New Releases, Best Practices & Company Updates
Tracking onboarding completion shouldn't mean a weekly trawl through email. Build a process that tracks itself: a shared plan customers can see, automated reminders that do the chasing, a central dashboard, and AI that flags at-risk accounts before they churn.
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.
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Valuecase launches powerful content analytics to track stakeholder engagement, major Asset Library improvements for managing content at scale, and native HubSpot workflow automation. These updates help teams make data-driven content decisions and automate their collaborative workflows.
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Take control of who gets notified about what with task watchers, create more flexible automations with multi-select properties, and make forms clearer with rich descriptions. Plus productivity improvements across templates, workflows, and API monitoring.
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Create visuals with AI prompts, track client engagement with embedded content, and manage project timelines with target date-based scheduling. Also, use the new CMD / CTRL + K menu to quickly search in the dashboard.
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We shipped a major update to the Valuecase dashboard, a new anchor menu for your Spaces, custom link previews 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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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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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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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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