Editorial

Guide

Mastering Digital Journeys and One-to-Many Portfolio Management in Customer Success

Andrew London

Expert Advice

Open

Scaled CS

Mastering Digital Journeys and One-to-Many Portfolio Management in Customer Success

Andrew London

Expert Advice

Open

Scaled CS

Mastering Digital Journeys and One-to-Many Portfolio Management in Customer Success

Andrew London

Expert Advice

Open

Scaled CS

Learnings From Planhat Open: Whitespacing—Grow Revenue and Expand Accounts

Andrew London

Expert Advice

Open

Renewals

Learnings From Planhat Open: Whitespacing—Grow Revenue and Expand Accounts

Andrew London

Expert Advice

Open

Renewals

Learnings From Planhat Open: Whitespacing—Grow Revenue and Expand Accounts

Andrew London

Expert Advice

Open

Renewals

Learnings From Planhat Open: Outcome-Based Customer Success

Andrew London

Expert Advice

Open

Delivering Outcomes

Learnings From Planhat Open: Outcome-Based Customer Success

Andrew London

Expert Advice

Open

Delivering Outcomes

Learnings From Planhat Open: Outcome-Based Customer Success

Andrew London

Expert Advice

Open

Delivering Outcomes

How To Create and Manage Executive Sponsorship Programs With Planhat

Andrew London

Expert Advice

Deals

How To Create and Manage Executive Sponsorship Programs With Planhat

Andrew London

Expert Advice

Deals

How To Create and Manage Executive Sponsorship Programs With Planhat

Andrew London

Expert Advice

Deals

Learnings From Planhat Open: AI in Customer Management

Andrew London

Expert Advice

Open

AI

Learnings From Planhat Open: AI in Customer Management

Andrew London

Expert Advice

Open

AI

Learnings From Planhat Open: AI in Customer Management

Andrew London

Expert Advice

Open

AI

How To Identify, Measure, and Track Outcomes In Planhat

Andrew London

Expert Advice

Open

Delivering Outcomes

How To Identify, Measure, and Track Outcomes In Planhat

Andrew London

Expert Advice

Open

Delivering Outcomes

How To Identify, Measure, and Track Outcomes In Planhat

Andrew London

Expert Advice

Open

Delivering Outcomes

3 Tips for Achieving CX Excellence in Cisco’s Ecosystem

Andrew London

Expert Advice

Customer Success

Delivering Outcomes

3 Tips for Achieving CX Excellence in Cisco’s Ecosystem

Andrew London

Expert Advice

Customer Success

Delivering Outcomes

3 Tips for Achieving CX Excellence in Cisco’s Ecosystem

Andrew London

Expert Advice

Customer Success

Delivering Outcomes

Implementing Customer Success Software: Step-by-Step Guide

Amberā Cruz

Expert Advice

Tools

Implementing Customer Success Software: Step-by-Step Guide

Amberā Cruz

Expert Advice

Tools

Implementing Customer Success Software: Step-by-Step Guide

Amberā Cruz

Expert Advice

Tools

Customer Success Software: A Guide for B2B Businesses

Christine Nielsen

Expert Advice

Tools

Customer Success Software: A Guide for B2B Businesses

Christine Nielsen

Expert Advice

Tools

Customer Success Software: A Guide for B2B Businesses

Christine Nielsen

Expert Advice

Tools

Use Customer Success Software to Share Insights Company-Wide

Christine Nielsen

Expert Advice

Technologies

Use Customer Success Software to Share Insights Company-Wide

Christine Nielsen

Expert Advice

Technologies

Use Customer Success Software to Share Insights Company-Wide

Christine Nielsen

Expert Advice

Technologies

Automating Customer Collateral with Success Software

Christine Nielsen

Expert Advice

Enablement

Automating Customer Collateral with Success Software

Christine Nielsen

Expert Advice

Enablement

Automating Customer Collateral with Success Software

Christine Nielsen

Expert Advice

Enablement

Customer Success Software to Deliver World-Class Experience

Christine Nielsen

Expert Advice

Delivering Outcomes

Customer Success Software to Deliver World-Class Experience

Christine Nielsen

Expert Advice

Delivering Outcomes

Customer Success Software to Deliver World-Class Experience

Christine Nielsen

Expert Advice

Delivering Outcomes

10 Key Features of High-Performance Customer Success Software

