Editorial

Editorial

Editorial

Reading the Revenue

Malin Skoglund

July 22, 2025

Reading the Revenue

Malin Skoglund

July 22, 2025

Reading the Revenue

Malin Skoglund

Jul 22, 2025

Reading the Revenue

Malin Skoglund

Jul 22, 2025

Trending

Trending

Trending

Bridging the Construction Data Divide

Ardalan Khosrowpour

Talking Planhat

Documentary

Planhat is Named a Leader by Gartner and IDC

Kaveh Rostampor

Talking Planhat

Perspective

Raising the Bar

A lively discussion on venture-building, tactics for growing revenue, and how to run a lean organisation.

Malin Skoglund

In Conversation

Interview

Bridging the Construction Data Divide

Ardalan Khosrowpour

Talking Planhat

Documentary

Planhat is Named a Leader by Gartner and IDC

Kaveh Rostampor

Talking Planhat

Perspective

Raising the Bar

A lively discussion on venture-building, tactics for growing revenue, and how to run a lean organisation.

Malin Skoglund

In Conversation

Interview

Bridging the Construction Data Divide

Ardalan Khosrowpour

Talking Planhat

Documentary

Planhat is Named a Leader by Gartner and IDC

Kaveh Rostampor

Talking Planhat

Perspective

Raising the Bar

A lively discussion on venture-building, tactics for growing revenue, and how to run a lean organisation.

Malin Skoglund

In Conversation

Interview

Bridging the Construction Data Divide

Ardalan Khosrowpour

Talking Planhat

Documentary

Planhat is Named a Leader by Gartner and IDC

Kaveh Rostampor

Talking Planhat

Perspective

Raising the Bar

A lively discussion on venture-building, tactics for growing revenue, and how to run a lean organisation.

Malin Skoglund

In Conversation

Interview

Meet-Up

CS Week New York City '25

Connect. Grow. Learn.

Discover Events

Meet-Up

CS Week New York City '25

Connect. Grow. Learn.

Discover Events

Meet-Up

CS Week New York City '25

Connect. Grow. Learn.

Discover Events

Meet-Up

CS Week New York City '25

Connect. Grow. Learn.

Discover Events

Press

Press

Press

Discover All

Discover All

Planhat is Named a Customer Success Leader by Gartner

Nov 4, 2024

Planhat is Named a Customer Success Leader by IDC

Sep 17, 2024

LearnUpon and Planhat Announce Strategic Partnership

Sep 10, 2024

Planhat is Named a Customer Success Leader by Gartner

Nov 4, 2024

Planhat is Named a Customer Success Leader by IDC

Sep 17, 2024

LearnUpon and Planhat Announce Strategic Partnership

Sep 10, 2024

Planhat is Named a Customer Success Leader by IDC

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 IDC

Sep 17, 2024

LearnUpon and Planhat Announce Strategic Partnership

Sep 10, 2024

Planhat — A Comprehensive Guide

Jul 14, 2024

Discover All

Discover All

Planhat

Testimonial

On Our Company

We asked our team what Planhat means to them during our global kick-off in the Stockholm Archipelago. Hear how they responded in almost twenty different languages.

Through the Lens

Planhat

Testimonial

On Our Company

We asked our team what Planhat means to them during our global kick-off in the Stockholm Archipelago. Hear how they responded in almost twenty different languages.

Through the Lens

Planhat

Testimonial

On Our Company

We asked our team what Planhat means to them during our global kick-off in the Stockholm Archipelago. Hear how they responded in almost twenty different languages.

Through the Lens

Planhat

Testimonial

On Our Company

We asked our team what Planhat means to them during our global kick-off in the Stockholm Archipelago. Hear how they responded in almost twenty different languages.

Through the Lens

Impact

Impact

Impact

Discover All

Discover All

“

In one account we have 2,500 content creators in the system. There’s no way a CSM would be able to call every single one of them, so we used Calculated Metrics.”

Terri James

VP Product & Customer Success

“

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

Alexey Smolyanyy

Director, Enterprise Customer Success

“

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

Senior Business System Development Manager

“

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

Pam Dickson Fishman

VP Customer Success and Onboarding

“

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

“

In one account we have 2,500 content creators in the system. There’s no way a CSM would be able to call every single one of them, so we used Calculated Metrics.”

Terri James

VP Product & Customer Success

“

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

Alexey Smolyanyy

Director, Enterprise Customer Success

“

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

Senior Business System Development Manager

“

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

Pam Dickson Fishman

VP Customer Success and Onboarding

“

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

“

In one account we have 2,500 content creators in the system. There’s no way a CSM would be able to call every single one of them, so we used Calculated Metrics.”

Terri James

VP Product & Customer Success

“

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

Alexey Smolyanyy

Director, Enterprise Customer Success

“

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

Senior Business System Development Manager

“

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

Pam Dickson Fishman

VP Customer Success and Onboarding

“

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

“

In one account we have 2,500 content creators in the system. There’s no way a CSM would be able to call every single one of them, so we used Calculated Metrics.”

Terri James

VP Product & Customer Success

“

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

Alexey Smolyanyy

Director, Enterprise Customer Success

“

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

Senior Business System Development Manager

“

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

Pam Dickson Fishman

VP Customer Success and Onboarding

“

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

Discover All

Discover All

Contributors

Contributors

Contributors

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

Jennifer Schaen

SVP, Basis Customer Experience

Basis Technologies

“We're better partners to our customers because of Planhat. We know more about our business because of Planhat. We can react quicker and we can be more proactive because of Planhat. ”

Cutting Through the Advertising Fog

Daniel Sternegard

Director of Product

Planhat

“Building a CRM is building the platform that all the world’s companies will use to deploy data-driven strategies that make them smarter and more effective.”

Effectuation and a CRM for Strategies

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

Jennifer Schaen

SVP, Basis Customer Experience

Basis Technologies

“We're better partners to our customers because of Planhat. We know more about our business because of Planhat. We can react quicker and we can be more proactive because of Planhat. ”

Cutting Through the Advertising Fog

Daniel Sternegard

Director of Product

Planhat

“Building a CRM is building the platform that all the world’s companies will use to deploy data-driven strategies that make them smarter and more effective.”

Effectuation and a CRM for Strategies

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

Jennifer Schaen

SVP, Basis Customer Experience

Basis Technologies

“We're better partners to our customers because of Planhat. We know more about our business because of Planhat. We can react quicker and we can be more proactive because of Planhat. ”

Cutting Through the Advertising Fog

Daniel Sternegard

Director of Product

Planhat

“Building a CRM is building the platform that all the world’s companies will use to deploy data-driven strategies that make them smarter and more effective.”

Effectuation and a CRM for Strategies

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

Jennifer Schaen

SVP, Basis Customer Experience

Basis Technologies

“We're better partners to our customers because of Planhat. We know more about our business because of Planhat. We can react quicker and we can be more proactive because of Planhat. ”

Cutting Through the Advertising Fog

Daniel Sternegard

Director of Product

Planhat

“Building a CRM is building the platform that all the world’s companies will use to deploy data-driven strategies that make them smarter and more effective.”

