Everything in One View
Everything in One View
Everything in One View
In a series of interviews, Customer Success Leaders from advertising automation giant Basis Technologies share how Planhat has impacted on the business.
Share
Simplicity and visibility
Kelly Poydence — Life before Planhat consisted of going into multiple different customer success platforms, different views. I had my own Notes pages that I was tracking data for different customers going into different sources of communication, whether it was email or Teams or Slack. And with Planhat, it's all kind of integrated into one place.
So I can see email communication with all of my customers. I'm able to track different data trends, whether it's related to usage or revenue. I'm able to see opportunities that we've been working towards together. I can see if those things have launched. I can see where we're at in that process. I'm able to see any challenges or feedback that we've had based on that customer relationship.
And it's really just helped me become more efficient and ultimately better at my job and better with every interaction that I'm able to have with a customer that's powered by that data.
“I had my own Notes pages that I was tracking data for different customers going into different sources of communication, whether it was email or Teams or Slack. And with Planhat, it's all kind of integrated into one place.”
Kelly Poydence
Director, Customer Success
Basis Technologies
Simplicity and visibility
Kelly Poydence — Life before Planhat consisted of going into multiple different customer success platforms, different views. I had my own Notes pages that I was tracking data for different customers going into different sources of communication, whether it was email or Teams or Slack. And with Planhat, it's all kind of integrated into one place.
So I can see email communication with all of my customers. I'm able to track different data trends, whether it's related to usage or revenue. I'm able to see opportunities that we've been working towards together. I can see if those things have launched. I can see where we're at in that process. I'm able to see any challenges or feedback that we've had based on that customer relationship.
And it's really just helped me become more efficient and ultimately better at my job and better with every interaction that I'm able to have with a customer that's powered by that data.
“I had my own Notes pages that I was tracking data for different customers going into different sources of communication, whether it was email or Teams or Slack. And with Planhat, it's all kind of integrated into one place.”
Kelly Poydence
Director, Customer Success
Basis Technologies
Simplicity and visibility
Kelly Poydence — Life before Planhat consisted of going into multiple different customer success platforms, different views. I had my own Notes pages that I was tracking data for different customers going into different sources of communication, whether it was email or Teams or Slack. And with Planhat, it's all kind of integrated into one place.
So I can see email communication with all of my customers. I'm able to track different data trends, whether it's related to usage or revenue. I'm able to see opportunities that we've been working towards together. I can see if those things have launched. I can see where we're at in that process. I'm able to see any challenges or feedback that we've had based on that customer relationship.
And it's really just helped me become more efficient and ultimately better at my job and better with every interaction that I'm able to have with a customer that's powered by that data.
“I had my own Notes pages that I was tracking data for different customers going into different sources of communication, whether it was email or Teams or Slack. And with Planhat, it's all kind of integrated into one place.”
Kelly Poydence
Director, Customer Success
Basis Technologies
Kelly Poydence
Director, Customer Success
Basis Technologies
Kelly is a customer success leader with deep roots in digital advertising and over 8 years of experience across media and SaaS. At Basis Technologies, she serves as Director of Customer Success, partnering with clients to drive platform adoption, expand multichannel strategy, and deliver measurable business outcomes. She previously held success and delivery roles at Centro and Epsilon, building a strong foundation in campaign execution and client growth. With an MBA in Marketing from the University of Dayton, Kelly combines platform fluency and strategic insight to help teams exceed their goals.
Features
Integrations
Features
Integrations
Cutting Through the Advertising Fog
Sovereign Sentinel
Discover how Planhat empowers Telia Cygate, Sweden's sovereign network security leader, to scale an exceptional customer experience to all their customers at all times.
Sovereign Sentinel
Discover how Planhat empowers Telia Cygate, Sweden's sovereign network security leader, to scale an exceptional customer experience to all their customers at all times.
Sovereign Sentinel
Discover how Planhat empowers Telia Cygate, Sweden's sovereign network security leader, to scale an exceptional customer experience to all their customers at all times.
