

The Velaris Team

Building customer emotional connection: why it matters in Customer Success

Building customer emotional connection: why it matters in Customer Success

Understand why customer emotional connection matters and how to build it with scalable, repeatable strategies for Customer Success teams.

The Velaris Team

Understanding the Different Types of NPS Surveys: A Strategic Guide for CSMs

Understanding the Different Types of NPS Surveys: A Strategic Guide for CSMs

Find out how different NPS survey types work and how to use them to collect relevant feedback across the customer journey.

The Velaris Team

Glossary

Getting Started with Objectives and Key Results in Customer Success

Getting Started with Objectives and Key Results in Customer Success

Learn how using Objectives and Key Results can improve accountability, enhance customer relationships, and prioritize what matters most in CS.

The Velaris Team

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

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