Bringing Post-Sale Teams Closer Together
Bringing Post-Sale Teams Closer Together
Bringing Post-Sale Teams Closer Together
Bringing Post-Sale Teams Closer Together
Modern revenue teams share a single goal—power customer journeys end‑to‑end—yet they still operate in fragmented tool stacks. The seams between teams become friction for customers, and velocity stalls.
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With our extended workflow capabilities, Planhat turns into a unifying operating layer, bringing context, collaboration and teams together.
To this goal, in the last months we’ve made targeted investments to help Project Management and Professional Services teams work from Planhat, as we feel nothing is more natural than for CS and PS to live next to each other. The interest has been fantastic.
Next to this, we’ve seen many Scaled CS and Marketing teams wanting to go deeper with Planhat, to run more of their campaigns in the place where all the data lives—and our new email marketing capabilities help you deliver a more personalised yet efficient customer experience.
All-in-all, this set of capabilities means that a bigger share of your commercial processes and teams can operate under the same roof, helping you move faster and collaborate closer. Let us show you how.
With our extended workflow capabilities, Planhat turns into a unifying operating layer, bringing context, collaboration and teams together.
To this goal, in the last months we’ve made targeted investments to help Project Management and Professional Services teams work from Planhat, as we feel nothing is more natural than for CS and PS to live next to each other. The interest has been fantastic.
Next to this, we’ve seen many Scaled CS and Marketing teams wanting to go deeper with Planhat, to run more of their campaigns in the place where all the data lives—and our new email marketing capabilities help you deliver a more personalised yet efficient customer experience.
All-in-all, this set of capabilities means that a bigger share of your commercial processes and teams can operate under the same roof, helping you move faster and collaborate closer. Let us show you how.
With our extended workflow capabilities, Planhat turns into a unifying operating layer, bringing context, collaboration and teams together.
To this goal, in the last months we’ve made targeted investments to help Project Management and Professional Services teams work from Planhat, as we feel nothing is more natural than for CS and PS to live next to each other. The interest has been fantastic.
Next to this, we’ve seen many Scaled CS and Marketing teams wanting to go deeper with Planhat, to run more of their campaigns in the place where all the data lives—and our new email marketing capabilities help you deliver a more personalised yet efficient customer experience.
All-in-all, this set of capabilities means that a bigger share of your commercial processes and teams can operate under the same roof, helping you move faster and collaborate closer. Let us show you how.
Run Projects, Tasks and Notes Towards Any Database Record
Workflows no longer stop at Companies and End Users. Project‑type workflows can now run on Opportunities, Licenses, Assets, Objectives, Sales records, and more. Each object can also have its own tasks, notes, projects.
This is great for:
CRM and deal management: Run Workflows on the Opportunity model to run a sales process
Asset management: Manage Asset lifecycle, maintenance and recycling
Objective success plans: Create templatised Workflows for achieving customer objectives, collaborate in the customer Portal
Because the process and teams live close to customer data, context is never lost and hand‑offs are effortless. Unification turns every data record into a launchpad for execution - everything becomes structured, repeatable, visible.
Run Projects, Tasks and Notes Towards Any Database Record
Workflows no longer stop at Companies and End Users. Project‑type workflows can now run on Opportunities, Licenses, Assets, Objectives, Sales records, and more. Each object can also have its own tasks, notes, projects.
This is great for:
CRM and deal management: Run Workflows on the Opportunity model to run a sales process
Asset management: Manage Asset lifecycle, maintenance and recycling
Objective success plans: Create templatised Workflows for achieving customer objectives, collaborate in the customer Portal
Because the process and teams live close to customer data, context is never lost and hand‑offs are effortless. Unification turns every data record into a launchpad for execution - everything becomes structured, repeatable, visible.
Run Projects, Tasks and Notes Towards Any Database Record
Workflows no longer stop at Companies and End Users. Project‑type workflows can now run on Opportunities, Licenses, Assets, Objectives, Sales records, and more. Each object can also have its own tasks, notes, projects.
This is great for:
CRM and deal management: Run Workflows on the Opportunity model to run a sales process
Asset management: Manage Asset lifecycle, maintenance and recycling
Objective success plans: Create templatised Workflows for achieving customer objectives, collaborate in the customer Portal
Because the process and teams live close to customer data, context is never lost and hand‑offs are effortless. Unification turns every data record into a launchpad for execution - everything becomes structured, repeatable, visible.
Improved Marketing Emails and Engagement Analytics
Email Marketing signals are not isolated events, they’re early indicators of interest, intent and risk.
That’s why we’ve introduced Marketing Emails and Sendouts in Planhat. When you send a Marketing Email from Planhat, we automatically create a Sendout capturing audience, delivery, and engagement metrics—opens, clicks, replies, bounces, unsubscribes—all tied back to the underlying Company and End-User records. This turns outbound communications into structured engagement data you can actually use.
Because engagement telemetry is captured in the same system that holds your customers, every team can read the signals—high engagement around a feature launch may indicate expansion potential, spikes in unsubscribes or bounces surface risk and disengagement. Use insights to prioritize follow-ups, segment plays or score deals—exactly the kind of engagement-driven revenue motion leading CRM and Marketing platforms advocate.
The result: no more blind spots between teams, every touchpoint is part of the same narrative.
Improved Marketing Emails and Engagement Analytics
Email Marketing signals are not isolated events, they’re early indicators of interest, intent and risk.
