How Abacum Built a Scalable Onboarding Process on Planhat Workflows
Abacum
Abacum
51-200 Employees
Scale-up
51-200 Employees
Scale-up
Headquarters
New York, NY
Headquarters
New York, NY
Switched to Planhat
2022
Switched to Planhat
2022
Abacum makes financial planning and analysis software for finance teams, bringing budgeting, forecasting and reporting into one place. The team needed a way to make customer success work like the product itself: connected, measurable and built around one clear operating model.
Abacum makes financial planning and analysis software for finance teams, bringing budgeting, forecasting and reporting into one place. The team needed a way to make customer success work like the product itself: connected, measurable and built around one clear operating model.
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Challenge
Abacum needed one platform to carry the full weight of customer success—analytics, account planning, collaboration, health scoring and journeys—rather than the usual spread of tools.
We needed a customer success platform that could help us with everything.”
“
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Abacum needed one platform to carry the full weight of customer success—analytics, account planning, collaboration, health scoring and journeys—rather than the usual spread of tools.
We needed a customer success platform that could help us with everything.”
“
Abacum needed one platform to carry the full weight of customer success—analytics, account planning, collaboration, health scoring and journeys—rather than the usual spread of tools.
“We needed a customer success platform that could help us with everything.”
Share
Solution
Solution
Portals were the moment of recognition. Data import was quick, the integrations they needed were already there, and time to value came fast.
We saw very quick time to value. It was easy to bring all our data into Planhat, and all necessary integrations were already in place.”
“
Share
Portals were the moment of recognition. Data import was quick, the integrations they needed were already there, and time to value came fast.
We saw very quick time to value. It was easy to bring all our data into Planhat, and all necessary integrations were already in place.”
“
Portals were the moment of recognition. Data import was quick, the integrations they needed were already there, and time to value came fast.
“We saw very quick time to value. It was easy to bring all our data into Planhat, and all necessary integrations were already in place.”
Share
request a demo
Meet your new system of action
Book a 30-minute call to discover why Planhat is the #1 platform for capturing demand, converting revenue and compounding customer value — from pipeline to lifetime.
request a demo
Meet your new system of action
Book a 30-minute call to discover why Planhat is the #1 platform for capturing demand, converting revenue and compounding customer value — from pipeline to lifetime.
request a demo
Meet your new system of action
Book a 30-minute call to discover why Planhat is the #1 platform for capturing demand, converting revenue and compounding customer value — from pipeline to lifetime.
Outcomes
Outcomes
The value showed up quickly, and in the places Abacum cared about most: collaboration, a single read on customer health, and onboarding.
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The value showed up quickly, and in the places Abacum cared about most: collaboration, a single read on customer health, and onboarding.
The value showed up quickly, and in the places Abacum cared about most: collaboration, a single read on customer health, and onboarding.
Portals gave Abacum a shared space to run success collaboratively, with the team and the customer working from the same view rather than trading updates across systems.
Portals gave Abacum a shared space to run success collaboratively, with the team and the customer working from the same view rather than trading updates across systems.
Portals gave Abacum a shared space to run success collaboratively, with the team and the customer working from the same view rather than trading updates across systems.
The health score does the consolidating work, pulling scattered customer signals into one number the team can act on.
Planhat's flexible customer health score synthesizes all customer insights into one simple number instead of multiple customer success metrics spread across systems.”
“
The health score does the consolidating work, pulling scattered customer signals into one number the team can act on.
Planhat's flexible customer health score synthesizes all customer insights into one simple number instead of multiple customer success metrics spread across systems.”
“
The health score does the consolidating work, pulling scattered customer signals into one number the team can act on.
Planhat's flexible customer health score synthesizes all customer insights into one simple number instead of multiple customer success metrics spread across systems.”
“
Onboarding new customers became a defined sequence rather than a scramble, with each Workflow task handing off to the next.
Using Planhat to onboard new customers has been the cherry on top.”
“
Onboarding new customers became a defined sequence rather than a scramble, with each Workflow task handing off to the next.
Using Planhat to onboard new customers has been the cherry on top.”
“
Onboarding new customers became a defined sequence rather than a scramble, with each Workflow task handing off to the next.
Using Planhat to onboard new customers has been the cherry on top.”
“
Abacum needed a customer success platform that could cover analytics, account planning, health scores and customer journeys without splitting the work across tools. Planhat gave the team fast time to value, bringing integrations, workflows and customer portals together so onboarding could run as a clear, collaborative process.
Share
Abacum needed a customer success platform that could cover analytics, account planning, health scores and customer journeys without splitting the work across tools. Planhat gave the team fast time to value, bringing integrations, workflows and customer portals together so onboarding could run as a clear, collaborative process.
Share
Abacum needed a customer success platform that could cover analytics, account planning, health scores and customer journeys without splitting the work across tools. Planhat gave the team fast time to value, bringing integrations, workflows and customer portals together so onboarding could run as a clear, collaborative process.
Share
request a demo
Meet your new system of action
Book a 30-minute call to discover why Planhat is the #1 platform for capturing demand, converting revenue and compounding customer value — from pipeline to lifetime.
request a demo
Meet your new system of action
Book a 30-minute call to discover why Planhat is the #1 platform for capturing demand, converting revenue and compounding customer value — from pipeline to lifetime.
request a demo
Meet your new system of action
Book a 30-minute call to discover why Planhat is the #1 platform for capturing demand, converting revenue and compounding customer value — from pipeline to lifetime.