Velaris Resource Hub

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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.

Glossary

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

Case Studies

Real results and success stories from our customers.

Calculators

Calculators for key SaaS and CS metrics.

Comparisons

Understand how Velaris compares to other Customer Success Platforms.

Product Updates

Learn about our latest releases.

Articles

All Articles
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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
July 7, 2025
Articles
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
July 3, 2025
Articles
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
June 30, 2025

Glossary

All Glossaries
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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
June 23, 2025
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
April 17, 2025
Glossary
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
April 14, 2025

Case Studies

All Case Studies
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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
Case studies
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
August 9, 2024
Case studies
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
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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
July 16, 2024

Calculators

All Calculators
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Calculators
Average Revenue Per Account

Average Revenue Per Account

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

February 18, 2025
Calculators
Time To Value

Time To Value

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

February 18, 2025
Calculators
Active User Rate

Active User Rate

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

February 18, 2025
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