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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Meet our overhauled activity feed, custom variables, team collaboration, new quick actions for MAPs and more.
Read moreWe're launching Video recording in Valuecase.
Read moreRead about our significant improvements to the usability and interactivity of our Mutual Action Plan.
Read moreWe're thrilled to launch our Engagement Score. It'll make it easy to identify your most (or least) active Spaces. We've also updated our dashboard to better track your Action Plans.
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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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