Effectuation and a CRM for Strategies

Don't Miss these

All

In Perspective

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In Focus

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In conversation

Talking Planhat

Our Next Chapter

Chris Regester

Talking Planhat

Bulletin

Converting Data to Action with a 360-degree View of Customer Interactions

Talking Planhat

Partnership

Learnings From Planhat Open: Whitespacing—Grow Revenue and Expand Accounts

Andrew London

Expert Advice

Guide

Learnings From Planhat Open: Outcome-Based Customer Success

Andrew London

Expert Advice

Guide

How To Create and Manage Executive Sponsorship Programs With Planhat

Andrew London

Expert Advice

Guide

Learnings From Planhat Open: AI in Customer Management

Andrew London

Expert Advice

Guide

2

Episodes

Driving Retention in Digital Transformation

Victor Ivarsson

In Focus

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9

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Introducing: User Flows

Daniel Sternegard

In Focus

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The Infinite Frontier

Kristian Kivimägi

Talking Planhat

Perspective

Account Reviews

Gabriel Carlsson

In Focus

Demonstration

Scaled Customer Success

Laura Heijink

In Focus

Demonstration

Risk Implementation

Andre Hollist

In Focus

Demonstration

2

Episodes

Introduction

Daniel Sternegard

Talking Planhat

Update

Scaled Customer Success

Victor Ivarsson

In Focus

Demonstration

The CSM Daily

Katie Savino

In Focus

Demonstration

The Sales to CS Handover

Louise Hultman

In Focus

Demonstration

Introducing Wikis

Louise Hultman

In Focus

Demonstration

Pipe Reviews

Katie Savino

In Focus

Demonstration

Revenue Forecasting

Victor Ivarsson

In Focus

Demonstration

2

Episodes

Forecasting Retention With Ease

Jason Graham

Talking Planhat

Testimonial

A Single Pane of Glass

William Pinho

Talking Planhat

Testimonial

3

Episodes

From Zero to One

Frank Lucier

Talking Planhat

Testimonial

Planhat is Named a Customer Success Leader by IDC

Talking Planhat

Vendor Assessment

2

Episodes

A Unified Source of Truth

Jon Twomey

Talking Planhat

Testimonial

2

Episodes

Unifying Around the Customer

Seth Terbeek

Talking Planhat

Testimonial

Architecting Around the Customer

Andrew Fink

Talking Planhat

Testimonial

Trust is the Process

Kaveh Rostampor

In Conversation

Interview

Reflecting on Planhat Open

Kaveh Rostampor

In Perspective

Perspective

Store of Stores

Ivars Mucenieks

Talking Planhat

Perspective

Combining Intuitiveness and Power

Daniel Sternegard

Talking Planhat

Perspective

It's Worth the Risk: Managing and Identifying Risk in CS

Amberā Cruz

Expert Advice

Perspective

Working Effectively as I Try to Be Successful

Erik Holm

In Perspective

Perspective

Effectuation and a CRM for Strategies

Daniel Sternegard

Talking Planhat

Perspective

6

Episodes

Powered by Planhat

Tracy Shouldice

Talking Planhat

Testimonial

7

Episodes

A Customizable Solution

Tess Okonek

Talking Planhat

Testimonial

3

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Harnessing Planhat

Bianca Ker

Talking Planhat

Testimonial

4

Episodes

The State of Customer Management 2023

Kaveh Rostampor

In Conversation

Panel

3

Episodes

On Our Company

Through the Lens

Testimonial

2

Episodes

Planhat for BDRs and AEs

Chris Regester

In Focus

Demonstration

How To Identify, Measure, and Track Outcomes In Planhat

Andrew London

Expert Advice

Guide

4

Episodes

Malibu Open 2024

Through the Lens

Teaser

“What's In It for Me?”

Malin Skoglund

Expert Advice

Perspective

Implementing Customer Success Software: Step-by-Step Guide

Amberā Cruz

Expert Advice

Guide

Recognizing Planhat as a Leader in Customer Success Software

Christine Nielsen

Talking Planhat

Update

Being Data-Driven, Are We There Yet?

Amberā Cruz

Expert Advice

Guide

How to Transition From a Cost Center to a Profit Center in CS

Amberā Cruz

Expert Advice

Guide

CS Experts Name Planhat a Leading Customer Success Software

Christine Nielsen

Talking Planhat

Update

Customer Success is Not Sales

Brandon Ramsey

In Conversation

Interview

Planning for Customer Success in 2024

Sue Nabeth Moore

In Conversation

Interview

The Importance of Revenue in CS

Maranda Dziekonski

In Conversation

Interview

6

Episodes

Malibu Open 2023

Through the Lens

Teaser

Delivering Customer Outcomes with a Value Framework

Chris Regester

Expert Advice

Interview

The Art of Scaling Customer Success

Daniel Ennis

In Conversation

Interview

Towards Workflow 2.0: Introducing Projects & Sequences

Alberto Lambert

Talking Planhat

Update

How to Become the Best CSM of the Year

Tulasi Ryali

In Conversation

Interview

Sustainable Growth in Customer Success

Shannon Nishi

In Conversation

Interview

Putting Tasks at the Center

Alberto Lambert

Talking Planhat

Update

AI and the New Age of Customer Support

Declan Ivory

In Conversation

Interview

AI in Customer Success

Jan Young

In Conversation

Interview

World-Class Customer Success: Sabrina Perpetua Interview

Jonas Terning

In Conversation

Interview

Making Usage Data Meaningful

Alberto Lambert

Talking Planhat

Update

Laid Off in CS? Here's What to Do Next.

Carly Agar

In Conversation

Interview

How to Manage Churn in Turbulent Times

Jay Nathan

In Conversation

Interview

Transition into Customer Success

Julie Raeder

In Conversation

Interview

Building for Company-Wide Customer Success

Alberto Lambert

Talking Planhat

Update

Customer Success in a Recession

Jennifer Yorke

In Conversation

Interview

How Advanced Cuts Costs and Scales CS with Digital Engagement

Jonas Terning

In Conversation

Interview

A Day in the Life of a CSM

Prashanth Joth

In Conversation

Interview

CCO Metrics: How to Convince the C-Suite

Gemma Cipriani-Espineira

In Conversation

Interview

Roles in a Customer Success Division

Alexander Ehrensvärd

Expert Advice

Guide

Lombok Pop-Up Office

Through the Lens

Teaser

How to Drive Time-to-Value for Customers in Only 14 Days

Claire O'Regan

In Conversation

Interview

How to Grow CS While Focusing on Customer Outcomes

Markus Rentsch

In Conversation

Interview

Gross Revenue Retention vs Net Revenue Retention

Jonas Terning

Expert Advice

Guide

Calculating Net Dollar Retention

Jonas Terning

Expert Advice

Guide

How to Close a Renewal with an Upsell

Irit Eizips

In Conversation

Interview

Charging for Customer Success

Pat Phelan

In Conversation

Interview

Meet the Customer Success Manager of the Year

Sanna Westman

In Conversation

Interview

How to Design CS for a Mature Organization

Marco Carrubba

In Conversation

Interview

From Global to Local: How to Expand CS in EMEA

Marija Skobe-Pilley

In Conversation

Interview

Planhat Raises $50M Series A to Build Next-Gen Customer Platform

Kaveh Rostampor

Talking Planhat

Bulletin

The Role of Customer Education in CS

Bill Cushard

In Conversation

Interview

What Is a Customer Platform?

Daniel Sternegard

Expert Advice

Guide

Moving from Defense to Offense in CS

Harini Gokul

In Conversation

Interview

How to Build Your Personal Brand in CS

Erika Villarreal

In Conversation

Interview

Job Description: Customer Success Manager

Jonas Terning

Expert Advice

Guide

Multi-Year Deals: The Basics

Christian Jakenfelds

Expert Advice

Guide

Customer Success Software: A Guide for B2B Businesses

Christine Nielsen

Expert Advice

Guide

CRM vs. Customer Success Software: Understanding the Difference

Christine Nielsen

Expert Advice

Guide

Top Ways AI Powers Customer Success

Amberā Cruz

Expert Advice

Guide

Big Thanks to Anika, and a Cheerful Hello to Malin

Malin Skoglund

In Conversation

Interview

What is Net Revenue Retention & Why Does it Matter?

Jonas Terning

Expert Advice

Guide

The Power of Analytics in Customer Success

Jonas Terning

Expert Advice

Guide

Improving Net Revenue Retention

Benoit Parra

Expert Advice

Guide

Customer Success Metrics for SaaS

Jonas Terning

Expert Advice

Guide

Customer Success Benchmarks

Christoffer von Behrens

Expert Advice

Guide

Customer 360: What It Is & Why It Matters

Jonas Terning

Expert Advice

Guide

What is a Customer Health Score & How Do You Calculate It?

