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.

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

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.