How Pexip Started Handling Churn and Expansion Proactively on Planhat
Pexip
Pexip
201-500 Employees
Enterprise
201-500 Employees
Enterprise
Headquarters
Norway
Headquarters
Norway
HighlightED Processes
Pexip is a Norwegian video-conferencing company providing secure, interoperable video-meeting technology for enterprises and governments. The team needed customer health to become a trusted signal they could act on, not something reconstructed from separate data sources.
Pexip is a Norwegian video-conferencing company providing secure, interoperable video-meeting technology for enterprises and governments. The team needed customer health to become a trusted signal they could act on, not something reconstructed from separate data sources.
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Challenge
Pexip couldn't get a reliable read on customer health. It didn't know which parts of the product customers used, or whether it was solving the pain points they'd arrived with, and its customer data—billing, comms, health, usage—sat in separate places.
We needed a platform that would allow us to consolidate all our customer data, from billing and communications to customer health and product usage, in one place.”
“
Share
Pexip couldn't get a reliable read on customer health. It didn't know which parts of the product customers used, or whether it was solving the pain points they'd arrived with, and its customer data—billing, comms, health, usage—sat in separate places.
We needed a platform that would allow us to consolidate all our customer data, from billing and communications to customer health and product usage, in one place.”
“
Pexip couldn't get a reliable read on customer health. It didn't know which parts of the product customers used, or whether it was solving the pain points they'd arrived with, and its customer data—billing, comms, health, usage—sat in separate places.
“We needed a platform that would allow us to consolidate all our customer data, from billing and communications to customer health and product usage, in one place.”
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Solution
Solution
Planhat wrapped usage analytics, CRM data and stakeholder mapping into a single 360 view, so CSMs could answer questions that used to mean digging through multiple systems. Workflows guided both onboarding and ongoing care.
Customer success managers could now answer a whole suite of questions that previously required manually reviewing different data sources.”
“
Share
Planhat wrapped usage analytics, CRM data and stakeholder mapping into a single 360 view, so CSMs could answer questions that used to mean digging through multiple systems. Workflows guided both onboarding and ongoing care.
Customer success managers could now answer a whole suite of questions that previously required manually reviewing different data sources.”
“
Planhat wrapped usage analytics, CRM data and stakeholder mapping into a single 360 view, so CSMs could answer questions that used to mean digging through multiple systems. Workflows guided both onboarding and ongoing care.
“Customer success managers could now answer a whole suite of questions that previously required manually reviewing different data sources.”
Share
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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
Bringing everything into one view changed what CSMs could answer, how they handled risk, and how the business read its own revenue.
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Bringing everything into one view changed what CSMs could answer, how they handled risk, and how the business read its own revenue.
Bringing everything into one view changed what CSMs could answer, how they handled risk, and how the business read its own revenue.
A single 360 view of usage, CRM data and stakeholder mapping lets CSMs answer in seconds questions that used to mean trawling several systems.
A single 360 view of usage, CRM data and stakeholder mapping lets CSMs answer in seconds questions that used to mean trawling several systems.
A single 360 view of usage, CRM data and stakeholder mapping lets CSMs answer in seconds questions that used to mean trawling several systems.
Churn and expansion are handled proactively now: deciding where to focus so customers keep getting value, and where the upsell openings are.
Planhat has been a powerful tool for mitigating churn.”
“
Churn and expansion are handled proactively now: deciding where to focus so customers keep getting value, and where the upsell openings are.
Planhat has been a powerful tool for mitigating churn.”
“
Churn and expansion are handled proactively now: deciding where to focus so customers keep getting value, and where the upsell openings are.
Planhat has been a powerful tool for mitigating churn.”
“
The revenue module replaced the complex spreadsheets Salesforce forced on the team. NRR, gross churn and more come out of the box.
By surfacing the business metrics that really matter and allowing us to act on them at a glance, Planhat is making us a better company.”
“
The revenue module replaced the complex spreadsheets Salesforce forced on the team. NRR, gross churn and more come out of the box.
By surfacing the business metrics that really matter and allowing us to act on them at a glance, Planhat is making us a better company.”
“
The revenue module replaced the complex spreadsheets Salesforce forced on the team. NRR, gross churn and more come out of the box.
By surfacing the business metrics that really matter and allowing us to act on them at a glance, Planhat is making us a better company.”
“
Pexip could not see customer health clearly or understand how customers were using the product without stitching data together manually. Planhat created a customer 360, connecting usage, CRM data, stakeholder mapping and revenue so the team could handle churn and expansion proactively.
Share
Pexip could not see customer health clearly or understand how customers were using the product without stitching data together manually. Planhat created a customer 360, connecting usage, CRM data, stakeholder mapping and revenue so the team could handle churn and expansion proactively.
Share
Pexip could not see customer health clearly or understand how customers were using the product without stitching data together manually. Planhat created a customer 360, connecting usage, CRM data, stakeholder mapping and revenue so the team could handle churn and expansion proactively.
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.