Jonas Terning

Expert Advice

Guide

Top 9 Most Important Customer Success KPIs

Jonas Terning

Expert Advice

Guide

Use Customer Success Software to Share Insights Company-Wide

Christine Nielsen

Expert Advice

Guide

Automating Customer Collateral with Success Software

Christine Nielsen

Expert Advice

Guide

Customer Success Software to Deliver World-Class Experience

Christine Nielsen

Expert Advice

Guide

10 Key Features of High-Performance Customer Success Software

Christine Nielsen

Expert Advice

Guide

Top 5 Most Effective Ways to Use Customer Success Software

Christine Nielsen

Expert Advice

Guide

How Customer Success Software Speeds Up Client Time to Value

Christine Nielsen

Expert Advice

Guide

Customer Success Software's Role in Data Consolidation & Analysis

Christine Nielsen

Expert Advice

Guide

Planhat Power Users: Tell Stories with Data

Jonas Terning

Talking Planhat

Bulletin

Planhat Power Users: Take Action with Data

Jonas Terning

Talking Planhat

Bulletin

G2 Fall Report 2023: Planhat is the Leading Customer Platform

Jonas Terning

Talking Planhat

Update

G2 Report: Why Planhat is the Leading Customer Platform

Jonas Terning

Talking Planhat

Update

Planhat Power Users: Creating Even More Value

Jonas Terning

Talking Planhat

Bulletin

G2 Spring Report 2023: Planhat is a Leading Customer Platform

Jonas Terning

Talking Planhat

Update

Planhat Named One of the Best Softwares in 2023

Jonas Terning

Talking Planhat

Update

Planhat Leads the Way in Customer Journey Mapping

Jonas Terning

Talking Planhat

Update

G2 Fall Report 2022: Planhat Helps Grow Your Revenue

Jonas Terning

Talking Planhat

Update

Why is Net Dollar Retention Important?

Doa Sarris

Expert Advice

Guide

What Is the Average Customer Retention Rate by Industry?

Jonas Terning

Expert Advice

Guide

What Is Good Gross Revenue Retention?

Jonas Terning

Expert Advice

Guide

What Is a Good NRR for SaaS?

Jonas Terning

Expert Advice

Guide

What Is a Good Net Dollar Retention Benchmark?

Rob Mahoney

Expert Advice

Guide

How Do You Calculate Net Revenue Retention?

Jonas Terning

Expert Advice

Guide

What's the Difference Between Gross and Net Retention?

Jonas Terning

Expert Advice

Guide

What Is NRR in SaaS?

Jonas Terning

Expert Advice

Guide

What Is a Good Retention Metric?

Christoffer von Behrens

Expert Advice

Guide

What Can Impact NRR?

Gabriel Carlsson

Expert Advice

Guide

How Do You Increase Net Dollar Retention?

Jonas Terning

Expert Advice

Guide

Does Net Revenue Retention Include New Customers?

Jonas Terning

Expert Advice

Guide

A G2 Leader Throughout the Customer Journey

Jonas Terning

Talking Planhat

Update

What Metrics Matter in Customer Success?

Ben Rohloff

Expert Advice

Guide

What Is the Customer Analytics Process?

Jonas Terning

Expert Advice

Guide

What is Customer Success Analytics?

Jonas Terning

Expert Advice

Guide

What Is a Good Customer Growth Rate?

Christoffer von Behrens

Expert Advice

Guide

What Is a Customer Scorecard?

Jonas Terning

Expert Advice

Guide

What Is a Customer Analysis Tool?

Jonas Terning

Expert Advice

Guide

What Are KPIs in Customer Service?

Jonas Terning

Expert Advice

Guide

How Does SaaS Measure Customer Success?

Jonas Terning

Expert Advice

Guide

How Do You Measure Customer Success?

Jonas Terning

Expert Advice

Guide

How Do You Evaluate Customer Success?

Jonas Terning

Expert Advice

Guide

How Are CSMs Measured?

Jonas Terning

Expert Advice

Guide

Types of Customer Success Analytics

Doa Sarris

Expert Advice

Guide

Planhat Named One of the Best Softwares in 2022

Jonas Terning

Talking Planhat

Update

Customer Success Managers: A Necessity for Customer Success

Jonas Terning

Expert Advice

Guide

Customer Onboarding Software, Solutions, and Success

Jonas Terning

Expert Advice

Guide

What is Customer Success Management & Why Do I Need It?

Jonas Terning

Expert Advice

Guide

Top 5 Customer Success Best Practices for SaaS

Jonas Terning

Expert Advice

Guide

Customer Success Onboarding: Keep New Customers Happy

Jonas Terning

Expert Advice

Guide

Best Tools & Strategies for SaaS Customer Success

Jonas Terning

Expert Advice

Guide

9 Customer Success Strategies to Reduce Churn

Jonas Terning

Expert Advice

Guide

How to Use Customer Success Analytics to Improve Retention

Jonas Terning

Expert Advice

Guide

Don't Miss these

All

In Perspective

Expert Advice

In Focus

Through the Lens

In conversation

Talking Planhat

Our Next Chapter

Chris Regester

Talking Planhat

Bulletin

Converting Data to Action with a 360-degree View of Customer Interactions

Talking Planhat

Partnership

Learnings From Planhat Open: Whitespacing—Grow Revenue and Expand Accounts

Andrew London

Expert Advice

Guide

Learnings From Planhat Open: Outcome-Based Customer Success

Andrew London

Expert Advice

Guide

How To Create and Manage Executive Sponsorship Programs With Planhat

Andrew London

Expert Advice

Guide

Learnings From Planhat Open: AI in Customer Management

Andrew London

Expert Advice

Guide

2

Episodes

Driving Retention in Digital Transformation

Victor Ivarsson

In Focus

Demonstration

9

Episodes

Introducing: User Flows

Daniel Sternegard

In Focus

Demonstration

The Infinite Frontier

Kristian Kivimägi

Talking Planhat

Perspective

Account Reviews

Gabriel Carlsson

In Focus

Demonstration

Scaled Customer Success

Laura Heijink

In Focus

Demonstration

Risk Implementation

Andre Hollist

In Focus

Demonstration

2

Episodes

Introduction

Daniel Sternegard

Talking Planhat

Update

Scaled Customer Success

Victor Ivarsson

In Focus

Demonstration

The CSM Daily

Katie Savino

In Focus

Demonstration

The Sales to CS Handover

Louise Hultman

In Focus

Demonstration

Introducing Wikis

Louise Hultman

In Focus

Demonstration

Pipe Reviews

Katie Savino

In Focus

Demonstration

Revenue Forecasting

Victor Ivarsson

In Focus

Demonstration

2

Episodes

Forecasting Retention With Ease

Jason Graham

Talking Planhat

Testimonial

A Single Pane of Glass

William Pinho

Talking Planhat

Testimonial

3

Episodes

From Zero to One

Frank Lucier

Talking Planhat

Testimonial

Planhat is Named a Customer Success Leader by IDC

Talking Planhat

Vendor Assessment

2

Episodes

A Unified Source of Truth

Jon Twomey

Talking Planhat

Testimonial

2

Episodes

Unifying Around the Customer

Seth Terbeek

Talking Planhat

Testimonial

Architecting Around the Customer

Andrew Fink

Talking Planhat

Testimonial

Trust is the Process

Kaveh Rostampor

In Conversation

Interview

Reflecting on Planhat Open

Kaveh Rostampor

In Perspective

Perspective

Store of Stores

Ivars Mucenieks

Talking Planhat

Perspective

Combining Intuitiveness and Power

Daniel Sternegard

Talking Planhat

Perspective

It's Worth the Risk: Managing and Identifying Risk in CS

Amberā Cruz

Expert Advice

Perspective

Working Effectively as I Try to Be Successful

Erik Holm

In Perspective

Perspective

Effectuation and a CRM for Strategies

Daniel Sternegard

Talking Planhat

Perspective

6

Episodes

Powered by Planhat

Tracy Shouldice

Talking Planhat

Testimonial

7

Episodes

A Customizable Solution

Tess Okonek

Talking Planhat

Testimonial

3

Episodes

Harnessing Planhat

Bianca Ker

Talking Planhat

Testimonial

4

Episodes

The State of Customer Management 2023

Kaveh Rostampor

In Conversation

Panel

3

Episodes

On Our Company

Through the Lens

Testimonial

2

Episodes

Planhat for BDRs and AEs

Chris Regester

In Focus

Demonstration

How To Identify, Measure, and Track Outcomes In Planhat

Andrew London

Expert Advice

Guide

4

Episodes

Malibu Open 2024

Through the Lens

Teaser

“What's In It for Me?”