Christine Nielsen

Expert Advice

Tools

10 Key Features of High-Performance Customer Success Software

Christine Nielsen

Expert Advice

Tools

10 Key Features of High-Performance Customer Success Software

Christine Nielsen

Expert Advice

Tools

CRM vs. Customer Success Software: Understanding the Difference

Christine Nielsen

Expert Advice

Tools

CRM vs. Customer Success Software: Understanding the Difference

Christine Nielsen

Expert Advice

Tools

CRM vs. Customer Success Software: Understanding the Difference

Christine Nielsen

Expert Advice

Tools

Top 5 Most Effective Ways to Use Customer Success Software

Christine Nielsen

Expert Advice

Tools

Top 5 Most Effective Ways to Use Customer Success Software

Christine Nielsen

Expert Advice

Tools

Top 5 Most Effective Ways to Use Customer Success Software

Christine Nielsen

Expert Advice

Tools

How Customer Success Software Speeds Up Client Time to Value

Christine Nielsen

Expert Advice

Time To Value

How Customer Success Software Speeds Up Client Time to Value

Christine Nielsen

Expert Advice

Time To Value

How Customer Success Software Speeds Up Client Time to Value

Christine Nielsen

Expert Advice

Time To Value

Customer Success Software's Role in Data Consolidation & Analysis

Christine Nielsen

Expert Advice

Tools

Customer Success Software's Role in Data Consolidation & Analysis

Christine Nielsen

Expert Advice

Tools

Customer Success Software's Role in Data Consolidation & Analysis

Christine Nielsen

Expert Advice

Tools

Top Ways AI Powers Customer Success

Amberā Cruz

Expert Advice

AI

Top Ways AI Powers Customer Success

Amberā Cruz

Expert Advice

AI

Top Ways AI Powers Customer Success

Amberā Cruz

Expert Advice

AI

Being Data-Driven, Are We There Yet?

Amberā Cruz

Expert Advice

Customer Analytics

Being Data-Driven, Are We There Yet?

Amberā Cruz

Expert Advice

Customer Analytics

Being Data-Driven, Are We There Yet?

Amberā Cruz

Expert Advice

Customer Analytics

How to Transition From a Cost Center to a Profit Center in CS

Amberā Cruz

Expert Advice

Delivering Outcomes

How to Transition From a Cost Center to a Profit Center in CS

Amberā Cruz

Expert Advice

Delivering Outcomes

How to Transition From a Cost Center to a Profit Center in CS

Amberā Cruz

Expert Advice

Delivering Outcomes

What is Net Revenue Retention & Why Does it Matter?

Jonas Terning

Expert Advice

Revenue

What is Net Revenue Retention & Why Does it Matter?

Jonas Terning

Expert Advice

Revenue

What is Net Revenue Retention & Why Does it Matter?

Jonas Terning

Expert Advice

Revenue

The Power of Analytics in Customer Success

Jonas Terning

Expert Advice

Customer Analytics

The Power of Analytics in Customer Success

Jonas Terning

Expert Advice

Customer Analytics

The Power of Analytics in Customer Success

Jonas Terning

Expert Advice

Customer Analytics

Roles in a Customer Success Division

Alexander Ehrensvärd

Expert Advice

Leadership

Roles in a Customer Success Division

Alexander Ehrensvärd

Expert Advice

Leadership

Roles in a Customer Success Division

Alexander Ehrensvärd

Expert Advice

Leadership

Why is Net Dollar Retention Important?

Doa Sarris

Expert Advice

Customer Analytics

Why is Net Dollar Retention Important?

Doa Sarris

Expert Advice

Customer Analytics

Why is Net Dollar Retention Important?

Doa Sarris

Expert Advice

Customer Analytics

What Is the Average Customer Retention Rate by Industry?

Jonas Terning

Expert Advice

Customer Analytics

What Is the Average Customer Retention Rate by Industry?

Jonas Terning

Expert Advice

Customer Analytics

What Is the Average Customer Retention Rate by Industry?

Jonas Terning

Expert Advice

Customer Analytics

What Is Good Gross Revenue Retention?

Jonas Terning

Expert Advice

Customer Analytics

What Is Good Gross Revenue Retention?

Jonas Terning

Expert Advice

Customer Analytics

What Is Good Gross Revenue Retention?

Jonas Terning

Expert Advice

Customer Analytics

What Is a Good NRR for SaaS?

