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's new task dashboard helps you keep all your tasks in one place. If you're working with our onboarding plans / mutual success plans a lot, this is a huge boost for your workflow.
Read moreWe just released our Chrome extension, designed to integrate seamlessly into your daily routine on Google Chrome.
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Over 15 hours of videos have already been recorded on Valuecase. And today, our video recording feature leaves beta and gets a big upgrade.
Read moreWe are launching simple if-this-then-that automations to hide or show content in Valuecase spaces automatically.
Read moreTracking 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.
Read more
