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Editorial

Scaling Impact with Speed & Flexibility

Eric Szafran

November 19, 2025

Scaling Impact with Speed & Flexibility

Eric Szafran

Nov 19, 2025

Scaling Impact with Speed & Flexibility

Eric Szafran

Nov 19, 2025

Trending

Trending

Trending

One Place for Every Insight

Catherine De Verteuil

Talking Planhat

Testimonial

Becoming More Proactive and Efficient

Adam Cooney

Talking Planhat

Testimonial

Scaling Customer-Centricity

Vice President of Product & Customer Success at conversational LMS, Continu, shares how Planhat has empowered commercial teams to focus on customer collaboration, not busywork.

Terri James

Talking Planhat

Testimonial

One Place for Every Insight

Catherine De Verteuil

Talking Planhat

Testimonial

Becoming More Proactive and Efficient

Adam Cooney

Talking Planhat

Testimonial

Scaling Customer-Centricity

Vice President of Product & Customer Success at conversational LMS, Continu, shares how Planhat has empowered commercial teams to focus on customer collaboration, not busywork.

Terri James

Talking Planhat

Testimonial

One Place for Every Insight

Catherine De Verteuil

Talking Planhat

Testimonial

Becoming More Proactive and Efficient

Adam Cooney

Talking Planhat

Testimonial

Scaling Customer-Centricity

Vice President of Product & Customer Success at conversational LMS, Continu, shares how Planhat has empowered commercial teams to focus on customer collaboration, not busywork.

Terri James

Talking Planhat

Testimonial

Demonstration

AI

Planhat

Innovation

Builder's Hour: AI

AI that generates impact

Discover Events

Demonstration

AI

Planhat

Innovation

Builder's Hour: AI

AI that generates impact

Discover Events

Planhat Portals: Builder's Hour

Online

Nov 5, 2025

Enablement

Planhat

Planhat Portals: Builder's Hour

Online

Nov 5, 2025

Enablement

Planhat

Planhat AI: Builder's Hour

Online

Sep 24, 2025

AI

Planhat

Innovation

Planhat AI: Builder's Hour

Online

Sep 24, 2025

AI

Planhat

Innovation

Making Impact Impossible to Ignore

Manchester

Aug 7, 2025

Community

Making Impact Impossible to Ignore

Manchester

Aug 7, 2025

Community

CS Week New York City '25

New York City, NY

Jun 1, 2025

Community

CS Week New York City '25

New York City, NY

Jun 1, 2025

Community

Discover Events

Demonstration

AI

Planhat

Innovation

Builder's Hour: AI

AI that generates impact

Planhat Portals: Builder's Hour

Online

Nov 5, 2025

Enablement

Planhat

Planhat AI: Builder's Hour

Online

Sep 24, 2025

AI

Planhat

Innovation

Making Impact Impossible to Ignore

Manchester

Aug 7, 2025

Community

CS Week New York City '25

New York City, NY

Jun 1, 2025

Community

Discover Events

Press

Press

Press

Discover All

Discover All

Planhat is Named a Customer Success Leader by IDC

Nov 4, 2024

Planhat is Named a Customer Success Leader by Gartner

Sep 17, 2024

LearnUpon and Planhat Announce Strategic Partnership

Sep 10, 2024

Planhat is Named a Customer Success Leader by Gartner

Sep 17, 2024

LearnUpon and Planhat Announce Strategic Partnership

Sep 10, 2024

Planhat — A Comprehensive Guide

Jul 14, 2024

Planhat is Named a Customer Success Leader by Gartner

Sep 17, 2024

LearnUpon and Planhat Announce Strategic Partnership

Sep 10, 2024

Planhat — A Comprehensive Guide

Jul 14, 2024

Discover All

Discover All

Impact

Impact

Discover All

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“

Just during our first month of using the platform we saved more than 100 hours by automating pricing notification, winback, CSM change and campaign emails.”

Lasse Thomsen

Director of Commercial Operations

“

With automated workflows and notifications in place we’ve not only boosted upsells, but also effectively reduced churn.”

Alexey Smolyanyy

Director, Enterprise Customer Success

“

With Planhat, we came in with a 20% lower churn than we had budgeted within the first years, simply because we now understand our customers better.”

Howard Rees

Chief Commercial Officer

“

Most notably, Planhat has helped us to increase the speed and the accuracy at which we can identify at risk-customers. As a result, its been a key factor in allowing us to save close to 70% of our at-risk SME customers in onboarding, before they would have churned.”

Jacqueline Roepers

Strategy & Operations Principal

“

High touch CSMs have been able to more efficiently manage their day, unlocking substantial cost savings.”

Pam Dickson Fishman

VP Customer Success and Onboarding

“

Just during our first month of using the platform we saved more than 100 hours by automating pricing notification, winback, CSM change and campaign emails.”

Lasse Thomsen

Director of Commercial Operations

“

With automated workflows and notifications in place we’ve not only boosted upsells, but also effectively reduced churn.”

