One of the biggest challenges in SaaS is the gap between Sales and Customer Success. When each team works in separate tools, with different context and disconnected workflows, important insights can be lost and growth opportunities can slip through unnoticed.

In this video, Harry Bilotto from Vimeo shares how his teams transformed collaboration by creating simple, shared systems that keep Sales and CS aligned in real time. By bringing both teams closer to the customer and closer to each other, they acceler­ated renewals, uncovered expansion opportunities earlier, and delivered a more unified customer experience.

Harry explains how to:

  • Auto-create shared Slack channels for every customer to centralize communication

  • Build shared folders that store reviews, history, and sales materials in one place

  • Layer AI on top of everyday tools to surface risks and highlight growth signals

  • Create lightweight workflows that support both teams without adding complexity

  • Bring Sales and CS into a single view of every account

The impact is clear. When teams share systems, context, and insights, they unlock faster, more coordinated customer growth.