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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We've upgraded our activity feed for more stakeholder insights, launched deeper reporting and workflows for Hubspot as well as Salesforce, and made the mutual action plan milestone block much more interactive.
Read moreWe launched new features to make it easier to engage large buying centers, improve central overview of mutual action plans, and more!
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In one of our most important updates yet, we enable Valuecase to send automated notifications about due tasks, new comments and more to your prospects or customers.
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Our API can save you hours. In this post, we'll delve into three practical use cases - enhancing sales efficiency, optimizing event lead conversion, and simplifying customer onboarding.
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
