In a series of interviews, Customer Success Leaders from advertising automation giant Basis Technologies share how Planhat has impacted on the business.

In a series of interviews, Customer Success Leaders from advertising automation giant Basis Technologies share how Planhat has impacted on the business.

In a series of interviews, Customer Success Leaders from advertising automation giant Basis Technologies share how Planhat has impacted on the business.

Simplicity and visibility

Kelly Poydence — Life before Planhat consisted of going into multiple different 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 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 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

Cutting Through the Advertising Fog

Cutting Through the Advertising Fog

Cutting Through the Advertising Fog

An abstract render of a Planhat customer profile, including timeseries data and interaction records from Jira and Salesforce.

Thought-leading customer-centric content, direct to your inbox every month.

An abstract render of a Planhat customer profile, including timeseries data and interaction records from Jira and Salesforce.

Thought-leading customer-centric content, direct to your inbox every month.

Thought-leading customer-centric content, direct to your inbox every month.

Thought-leading customer-centric content, direct to your inbox every month.