Malin Skoglund

Expert Advice

Perspective

Implementing Customer Success Software: Step-by-Step Guide

Amberā Cruz

Expert Advice

Guide

Recognizing Planhat as a Leader in Customer Success Software

Christine Nielsen

Talking Planhat

Update

Being Data-Driven, Are We There Yet?

Amberā Cruz

Expert Advice

Guide

How to Transition From a Cost Center to a Profit Center in CS

Amberā Cruz

Expert Advice

Guide

CS Experts Name Planhat a Leading Customer Success Software

Christine Nielsen

Talking Planhat

Update

Customer Success is Not Sales

Brandon Ramsey

In Conversation

Interview

Planning for Customer Success in 2024

Sue Nabeth Moore

In Conversation

Interview

The Importance of Revenue in CS

Maranda Dziekonski

In Conversation

Interview

6

Episodes

Malibu Open 2023

Through the Lens

Teaser

Delivering Customer Outcomes with a Value Framework

Chris Regester

Expert Advice

Interview

The Art of Scaling Customer Success

Daniel Ennis

In Conversation

Interview

Towards Workflow 2.0: Introducing Projects & Sequences

Alberto Lambert

Talking Planhat

Update

How to Become the Best CSM of the Year

Tulasi Ryali

In Conversation

Interview

Sustainable Growth in Customer Success

Shannon Nishi

In Conversation

Interview

Putting Tasks at the Center

Alberto Lambert

Talking Planhat

Update

AI and the New Age of Customer Support

Declan Ivory

In Conversation

Interview

AI in Customer Success

Jan Young

In Conversation

Interview

World-Class Customer Success: Sabrina Perpetua Interview

Jonas Terning

In Conversation

Interview

Making Usage Data Meaningful

Alberto Lambert

Talking Planhat

Update

Laid Off in CS? Here's What to Do Next.

Carly Agar

In Conversation

Interview

How to Manage Churn in Turbulent Times

Jay Nathan

In Conversation

Interview

Transition into Customer Success

Julie Raeder

In Conversation

Interview

Building for Company-Wide Customer Success

Alberto Lambert

Talking Planhat

Update

Customer Success in a Recession

Jennifer Yorke

In Conversation

Interview

How Advanced Cuts Costs and Scales CS with Digital Engagement

Jonas Terning

In Conversation

Interview

A Day in the Life of a CSM

Prashanth Joth

In Conversation

Interview

CCO Metrics: How to Convince the C-Suite

Gemma Cipriani-Espineira

In Conversation

Interview

Roles in a Customer Success Division

Alexander Ehrensvärd

Expert Advice

Guide

Lombok Pop-Up Office

Through the Lens

Teaser

How to Drive Time-to-Value for Customers in Only 14 Days

Claire O'Regan

In Conversation

Interview

How to Grow CS While Focusing on Customer Outcomes

Markus Rentsch

In Conversation

Interview

Gross Revenue Retention vs Net Revenue Retention

Jonas Terning

Expert Advice

Guide

Calculating Net Dollar Retention

Jonas Terning

Expert Advice

Guide

How to Close a Renewal with an Upsell

Irit Eizips

In Conversation

Interview

Charging for Customer Success

Pat Phelan

In Conversation

Interview

Meet the Customer Success Manager of the Year

Sanna Westman

In Conversation

Interview

How to Design CS for a Mature Organization

Marco Carrubba

In Conversation

Interview

From Global to Local: How to Expand CS in EMEA

Marija Skobe-Pilley

In Conversation

Interview

Planhat Raises $50M Series A to Build Next-Gen Customer Platform

Kaveh Rostampor

Talking Planhat

Bulletin

The Role of Customer Education in CS

Bill Cushard

In Conversation

Interview

What Is a Customer Platform?

Daniel Sternegard

Expert Advice

Guide

Moving from Defense to Offense in CS

Harini Gokul

In Conversation

Interview

How to Build Your Personal Brand in CS

Erika Villarreal

In Conversation

Interview

Job Description: Customer Success Manager

Jonas Terning

Expert Advice

Guide

Multi-Year Deals: The Basics

Christian Jakenfelds

Expert Advice

Guide

Customer Success Software: A Guide for B2B Businesses

Christine Nielsen

Expert Advice

Guide

CRM vs. Customer Success Software: Understanding the Difference

Christine Nielsen

Expert Advice

Guide

Top Ways AI Powers Customer Success

Amberā Cruz

Expert Advice

Guide

Big Thanks to Anika, and a Cheerful Hello to Malin

Malin Skoglund

In Conversation

Interview

What is Net Revenue Retention & Why Does it Matter?

Jonas Terning

Expert Advice

Guide

The Power of Analytics in Customer Success

Jonas Terning

Expert Advice

Guide

Improving Net Revenue Retention

Benoit Parra

Expert Advice

Guide

Customer Success Metrics for SaaS

Jonas Terning

Expert Advice

Guide

Customer Success Benchmarks

Christoffer von Behrens

Expert Advice

Guide

Customer 360: What It Is & Why It Matters

Jonas Terning

Expert Advice

Guide

What is a Customer Health Score & How Do You Calculate It?

Jonas Terning

Expert Advice

Guide

Top 9 Most Important Customer Success KPIs

Jonas Terning

Expert Advice

Guide

Use Customer Success Software to Share Insights Company-Wide

Christine Nielsen

Expert Advice

Guide

Automating Customer Collateral with Success Software

Christine Nielsen

Expert Advice

Guide

Customer Success Software to Deliver World-Class Experience

Christine Nielsen

Expert Advice

Guide

10 Key Features of High-Performance Customer Success Software

Christine Nielsen

Expert Advice

Guide

Top 5 Most Effective Ways to Use Customer Success Software

Christine Nielsen

Expert Advice

Guide

How Customer Success Software Speeds Up Client Time to Value

Christine Nielsen

Expert Advice

Guide

Customer Success Software's Role in Data Consolidation & Analysis

Christine Nielsen

Expert Advice

Guide

Planhat Power Users: Tell Stories with Data

Jonas Terning

Talking Planhat

Bulletin

Planhat Power Users: Take Action with Data

Jonas Terning

Talking Planhat

Bulletin

G2 Fall Report 2023: Planhat is the Leading Customer Platform

Jonas Terning

Talking Planhat

Update

G2 Report: Why Planhat is the Leading Customer Platform

Jonas Terning

Talking Planhat

Update

Planhat Power Users: Creating Even More Value

Jonas Terning

Talking Planhat

Bulletin

G2 Spring Report 2023: Planhat is a Leading Customer Platform

Jonas Terning

Talking Planhat

Update

Planhat Named One of the Best Softwares in 2023

Jonas Terning

Talking Planhat

Update

Planhat Leads the Way in Customer Journey Mapping

Jonas Terning

Talking Planhat

Update

G2 Fall Report 2022: Planhat Helps Grow Your Revenue

Jonas Terning

Talking Planhat

Update

Why is Net Dollar Retention Important?

Doa Sarris

Expert Advice

Guide

What Is the Average Customer Retention Rate by Industry?

Jonas Terning

Expert Advice

Guide

What Is Good Gross Revenue Retention?

Jonas Terning

Expert Advice

Guide

What Is a Good NRR for SaaS?

Jonas Terning

Expert Advice

Guide

What Is a Good Net Dollar Retention Benchmark?

Rob Mahoney

Expert Advice

Guide

How Do You Calculate Net Revenue Retention?

