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

On

Mar 11, 2025

Share

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

On

Mar 11, 2025

Share

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

On

Mar 11, 2025

Sharing made simple

Jeff Poteracki — Across teams within our organization, we've been able to build out escalation reports. So when we need leadership or other team members to see a little bit more into what's happening. So we have things like our wins, our challenges, our upcoming revenue impacts, our anticipated revenue. All that is being sent out on a weekly dashboard developed in Planhat.

So that's being seen across our entire leadership organization as well as our product team. So if there is something they identify with, they can easily click in and view more notes on that specific feature.

For customers, we have been expanding our customer portals quite a bit and making that an interactive space, so not just us posting resources on there, but also giving space for customers to add their own notes or work through different success plans so we can review what goals we have together and what steps we need to keep them on track from those success plans.

“We have things like our wins, our challenges, our upcoming revenue impacts, our anticipated revenue. All that is being sent out on a weekly dashboard developed in Planhat.”

Jeff Poteracki

Senior Customer Success Manager

Basis Technologies

Sharing made simple

Jeff Poteracki — Across teams within our organization, we've been able to build out escalation reports. So when we need leadership or other team members to see a little bit more into what's happening. So we have things like our wins, our challenges, our upcoming revenue impacts, our anticipated revenue. All that is being sent out on a weekly dashboard developed in Planhat.

So that's being seen across our entire leadership organization as well as our product team. So if there is something they identify with, they can easily click in and view more notes on that specific feature.

For customers, we have been expanding our customer portals quite a bit and making that an interactive space, so not just us posting resources on there, but also giving space for customers to add their own notes or work through different success plans so we can review what goals we have together and what steps we need to keep them on track from those success plans.

“We have things like our wins, our challenges, our upcoming revenue impacts, our anticipated revenue. All that is being sent out on a weekly dashboard developed in Planhat.”

Jeff Poteracki

Senior Customer Success Manager

Basis Technologies

Sharing made simple

Jeff Poteracki — Across teams within our organization, we've been able to build out escalation reports. So when we need leadership or other team members to see a little bit more into what's happening. So we have things like our wins, our challenges, our upcoming revenue impacts, our anticipated revenue. All that is being sent out on a weekly dashboard developed in Planhat.

So that's being seen across our entire leadership organization as well as our product team. So if there is something they identify with, they can easily click in and view more notes on that specific feature.

For customers, we have been expanding our customer portals quite a bit and making that an interactive space, so not just us posting resources on there, but also giving space for customers to add their own notes or work through different success plans so we can review what goals we have together and what steps we need to keep them on track from those success plans.

“We have things like our wins, our challenges, our upcoming revenue impacts, our anticipated revenue. All that is being sent out on a weekly dashboard developed in Planhat.”

Jeff Poteracki

Senior Customer Success Manager

Basis Technologies

Cutting Through the Advertising Fog

Cutting Through the Advertising Fog

Cutting Through the Advertising Fog

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.

Know them. Grow them.

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.

Know them. Grow them.

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.

Know them. Grow them.

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.

Know them. Grow them.