Jonas Terning

Expert Advice

Customer Analytics

What Is a Good NRR for SaaS?

Jonas Terning

Expert Advice

Customer Analytics

What Is a Good NRR for SaaS?

Jonas Terning

Expert Advice

Customer Analytics

What Is a Good Net Dollar Retention Benchmark?

Rob Mahoney

Expert Advice

Customer Analytics

What Is a Good Net Dollar Retention Benchmark?

Rob Mahoney

Expert Advice

Customer Analytics

What Is a Good Net Dollar Retention Benchmark?

Rob Mahoney

Expert Advice

Customer Analytics

How Do You Calculate Net Revenue Retention?

Jonas Terning

Expert Advice

Revenue

How Do You Calculate Net Revenue Retention?

Jonas Terning

Expert Advice

Revenue

How Do You Calculate Net Revenue Retention?

Jonas Terning

Expert Advice

Revenue

What's the Difference Between Gross and Net Retention?

Jonas Terning

Expert Advice

Revenue

What's the Difference Between Gross and Net Retention?

Jonas Terning

Expert Advice

Revenue

What's the Difference Between Gross and Net Retention?

Jonas Terning

Expert Advice

Revenue

What Is NRR in SaaS?

Jonas Terning

Expert Advice

Revenue

What Is NRR in SaaS?

Jonas Terning

Expert Advice

Revenue

What Is NRR in SaaS?

Jonas Terning

Expert Advice

Revenue

What Is a Good Retention Metric?

Christoffer von Behrens

Expert Advice

Customer Analytics

What Is a Good Retention Metric?

Christoffer von Behrens

Expert Advice

Customer Analytics

What Is a Good Retention Metric?

Christoffer von Behrens

Expert Advice

Customer Analytics

What Can Impact NRR?

Gabriel Carlsson

Expert Advice

Revenue

What Can Impact NRR?

Gabriel Carlsson

Expert Advice

Revenue

What Can Impact NRR?

Gabriel Carlsson

Expert Advice

Revenue

How Do You Increase Net Dollar Retention?

Jonas Terning

Expert Advice

Revenue

How Do You Increase Net Dollar Retention?

Jonas Terning

Expert Advice

Revenue

How Do You Increase Net Dollar Retention?

Jonas Terning

Expert Advice

Revenue

Does Net Revenue Retention Include New Customers?

Jonas Terning

Expert Advice

Revenue

Does Net Revenue Retention Include New Customers?

Jonas Terning

Expert Advice

Revenue

Does Net Revenue Retention Include New Customers?

Jonas Terning

Expert Advice

Revenue

Gross Revenue Retention vs Net Revenue Retention

Jonas Terning

Expert Advice

Revenue

Gross Revenue Retention vs Net Revenue Retention

Jonas Terning

Expert Advice

Revenue

Gross Revenue Retention vs Net Revenue Retention

Jonas Terning

Expert Advice

Revenue

Calculating Net Dollar Retention

Jonas Terning

Expert Advice

Customer Analytics

Calculating Net Dollar Retention

Jonas Terning

Expert Advice

Customer Analytics

Calculating Net Dollar Retention

Jonas Terning

Expert Advice

Customer Analytics

Improving Net Revenue Retention

Benoit Parra

Expert Advice

Revenue

Improving Net Revenue Retention

Benoit Parra

Expert Advice

Revenue

Improving Net Revenue Retention

Benoit Parra

Expert Advice

Revenue

What Metrics Matter in Customer Success?

Ben Rohloff

Expert Advice

Customer Analytics

What Metrics Matter in Customer Success?

Ben Rohloff

Expert Advice

Customer Analytics

What Metrics Matter in Customer Success?

Ben Rohloff

Expert Advice

Customer Analytics

What Is the Customer Analytics Process?

Jonas Terning

Expert Advice

Customer Analytics

What Is the Customer Analytics Process?

Jonas Terning

Expert Advice

Customer Analytics

What Is the Customer Analytics Process?

Jonas Terning

Expert Advice

Customer Analytics

What is Customer Success Analytics?

Jonas Terning

Expert Advice

Customer Analytics

What is Customer Success Analytics?

Jonas Terning

Expert Advice

Customer Analytics

What is Customer Success Analytics?

Jonas Terning

Expert Advice

Customer Analytics

What Is a Good Customer Growth Rate?

