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.

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.”

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Meet your new

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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.

By submitting this form I agree that Planhat may collect, process and retain my data pursuant to its Privacy Policy.

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.

By submitting this form I agree that Planhat may collect, process and retain my data pursuant to its Privacy Policy.

Outcomes

Outcomes

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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.

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.

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.

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.

Related customer stories

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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.

By submitting this form I agree that Planhat may collect, process and retain my data pursuant to its Privacy Policy.

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.

By submitting this form I agree that Planhat may collect, process and retain my data pursuant to its Privacy Policy.