New Releases, Best Practices & Company Updates
Introducing the newest additions to our app in the October release update to enhance connectivity and collaboration.
Read moreGet to know our new features: the new Welcome Pop-Up, an Analytics Dashboard, our API to put space creation on auto-pilot, and more.
Read more
Mutual Action Plans (MAPs) can be a game-changing tool in the realm of complex sales. This comprehensive guide will help you understand the intricacies of MAPs, the potential roadblocks, and how to leverage their benefits.
Read more
The scenario is all too common. You send something to your prospect, but they don’t quite know what it is or why they're getting it. The result? Zero engagement. So, how do you prevent this from happening to your Valuecase spaces? We share our favorite tips in this article.
Read moreOur Forms are ideal for gathering customer data–whether it’s intake forms, customer feedback, KYC, anti-money laundering questionnaires, or any other data.
Read moreOur latest release includes a major dashboard revamp and several quality-of-life improvements.
Read more
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.
Read moreValuecase 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.
Read more
The best way to manage customer onboarding with clients is one shared, login-free space – plan, tasks, forms, and chat in a single link – not an internal tool they never open. A practical guide to joint plans, intake forms, reminders, and at-risk flags.
Read moreFor CS and implementation teams, the best onboarding software is a purpose-built platform like Valuecase – a shared, branded space customers work in, not an internal CS suite or PSA. How it compares to Rocketlane and Gainsight, and when each fits.
Read moreTime to value (TTV) is how long a new customer takes to reach their first real benefit, measured from signature to first value milestone. Learn how to calculate it, what good looks like, and why onboarding – not the product – is the biggest lever for cutting it.
Read moreA clear decision framework for choosing between a customer onboarding platform, a PSA, and a customer success platform – what each category is built for, where they overlap, and the questions that point you to the right one.
Read more
