Gives Us the Whole Picture
Gives Us the Whole Picture
Gives Us the Whole Picture
Gives Us the Whole Picture
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A performance and culture platform that helps organisations align goals, run feedback cycles, and build engaged, high-performing teams.
A performance and culture platform that helps organisations align goals, run feedback cycles, and build engaged, high-performing teams.
Industry
SaaS
SaaS
Headquarters
San Francisco, CA
San Francisco, CA
Size
+60 People
+60 People
+60 People
+60 People
Switched
2017
2017
Challenge
We used to spend around 2 hours for each customer handover — 1 hour analysing customer data and history and 1 hour on a meeting with the new CSM. This process was time-consuming and took valuable time away from direct customer engagement.
“Together, Planhat's Customer Profiles, Workflows and Metrics have increased our onboarding NPS from 74 to 78 and survey response rate from 38% to 54% in just 3 months”
Challenge
We used to spend around 2 hours for each customer handover — 1 hour analysing customer data and history and 1 hour on a meeting with the new CSM. This process was time-consuming and took valuable time away from direct customer engagement.
“Together, Planhat's Customer Profiles, Workflows and Metrics have increased our onboarding NPS from 74 to 78 and survey response rate from 38% to 54% in just 3 months”
Challenge
We used to spend around 2 hours for each customer handover — 1 hour analysing customer data and history and 1 hour on a meeting with the new CSM. This process was time-consuming and took valuable time away from direct customer engagement.
“Together, Planhat's Customer Profiles, Workflows and Metrics have increased our onboarding NPS from 74 to 78 and survey response rate from 38% to 54% in just 3 months”
Solution
Planhat’s Customer Profile provides a consolidated overview giving access to all our customers' critical information at a glance. This has streamlined the handover process to just 20 minutes. Combined with Planhat’s Workflows and Metrics, it allows our CSMs to focus more on engaging with customers rather than admin.
Solution
Planhat’s Customer Profile provides a consolidated overview giving access to all our customers' critical information at a glance. This has streamlined the handover process to just 20 minutes. Combined with Planhat’s Workflows and Metrics, it allows our CSMs to focus more on engaging with customers rather than admin.
Solution
Planhat’s Customer Profile provides a consolidated overview giving access to all our customers' critical information at a glance. This has streamlined the handover process to just 20 minutes. Combined with Planhat’s Workflows and Metrics, it allows our CSMs to focus more on engaging with customers rather than admin.
Impact
Thanks to these improvements, our onboarding NPS increased from 74 to 78, and our survey response rate rose from 38% to 54% in just 3 months.
Impact
Thanks to these improvements, our onboarding NPS increased from 74 to 78, and our survey response rate rose from 38% to 54% in just 3 months.
Impact
Thanks to these improvements, our onboarding NPS increased from 74 to 78, and our survey response rate rose from 38% to 54% in just 3 months.
Planhat
Customers
Recognized as a world-leader by
Customers
Recognized as a world-leader by
Customers
Recognized as a world-leader by
Customers
Recognized as a world-leader by