How Tagger Built CS as the Centre of the Wheel with Planhat
Tagger by Sprout Social
Tagger by Sprout Social
51-200 Employees
Scale-up
51-200 Employees
Scale-up
Headquarters
Los Angeles, CA
Headquarters
Los Angeles, CA
HighlightED Processes
Tagger Media is an influencer marketing platform, for brands and agencies finding influencers, communicating, negotiating, contracting, and running campaigns. After a painful false start with another CS platform, the team needed something that could bring AI ambition and day-to-day customer operations into the same place.
Tagger Media is an influencer marketing platform, for brands and agencies finding influencers, communicating, negotiating, contracting, and running campaigns. After a painful false start with another CS platform, the team needed something that could bring AI ambition and day-to-day customer operations into the same place.
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Challenge
Before Bianca joined, the previous CS leader had spent eight months trying to implement a competitor CS platform. When Bianca evaluated options, she focused on AI-first platforms, and many of the other tools she reviewed had interesting functionalities but ultimately lacked the basics.
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Before Bianca joined, the previous CS leader had spent eight months trying to implement a competitor CS platform. When Bianca evaluated options, she focused on AI-first platforms, and many of the other tools she reviewed had interesting functionalities but ultimately lacked the basics.
Before Bianca joined, the previous CS leader had spent eight months trying to implement a competitor CS platform. When Bianca evaluated options, she focused on AI-first platforms, and many of the other tools she reviewed had interesting functionalities but ultimately lacked the basics.
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Solution
Solution
The team found Planhat’s baseline functionalities easy to set up and adopt team-wide, especially with the expertise provided by the Planhat’s deployment specialists.
I never feel like my request is too big.”
“
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The team found Planhat’s baseline functionalities easy to set up and adopt team-wide, especially with the expertise provided by the Planhat’s deployment specialists.
I never feel like my request is too big.”
“
The team found Planhat’s baseline functionalities easy to set up and adopt team-wide, especially with the expertise provided by the Planhat’s deployment specialists.
“I never feel like my request is too big.”
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
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The biggest single impact has been on how the team plans and coordinates renewal conversations.
Something that Planhat has had the greatest impact on is properly planning out and coordinating around renewal conversations with our clients.”
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On Planhat Services
In a series of interviews, Bianca Ker, Senior Director of Customer Success at marketing intelligence platform Tagger, explains how Planhat has impacted on the business.
The biggest single impact has been on how the team plans and coordinates renewal conversations.
Something that Planhat has had the greatest impact on is properly planning out and coordinating around renewal conversations with our clients.”
“
[
]
On Planhat Services
In a series of interviews, Bianca Ker, Senior Director of Customer Success at marketing intelligence platform Tagger, explains how Planhat has impacted on the business.
The biggest single impact has been on how the team plans and coordinates renewal conversations.
Something that Planhat has had the greatest impact on is properly planning out and coordinating around renewal conversations with our clients.”
“
[
]
On Planhat Services
In a series of interviews, Bianca Ker, Senior Director of Customer Success at marketing intelligence platform Tagger, explains how Planhat has impacted on the business.
Churn used to live in Salesforce as a missing renewal opportunity and a few sales notes. Now it is surfaced in Planhat with full context—what happened, when, what was tried, what the touchpoints were, with call and meeting transcripts all captured. This gives leadership the full information that they need to improve practices.
Churn used to live in Salesforce as a missing renewal opportunity and a few sales notes. Now it is surfaced in Planhat with full context—what happened, when, what was tried, what the touchpoints were, with call and meeting transcripts all captured. This gives leadership the full information that they need to improve practices.
Churn used to live in Salesforce as a missing renewal opportunity and a few sales notes. Now it is surfaced in Planhat with full context—what happened, when, what was tried, what the touchpoints were, with call and meeting transcripts all captured. This gives leadership the full information that they need to improve practices.
The customer 360 in Planhat means Bianca doesn't have to log into seven different places to understand a customer, leading to more efficient processes within the team.
As a leader for this team, speaking to board members and other bosses and CEOs, I need to be able to speak to the work that they've done really quickly.”
“
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Choosing a Customer Platform
In a series of interviews, Bianca Ker, Senior Director of Customer Success at marketing intelligence platform Tagger, explains how Planhat has impacted on the business.
The customer 360 in Planhat means Bianca doesn't have to log into seven different places to understand a customer, leading to more efficient processes within the team.
As a leader for this team, speaking to board members and other bosses and CEOs, I need to be able to speak to the work that they've done really quickly.”
“
[
]
Choosing a Customer Platform
In a series of interviews, Bianca Ker, Senior Director of Customer Success at marketing intelligence platform Tagger, explains how Planhat has impacted on the business.
The customer 360 in Planhat means Bianca doesn't have to log into seven different places to understand a customer, leading to more efficient processes within the team.
As a leader for this team, speaking to board members and other bosses and CEOs, I need to be able to speak to the work that they've done really quickly.”
“
[
]
Choosing a Customer Platform
In a series of interviews, Bianca Ker, Senior Director of Customer Success at marketing intelligence platform Tagger, explains how Planhat has impacted on the business.
Tagger had already lost months to a failed CS platform implementation before choosing Planhat. The change gave CS a real centre of gravity: renewal planning, churn context, meeting history and customer 360 data now sit together, so leadership can understand accounts without chasing seven systems.
Share
Tagger had already lost months to a failed CS platform implementation before choosing Planhat. The change gave CS a real centre of gravity: renewal planning, churn context, meeting history and customer 360 data now sit together, so leadership can understand accounts without chasing seven systems.
Share
Tagger had already lost months to a failed CS platform implementation before choosing Planhat. The change gave CS a real centre of gravity: renewal planning, churn context, meeting history and customer 360 data now sit together, so leadership can understand accounts without chasing seven systems.
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.