New Releases, Best Practices & Company Updates
We're thrilled to announce the launch of the new Valuecase dashboard, now available to all users. This revamp not only brings a fresh look, but it's also designed to make your user experience easier, faster, and more streamlined. Here's a brief rundown of the most important upgrades.
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In this article we are sharing 13 of our favorite - but sometimes overlooked - features and functionalities to unleash Valuecase's full power.
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We are incredibly excited to unveil our new branding! While Valuecase has grown tremendously over the last months, our corporate identity still felt like an MVP (which it was..). Now, it finally reflects the great company and product we’ve built.
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Modern buyers demand a virtual, seller-free, and streamlined buying experience. But sales tools fail to deliver. While sales enablement software pushed efficiency to the max, buyer-seller collaboration has not changed in the last 20 years.
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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 moreThe onboarding kickoff sets every habit that follows. A step-by-step playbook: send a shared space ahead so the customer preps, run a tight 45-minute agenda, build the plan together live, and lock next steps so momentum doesn't leak away.
Read moreMost onboarding plans get built for the customer, then ignored. The fix isn't a better template – it's co-creating the plan with the customer in the kickoff so they own it. Here's what a plan needs and how to build one they'll actually follow.
Read moreChurned customers go quiet during onboarding long before renewal. Learn the leading signals – workspace engagement, product activity, meeting cadence – and how automated risk flags and nudges catch stalled onboardings weeks before silence turns into churn.
Read moreCustomer success software isn't one category – it's six different jobs. Strong 2026 picks per category: Gainsight for the CS platform, Valuecase for onboarding and QBRs, Intercom for support and feedback, Guidde for education, Mixpanel for analytics – and how to combine them into a stack.
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