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.
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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.
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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.
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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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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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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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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.
Read moreMost onboarding time is spent waiting, not working. Seven tactics to reduce time to value in SaaS onboarding: define the first value milestone, template the process, use structured intake forms, automate the chasing, and track every account – teams that switch cut implementation time by 30–40%.
Read moreStop chasing onboarding data over email. Learn how to build customer onboarding intake forms with AI: generate the questions from a prompt, validate and auto-save responses, and collect everything in a shared space before kickoff – with automated reminders doing the follow-up for you.
Read moreCustomer onboarding gets a paying account live in a shared workspace; user onboarding guides individual users to first value in-product. Here's the clean distinction, when each matters, and why most B2B SaaS teams need both.
Read moreThe best Rocketlane alternatives for B2B SaaS customer onboarding in 2026. If you don't need an all-in-one PSA, Valuecase delivers the onboarding experience without the overhead, plus GUIDEcx, Kantata and Ruddr for billable services teams.
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