Planhat for Sales
Planhat for Sales
Planhat for Sales
Discover how the Planhat platform—applied to New Business Sales—empowers you to deliver more value, to more customers, faster than ever.
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I'm Jacob and I run our commercial teams in EMEA. I'm here to show you how you can deploy Planhat as your next generation CRM. Today we're going to follow a company all the way from lead, accelerated by AI, to a closed won.
In the background, Planhat has already been researching good prospects for me to reach out to and it found one: it found Webflow. But, not only do we find you prospects, we also enrich all of the detail that you need to understand in order to get the full context about this new company. You probably also want to get some contacts that you can reach out to. Planhat can also find you these contacts and enrich them with phone numbers and email addresses.
“But Planhat automatically picks up that there is a meeting being done, looks at the transcript of that meeting and gives it a couple of tags. ”
I'm Jacob and I run our commercial teams in EMEA. I'm here to show you how you can deploy Planhat as your next generation CRM. Today we're going to follow a company all the way from lead, accelerated by AI, to a closed won.
In the background, Planhat has already been researching good prospects for me to reach out to and it found one: it found Webflow. But, not only do we find you prospects, we also enrich all of the detail that you need to understand in order to get the full context about this new company. You probably also want to get some contacts that you can reach out to. Planhat can also find you these contacts and enrich them with phone numbers and email addresses.
“But Planhat automatically picks up that there is a meeting being done, looks at the transcript of that meeting and gives it a couple of tags. ”
I'm Jacob and I run our commercial teams in EMEA. I'm here to show you how you can deploy Planhat as your next generation CRM. Today we're going to follow a company all the way from lead, accelerated by AI, to a closed won.
In the background, Planhat has already been researching good prospects for me to reach out to and it found one: it found Webflow. But, not only do we find you prospects, we also enrich all of the detail that you need to understand in order to get the full context about this new company. You probably also want to get some contacts that you can reach out to. Planhat can also find you these contacts and enrich them with phone numbers and email addresses.
“But Planhat automatically picks up that there is a meeting being done, looks at the transcript of that meeting and gives it a couple of tags. ”
So Axel in my team can finally reach out. Axel has been reaching out to Vlad and has been calling him a couple of times, and because of his good work it came inbound. As you can see, Webflow then shows up in Planhat and AI can qualify Webflow for us. In this case obviously Webflow is qualified as a yes and AI gives us a description about why. But we also draft you an email for Axel to immediately book a meeting. And Axel has done that. He has booked a meeting and has done that meeting.
In legacy systems, normally Axel has to come in and fill in all types of different information and fields in order to update his opportunity or records here. But Planhat automatically picks up that there is a meeting being done, looks at the transcript of that meeting and gives it a couple of tags. Like 'an awesome demo' here or 'urgency'. It also explains to you why that is.
But not only does it just log that meeting, it also creates an opportunity for you. As you can see, Webflow has now been created. And all the relevant information has been automatically filled in by AI. Axel has been working this opportunity very well and progresses it all the way to a closed won. So great job Axel.
But now Planhat understands that we're not done here. We have to deploy our services. Legacy CRMs stop here but Planhat just accelerates. It makes sure that this company now is in a handover phase.
“And, again, AI comes in to save the day — it enriches the account again with information that is relevant for a handover, but also creates this to as handover page that summarizes all the conversations ”
So Axel in my team can finally reach out. Axel has been reaching out to Vlad and has been calling him a couple of times, and because of his good work it came inbound. As you can see, Webflow then shows up in Planhat and AI can qualify Webflow for us. In this case obviously Webflow is qualified as a yes and AI gives us a description about why. But we also draft you an email for Axel to immediately book a meeting. And Axel has done that. He has booked a meeting and has done that meeting.
In legacy systems, normally Axel has to come in and fill in all types of different information and fields in order to update his opportunity or records here. But Planhat automatically picks up that there is a meeting being done, looks at the transcript of that meeting and gives it a couple of tags. Like 'an awesome demo' here or 'urgency'. It also explains to you why that is.
But not only does it just log that meeting, it also creates an opportunity for you. As you can see, Webflow has now been created. And all the relevant information has been automatically filled in by AI. Axel has been working this opportunity very well and progresses it all the way to a closed won. So great job Axel.
But now Planhat understands that we're not done here. We have to deploy our services. Legacy CRMs stop here but Planhat just accelerates. It makes sure that this company now is in a handover phase.
“And, again, AI comes in to save the day — it enriches the account again with information that is relevant for a handover, but also creates this to as handover page that summarizes all the conversations ”
So Axel in my team can finally reach out. Axel has been reaching out to Vlad and has been calling him a couple of times, and because of his good work it came inbound. As you can see, Webflow then shows up in Planhat and AI can qualify Webflow for us. In this case obviously Webflow is qualified as a yes and AI gives us a description about why. But we also draft you an email for Axel to immediately book a meeting. And Axel has done that. He has booked a meeting and has done that meeting.
In legacy systems, normally Axel has to come in and fill in all types of different information and fields in order to update his opportunity or records here. But Planhat automatically picks up that there is a meeting being done, looks at the transcript of that meeting and gives it a couple of tags. Like 'an awesome demo' here or 'urgency'. It also explains to you why that is.
But not only does it just log that meeting, it also creates an opportunity for you. As you can see, Webflow has now been created. And all the relevant information has been automatically filled in by AI. Axel has been working this opportunity very well and progresses it all the way to a closed won. So great job Axel.
But now Planhat understands that we're not done here. We have to deploy our services. Legacy CRMs stop here but Planhat just accelerates. It makes sure that this company now is in a handover phase.
“And, again, AI comes in to save the day — it enriches the account again with information that is relevant for a handover, but also creates this to as handover page that summarizes all the conversations ”
After the closed won, as you can see, Webflow becomes a handover. And, again, AI comes in to save the day — it enriches the account again with information that is relevant for a handover, but also creates this to as handover page that summarizes all the conversations emails that Axel has done, any demos, maybe even cold calls, and compiles it into an easy to read overview for CS to action upon.
Now we've been looking at a single company here: Webflow. But in my team I want to be able to get a holistic overview of all the prospects that are in a certain stage. So obviously you can look at that in our dashboards.
This has been a simplified view of how you can deploy Planhat as your next generation CRM, but it has just been the tip of the iceberg.
After the closed won, as you can see, Webflow becomes a handover. And, again, AI comes in to save the day — it enriches the account again with information that is relevant for a handover, but also creates this to as handover page that summarizes all the conversations emails that Axel has done, any demos, maybe even cold calls, and compiles it into an easy to read overview for CS to action upon.
Now we've been looking at a single company here: Webflow. But in my team I want to be able to get a holistic overview of all the prospects that are in a certain stage. So obviously you can look at that in our dashboards.
This has been a simplified view of how you can deploy Planhat as your next generation CRM, but it has just been the tip of the iceberg.
Jacob de Heus
VP Commercial EMEA
Planhat
Jacob is a commercial leader with over a decade of experience scaling revenue teams across EMEA. Now VP Commercial EMEA at Planhat, he oversees SMB, mid-market, and enterprise activities across the region. Prior to this, he spent seven years at Meltwater, progressing from Account Executive to Area Director for BeNeLux, where he scaled his team from 3 to 20, grew monthly revenue from 60K to 400K, and was recognised as the fastest-promoted Managing Director in EMEA. He holds an MSc in Management of Innovation from Rotterdam School of Management, Erasmus University.
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