In a series of interviews, Bianca Ker, Senior Director of Customer Success at marketing intelligence platform Tagger, explains how Planhat has impacted on the business.

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In a series of interviews, Bianca Ker, Senior Director of Customer Success at marketing intelligence platform Tagger, explains how Planhat has impacted on the business.

Share

In a series of interviews, Bianca Ker, Senior Director of Customer Success at marketing intelligence platform Tagger, explains how Planhat has impacted on the business.

The hub for customer relationships

Bianca Ker — So Tagger Media is an influencer marketing platform. So really what we do is we help primarily brands and agencies find influencers, communicate with them, negotiate, set up a contract, determine the types of content that they want the influencers to post, and then run those campaigns.

So I really think of CS as being that centre of the wheel and owning a bunch of different responsibilities. Not necessarily being the person doing everything, but being the person that's quarterbacking the experience for the customer.

So I think early on, one of the biggest challenges was data integrity and just getting the data in the right place in the right shape. When I joined Tagger, the customer leader, the customer success leader before me had done a great job but was fairly new to customer success. And they had purchased a competitor success platform and had tried to spend eight months implementing it and had just failed because they hadn't started at the source, which was: their CRM, their Salesforce instance was not clean, it was not where it needed to be.

“I really think of CS as being that centre of the wheel.”

Bianca Ker

Head of Global Operations & CS

Tagger by Sprout Social

The hub for customer relationships

Bianca Ker — So Tagger Media is an influencer marketing platform. So really what we do is we help primarily brands and agencies find influencers, communicate with them, negotiate, set up a contract, determine the types of content that they want the influencers to post, and then run those campaigns.

So I really think of CS as being that centre of the wheel and owning a bunch of different responsibilities. Not necessarily being the person doing everything, but being the person that's quarterbacking the experience for the customer.

So I think early on, one of the biggest challenges was data integrity and just getting the data in the right place in the right shape. When I joined Tagger, the customer leader, the customer success leader before me had done a great job but was fairly new to customer success. And they had purchased a competitor success platform and had tried to spend eight months implementing it and had just failed because they hadn't started at the source, which was: their CRM, their Salesforce instance was not clean, it was not where it needed to be.

“I really think of CS as being that centre of the wheel.”

Bianca Ker

Head of Global Operations & CS

Tagger by Sprout Social

The hub for customer relationships

Bianca Ker — So Tagger Media is an influencer marketing platform. So really what we do is we help primarily brands and agencies find influencers, communicate with them, negotiate, set up a contract, determine the types of content that they want the influencers to post, and then run those campaigns.

So I really think of CS as being that centre of the wheel and owning a bunch of different responsibilities. Not necessarily being the person doing everything, but being the person that's quarterbacking the experience for the customer.

So I think early on, one of the biggest challenges was data integrity and just getting the data in the right place in the right shape. When I joined Tagger, the customer leader, the customer success leader before me had done a great job but was fairly new to customer success. And they had purchased a competitor success platform and had tried to spend eight months implementing it and had just failed because they hadn't started at the source, which was: their CRM, their Salesforce instance was not clean, it was not where it needed to be.

“I really think of CS as being that centre of the wheel.”

Bianca Ker

Head of Global Operations & CS

Tagger by Sprout Social

Surfacing pertinent information

Something that Planhat has had the greatest impact on is properly planning out and coordinating around renewal conversations with our clients. And then on the flip side, on the negative side, once a renewal, if a renewal goes sideways and there's churn, previously it was only really being marked by sales in Salesforce and it was really limited notes.

And so instead, in Planhat, the CSM is manually going in, churning the account explicitly, even though it may eventually show up after the renewal, doesn't have a new opportunity from Salesforce, the CSM going in and adding the details of notes, adding that it's explicitly churned, especially if it happens before the end of the date, that allows me as the leader of the team and management someone who has to consistently go to my leaders and managers and explain what happened and explain all the efforts that were taken.

And then additionally, I think in that same vein, what's so great is when questions get asked: 'Hey, did we do everything that needed to happen to earn this, to keep this client's business? And it didn't work out', being able to just quickly go into the customer 360 and see literally every touchpoint that occurred, it's an email, it's an Intercom chat, it's an NPS score, it's a meeting that occurred with the notes from the CSM.

“Something that Planhat has had the greatest impact on is properly planning out and coordinating around renewal conversations.”

Bianca Ker

Head of Global Operations & CS

Tagger by Sprout Social

Surfacing pertinent information

Something that Planhat has had the greatest impact on is properly planning out and coordinating around renewal conversations with our clients. And then on the flip side, on the negative side, once a renewal, if a renewal goes sideways and there's churn, previously it was only really being marked by sales in Salesforce and it was really limited notes.

