Promotes Business Transparency
Promotes Business Transparency
Promotes Business Transparency
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Challenge
We wanted our CSMs to have great personal relationships with clients, and scalable playbooks to hit targets. Working mostly with smaller businesses via monthly subscriptions, the churn rules are different — it’s more of a numbers game.
“Planhat has really helped the onboarding team know when to activate certain steps, and which emails to send. For example, Planhat's automated alerts help us notice depreciating NRR and act in a timely manner.”
Challenge
We wanted our CSMs to have great personal relationships with clients, and scalable playbooks to hit targets. Working mostly with smaller businesses via monthly subscriptions, the churn rules are different — it’s more of a numbers game.
“Planhat has really helped the onboarding team know when to activate certain steps, and which emails to send. For example, Planhat's automated alerts help us notice depreciating NRR and act in a timely manner.”
Challenge
We wanted our CSMs to have great personal relationships with clients, and scalable playbooks to hit targets. Working mostly with smaller businesses via monthly subscriptions, the churn rules are different — it’s more of a numbers game.
“Planhat has really helped the onboarding team know when to activate certain steps, and which emails to send. For example, Planhat's automated alerts help us notice depreciating NRR and act in a timely manner.”
Solution
Planhat has helped the onboarding team know when to activate steps and which emails to send. For example, Planhat’s automated alerts help us notice depreciating NRR and act timely. This data-driven automation has been especially valuable during new product launches, allowing us to be proactive and avoid loss of traction with customers.
Solution
Planhat has helped the onboarding team know when to activate steps and which emails to send. For example, Planhat’s automated alerts help us notice depreciating NRR and act timely. This data-driven automation has been especially valuable during new product launches, allowing us to be proactive and avoid loss of traction with customers.
Solution
Planhat has helped the onboarding team know when to activate steps and which emails to send. For example, Planhat’s automated alerts help us notice depreciating NRR and act timely. This data-driven automation has been especially valuable during new product launches, allowing us to be proactive and avoid loss of traction with customers.
Impact
Planhat has encouraged us to become more data-driven, improving our overall proactiveness and business transparency. Also, Planhat has enabled more departments to leverage our existing data, which has been gold for internal buy-in.
Impact
Planhat has encouraged us to become more data-driven, improving our overall proactiveness and business transparency. Also, Planhat has enabled more departments to leverage our existing data, which has been gold for internal buy-in.
Impact
Planhat has encouraged us to become more data-driven, improving our overall proactiveness and business transparency. Also, Planhat has enabled more departments to leverage our existing data, which has been gold for internal buy-in.
Planhat
Customers
Recognized as a world-leader by
Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.
Customers
Recognized as a world-leader by
Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.
Customers
Recognized as a world-leader by
Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.