Jonas Terning

Expert Advice

Guide

What's the Difference Between Gross and Net Retention?

Jonas Terning

Expert Advice

Guide

What Is NRR in SaaS?

Jonas Terning

Expert Advice

Guide

What Is a Good Retention Metric?

Christoffer von Behrens

Expert Advice

Guide

What Can Impact NRR?

Gabriel Carlsson

Expert Advice

Guide

How Do You Increase Net Dollar Retention?

Jonas Terning

Expert Advice

Guide

Does Net Revenue Retention Include New Customers?

Jonas Terning

Expert Advice

Guide

A G2 Leader Throughout the Customer Journey

Jonas Terning

Talking Planhat

Update

What Metrics Matter in Customer Success?

Ben Rohloff

Expert Advice

Guide

What Is the Customer Analytics Process?

Jonas Terning

Expert Advice

Guide

What is Customer Success Analytics?

Jonas Terning

Expert Advice

Guide

What Is a Good Customer Growth Rate?

Christoffer von Behrens

Expert Advice

Guide

What Is a Customer Scorecard?

Jonas Terning

Expert Advice

Guide

What Is a Customer Analysis Tool?

Jonas Terning

Expert Advice

Guide

What Are KPIs in Customer Service?

Jonas Terning

Expert Advice

Guide

How Does SaaS Measure Customer Success?

Jonas Terning

Expert Advice

Guide

How Do You Measure Customer Success?

Jonas Terning

Expert Advice

Guide

How Do You Evaluate Customer Success?

Jonas Terning

Expert Advice

Guide

How Are CSMs Measured?

Jonas Terning

Expert Advice

Guide

Types of Customer Success Analytics

Doa Sarris

Expert Advice

Guide

Planhat Named One of the Best Softwares in 2022

Jonas Terning

Talking Planhat

Update

Customer Success Managers: A Necessity for Customer Success

Jonas Terning

Expert Advice

Guide

Customer Onboarding Software, Solutions, and Success

Jonas Terning

Expert Advice

Guide

What is Customer Success Management & Why Do I Need It?

Jonas Terning

Expert Advice

Guide

Top 5 Customer Success Best Practices for SaaS

Jonas Terning

Expert Advice

Guide

Customer Success Onboarding: Keep New Customers Happy

Jonas Terning

Expert Advice

Guide

Best Tools & Strategies for SaaS Customer Success

Jonas Terning

Expert Advice

Guide

9 Customer Success Strategies to Reduce Churn

Jonas Terning

Expert Advice

Guide

How to Use Customer Success Analytics to Improve Retention

Jonas Terning

Expert Advice

Guide

Don't Miss these

All

In Perspective

Expert Advice

In Focus

Through the Lens

In conversation

Talking Planhat

Our Next Chapter

Chris Regester

Talking Planhat

Bulletin

Converting Data to Action with a 360-degree View of Customer Interactions

Talking Planhat

Partnership

Learnings From Planhat Open: Whitespacing—Grow Revenue and Expand Accounts

Andrew London

Expert Advice

Guide

Learnings From Planhat Open: Outcome-Based Customer Success

Andrew London

Expert Advice

Guide

How To Create and Manage Executive Sponsorship Programs With Planhat

Andrew London

Expert Advice

Guide

Learnings From Planhat Open: AI in Customer Management

Andrew London

Expert Advice

Guide

2

Episodes

Driving Retention in Digital Transformation

Victor Ivarsson

In Focus

Demonstration

9

Episodes

Introducing: User Flows

Daniel Sternegard

In Focus

Demonstration

The Infinite Frontier

Kristian Kivimägi

Talking Planhat

Perspective

Account Reviews

Gabriel Carlsson

In Focus

Demonstration

Scaled Customer Success

Laura Heijink

In Focus

Demonstration

Risk Implementation

Andre Hollist

In Focus

Demonstration

2

Episodes

Introduction

Daniel Sternegard

Talking Planhat

Update

Scaled Customer Success

Victor Ivarsson

In Focus

Demonstration

The CSM Daily

Katie Savino

In Focus

Demonstration

The Sales to CS Handover

Louise Hultman

In Focus

Demonstration

Introducing Wikis

Louise Hultman

In Focus

Demonstration

Pipe Reviews

Katie Savino

In Focus

Demonstration

Revenue Forecasting

Victor Ivarsson

In Focus

Demonstration

2

Episodes

Forecasting Retention With Ease

Jason Graham

Talking Planhat

Testimonial

A Single Pane of Glass

William Pinho

Talking Planhat

Testimonial

3

Episodes

From Zero to One

Frank Lucier

Talking Planhat

Testimonial

Planhat is Named a Customer Success Leader by IDC

Talking Planhat

Vendor Assessment

2

Episodes

A Unified Source of Truth

Jon Twomey

Talking Planhat

Testimonial

2

Episodes

Unifying Around the Customer

Seth Terbeek

Talking Planhat

Testimonial

Architecting Around the Customer

Andrew Fink

Talking Planhat

Testimonial

Trust is the Process

Kaveh Rostampor

In Conversation

Interview

Reflecting on Planhat Open

Kaveh Rostampor

In Perspective

Perspective

Store of Stores

Ivars Mucenieks

Talking Planhat

Perspective

Combining Intuitiveness and Power

Daniel Sternegard

Talking Planhat

Perspective

It's Worth the Risk: Managing and Identifying Risk in CS

Amberā Cruz

Expert Advice

Perspective

Working Effectively as I Try to Be Successful

Erik Holm

In Perspective

Perspective

Effectuation and a CRM for Strategies

Daniel Sternegard

Talking Planhat

Perspective

6

Episodes

Powered by Planhat

Tracy Shouldice

Talking Planhat

Testimonial

7

Episodes

A Customizable Solution

Tess Okonek

Talking Planhat

Testimonial

3

Episodes

Harnessing Planhat

Bianca Ker

Talking Planhat

Testimonial

4

Episodes

The State of Customer Management 2023

Kaveh Rostampor

In Conversation

Panel

3

Episodes

On Our Company

Through the Lens

Testimonial

2

Episodes

Planhat for BDRs and AEs

Chris Regester

In Focus

Demonstration

How To Identify, Measure, and Track Outcomes In Planhat

Andrew London

Expert Advice

Guide

4

Episodes

Malibu Open 2024

Through the Lens

Teaser

“What's In It for Me?”

Malin Skoglund

Expert Advice

Perspective

Implementing Customer Success Software: Step-by-Step Guide

Amberā Cruz

Expert Advice

Guide

Recognizing Planhat as a Leader in Customer Success Software

Christine Nielsen

Talking Planhat

Update

Being Data-Driven, Are We There Yet?

Amberā Cruz

Expert Advice

Guide

How to Transition From a Cost Center to a Profit Center in CS

Amberā Cruz

Expert Advice

Guide

CS Experts Name Planhat a Leading Customer Success Software

Christine Nielsen

Talking Planhat

Update

Customer Success is Not Sales

Brandon Ramsey

In Conversation

Interview

Planning for Customer Success in 2024

Sue Nabeth Moore

In Conversation

Interview

The Importance of Revenue in CS

Maranda Dziekonski

In Conversation

Interview

6

Episodes

Malibu Open 2023

Through the Lens

Teaser

Delivering Customer Outcomes with a Value Framework

Chris Regester

Expert Advice

Interview

The Art of Scaling Customer Success

Daniel Ennis

In Conversation

Interview

Towards Workflow 2.0: Introducing Projects & Sequences

Alberto Lambert

Talking Planhat

Update

How to Become the Best CSM of the Year

Tulasi Ryali

In Conversation

Interview

Sustainable Growth in Customer Success

Shannon Nishi

In Conversation

Interview

Putting Tasks at the Center

Alberto Lambert

Talking Planhat

Update

AI and the New Age of Customer Support

Declan Ivory

In Conversation

Interview

AI in Customer Success

Jan Young

In Conversation

Interview

World-Class Customer Success: Sabrina Perpetua Interview

Jonas Terning

In Conversation

Interview

Making Usage Data Meaningful

Alberto Lambert

Talking Planhat

Update

Laid Off in CS? Here's What to Do Next.

