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

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


Case study

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

The Balancing Act: Customer Feedback and Visionary Product Development

This article explores the delicate balance product managers must strike between customer feedback and product vision for long-term success and innovation. Read on to discover how best to strategically navigate the interplay to achieve both customer satisfaction and product excellence.
Yasintha Jayaratne
September 4, 2023

Hostaway partners with Velaris to pioneer Customer Success in Hospitality Tech

Hostaway x Velaris. Hostaway, a pioneering force in hospitality tech, has joined forces with Velaris to redefine the landscape of vacation rental property management. Read on to find out how Hostaway empowers its customers by leveraging Velaris’ visionary technology.
The Velaris Team
August 29, 2023

Ultimate Guide to SaaS Revenue Retention for Customer Success Teams

Your comprehensive resource for mastering revenue retention in the competitive world of SaaS: The Ultimate Guide for Customer Success Teams Discover how a mere 5% boost in customer retention can lead to a profit surge of up to 95%. Delve into the role of Customer Success teams, vital metrics, common challenges, and 5 strategies for boosting retention. Leverage AI and the ideal tech stack to pave the way for sustained growth.
The Velaris Team
August 29, 2023

How Can AI Supercharge B2B Customer Success?

AI is the word on everyone’s lips. Its possibilities are being explored in every industry, from AI improvising along with musicians to new tech allowing restaurant workers to replicate Michelin star meals.
Dilanka Kalutota
August 21, 2023

Beyond Salesforce and HubSpot: Scaling Customer Success Operations

Customer Success, as a newer function within B2B SaaS, provides unique challenges when it comes to empowering CS teams to deliver exceptional experiences, especially when companies scale. For this reason, CRM tools, like HubSpot and Salesforce do not provide sufficient functionality for an effective CS strategy. This article explains why, and highlights how you can benefit by coupling your CRM app with a strong supporting customer success platform.
Dilanka Kalutota
August 3, 2023

Customer Success: Where Sales and Product Meet for Ultimate Satisfaction

In B2B SaaS, customer success is a key driver of long-lasting client relationships. Yet many businesses misunderstand its true function. This article explores the symbiotic relationship between sales, product, and CS, and highlights how an effective alignment of these 3 key business functions can nurture client relationships and drive business growth.
Dilanka Kalutota
August 1, 2023

A B2B Customer Data Platform that enables collaboration, automation, and success!

Velaris is the modern CDP, co-founded by experts in the B2B SaaS industry, to provide a complete solution, that enables seamless collaboration, automation, and ultimately success for both you and your customers. This article explains, in the words of our founders, why they built Velaris and how it can help you to supercharge your CS team.
Dilanka Kalutota
July 28, 2023
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 11, 2023

The 5 Core Metrics Every CS Leader Needs To Use

There are countless metrics that you can use to evaluate the performance of your business, and it can be overwhelming to figure out the best place to start. The key is narrowing down your focus to the metrics that matter most. This article delves into the 5 CS metrics you can't do without.
José Fernández-Castaño
May 11, 2023
Best Practices

Accelerate Success: Your first 90 days as Head of CS

If you're starting a new role as Head of CS, then this article is for you! We delve into actionable tips on how best to plan your first 90 days to ensure you and your team are set up for success.
The Velaris Team
May 10, 2023
Best Practices

How to ace your first 90 days as a CSM

Starting a new role as a Customer Success Manager can be overwhelming, which is why we've put together a simple and effective plan of action for your first 90 days. Read on for tips on where best to focus your efforts, and ensure your days at work are plain sailing.
James Leggett
May 5, 2023

Ready to discover your new Customer Success superpower?

Velaris will obliterate your team’s troubles and produce better experiences for your customers…and set up only takes minutes. What’s not to love? It’s, well, super!

Thank you for your interest! Check your email for more information.
Make sure to check your promotions/spam folder!
Oops! Something went wrong. Try again