New Releases, Best Practices & Company Updates
We've upgraded our activity feed for more stakeholder insights, launched deeper reporting and workflows for Hubspot as well as Salesforce, and made the mutual action plan milestone block much more interactive.
Read moreWe launched new features to make it easier to engage large buying centers, improve central overview of mutual action plans, and more!
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In one of our most important updates yet, we enable Valuecase to send automated notifications about due tasks, new comments and more to your prospects or customers.
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Our API can save you hours. In this post, we'll delve into three practical use cases - enhancing sales efficiency, optimizing event lead conversion, and simplifying customer onboarding.
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Valuecase launches powerful content analytics to track stakeholder engagement, major Asset Library improvements for managing content at scale, and native HubSpot workflow automation. These updates help teams make data-driven content decisions and automate their collaborative workflows.
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Take control of who gets notified about what with task watchers, create more flexible automations with multi-select properties, and make forms clearer with rich descriptions. Plus productivity improvements across templates, workflows, and API monitoring.
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Create visuals with AI prompts, track client engagement with embedded content, and manage project timelines with target date-based scheduling. Also, use the new CMD / CTRL + K menu to quickly search in the dashboard.
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We shipped a major update to the Valuecase dashboard, a new anchor menu for your Spaces, custom link previews and more.
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We compared the best customer onboarding platforms for SaaS companies in 2026 across five categories – customer onboarding platforms, enterprise PSA, digital adoption, customer success, and product analytics. Find the right fit for your team's setup, CRM stack, and pricing reality.
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Discover how to use personalized microsites in outbound sales. Learn how to create and track tailored landing pages for each prospect, get actionable engagement insights, and increase demo bookings – all without risking email deliverability issues.
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Smart onboarding incentives trump persistent nagging. Here’s how to structure contracts, pricing, and processes to ensure smoother, faster customer onboarding—without risking long-term relationships.
Read moreMeasuring onboarding isn't optional—it’s critical for consistent improvement. By tracking tangible metrics and using targeted tools, you can quickly pinpoint issues, align stakeholders clearly, and demonstrate the onboarding ROI.
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