Carly Agar

In Conversation

Interview

How to Manage Churn in Turbulent Times

Jay Nathan

In Conversation

Interview

Transition into Customer Success

Julie Raeder

In Conversation

Interview

Building for Company-Wide Customer Success

Alberto Lambert

Talking Planhat

Update

Customer Success in a Recession

Jennifer Yorke

In Conversation

Interview

How Advanced Cuts Costs and Scales CS with Digital Engagement

Jonas Terning

In Conversation

Interview

A Day in the Life of a CSM

Prashanth Joth

In Conversation

Interview

CCO Metrics: How to Convince the C-Suite

Gemma Cipriani-Espineira

In Conversation

Interview

Roles in a Customer Success Division

Alexander Ehrensvärd

Expert Advice

Guide

Lombok Pop-Up Office

Through the Lens

Teaser

How to Drive Time-to-Value for Customers in Only 14 Days

Claire O'Regan

In Conversation

Interview

How to Grow CS While Focusing on Customer Outcomes

Markus Rentsch

In Conversation

Interview

Gross Revenue Retention vs Net Revenue Retention

Jonas Terning

Expert Advice

Guide

Calculating Net Dollar Retention

Jonas Terning

Expert Advice

Guide

How to Close a Renewal with an Upsell

Irit Eizips

In Conversation

Interview

Charging for Customer Success

Pat Phelan

In Conversation

Interview

Meet the Customer Success Manager of the Year

Sanna Westman

In Conversation

Interview

How to Design CS for a Mature Organization

Marco Carrubba

In Conversation

Interview

From Global to Local: How to Expand CS in EMEA

Marija Skobe-Pilley

In Conversation

Interview

Planhat Raises $50M Series A to Build Next-Gen Customer Platform

Kaveh Rostampor

Talking Planhat

Bulletin

The Role of Customer Education in CS

Bill Cushard

In Conversation

Interview

What Is a Customer Platform?

Daniel Sternegard

Expert Advice

Guide

Moving from Defense to Offense in CS

Harini Gokul

In Conversation

Interview

How to Build Your Personal Brand in CS

Erika Villarreal

In Conversation

Interview

Job Description: Customer Success Manager

Jonas Terning

Expert Advice

Guide

Multi-Year Deals: The Basics

Christian Jakenfelds

Expert Advice

Guide

Customer Success Software: A Guide for B2B Businesses

Christine Nielsen

Expert Advice

Guide

CRM vs. Customer Success Software: Understanding the Difference

Christine Nielsen

Expert Advice

Guide

Top Ways AI Powers Customer Success

Amberā Cruz

Expert Advice

Guide

Big Thanks to Anika, and a Cheerful Hello to Malin

Malin Skoglund

In Conversation

Interview

What is Net Revenue Retention & Why Does it Matter?

Jonas Terning

Expert Advice

Guide

The Power of Analytics in Customer Success

Jonas Terning

Expert Advice

Guide

Improving Net Revenue Retention

Benoit Parra

Expert Advice

Guide

Customer Success Metrics for SaaS

Jonas Terning

Expert Advice

Guide

Customer Success Benchmarks

Christoffer von Behrens

Expert Advice

Guide

Customer 360: What It Is & Why It Matters

Jonas Terning

Expert Advice

Guide

What is a Customer Health Score & How Do You Calculate It?

Jonas Terning

Expert Advice

Guide

Top 9 Most Important Customer Success KPIs

Jonas Terning

Expert Advice

Guide

Use Customer Success Software to Share Insights Company-Wide

Christine Nielsen

Expert Advice

Guide

Automating Customer Collateral with Success Software

Christine Nielsen

Expert Advice

Guide

Customer Success Software to Deliver World-Class Experience

Christine Nielsen

Expert Advice

Guide

10 Key Features of High-Performance Customer Success Software

Christine Nielsen

Expert Advice

Guide

Top 5 Most Effective Ways to Use Customer Success Software

Christine Nielsen

Expert Advice

Guide

How Customer Success Software Speeds Up Client Time to Value

Christine Nielsen

Expert Advice

Guide

Customer Success Software's Role in Data Consolidation & Analysis

Christine Nielsen

Expert Advice

Guide

Planhat Power Users: Tell Stories with Data

Jonas Terning

Talking Planhat

Bulletin

Planhat Power Users: Take Action with Data

Jonas Terning

Talking Planhat

Bulletin

G2 Fall Report 2023: Planhat is the Leading Customer Platform

Jonas Terning

Talking Planhat

Update

G2 Report: Why Planhat is the Leading Customer Platform

Jonas Terning

Talking Planhat

Update

Planhat Power Users: Creating Even More Value

Jonas Terning

Talking Planhat

Bulletin

G2 Spring Report 2023: Planhat is a Leading Customer Platform

Jonas Terning

Talking Planhat

Update

Planhat Named One of the Best Softwares in 2023

Jonas Terning

Talking Planhat

Update

Planhat Leads the Way in Customer Journey Mapping

Jonas Terning

Talking Planhat

Update

G2 Fall Report 2022: Planhat Helps Grow Your Revenue

Jonas Terning

Talking Planhat

Update

Why is Net Dollar Retention Important?

Doa Sarris

Expert Advice

Guide

What Is the Average Customer Retention Rate by Industry?

Jonas Terning

Expert Advice

Guide

What Is Good Gross Revenue Retention?

Jonas Terning

Expert Advice

Guide

What Is a Good NRR for SaaS?

Jonas Terning

Expert Advice

Guide

What Is a Good Net Dollar Retention Benchmark?

Rob Mahoney

Expert Advice

Guide

How Do You Calculate Net Revenue Retention?

Jonas Terning

Expert Advice

Guide

What's the Difference Between Gross and Net Retention?

Jonas Terning

Expert Advice

Guide

What Is NRR in SaaS?

Jonas Terning

Expert Advice

Guide

What Is a Good Retention Metric?

Christoffer von Behrens

Expert Advice

Guide

What Can Impact NRR?

Gabriel Carlsson

Expert Advice

Guide

How Do You Increase Net Dollar Retention?

Jonas Terning

Expert Advice

Guide

Does Net Revenue Retention Include New Customers?

Jonas Terning

Expert Advice

Guide

A G2 Leader Throughout the Customer Journey

Jonas Terning

Talking Planhat

Update

What Metrics Matter in Customer Success?

Ben Rohloff

Expert Advice

Guide

What Is the Customer Analytics Process?

Jonas Terning

Expert Advice

Guide

What is Customer Success Analytics?

Jonas Terning

Expert Advice

Guide

What Is a Good Customer Growth Rate?

Christoffer von Behrens

Expert Advice

Guide

What Is a Customer Scorecard?

Jonas Terning

Expert Advice

Guide

What Is a Customer Analysis Tool?

Jonas Terning

Expert Advice

Guide

What Are KPIs in Customer Service?

Jonas Terning

Expert Advice

Guide

How Does SaaS Measure Customer Success?

Jonas Terning

Expert Advice

Guide

How Do You Measure Customer Success?

Jonas Terning

Expert Advice

Guide

How Do You Evaluate Customer Success?

Jonas Terning

Expert Advice

Guide

How Are CSMs Measured?

Jonas Terning

Expert Advice

Guide

Types of Customer Success Analytics

Doa Sarris

Expert Advice

Guide

Planhat Named One of the Best Softwares in 2022

Jonas Terning

Talking Planhat

Update

Customer Success Managers: A Necessity for Customer Success

Jonas Terning

Expert Advice

Guide

Customer Onboarding Software, Solutions, and Success

Jonas Terning

Expert Advice

Guide

What is Customer Success Management & Why Do I Need It?

