Turned Siloed Data Into Actionable Insights
Turned Siloed Data Into Actionable Insights
Turned Siloed Data Into Actionable Insights
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Challenge
In reality, three different departments were in the same team but used different systems and processes. There was no easy way for us to identify what needed to be done.
“To be able to look at our clients' health and get actionable insights based on intelligence rather than just gut feel is incredibly impactful.”
Challenge
In reality, three different departments were in the same team but used different systems and processes. There was no easy way for us to identify what needed to be done.
“To be able to look at our clients' health and get actionable insights based on intelligence rather than just gut feel is incredibly impactful.”
Challenge
In reality, three different departments were in the same team but used different systems and processes. There was no easy way for us to identify what needed to be done.
“To be able to look at our clients' health and get actionable insights based on intelligence rather than just gut feel is incredibly impactful.”
Solution
Planhat is licensed in a way that makes the tool accessible to all in the business, not just our Client Success Teams, at no additional cost. Being able to look at our clients' customer health score and get actionable insights based on intelligence rather than just gut feel is incredibly impactful. Adding customer success automations and triggers on top of those insights has truly moved us into the 21st century.
Solution
Planhat is licensed in a way that makes the tool accessible to all in the business, not just our Client Success Teams, at no additional cost. Being able to look at our clients' customer health score and get actionable insights based on intelligence rather than just gut feel is incredibly impactful. Adding customer success automations and triggers on top of those insights has truly moved us into the 21st century.
Impact
At Natilik, we are on a journey, and having a partner like Planhat that joins us on this journey is fantastic. The relationship we have, the discussions with our customer success managers, the Executive Business Reviews (EBRs) where we plan ahead together, the synergy between Natilik and Planhat, and how we create value together—that’s an outstanding part of what Planhat offers.
Impact
At Natilik, we are on a journey, and having a partner like Planhat that joins us on this journey is fantastic. The relationship we have, the discussions with our customer success managers, the Executive Business Reviews (EBRs) where we plan ahead together, the synergy between Natilik and Planhat, and how we create value together—that’s an outstanding part of what Planhat offers.
Lisa Milnes
Client Success Director
Natilik
Lisa is Client Success Director at Natilik, where she oversees strategic client relationships and drives operational excellence across the UK. With more than 20 years of experience in customer success and client services, she has led high-performing teams across the UK, Asia, and the Middle East. Her earlier career includes senior roles at Mashizan, Sabio, and Logicalis Singapore, where she managed large-scale client engagement and complex account operations across APAC.
