A Better Way to Stay On Top of All Your Customer Success Work

2 min read

As a CSM, one of the most challenging things to do is stay on top of everything. So much can happen in the several hours you are at work, and you are expected to be able to have knowledge of it all. That is difficult to do.

That is why it is important that your Customer Success software helps you stay on top of all of your tasks and everything as it happens. Planhat helps you do just that! We make it so that you don’t have to check manually for these things, so you can stay on top of all of your CS work.

We built our notification center not only with our customers in mind, but with our own team in mind. We are working in it every day, and we see how each team member uses the tool depending on their role.

We have our CSMs that would like in-app notifications to appear because that is where they spend most of their time. Or maybe someone is out at a meeting without access to Planhat? With the notification center they are still able to receive a notification email or slack message on their phone and always be in the loop.

There are other team members of ours that are either a part of the Support team or the Development team and they would prefer to be able to receive slack notifications because they aren’t working in Planhat all day. Slack is the best way to keep them updated and communicating smoothly with everyone else.

Members of our sales team would like to be notified when the new deal they just closed a was created in Planhat as a new customer, or when they have been first seen in the application to make sure things are up and running post-handoff.

Customer Success is a part of so many different divisions and having a notification center that accommodates for each teams working style is what we wanted to build. And this is another way that we ensure we are all connected and communicating in the best way we can.

Planhat’s notification center was built with our customers in mind to help the whole organization be customer driven by making sure all team members that need to be involved can be, in a seamless way.

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