Vice President of Customer Success at restaurant operations disruptor, Jolt, shares how Planhat has driven organizational efficiency and reduced headcount.

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Dec 12, 2025

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Adam Cooney — One key differentiator: some CSPs focus solely on post-sale. Another differentiator is being able to give access to everyone in the company so that they can see dashboards, can be involved in creating sequences, or they just want any type of visibility without being up-charged.

“It's not like one team is working out of Salesforce, one team is working out of Planhat: everyone has visibility into everything given the the accessibility in Planhat.”

Adam Cooney — One key differentiator: some CSPs focus solely on post-sale. Another differentiator is being able to give access to everyone in the company so that they can see dashboards, can be involved in creating sequences, or they just want any type of visibility without being up-charged.

“It's not like one team is working out of Salesforce, one team is working out of Planhat: everyone has visibility into everything given the the accessibility in Planhat.”

Adam Cooney — One key differentiator: some CSPs focus solely on post-sale. Another differentiator is being able to give access to everyone in the company so that they can see dashboards, can be involved in creating sequences, or they just want any type of visibility without being up-charged.

“It's not like one team is working out of Salesforce, one team is working out of Planhat: everyone has visibility into everything given the the accessibility in Planhat.”

And so for me, that was a key differentiator as well, because I'm able to send executive-level dashboards. I can send reporting that I need to and share with anybody across the org—and it's not like one team is working out of Salesforce, one team is working out of Planhat: everyone has visibility into everything given the the accessibility in Planhat.

And so for me, that was a key differentiator as well, because I'm able to send executive-level dashboards. I can send reporting that I need to and share with anybody across the org—and it's not like one team is working out of Salesforce, one team is working out of Planhat: everyone has visibility into everything given the the accessibility in Planhat.

And so for me, that was a key differentiator as well, because I'm able to send executive-level dashboards. I can send reporting that I need to and share with anybody across the org—and it's not like one team is working out of Salesforce, one team is working out of Planhat: everyone has visibility into everything given the the accessibility in Planhat.

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Recognized as a world-leader by

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.

Recognized as a world-leader by

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.

Recognized as a world-leader by

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.