That’s why we’ve introduced Marketing Emails and Sendouts in Planhat. When you send a Marketing Email from Planhat, we automatically create a Sendout capturing audience, delivery, and engagement metrics—opens, clicks, replies, bounces, unsubscribes—all tied back to the underlying Company and End-User records. This turns outbound communications into structured engagement data you can actually use.
Because engagement telemetry is captured in the same system that holds your customers, every team can read the signals—high engagement around a feature launch may indicate expansion potential, spikes in unsubscribes or bounces surface risk and disengagement. Use insights to prioritize follow-ups, segment plays or score deals—exactly the kind of engagement-driven revenue motion leading CRM and Marketing platforms advocate.
The result: no more blind spots between teams, every touchpoint is part of the same narrative.
Improved Marketing Emails and Engagement Analytics
Email Marketing signals are not isolated events, they’re early indicators of interest, intent and risk.
That’s why we’ve introduced Marketing Emails and Sendouts in Planhat. When you send a Marketing Email from Planhat, we automatically create a Sendout capturing audience, delivery, and engagement metrics—opens, clicks, replies, bounces, unsubscribes—all tied back to the underlying Company and End-User records. This turns outbound communications into structured engagement data you can actually use.
Because engagement telemetry is captured in the same system that holds your customers, every team can read the signals—high engagement around a feature launch may indicate expansion potential, spikes in unsubscribes or bounces surface risk and disengagement. Use insights to prioritize follow-ups, segment plays or score deals—exactly the kind of engagement-driven revenue motion leading CRM and Marketing platforms advocate.
The result: no more blind spots between teams, every touchpoint is part of the same narrative.
Professional Services Foundations to Unify Customer-Facing Teams
A big part of customer management is delivering services, and in many organisations this falls on Professional Services teams that work alongside customer success and account managers.
A table-stakes part of any PS org is tracking, billing and analyses of time spent. Time-tracking isn’t just a productivity measurement, it is the raw material of service economics, total visibility from sales through delivery to revenue recognition. Yet most CRMs still force you to use a specialised PSA tool on the side, breaking the link between hours invested and outcomes achieved.
Planhat puts native time-tracking and utilisation analysis next to the rest of your data—so every hour logged is instantly reconciled with revenue, renewal value, and customer health. The impact is three‑fold:
Profitability you can trust
See true cost‑to‑serve per account or project, spot over‑servicing early, and price engagements with confidence
Utilisation you can track
Utilisation dashboards reveal who’s over‑ or under‑loaded or trigger automation before deadlines slip
Insight you can act on
Launch a project‑rescope when hours spike without progress, or upsell services when customer satisfaction trends upward
Know the cost‑to‑serve, protect margins, and deliver better service - because time is revenue.
Professional Services Foundations to Unify Customer-Facing Teams
A big part of customer management is delivering services, and in many organisations this falls on Professional Services teams that work alongside customer success and account managers.
A table-stakes part of any PS org is tracking, billing and analyses of time spent. Time-tracking isn’t just a productivity measurement, it is the raw material of service economics, total visibility from sales through delivery to revenue recognition. Yet most CRMs still force you to use a specialised PSA tool on the side, breaking the link between hours invested and outcomes achieved.
Planhat puts native time-tracking and utilisation analysis next to the rest of your data—so every hour logged is instantly reconciled with revenue, renewal value, and customer health. The impact is three‑fold:
Profitability you can trust
See true cost‑to‑serve per account or project, spot over‑servicing early, and price engagements with confidence
Utilisation you can track
Utilisation dashboards reveal who’s over‑ or under‑loaded or trigger automation before deadlines slip
Insight you can act on
Launch a project‑rescope when hours spike without progress, or upsell services when customer satisfaction trends upward
Know the cost‑to‑serve, protect margins, and deliver better service - because time is revenue.
Professional Services Foundations to Unify Customer-Facing Teams
A big part of customer management is delivering services, and in many organisations this falls on Professional Services teams that work alongside customer success and account managers.
A table-stakes part of any PS org is tracking, billing and analyses of time spent. Time-tracking isn’t just a productivity measurement, it is the raw material of service economics, total visibility from sales through delivery to revenue recognition. Yet most CRMs still force you to use a specialised PSA tool on the side, breaking the link between hours invested and outcomes achieved.
Planhat puts native time-tracking and utilisation analysis next to the rest of your data—so every hour logged is instantly reconciled with revenue, renewal value, and customer health. The impact is three‑fold:
Profitability you can trust
See true cost‑to‑serve per account or project, spot over‑servicing early, and price engagements with confidence
Utilisation you can track
Utilisation dashboards reveal who’s over‑ or under‑loaded or trigger automation before deadlines slip
Insight you can act on
Launch a project‑rescope when hours spike without progress, or upsell services when customer satisfaction trends upward
Know the cost‑to‑serve, protect margins, and deliver better service - because time is revenue.
All-in-all, these new capabilities means that more teams can collaborate closer, without missing a beat. Ultimately, this leads to a more effective organisation and better outcomes - and is the exactly the kind of future we’re trying to build for.
All-in-all, these new capabilities means that more teams can collaborate closer, without missing a beat. Ultimately, this leads to a more effective organisation and better outcomes - and is the exactly the kind of future we’re trying to build for.
All-in-all, these new capabilities means that more teams can collaborate closer, without missing a beat. Ultimately, this leads to a more effective organisation and better outcomes - and is the exactly the kind of future we’re trying to build for.
A New Dawn
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Recognized as a world-leader by
Recognized as a world-leader by
Recognized as a world-leader by