customers
“
I would say we were 80/20 reactive, so we were reactive a majority of our day—and now I can confidently state we're 70% proactive.”
Adam Cooney
Vice President of Customer Success
Jolt
Watch
“
I would say we were 80/20 reactive, so we were reactive a majority of our day—and now I can confidently state we're 70% proactive.”
Adam Cooney
Vice President of Customer Success
Jolt
Watch
“
I would say we were 80/20 reactive, so we were reactive a majority of our day—and now I can confidently state we're 70% proactive.”
Adam Cooney
Vice President of Customer Success
Jolt
Watch
Software
Continuously unlock the value your customers need. Planhat is a system of action that empowers you to define and track customer objectives, identify value opportunities, run collaborative cross-functional workflows, and report on ROI.
“
You forget how much time you spend changing context to answer someone's question internally, because the CS organisation supports so many organisations, product, marketing, finance, the ability for them to go in and do it themselves, it saves a lot of time.”
Andrew Fink
Snowplow
“
I think you can say that it's been a successful integration, a successful software build when your team is pulling their hair out because they can't get access to the software.”
Bianca Ker
Tagger by Sprout Social
“
As a leader for this team, speaking to board members and other bosses and CEOs, I need to be able to speak to the work that they've done really quickly. And I frankly can't keep it all in my head for hundreds of customers.”
Bianca Ker
Tagger by Sprout Social
Software
Continuously unlock the value your customers need. Planhat is a system of action that empowers you to define and track customer objectives, identify value opportunities, run collaborative cross-functional workflows, and report on ROI.
“
You forget how much time you spend changing context to answer someone's question internally, because the CS organisation supports so many organisations, product, marketing, finance, the ability for them to go in and do it themselves, it saves a lot of time.”
Andrew Fink
Snowplow
“
I think you can say that it's been a successful integration, a successful software build when your team is pulling their hair out because they can't get access to the software.”
Bianca Ker
Tagger by Sprout Social
“
As a leader for this team, speaking to board members and other bosses and CEOs, I need to be able to speak to the work that they've done really quickly. And I frankly can't keep it all in my head for hundreds of customers.”
Bianca Ker
Tagger by Sprout Social
Software
Continuously unlock the value your customers need. Planhat is a system of action that empowers you to define and track customer objectives, identify value opportunities, run collaborative cross-functional workflows, and report on ROI.
“
You forget how much time you spend changing context to answer someone's question internally, because the CS organisation supports so many organisations, product, marketing, finance, the ability for them to go in and do it themselves, it saves a lot of time.”
Andrew Fink
Snowplow
“
I think you can say that it's been a successful integration, a successful software build when your team is pulling their hair out because they can't get access to the software.”
Bianca Ker
Tagger by Sprout Social
“
As a leader for this team, speaking to board members and other bosses and CEOs, I need to be able to speak to the work that they've done really quickly. And I frankly can't keep it all in my head for hundreds of customers.”
Bianca Ker
Tagger by Sprout Social
Connected Businesses
Connected businesses require seamless hardware installation, constant monitoring and timely maintenance. Planhat is a system of action that enables you to deploy, monitor and manage projects to ensure value delivery.
“
Every customer has the exact same experience. It doesn't matter what the ACV is, it doesn't matter how large the account is, they're going to be guaranteed a successful path.”
Brandon Ramsey
OnsiteIQ
“
During our first year on Planhat we increased Gross Revenue Retention by 1%”
Jason Graham
8x8
“
Planhat gave us a little bit more flexibility than even Salesforce did.”
Jason Graham
8x8
Connected Businesses
Connected businesses require seamless hardware installation, constant monitoring and timely maintenance. Planhat is a system of action that enables you to deploy, monitor and manage projects to ensure value delivery.
“
Every customer has the exact same experience. It doesn't matter what the ACV is, it doesn't matter how large the account is, they're going to be guaranteed a successful path.”
Brandon Ramsey
OnsiteIQ
“
During our first year on Planhat we increased Gross Revenue Retention by 1%”
Jason Graham
8x8
“
Planhat gave us a little bit more flexibility than even Salesforce did.”
Jason Graham
8x8
Connected Businesses
Connected businesses require seamless hardware installation, constant monitoring and timely maintenance. Planhat is a system of action that enables you to deploy, monitor and manage projects to ensure value delivery.
“
Every customer has the exact same experience. It doesn't matter what the ACV is, it doesn't matter how large the account is, they're going to be guaranteed a successful path.”
Brandon Ramsey
OnsiteIQ
“
During our first year on Planhat we increased Gross Revenue Retention by 1%”
Jason Graham
8x8
“
Planhat gave us a little bit more flexibility than even Salesforce did.”
Jason Graham
8x8
IT Services
Managed Service Providers deliver value by getting ahead of their customers. Planhat is a system of action that empowers you to anticipate and serve customer needs at scale and deploy exceptional digital experiences as those needs evolve.
IT Services
Managed Service Providers deliver value by getting ahead of their customers. Planhat is a system of action that empowers you to anticipate and serve customer needs at scale and deploy exceptional digital experiences as those needs evolve.
IT Services
Managed Service Providers deliver value by getting ahead of their customers. Planhat is a system of action that empowers you to anticipate and serve customer needs at scale and deploy exceptional digital experiences as those needs evolve.
Security
Security demands constant vigilance across evolving threats and complex compliance requirements. Planhat is a system of action that empowers you to monitor client environments proactively, orchestrate incident response workflows, and demonstrate continuous value delivery across your security services.
