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Tess Okonek — With Planhat, we now have all of this data for our customers—that before lived in all of these different solutions—in one platform. And from there we can slice and dice this information, look at it in ways that we've never had the opportunity to before, and we can create these playbooks, these workflows.
We know how to interact with customers based off of what we've experienced with other customers. We can set up systemized, very automated processes and workflows. So it almost even takes the thinking out of being a customer success manager.
With Planhat, we now have all of this data for our customers—that before lived in all of these different solutions—in one platform.”
“
Tess Okonek
Director of Customer Experience
Tess Okonek — With Planhat, we now have all of this data for our customers—that before lived in all of these different solutions—in one platform. And from there we can slice and dice this information, look at it in ways that we've never had the opportunity to before, and we can create these playbooks, these workflows.
We know how to interact with customers based off of what we've experienced with other customers. We can set up systemized, very automated processes and workflows. So it almost even takes the thinking out of being a customer success manager.
With Planhat, we now have all of this data for our customers—that before lived in all of these different solutions—in one platform.”
“
Tess Okonek
Director of Customer Experience
Tess Okonek — With Planhat, we now have all of this data for our customers—that before lived in all of these different solutions—in one platform. And from there we can slice and dice this information, look at it in ways that we've never had the opportunity to before, and we can create these playbooks, these workflows.
We know how to interact with customers based off of what we've experienced with other customers. We can set up systemized, very automated processes and workflows. So it almost even takes the thinking out of being a customer success manager.
“With Planhat, we now have all of this data for our customers—that before lived in all of these different solutions—in one platform.”
Tess Okonek
Director of Customer Experience
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In Focus
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