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 moreAlmost every onboarding tool claims AI in 2026, but most is a bolt-on. Here's how to judge real AI depth – general-purpose agent, MCP support, included pricing, action over suggestion – and where Valuecase, Rocketlane, and general project tools fit.
Read moreA free, ready-to-use customer onboarding plan template for B2B SaaS – the five phases every onboarding moves through, with owners and dates, plus how to customize it, a worked example, and the questions that usually come up.
Read moreMap the modern customer success tech stack by the job each layer does – CS platform, customer-facing onboarding layer, product analytics, and CRM – and see exactly where onboarding fits relative to the CS platforms it's so often confused with.
Read moreThe complete 2026 guide to onboarding B2B SaaS customers – the five phases every onboarding moves through, how to build a repeatable process, the tools you actually need, the mistakes that kill momentum, and the metrics that prove it's working.
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