Alexey Smolyanyy

Director, Enterprise Customer Success

“

With Planhat, we came in with a 20% lower churn than we had budgeted within the first years, simply because we now understand our customers better.”

Howard Rees

Chief Commercial Officer

“

Most notably, Planhat has helped us to increase the speed and the accuracy at which we can identify at risk-customers. As a result, its been a key factor in allowing us to save close to 70% of our at-risk SME customers in onboarding, before they would have churned.”

Jacqueline Roepers

Strategy & Operations Principal

“

High touch CSMs have been able to more efficiently manage their day, unlocking substantial cost savings.”

Pam Dickson Fishman

VP Customer Success and Onboarding

Discover All

Impact

Discover All

“

Just during our first month of using the platform we saved more than 100 hours by automating pricing notification, winback, CSM change and campaign emails.”

Lasse Thomsen

Director of Commercial Operations

“

With automated workflows and notifications in place we’ve not only boosted upsells, but also effectively reduced churn.”

Alexey Smolyanyy

Director, Enterprise Customer Success

“

With Planhat, we came in with a 20% lower churn than we had budgeted within the first years, simply because we now understand our customers better.”

Howard Rees

Chief Commercial Officer

“

Most notably, Planhat has helped us to increase the speed and the accuracy at which we can identify at risk-customers. As a result, its been a key factor in allowing us to save close to 70% of our at-risk SME customers in onboarding, before they would have churned.”

Jacqueline Roepers

Strategy & Operations Principal

“

High touch CSMs have been able to more efficiently manage their day, unlocking substantial cost savings.”

Pam Dickson Fishman

VP Customer Success and Onboarding

Discover All

Contributors

Contributors

Discover All

Discover All

Write with us

Write with us

Eric Szafran

Senior Vice President, Customer Success

Dialpad

“And every time I was waiting for a gotcha, it never happened in all of our discussions.”

Scaling Impact with Speed & Flexibility

Alberto Lambert

Creative Director

Planhat

“The more I build and interact with businesses, the more I see them as stages on which we perform to the world: opportunities to get out of our comfort zone and create things at the edge of our capability.”

The Stockholm Years

Ardalan Khosrowpour

Founder & CEO

OnsiteIQ

“We have a pulse on every single customer, every single account, every single project. Our reporting's been incredible.”

Bridging the Construction Data Divide

Eric Szafran

Senior Vice President, Customer Success

Dialpad

“And every time I was waiting for a gotcha, it never happened in all of our discussions.”

Scaling Impact with Speed & Flexibility

Alberto Lambert

Creative Director

Planhat

“The more I build and interact with businesses, the more I see them as stages on which we perform to the world: opportunities to get out of our comfort zone and create things at the edge of our capability.”

The Stockholm Years

Ardalan Khosrowpour

Founder & CEO

OnsiteIQ

“We have a pulse on every single customer, every single account, every single project. Our reporting's been incredible.”

Bridging the Construction Data Divide

Discover All

Write with us

Contributors

Discover All

Write with us

Eric Szafran

Senior Vice President, Customer Success

Dialpad

“And every time I was waiting for a gotcha, it never happened in all of our discussions.”

Scaling Impact with Speed & Flexibility

Alberto Lambert

Creative Director

Planhat

“The more I build and interact with businesses, the more I see them as stages on which we perform to the world: opportunities to get out of our comfort zone and create things at the edge of our capability.”

The Stockholm Years

Ardalan Khosrowpour

Founder & CEO

OnsiteIQ

“We have a pulse on every single customer, every single account, every single project. Our reporting's been incredible.”

Bridging the Construction Data Divide

Discover All

Write with us

Demonstration

Tools

AI

Technologies

MCP Server Demonstration

Discover how Planhat's MCP Server empowers you to go from insight to action faster and more intelligently than ever.

In Focus

Demonstration

Tools

AI

Technologies

MCP Server Demonstration

Discover how Planhat's MCP Server empowers you to go from insight to action faster and more intelligently than ever.

In Focus

Demonstration

Tools

AI

Technologies

MCP Server Demonstration

Discover how Planhat's MCP Server empowers you to go from insight to action faster and more intelligently than ever.