Jonas Terning

Expert Advice

Guide

Top 5 Customer Success Best Practices for SaaS

Jonas Terning

Expert Advice

Guide

Customer Success Onboarding: Keep New Customers Happy

Jonas Terning

Expert Advice

Guide

Best Tools & Strategies for SaaS Customer Success

Jonas Terning

Expert Advice

Guide

9 Customer Success Strategies to Reduce Churn

Jonas Terning

Expert Advice

Guide

How to Use Customer Success Analytics to Improve Retention

Jonas Terning

Expert Advice

Guide

Don't Miss these

All

In Perspective

Expert Advice

In Focus

Through the Lens

In conversation

Talking Planhat

Our Next Chapter

Chris Regester

Talking Planhat

Bulletin

Converting Data to Action with a 360-degree View of Customer Interactions

Talking Planhat

Partnership

Learnings From Planhat Open: Whitespacing—Grow Revenue and Expand Accounts

Andrew London

Expert Advice

Guide

Learnings From Planhat Open: Outcome-Based Customer Success

Andrew London

Expert Advice

Guide

How To Create and Manage Executive Sponsorship Programs With Planhat

Andrew London

Expert Advice

Guide

Learnings From Planhat Open: AI in Customer Management

Andrew London

Expert Advice

Guide

2

Episodes

Driving Retention in Digital Transformation

Victor Ivarsson

In Focus

Demonstration

9

Episodes

Introducing: User Flows

Daniel Sternegard

In Focus

Demonstration

The Infinite Frontier

Kristian Kivimägi

Talking Planhat

Perspective

Account Reviews

Gabriel Carlsson

In Focus

Demonstration

Scaled Customer Success

Laura Heijink

In Focus

Demonstration

Risk Implementation

Andre Hollist

In Focus

Demonstration

2

Episodes

Introduction

Daniel Sternegard

Talking Planhat

Update

Scaled Customer Success

Victor Ivarsson

In Focus

Demonstration

The CSM Daily

Katie Savino

In Focus

Demonstration

The Sales to CS Handover

Louise Hultman

In Focus

Demonstration

Introducing Wikis

Louise Hultman

In Focus

Demonstration

Pipe Reviews

Katie Savino

In Focus

Demonstration

Revenue Forecasting

Victor Ivarsson

In Focus

Demonstration

2

Episodes

Forecasting Retention With Ease

Jason Graham

Talking Planhat

Testimonial

A Single Pane of Glass

William Pinho

Talking Planhat

Testimonial

3

Episodes

From Zero to One

Frank Lucier

Talking Planhat

Testimonial

Planhat is Named a Customer Success Leader by IDC

Talking Planhat

Vendor Assessment

2

Episodes

A Unified Source of Truth

Jon Twomey

Talking Planhat

Testimonial

2

Episodes

Unifying Around the Customer

Seth Terbeek

Talking Planhat

Testimonial

Architecting Around the Customer

Andrew Fink

Talking Planhat

Testimonial

Trust is the Process

Kaveh Rostampor

In Conversation

Interview

Reflecting on Planhat Open

Kaveh Rostampor

In Perspective

Perspective

Store of Stores

Ivars Mucenieks

Talking Planhat

Perspective

Combining Intuitiveness and Power

Daniel Sternegard

Talking Planhat

Perspective

It's Worth the Risk: Managing and Identifying Risk in CS

Amberā Cruz

Expert Advice

Perspective

Working Effectively as I Try to Be Successful

Erik Holm

In Perspective

Perspective

Effectuation and a CRM for Strategies

Daniel Sternegard

Talking Planhat

Perspective

6

Episodes

Powered by Planhat

Tracy Shouldice

Talking Planhat

Testimonial

7

Episodes

A Customizable Solution

Tess Okonek

Talking Planhat

Testimonial

3

Episodes

Harnessing Planhat

Bianca Ker

Talking Planhat

Testimonial

4

Episodes

The State of Customer Management 2023

Kaveh Rostampor

In Conversation

Panel

3

Episodes

On Our Company

Through the Lens

Testimonial

2

Episodes

Planhat for BDRs and AEs

Chris Regester

In Focus

Demonstration

How To Identify, Measure, and Track Outcomes In Planhat

Andrew London

Expert Advice

Guide

4

Episodes

Malibu Open 2024

Through the Lens

Teaser

“What's In It for Me?”

Malin Skoglund

Expert Advice

Perspective

Implementing Customer Success Software: Step-by-Step Guide

Amberā Cruz

Expert Advice

Guide

Recognizing Planhat as a Leader in Customer Success Software

Christine Nielsen

Talking Planhat

Update

Being Data-Driven, Are We There Yet?

Amberā Cruz

Expert Advice

Guide

How to Transition From a Cost Center to a Profit Center in CS

Amberā Cruz

Expert Advice

Guide

CS Experts Name Planhat a Leading Customer Success Software

Christine Nielsen

Talking Planhat

Update

Customer Success is Not Sales

Brandon Ramsey

In Conversation

Interview

Planning for Customer Success in 2024

Sue Nabeth Moore

In Conversation

Interview

The Importance of Revenue in CS

Maranda Dziekonski

In Conversation

Interview

6

Episodes

Malibu Open 2023

Through the Lens

Teaser

Delivering Customer Outcomes with a Value Framework

Chris Regester

Expert Advice

Interview

The Art of Scaling Customer Success

Daniel Ennis

In Conversation

Interview

Towards Workflow 2.0: Introducing Projects & Sequences

Alberto Lambert

Talking Planhat

Update

How to Become the Best CSM of the Year

Tulasi Ryali

In Conversation

Interview

Sustainable Growth in Customer Success

Shannon Nishi

In Conversation

Interview

Putting Tasks at the Center

Alberto Lambert

Talking Planhat

Update

AI and the New Age of Customer Support

Declan Ivory

In Conversation

Interview

AI in Customer Success

Jan Young

In Conversation

Interview

World-Class Customer Success: Sabrina Perpetua Interview

Jonas Terning

In Conversation

Interview

Making Usage Data Meaningful

Alberto Lambert

Talking Planhat

Update

Laid Off in CS? Here's What to Do Next.

Carly Agar

In Conversation

Interview

How to Manage Churn in Turbulent Times

Jay Nathan

In Conversation

Interview

Transition into Customer Success

Julie Raeder

In Conversation

Interview

Building for Company-Wide Customer Success

Alberto Lambert

Talking Planhat

Update

Customer Success in a Recession

Jennifer Yorke

In Conversation

Interview

How Advanced Cuts Costs and Scales CS with Digital Engagement

Jonas Terning

In Conversation

Interview

A Day in the Life of a CSM

Prashanth Joth

In Conversation

Interview

CCO Metrics: How to Convince the C-Suite

Gemma Cipriani-Espineira

In Conversation

Interview

Roles in a Customer Success Division

Alexander Ehrensvärd

Expert Advice

Guide

Lombok Pop-Up Office

Through the Lens

Teaser

How to Drive Time-to-Value for Customers in Only 14 Days

Claire O'Regan

In Conversation

Interview

How to Grow CS While Focusing on Customer Outcomes

Markus Rentsch

In Conversation

Interview

Gross Revenue Retention vs Net Revenue Retention

Jonas Terning

Expert Advice

Guide

Calculating Net Dollar Retention

Jonas Terning

Expert Advice

Guide

How to Close a Renewal with an Upsell

Irit Eizips

In Conversation

Interview

Charging for Customer Success

Pat Phelan

In Conversation

Interview

Meet the Customer Success Manager of the Year

Sanna Westman

In Conversation

Interview

How to Design CS for a Mature Organization

Marco Carrubba

In Conversation

Interview

From Global to Local: How to Expand CS in EMEA

Marija Skobe-Pilley

In Conversation

Interview

Planhat Raises $50M Series A to Build Next-Gen Customer Platform

Kaveh Rostampor

Talking Planhat

Bulletin

The Role of Customer Education in CS

Bill Cushard

In Conversation

Interview

What Is a Customer Platform?

