It often happens that Customer Success teams are divided up by geographical regions, different offices, or by function. That’s why it’s nice to have a customer success platform that allows you to organize your team within the application to mirror the way you have it in reality. And then, you’re view doesn’t get crowded with information you don’t need.
Planhat’s Teams feature allows you to group your customer success team members within in the application so that you’re able to manage customers more easily, per team.
So if you have teams that are responsible for EMEA, APAC, or even at a more granular level, you can divide each of these users into teams to help them focus on only the accounts they need to.
You can even do things like appoint a “Manager” of a team, who can see and edit all of the accounts their team is responsible for while other team members maintain different levels of access and editing abilities.
Planhat’s Teams feature is another way to make your life working with customer success easier.
We are excited to launch new metrics, including two data objects, Assets and Projects!
Next generation automation for Customer Teams to move, access and update data in Planhat
Our host Anika Zubair chats with Kellie Lucas, author and CS coach, about how to turn customer feedback into insights.
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