New features for a lifelong CRM
New features for a lifelong CRM
New features for a lifelong CRM
New features for a lifelong CRM
Companies in SMB and Mid-Market struggle with silos. There are too many systems to maintain: a web of overlapping and costly tools creating administrative busywork.
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Our aim has always been to serve the full customer lifecycle in a single place, and we recently took a big step in this direction, adding a CRM product.
Planhat CRM, built on our single customer platform, unifies pre-sales, post-sales, and services in a customer-focussed, cutting edge platform. The centre for your data; from Pipeline to Lifetime.
Below we have summarised some of the latest capabilities that help you run these processes; among them are light integrations with Typeform, Cognism, and Fathom, as well as new features like Field Rules and Funnel Widgets.
Our aim has always been to serve the full customer lifecycle in a single place, and we recently took a big step in this direction, adding a CRM product.
Planhat CRM, built on our single customer platform, unifies pre-sales, post-sales, and services in a customer-focussed, cutting edge platform. The centre for your data; from Pipeline to Lifetime.
Below we have summarised some of the latest capabilities that help you run these processes; among them are light integrations with Typeform, Cognism, and Fathom, as well as new features like Field Rules and Funnel Widgets.
Our aim has always been to serve the full customer lifecycle in a single place, and we recently took a big step in this direction, adding a CRM product.
Planhat CRM, built on our single customer platform, unifies pre-sales, post-sales, and services in a customer-focussed, cutting edge platform. The centre for your data; from Pipeline to Lifetime.
Below we have summarised some of the latest capabilities that help you run these processes; among them are light integrations with Typeform, Cognism, and Fathom, as well as new features like Field Rules and Funnel Widgets.
Light Integrations for Lead Generation and Enrichment
A CRM is not just a tool for execution - it’s also a store of record that consolidates and refines data from many different sources.
We have launched a number of light integrations to automate your data import and research tasks:
Capture leads through our light integration with Typeform, creating new endusers attached to companies, using LLMs to identify duplicates
Enrich prospect companies with industry, funding stage, estimated revenue, and lookalike companies, using LLMs to identify ICP Strength (available with Ocean, Fullenrich, Cognism, Vainu and most LLM providers)
Enrich contacts with position, department, location, linkedIn url, phone number and a description
This eliminates gruelling import, research and analysis tasks that would otherwise take hours (assuming there was ever time to do this manually and consistently). Now it’s fully automated, an after-thought for your CSM or Sales rep who can focus on contacting the right customers (or prospects)!
Typeform, Cognism, Ocean and the LLM of your choosing
Light Integrations for Lead Generation and Enrichment
A CRM is not just a tool for execution - it’s also a store of record that consolidates and refines data from many different sources.
We have launched a number of light integrations to automate your data import and research tasks:
Capture leads through our light integration with Typeform, creating new endusers attached to companies, using LLMs to identify duplicates
Enrich prospect companies with industry, funding stage, estimated revenue, and lookalike companies, using LLMs to identify ICP Strength (available with Ocean, Fullenrich, Cognism, Vainu and most LLM providers)
Enrich contacts with position, department, location, linkedIn url, phone number and a description
This eliminates gruelling import, research and analysis tasks that would otherwise take hours (assuming there was ever time to do this manually and consistently). Now it’s fully automated, an after-thought for your CSM or Sales rep who can focus on contacting the right customers (or prospects)!
Typeform, Cognism, Ocean and the LLM of your choosing
Light Integrations for Lead Generation and Enrichment
A CRM is not just a tool for execution - it’s also a store of record that consolidates and refines data from many different sources.
We have launched a number of light integrations to automate your data import and research tasks:
Capture leads through our light integration with Typeform, creating new endusers attached to companies, using LLMs to identify duplicates
Enrich prospect companies with industry, funding stage, estimated revenue, and lookalike companies, using LLMs to identify ICP Strength (available with Ocean, Fullenrich, Cognism, Vainu and most LLM providers)
Enrich contacts with position, department, location, linkedIn url, phone number and a description
This eliminates gruelling import, research and analysis tasks that would otherwise take hours (assuming there was ever time to do this manually and consistently). Now it’s fully automated, an after-thought for your CSM or Sales rep who can focus on contacting the right customers (or prospects)!
Typeform, Cognism, Ocean and the LLM of your choosing
Light Integration with Fathom for AI Note-taking
Note taking and followup is no longer a time consuming and manual process. With our light integration to Fathom, we automatically fetch call transcripts, summaries, and other data (such as next steps from demo calls).
From here, our Sales team’s preferred approach is to use a custom automation to create an opportunity (with a step in between feeding ChatGPT with the call transcript for coaching!).
No-touch call recordings and LLM-enriched processes
Light Integration with Fathom for AI Note-taking
Note taking and followup is no longer a time consuming and manual process. With our light integration to Fathom, we automatically fetch call transcripts, summaries, and other data (such as next steps from demo calls).