In Focus

Don't Miss these

All

In Perspective

Expert Advice

In Focus

Through the Lens

In conversation

Talking Planhat

3

Episodes

A Customer-Centric Partnership

Terri James

Testimonial

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Tools

Delivering Outcomes

Scaling Impact with Speed & Flexibility

Eric Szafran

Testimonial

Planhat

Tools

Delivering Outcomes

Scaling Customer-Centricity

Terri James

Testimonial

Planhat

Tools

Delivering Outcomes

One Place for Every Insight

Catherine De Verteuil

Testimonial

Planhat

Tools

Delivering Outcomes

Becoming More Proactive and Efficient

Adam Cooney

Testimonial

Planhat

Tools

Delivering Outcomes

A Flexible, Powerful, Scalable Solution

Mike Hurd

Testimonial

Planhat

Tools

Delivering Outcomes

Moving Faster Together

Kenn Gudbergsen

Testimonial

Planhat

Tools

Delivering Outcomes

Defining What You Need From Your Customer Platform

Mike Hurd

Perspective

Customer Success

Technologies

Tools

Gartner Names Planhat a Leader

Planhat

Vendor Assessment

Markets

The Rise of the Forward-Deployed CSM

John Gleeson

Perspective

AI

Customer Success

When Founders Lead CS, Operators Translate

John Gleeson

Perspective

Leadership

Customer Success

Planhat

Vertical AI and the Rise of Embedded CS

John Gleeson

Perspective

Innovation

Customer Success

Don't Miss these

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Through the Lens

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Talking Planhat

Crafting Success Plans That Actually Deliver

Julien Le Terrien

Perspective

Customer Success

Delivering Outcomes

Time To Value

From Loyalty to Leverage

Julien Le Terrien

Perspective

Customer Success

Delivering Outcomes

Time To Value

3

Episodes

Driving Renewals Programmatically

Adam Cooney

Testimonial

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Delivering Outcomes

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Episodes

Asked & Answered

Catherine De Verteuil

Testimonial

Planhat

Tools

Delivering Outcomes

3

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A Customer-Centric Partnership

Terri James

Testimonial

Planhat

Tools

Delivering Outcomes

Scaling Impact with Speed & Flexibility

Eric Szafran

Testimonial

Planhat

Tools

Delivering Outcomes

Scaling Customer-Centricity

Terri James

Testimonial

Planhat

Tools

Delivering Outcomes

One Place for Every Insight

Catherine De Verteuil

Testimonial

Planhat

Tools

Delivering Outcomes

Becoming More Proactive and Efficient

Adam Cooney

Testimonial

Planhat

Tools

Delivering Outcomes

A Flexible, Powerful, Scalable Solution

Mike Hurd

Testimonial

Planhat

Tools

Delivering Outcomes

Moving Faster Together

Kenn Gudbergsen

Testimonial

Planhat

Tools

Delivering Outcomes

Defining What You Need From Your Customer Platform

Mike Hurd

Perspective

Customer Success

Technologies

Tools

Don't Miss these

All

In Perspective

Expert Advice

In Focus

Through the Lens

In conversation

Talking Planhat

Crafting Success Plans That Actually Deliver

Julien Le Terrien

Perspective

Customer Success

Delivering Outcomes

Time To Value

From Loyalty to Leverage

Julien Le Terrien

Perspective

Customer Success

Delivering Outcomes

Time To Value

3

Episodes

Driving Renewals Programmatically

Adam Cooney

Testimonial

Planhat

Tools

Delivering Outcomes

4

Episodes

Asked & Answered

Catherine De Verteuil

Testimonial

Planhat

Tools

Delivering Outcomes

3

Episodes

A Customer-Centric Partnership

Terri James

Testimonial

Planhat

Tools

Delivering Outcomes

Scaling Impact with Speed & Flexibility

Eric Szafran

Testimonial

Planhat

Tools

Delivering Outcomes

Scaling Customer-Centricity

Terri James

Testimonial

Planhat

Tools

Delivering Outcomes

One Place for Every Insight

Catherine De Verteuil

Testimonial

Planhat

Tools

Delivering Outcomes

Becoming More Proactive and Efficient

Adam Cooney

Testimonial

Planhat

Tools

Delivering Outcomes

A Flexible, Powerful, Scalable Solution

Mike Hurd

Testimonial

Planhat

Tools

Delivering Outcomes

Moving Faster Together

Kenn Gudbergsen

Testimonial

Planhat

Tools

Delivering Outcomes

Defining What You Need From Your Customer Platform

Mike Hurd

Perspective

Customer Success

Technologies

Tools

planhat

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Recognized as a world-leader by

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Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

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© 2026 Planhat inc.

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Guides

What Is Customer Success?

Customer Success Software

Customer Health Score

Customer Success Playbooks

Customer Success metrics

AI in Customer Success

Lifecycle Management

Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

© 2026 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

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Careers

Press

Contact

Legal

Security

Capabilities

Data

Intelligence

Collaboration

Action

Governance

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Features

Solutions

Sales CRM Software

Customer Success Platform

Professional Services Software

Customer Success RFP Template

AI Deployment

Cisco 360

Processes

Resources

Pricing

Editorial

Events

Planhat Open

Help Center

Developers

Customers

Our Impact

Planhat for Enterprise

Planhat for Mid-Market

Planhat for SMB

Planhat for SaaS

Planhat for IT

Planhat for Security

Guides

What Is Customer Success?

Customer Success Software

Customer Health Score

Customer Success Playbooks

Customer Success metrics

AI in Customer Success

Lifecycle Management

Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

© 2026 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us