📊 Action Plan Analytics
Niclas
December 13, 2024

Product Update: Action Plan Analytics

Valuecase introduces a powerful Time to Completion Analytics dashboard, featuring reports that track progress, reveal bottlenecks, provide detailed insights, and allow flexible data filtering to enhance project understanding and efficiency.

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Gantt Chart Block
Niclas
December 3, 2024

Product Update: Gantt Chart Block

Valuecase introduces Gantt charts, offering a versatile, customizable block to track project phases, task progress, and deadlines seamlessly in a single view, enhancing your approach to onboarding, deals, and project planning.

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Niclas
November 14, 2024

Product Update: Zapier and Make.com integration

We have the most powerful API on the market – and with Zapier and Make.com it's now much more accessible.

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Product Update: Relative Due Dates, Item-Level Content Automation & More
Niclas
October 23, 2024

Product Update: Relative Due Dates, Item-Level Content Automation & More

Introducing Valuecase's latest updates: automate action plan timelines with Relative Due Dates, drive visibility and progress with new Action Plan Layout Options, and tailor content with Item-Level Content Automation for a personalized customer experience.

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How to Use Valuecase MCP & AI Connectors – Full Webinar Recording
AI Webinar Recording
Lennart
June 10, 2026

Watch: How to Use Valuecase MCP & AI Connectors – Full Webinar Recording

30-minute live walkthrough of MCP and AI Connectors – from setup to real workflows. See how to create Spaces from Claude, connect your AI agent to Gmail, HubSpot, and more.

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Lennart
May 13, 2026

Product Update: Form Reminders, Cleaner Notification Settings & Smarter Workflows

Forms get due dates and reminder emails so customers actually submit on time. Email notification settings have been reworked into a single, clear flow. And workflows gain new triggers, a Webhook action, and dynamic placeholders in email subjects and bodies.

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Lennart
February 26, 2026

Product Update: AI Agent Upgrades, Use Case Collection & Gantt Chart Scheduling

Our AI agent gets file uploads, an "Add to Chat" button, and Help Center access. Plus: schedule and move tasks directly in the Gantt Chart block, and browse a new collection of AI agent use cases.

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Lennart
October 28, 2025

Comment Threads, Next Step Block, HubSpot Updates

Introducing a redesigned comment system with a global sidebar, threaded discussions, and @mentions to keep collaboration organized. Plus a Next Step block to keep customers focused, and improvements to HubSpot integration and action plan visibility.

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Persona Template
Lennart
May 11, 2022

How to Create Your B2B Buyer Personas [7-Step Guide & Free Template]

Imagine you could have any customer in the world. The perfect firm. The perfect role. The perfect budget and scope. Who comes to mind?

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Lennart
May 9, 2022

Mapping the New Buyer's Journey: How to Speak to Modern-Day Customers

What’s the last big purchase you’ve made? Was it a computer, a car, or a house? How long did it take you to ultimately make a decision and purchase? From realising you have a problem with your current solution, to considering alternatives. This process is commonly called the buyer’s journey.

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Sales Acronyms Guide
Lennart
April 19, 2022

Sales Acronyms: The 26 Terms You NEED To Know

Sales is full of acronyms. You probably have no problem with that if you're a sales pro. However, it can be a bit confusing for newbies and outsiders. If you have ever wondered what MEDDIC, AiDA, ABC etc. stand for, we've got you covered. Here's a guide to over 20 sales acronyms with definitions and visuals. :)

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Jan Niklas
February 22, 2022

How to Handle Objections in the Sales Process

Objections are a natural part of the selling process. Some might even argue that objections are actually a good sign - it means that your prospect is interested enough to dig deeper into your product.

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