From here, our Sales team’s preferred approach is to use a custom automation to create an opportunity (with a step in between feeding ChatGPT with the call transcript for coaching!).
No-touch call recordings and LLM-enriched processes
Light Integration with Fathom for AI Note-taking
Note taking and followup is no longer a time consuming and manual process. With our light integration to Fathom, we automatically fetch call transcripts, summaries, and other data (such as next steps from demo calls).
From here, our Sales team’s preferred approach is to use a custom automation to create an opportunity (with a step in between feeding ChatGPT with the call transcript for coaching!).
No-touch call recordings and LLM-enriched processes
Field Rules for Process Enforcement
Our customers need to enforce data hygiene and processes, without sacrificing an intuitive and positive user experience.
For example, a Sales rep might need to fill in BANT information when moving a deal to Qualified stage. A CSM working on shared objectives might be required to fill in manager and stakeholder fields before submitting the objective for their approval.
With Planhat’s Field Rules, you can create processes that are self-explanatory and self-enforcing. Read more here.
Guard-rails for all of your processes
Field Rules for Process Enforcement
Our customers need to enforce data hygiene and processes, without sacrificing an intuitive and positive user experience.
For example, a Sales rep might need to fill in BANT information when moving a deal to Qualified stage. A CSM working on shared objectives might be required to fill in manager and stakeholder fields before submitting the objective for their approval.
With Planhat’s Field Rules, you can create processes that are self-explanatory and self-enforcing. Read more here.
Guard-rails for all of your processes
Field Rules for Process Enforcement
Our customers need to enforce data hygiene and processes, without sacrificing an intuitive and positive user experience.
For example, a Sales rep might need to fill in BANT information when moving a deal to Qualified stage. A CSM working on shared objectives might be required to fill in manager and stakeholder fields before submitting the objective for their approval.
With Planhat’s Field Rules, you can create processes that are self-explanatory and self-enforcing. Read more here.
Guard-rails for all of your processes
Funnel Widgets to Track Conversion
When using a tool to formulate and achieve commercial goals, you need to understand not only the point-in-time state of affairs, but how things are developing.
You want to ask questions like:
“What share of Q4 2024 customers did we onboard within 90 days, as compared to Q4 2023 customers?“, or:
“What is the conversion rate for the EMEA sales team as compared to the Americas sales team?“, or:
“How has the ratio of tickets received and resolved within 10 days, developed over time?“
And so on… Every single business cares about these questions, and Planhat is very good at answering them!
Funnel Widgets open another window into this data, in a way that is more flexible than most tools. Read more here.
Understand conversion across teams and objectives
Funnel Widgets to Track Conversion
When using a tool to formulate and achieve commercial goals, you need to understand not only the point-in-time state of affairs, but how things are developing.
You want to ask questions like:
“What share of Q4 2024 customers did we onboard within 90 days, as compared to Q4 2023 customers?“, or:
“What is the conversion rate for the EMEA sales team as compared to the Americas sales team?“, or:
“How has the ratio of tickets received and resolved within 10 days, developed over time?“
And so on… Every single business cares about these questions, and Planhat is very good at answering them!
Funnel Widgets open another window into this data, in a way that is more flexible than most tools. Read more here.
Understand conversion across teams and objectives
Funnel Widgets to Track Conversion
When using a tool to formulate and achieve commercial goals, you need to understand not only the point-in-time state of affairs, but how things are developing.
You want to ask questions like:
“What share of Q4 2024 customers did we onboard within 90 days, as compared to Q4 2023 customers?“, or:
“What is the conversion rate for the EMEA sales team as compared to the Americas sales team?“, or:
“How has the ratio of tickets received and resolved within 10 days, developed over time?“
And so on… Every single business cares about these questions, and Planhat is very good at answering them!
Funnel Widgets open another window into this data, in a way that is more flexible than most tools. Read more here.
Understand conversion across teams and objectives
Putting All of Your Commercial Activities in One Place
As our unified CRM grows, the core strengths of our post-sales platform naturally elevate our pre-sales capabilities, and vice versa. Whether building pointed features or creating templates with our flexible tooling, each new use case reinforces our belief that all commercial teams belong on the same platform.
Putting All of Your Commercial Activities in One Place
As our unified CRM grows, the core strengths of our post-sales platform naturally elevate our pre-sales capabilities, and vice versa. Whether building pointed features or creating templates with our flexible tooling, each new use case reinforces our belief that all commercial teams belong on the same platform.
Putting All of Your Commercial Activities in One Place
As our unified CRM grows, the core strengths of our post-sales platform naturally elevate our pre-sales capabilities, and vice versa. Whether building pointed features or creating templates with our flexible tooling, each new use case reinforces our belief that all commercial teams belong on the same platform.
A New Dawn
Recognized as a world-leader by
Recognized as a world-leader by
Recognized as a world-leader by
Recognized as a world-leader by