Daniel Sternegard

Expert Advice

Guide

Moving from Defense to Offense in CS

Harini Gokul

In Conversation

Interview

How to Build Your Personal Brand in CS

Erika Villarreal

In Conversation

Interview

Job Description: Customer Success Manager

Jonas Terning

Expert Advice

Guide

Multi-Year Deals: The Basics

Christian Jakenfelds

Expert Advice

Guide

Customer Success Software: A Guide for B2B Businesses

Christine Nielsen

Expert Advice

Guide

CRM vs. Customer Success Software: Understanding the Difference

Christine Nielsen

Expert Advice

Guide

Top Ways AI Powers Customer Success

Amberā Cruz

Expert Advice

Guide

Big Thanks to Anika, and a Cheerful Hello to Malin

Malin Skoglund

In Conversation

Interview

What is Net Revenue Retention & Why Does it Matter?

Jonas Terning

Expert Advice

Guide

The Power of Analytics in Customer Success

Jonas Terning

Expert Advice

Guide

Improving Net Revenue Retention

Benoit Parra

Expert Advice

Guide

Customer Success Metrics for SaaS

Jonas Terning

Expert Advice

Guide

Customer Success Benchmarks

Christoffer von Behrens

Expert Advice

Guide

Customer 360: What It Is & Why It Matters

Jonas Terning

Expert Advice

Guide

What is a Customer Health Score & How Do You Calculate It?

Jonas Terning

Expert Advice

Guide

Top 9 Most Important Customer Success KPIs

Jonas Terning

Expert Advice

Guide

Use Customer Success Software to Share Insights Company-Wide

Christine Nielsen

Expert Advice

Guide

Automating Customer Collateral with Success Software

Christine Nielsen

Expert Advice

Guide

Customer Success Software to Deliver World-Class Experience

Christine Nielsen

Expert Advice

Guide

10 Key Features of High-Performance Customer Success Software

Christine Nielsen

Expert Advice

Guide

Top 5 Most Effective Ways to Use Customer Success Software

Christine Nielsen

Expert Advice

Guide

How Customer Success Software Speeds Up Client Time to Value

Christine Nielsen

Expert Advice

Guide

Customer Success Software's Role in Data Consolidation & Analysis

Christine Nielsen

Expert Advice

Guide

Planhat Power Users: Tell Stories with Data

Jonas Terning

Talking Planhat

Bulletin

Planhat Power Users: Take Action with Data

Jonas Terning

Talking Planhat

Bulletin

G2 Fall Report 2023: Planhat is the Leading Customer Platform

Jonas Terning

Talking Planhat

Update

G2 Report: Why Planhat is the Leading Customer Platform

Jonas Terning

Talking Planhat

Update

Planhat Power Users: Creating Even More Value

Jonas Terning

Talking Planhat

Bulletin

G2 Spring Report 2023: Planhat is a Leading Customer Platform

Jonas Terning

Talking Planhat

Update

Planhat Named One of the Best Softwares in 2023

Jonas Terning

Talking Planhat

Update

Planhat Leads the Way in Customer Journey Mapping

Jonas Terning

Talking Planhat

Update

G2 Fall Report 2022: Planhat Helps Grow Your Revenue

Jonas Terning

Talking Planhat

Update

Why is Net Dollar Retention Important?

Doa Sarris

Expert Advice

Guide

What Is the Average Customer Retention Rate by Industry?

Jonas Terning

Expert Advice

Guide

What Is Good Gross Revenue Retention?

Jonas Terning

Expert Advice

Guide

What Is a Good NRR for SaaS?

Jonas Terning

Expert Advice

Guide

What Is a Good Net Dollar Retention Benchmark?

Rob Mahoney

Expert Advice

Guide

How Do You Calculate Net Revenue Retention?

Jonas Terning

Expert Advice

Guide

What's the Difference Between Gross and Net Retention?

Jonas Terning

Expert Advice

Guide

What Is NRR in SaaS?

Jonas Terning

Expert Advice

Guide

What Is a Good Retention Metric?

Christoffer von Behrens

Expert Advice

Guide

What Can Impact NRR?

Gabriel Carlsson

Expert Advice

Guide

How Do You Increase Net Dollar Retention?

Jonas Terning

Expert Advice

Guide

Does Net Revenue Retention Include New Customers?

Jonas Terning

Expert Advice

Guide

A G2 Leader Throughout the Customer Journey

Jonas Terning

Talking Planhat

Update

What Metrics Matter in Customer Success?

Ben Rohloff

Expert Advice

Guide

What Is the Customer Analytics Process?

Jonas Terning

Expert Advice

Guide

What is Customer Success Analytics?

Jonas Terning

Expert Advice

Guide

What Is a Good Customer Growth Rate?

Christoffer von Behrens

Expert Advice

Guide

What Is a Customer Scorecard?

Jonas Terning

Expert Advice

Guide

What Is a Customer Analysis Tool?

Jonas Terning

Expert Advice

Guide

What Are KPIs in Customer Service?

Jonas Terning

Expert Advice

Guide

How Does SaaS Measure Customer Success?

Jonas Terning

Expert Advice

Guide

How Do You Measure Customer Success?

Jonas Terning

Expert Advice

Guide

How Do You Evaluate Customer Success?

Jonas Terning

Expert Advice

Guide

How Are CSMs Measured?

Jonas Terning

Expert Advice

Guide

Types of Customer Success Analytics

Doa Sarris

Expert Advice

Guide

Planhat Named One of the Best Softwares in 2022

Jonas Terning

Talking Planhat

Update

Customer Success Managers: A Necessity for Customer Success

Jonas Terning

Expert Advice

Guide

Customer Onboarding Software, Solutions, and Success

Jonas Terning

Expert Advice

Guide

What is Customer Success Management & Why Do I Need It?

Jonas Terning

Expert Advice

Guide

Top 5 Customer Success Best Practices for SaaS

Jonas Terning

Expert Advice

Guide

Customer Success Onboarding: Keep New Customers Happy

Jonas Terning

Expert Advice

Guide

Best Tools & Strategies for SaaS Customer Success

Jonas Terning

Expert Advice

Guide

9 Customer Success Strategies to Reduce Churn

Jonas Terning

Expert Advice

Guide

How to Use Customer Success Analytics to Improve Retention

Jonas Terning

Expert Advice

Guide

700+ reviews

An abstract render of a Planhat customer profile, including timeseries data and interaction records from Jira and Salesforce.

Thought-leading customer-centric content, direct to your inbox every month.

Solutions

Overview

For Sales

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For Customer Success

Cisco CX Specialization

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Features

Views

Workflows

Metrics

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Integrations

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Webinars

Planhat Open

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RFP Template

Security

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Contact

Legal

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

© 2025 Planhat AB

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700+ reviews

An abstract render of a Planhat customer profile, including timeseries data and interaction records from Jira and Salesforce.

Thought-leading customer-centric content, direct to your inbox every month.

Solutions

Overview

For Sales

For Service Delivery

For Customer Success

Cisco CX Specialization

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Changelog

Resources

Pricing

Editorial

Webinars

Planhat Open

Help Center

Developers

RFP Template

Security

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Careers

Press

Partnerships

Philanthropy

Events

Contact

Legal

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

© 2025 Planhat AB

Terms of Service

Privacy Policy

Cookie Policy

Status

700+ reviews

Thought-leading customer-centric content, direct to your inbox every month.

Solutions

Overview

For Sales

For Service Delivery

For Customer Success

Cisco CX Specialization

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Changelog

Resources

Pricing

Editorial

Webinars

Planhat Open

Help Center

Developers

RFP Template

Security

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Careers

Press

Partnerships

Philanthropy

Events

Contact

Legal

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

© 2025 Planhat AB

Terms of Service

Privacy Policy

Cookie Policy

Status

700+ reviews

Thought-leading customer-centric content, direct to your inbox every month.

Solutions

Overview

For Sales

For Service Delivery

For Customer Success

Cisco CX Specialization

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Changelog

Resources

Pricing

Editorial

Webinars

Planhat Open

Help Center

Developers

RFP Template

Security

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Careers

Press

Partnerships

Philanthropy

Events

Contact

Legal

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

© 2025 Planhat AB

Terms of Service

Privacy Policy

Cookie Policy

Status