New Releases, Best Practices & Company Updates
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.
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Advanced forms arrive in Valuecase: conditional logic for intelligent branching, configurable table questions for repeating data, and smoother building & submission management. Plus improved accordion blocks, HubSpot custom objects & tickets, and persistent internal linking.
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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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Discover how to use personalized microsites in outbound sales. Learn how to create and track tailored landing pages for each prospect, get actionable engagement insights, and increase demo bookings – all without risking email deliverability issues.
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Smart onboarding incentives trump persistent nagging. Here’s how to structure contracts, pricing, and processes to ensure smoother, faster customer onboarding—without risking long-term relationships.
Read moreMeasuring onboarding isn't optional—it’s critical for consistent improvement. By tracking tangible metrics and using targeted tools, you can quickly pinpoint issues, align stakeholders clearly, and demonstrate the onboarding ROI.
Read moreMost onboarding complications aren't about missing meetings–they're about tasks slipping through the cracks between touchpoints. Using clear, tactical collaboration methods prevents this and keeps everyone aligned.
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