And so instead, in Planhat, the CSM is manually going in, churning the account explicitly, even though it may eventually show up after the renewal, doesn't have a new opportunity from Salesforce, the CSM going in and adding the details of notes, adding that it's explicitly churned, especially if it happens before the end of the date, that allows me as the leader of the team and management someone who has to consistently go to my leaders and managers and explain what happened and explain all the efforts that were taken.

And then additionally, I think in that same vein, what's so great is when questions get asked: 'Hey, did we do everything that needed to happen to earn this, to keep this client's business? And it didn't work out', being able to just quickly go into the customer 360 and see literally every touchpoint that occurred, it's an email, it's an Intercom chat, it's an NPS score, it's a meeting that occurred with the notes from the CSM.

“Something that Planhat has had the greatest impact on is properly planning out and coordinating around renewal conversations.”

Bianca Ker

Head of Global Operations & CS

Tagger by Sprout Social

Surfacing pertinent information

Something that Planhat has had the greatest impact on is properly planning out and coordinating around renewal conversations with our clients. And then on the flip side, on the negative side, once a renewal, if a renewal goes sideways and there's churn, previously it was only really being marked by sales in Salesforce and it was really limited notes.

And so instead, in Planhat, the CSM is manually going in, churning the account explicitly, even though it may eventually show up after the renewal, doesn't have a new opportunity from Salesforce, the CSM going in and adding the details of notes, adding that it's explicitly churned, especially if it happens before the end of the date, that allows me as the leader of the team and management someone who has to consistently go to my leaders and managers and explain what happened and explain all the efforts that were taken.

And then additionally, I think in that same vein, what's so great is when questions get asked: 'Hey, did we do everything that needed to happen to earn this, to keep this client's business? And it didn't work out', being able to just quickly go into the customer 360 and see literally every touchpoint that occurred, it's an email, it's an Intercom chat, it's an NPS score, it's a meeting that occurred with the notes from the CSM.

“Something that Planhat has had the greatest impact on is properly planning out and coordinating around renewal conversations.”

Bianca Ker

Head of Global Operations & CS

Tagger by Sprout Social

In depth, at scale

I don't have the ability to constantly just chase down CSMs on the moment, on the fly to answer those questions. And I want to answer them. As a leader for this team, speaking to board members and other bosses and CEOs, I need to be able to speak to the work that they've done really quickly. And I frankly can't keep it all in my head for hundreds of customers.

So I think that that has really helped us being this source of the customer's experience on Tagger, be it their usage on the platform, be it the things that they're saying to us. It all lives in one place and you can get a really good grasp of what's happening with the customer. But I think we were able to get a grasp of that without having to log into seven different places. To do so has just been a game changer.

“I need to be able to speak to the work that they've done really quickly. And I frankly can't keep it all in my head for hundreds of customers.”

Bianca Ker

Head of Global Operations & CS

Tagger by Sprout Social

In depth, at scale

I don't have the ability to constantly just chase down CSMs on the moment, on the fly to answer those questions. And I want to answer them. As a leader for this team, speaking to board members and other bosses and CEOs, I need to be able to speak to the work that they've done really quickly. And I frankly can't keep it all in my head for hundreds of customers.

So I think that that has really helped us being this source of the customer's experience on Tagger, be it their usage on the platform, be it the things that they're saying to us. It all lives in one place and you can get a really good grasp of what's happening with the customer. But I think we were able to get a grasp of that without having to log into seven different places. To do so has just been a game changer.

“I need to be able to speak to the work that they've done really quickly. And I frankly can't keep it all in my head for hundreds of customers.”

Bianca Ker

Head of Global Operations & CS

Tagger by Sprout Social

In depth, at scale

I don't have the ability to constantly just chase down CSMs on the moment, on the fly to answer those questions. And I want to answer them. As a leader for this team, speaking to board members and other bosses and CEOs, I need to be able to speak to the work that they've done really quickly. And I frankly can't keep it all in my head for hundreds of customers.

So I think that that has really helped us being this source of the customer's experience on Tagger, be it their usage on the platform, be it the things that they're saying to us. It all lives in one place and you can get a really good grasp of what's happening with the customer. But I think we were able to get a grasp of that without having to log into seven different places. To do so has just been a game changer.

“I need to be able to speak to the work that they've done really quickly. And I frankly can't keep it all in my head for hundreds of customers.”

Bianca Ker

Head of Global Operations & CS

Tagger by Sprout Social

An abstract render of a Planhat customer profile, including timeseries data and interaction records from Jira and Salesforce.

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An abstract render of a Planhat customer profile, including timeseries data and interaction records from Jira and Salesforce.

Thought-leading customer-centric content, direct to your inbox every month.

Thought-leading customer-centric content, direct to your inbox every month.

Thought-leading customer-centric content, direct to your inbox every month.