The Comfort of Knowing
The Comfort of Knowing
The Comfort of Knowing
In a series of interviews, Customer Success Leaders from advertising automation giant Basis Technologies share how Planhat has impacted on the business.
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Putting your best foot forward
Kelly Poydence — I think the biggest thing with incorporating Planhat into our day-to-day workflow is it's really helped me just become more comfortable and feel better about those conversations that I'm having with customers because I know what my next step is going to be.
I know what I'm getting on the call and talking through with that customer and why it's going to matter to them because I'm able to access all of those data points in one system and really feel competent and prepared for each and every interaction with that customer.
And I feel like that's what, at the end of the day, helps me provide raving fan service because if you're stressed or nervous or not sure what the need of the customer is going to be, you can't really go into that conversation having your best foot forward.
And I think that that's really what Planhat has helped us solve for, because we're able to be proactive and feeling comfortable and knowing that we're going to be providing value to the customer at the end of the day.
“I'm able to access all of those data points in one system and really feel competent and prepared for each and every interaction with that customer.”
Kelly Poydence
Director, Customer Success
Basis Technologies
Putting your best foot forward
Kelly Poydence — I think the biggest thing with incorporating Planhat into our day-to-day workflow is it's really helped me just become more comfortable and feel better about those conversations that I'm having with customers because I know what my next step is going to be.
I know what I'm getting on the call and talking through with that customer and why it's going to matter to them because I'm able to access all of those data points in one system and really feel competent and prepared for each and every interaction with that customer.
And I feel like that's what, at the end of the day, helps me provide raving fan service because if you're stressed or nervous or not sure what the need of the customer is going to be, you can't really go into that conversation having your best foot forward.
And I think that that's really what Planhat has helped us solve for, because we're able to be proactive and feeling comfortable and knowing that we're going to be providing value to the customer at the end of the day.
“I'm able to access all of those data points in one system and really feel competent and prepared for each and every interaction with that customer.”
Kelly Poydence
Director, Customer Success
Basis Technologies
Putting your best foot forward
Kelly Poydence — I think the biggest thing with incorporating Planhat into our day-to-day workflow is it's really helped me just become more comfortable and feel better about those conversations that I'm having with customers because I know what my next step is going to be.
I know what I'm getting on the call and talking through with that customer and why it's going to matter to them because I'm able to access all of those data points in one system and really feel competent and prepared for each and every interaction with that customer.
And I feel like that's what, at the end of the day, helps me provide raving fan service because if you're stressed or nervous or not sure what the need of the customer is going to be, you can't really go into that conversation having your best foot forward.
And I think that that's really what Planhat has helped us solve for, because we're able to be proactive and feeling comfortable and knowing that we're going to be providing value to the customer at the end of the day.
“I'm able to access all of those data points in one system and really feel competent and prepared for each and every interaction with that customer.”
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.
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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.
