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Articles

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

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Articles

How Project Management Technology Transforms Customer Success Management

Transform Customer Success management with project management technology.
The Velaris Team
October 21, 2024
Articles

What to Include on a Customer Onboarding Dashboard

Discover the essential components of a customer onboarding dashboard, from progress tracking to task management.
The Velaris Team
October 18, 2024
Articles

The Pillars of Customer Success

Explore the five Customer Success pillars to create value, drive satisfaction, and turn satisfied customers into loyal advocates.
The Velaris Team
October 18, 2024
Articles

Everything You Need to Know About the Renewal Process as a CSM

Explore key steps and best practices to create an effective Customer Success renewal process that boosts retention and reduces churn.
The Velaris Team
October 14, 2024
Articles

Elevate Customer Engagement Through Effective Experience Design

Elevate engagement with experience design and streamlined processes.
The Velaris Team
October 14, 2024
Articles

A Free Renewal Playbook for CSMs

Refine your renewal process by using this playbook designed by our CSMs.
The Velaris Team
October 11, 2024
Articles

Top Data Privacy and Security Strategies for Customer Success Managers

Enhance data privacy and security with Velaris.
The Velaris Team
October 11, 2024
Articles

A Guide for CSMs in Setting Expectations

A guide for CSMs for setting and managing clear expectations.
The Velaris Team
October 9, 2024
Articles

How to Streamline the Sales to Customer Success Handoff

Smoothen the transition between sales and Customer Success with these steps and best practices.
The Velaris Team
October 9, 2024
Articles

Understanding the Basics of a Customer Success Process

Understand the Customer Success process and why its important for SaaS businesses.
The Velaris Team
October 7, 2024
Articles

Customer-Led Growth Strategies: A Guide for Customer Success Managers

Learn how CSMs drive customer-led growth.
The Velaris Team
October 7, 2024
Articles

How to Perfect Your Renewal Forecasting Process for Predictable Growth

Predict future growth by integrating renewal forecasting into your Customer Success processes.
The Velaris Team
October 4, 2024

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