Gives us the whole picture
Gives us the whole picture
Gives us the whole picture
Gives us the whole picture
The ultimate solution for improving employee productivity
The ultimate solution for improving employee productivity
The ultimate solution for improving employee productivity
Industry
Workforce Management
Workforce Management
Workforce Management
Headquarters
Brazil
Brazil
Brazil
Size
+60 People
+60 People
+60 People
Switched
2017
2017
2017
Challenge
We used to spend around 2 hours for each customer handover — 1 hour analysing customer data and history and 1 hour on a meeting with the new CSM. This process was time-consuming and took valuable time away from direct customer engagement.
“Together, Planhat's Customer Profiles, Workflows and Metrics have increased our onboarding NPS from 74 to 78 and survey response rate from 38% to 54% in just 3 months”
Fernanda Portes
Customer Success Manager,
Qulture.Rocks
“Together, Planhat's Customer Profiles, Workflows and Metrics have increased our onboarding NPS from 74 to 78 and survey response rate from 38% to 54% in just 3 months”
Fernanda Portes
Customer Success Manager,
Qulture.Rocks
“Together, Planhat's Customer Profiles, Workflows and Metrics have increased our onboarding NPS from 74 to 78 and survey response rate from 38% to 54% in just 3 months”
Fernanda Portes
Customer Success Manager,
Qulture.Rocks
Solution
Planhat’s Customer Profile provides a consolidated overview giving access to all our customers' critical information at a glance. This has streamlined the handover process to just 20 minutes. Combined with Planhat’s Workflows and Metrics, it allows our CSMs to focus more on engaging with customers rather than admin.
Impact
Thanks to these improvements, our onboarding NPS increased from 74 to 78, and our survey response rate rose from 38% to 54% in just 3 months.
Resources
Customers
© 2025 Planhat AB
Resources
Customers
© 2025 Planhat AB
Resources
Customers
© 2025 Planhat AB
Resources
Customers
© 2025 Planhat AB