“
The open rate on those emails, because they're coming from the CSM, are 38% percent, whereas a typical marketing email that would invite the customer to the same event would have a 1-2% percent open rate.”
Tracy Shouldice
Trend Micro
“
I'm already getting a lot of phone calls from people in different functions that have heard about Planhat and want to get on board.”
Tracy Shouldice
Trend Micro
“
We love the data, how it's presented, how you can look at trending of customers through various workflows.”
Tracy Shouldice
Trend Micro
Security
Security demands constant vigilance across evolving threats and complex compliance requirements. Planhat is a system of action that empowers you to monitor client environments proactively, orchestrate incident response workflows, and demonstrate continuous value delivery across your security services.
“
The open rate on those emails, because they're coming from the CSM, are 38% percent, whereas a typical marketing email that would invite the customer to the same event would have a 1-2% percent open rate.”
Tracy Shouldice
Trend Micro
“
I'm already getting a lot of phone calls from people in different functions that have heard about Planhat and want to get on board.”
Tracy Shouldice
Trend Micro
“
We love the data, how it's presented, how you can look at trending of customers through various workflows.”
Tracy Shouldice
Trend Micro
Security
Security demands constant vigilance across evolving threats and complex compliance requirements. Planhat is a system of action that empowers you to monitor client environments proactively, orchestrate incident response workflows, and demonstrate continuous value delivery across your security services.
“
The open rate on those emails, because they're coming from the CSM, are 38% percent, whereas a typical marketing email that would invite the customer to the same event would have a 1-2% percent open rate.”
Tracy Shouldice
Trend Micro
“
I'm already getting a lot of phone calls from people in different functions that have heard about Planhat and want to get on board.”
Tracy Shouldice
Trend Micro
“
We love the data, how it's presented, how you can look at trending of customers through various workflows.”
Tracy Shouldice
Trend Micro
Business Services
Grow and retain your client base by delivering exceptional service. Planhat is a system of action that empowers you to optimise staffing and task allocations, run collaborative client journeys and report on value delivery at scale.
“
Planhat has been my saving grace. It helps different departments work together cohesively, to have strong handoffs”
Michele Conway-Scro
Myadvice
“
We have scores related to certain feature adoption, percentage of revenue, and really how much they're adopting different parts of our platform just based on a few different inputs that we're able to track through our Pendo integration.”
Jeff Poteracki
Basis Technologies
“
Being able to see how many customers want that certain feature or how many people are talking about this has been really, really helpful.”
Kelly Poydence
Basis Technologies
Business Services
Grow and retain your client base by delivering exceptional service. Planhat is a system of action that empowers you to optimise staffing and task allocations, run collaborative client journeys and report on value delivery at scale.
“
Planhat has been my saving grace. It helps different departments work together cohesively, to have strong handoffs”
Michele Conway-Scro
Myadvice
“
We have scores related to certain feature adoption, percentage of revenue, and really how much they're adopting different parts of our platform just based on a few different inputs that we're able to track through our Pendo integration.”
Jeff Poteracki
Basis Technologies
“
Being able to see how many customers want that certain feature or how many people are talking about this has been really, really helpful.”
Kelly Poydence
Basis Technologies
Business Services
Grow and retain your client base by delivering exceptional service. Planhat is a system of action that empowers you to optimise staffing and task allocations, run collaborative client journeys and report on value delivery at scale.
“
Planhat has been my saving grace. It helps different departments work together cohesively, to have strong handoffs”
Michele Conway-Scro
Myadvice
“
We have scores related to certain feature adoption, percentage of revenue, and really how much they're adopting different parts of our platform just based on a few different inputs that we're able to track through our Pendo integration.”
Jeff Poteracki
Basis Technologies
“
Being able to see how many customers want that certain feature or how many people are talking about this has been really, really helpful.”
Kelly Poydence
Basis Technologies
Financial Services
Grow and retain your client base by delivering exceptional service. Planhat is a system of action that empowers you to optimise staffing and task allocations, run collaborative client journeys and report on value delivery at scale.
Financial Services
Grow and retain your client base by delivering exceptional service. Planhat is a system of action that empowers you to optimise staffing and task allocations, run collaborative client journeys and report on value delivery at scale.
Financial Services
Grow and retain your client base by delivering exceptional service. Planhat is a system of action that empowers you to optimise staffing and task allocations, run collaborative client journeys and report on value delivery at scale.
Healthcare & Life Sciences
Healthcare involves a wide spectrum of complex stakeholders including private providers, healthcare systems and insurers. Planhat is a system of action that lets you cut through the complexity, empowering you to service more patients while driving exceptional experiences across the value chain.
Healthcare & Life Sciences
Healthcare involves a wide spectrum of complex stakeholders including private providers, healthcare systems and insurers. Planhat is a system of action that lets you cut through the complexity, empowering you to service more patients while driving exceptional experiences across the value chain.
Healthcare & Life Sciences
Healthcare involves a wide spectrum of complex stakeholders including private providers, healthcare systems and insurers. Planhat is a system of action that lets you cut through the complexity, empowering you to service more patients while driving exceptional experiences across the value chain.
“Built for teams who want to win”
“I cannot do my job without Planhat”
“Customer success as you need it”
“Brings everything into the single source of truth”
“My everyday ally”
“Extremely intuitive”
“Better than pulling a rabbit-out-of-a-hat kinda magic”
CS Manager
“Better than pulling a rabbit-out-of-a-hat kinda magic”
CS Manager
Customers
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.
Customers
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.
Customers
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.