Christoffer von Behrens

Expert Advice

Customer Analytics

What Is a Good Customer Growth Rate?

Christoffer von Behrens

Expert Advice

Customer Analytics

What Is a Good Customer Growth Rate?

Christoffer von Behrens

Expert Advice

Customer Analytics

What Is a Customer Scorecard?

Jonas Terning

Expert Advice

Customer Analytics

What Is a Customer Scorecard?

Jonas Terning

Expert Advice

Customer Analytics

What Is a Customer Scorecard?

Jonas Terning

Expert Advice

Customer Analytics

What Is a Customer Analysis Tool?

Jonas Terning

Expert Advice

Tools

What Is a Customer Analysis Tool?

Jonas Terning

Expert Advice

Tools

What Is a Customer Analysis Tool?

Jonas Terning

Expert Advice

Tools

What Are KPIs in Customer Service?

Jonas Terning

Expert Advice

Customer Analytics

What Are KPIs in Customer Service?

Jonas Terning

Expert Advice

Customer Analytics

What Are KPIs in Customer Service?

Jonas Terning

Expert Advice

Customer Analytics

How Does SaaS Measure Customer Success?

Jonas Terning

Expert Advice

Customer Analytics

How Does SaaS Measure Customer Success?

Jonas Terning

Expert Advice

Customer Analytics

How Does SaaS Measure Customer Success?

Jonas Terning

Expert Advice

Customer Analytics

How Do You Measure Customer Success?

Jonas Terning

Expert Advice

Customer Analytics

How Do You Measure Customer Success?

Jonas Terning

Expert Advice

Customer Analytics

How Do You Measure Customer Success?

Jonas Terning

Expert Advice

Customer Analytics

How Do You Evaluate Customer Success?

Jonas Terning

Expert Advice

Customer Analytics

How Do You Evaluate Customer Success?

Jonas Terning

Expert Advice

Customer Analytics

How Do You Evaluate Customer Success?

Jonas Terning

Expert Advice

Customer Analytics

How Are CSMs Measured?

Jonas Terning

Expert Advice

Compensation

How Are CSMs Measured?

Jonas Terning

Expert Advice

Compensation

How Are CSMs Measured?

Jonas Terning

Expert Advice

Compensation

Customer Success Metrics for SaaS

Jonas Terning

Expert Advice

Customer Analytics

Customer Success Metrics for SaaS

Jonas Terning

Expert Advice

Customer Analytics

Customer Success Metrics for SaaS

Jonas Terning

Expert Advice

Customer Analytics

Customer Success Benchmarks

Christoffer von Behrens

Expert Advice

Customer Success

Customer Success Benchmarks

Christoffer von Behrens

Expert Advice

Customer Success

Customer Success Benchmarks

Christoffer von Behrens

Expert Advice

Customer Success

Types of Customer Success Analytics

Doa Sarris

Expert Advice

Customer Analytics

Types of Customer Success Analytics

Doa Sarris

Expert Advice

Customer Analytics

Types of Customer Success Analytics

Doa Sarris

Expert Advice

Customer Analytics

What Is a Customer Platform?

Daniel Sternegard

Expert Advice

Tools

What Is a Customer Platform?

Daniel Sternegard

Expert Advice

Tools

What Is a Customer Platform?

Daniel Sternegard

Expert Advice

Tools

Customer Success Managers: A Necessity for Customer Success

Jonas Terning

Expert Advice

Leadership

Customer Success Managers: A Necessity for Customer Success

Jonas Terning

Expert Advice

Leadership

Customer Success Managers: A Necessity for Customer Success

Jonas Terning

Expert Advice

Leadership

Job Description: Customer Success Manager

Jonas Terning

Expert Advice

Careers

Job Description: Customer Success Manager

Jonas Terning

Expert Advice

Careers

Job Description: Customer Success Manager

Jonas Terning

Expert Advice

Careers

Customer Onboarding Software, Solutions, and Success

Jonas Terning

Expert Advice

Tools

Customer Onboarding Software, Solutions, and Success

Jonas Terning

Expert Advice

Tools

Customer Onboarding Software, Solutions, and Success

Jonas Terning

Expert Advice

Tools

Customer 360: What It Is & Why It Matters

Jonas Terning

Expert Advice

Tools

Customer 360: What It Is & Why It Matters

Jonas Terning

Expert Advice

Tools

Customer 360: What It Is & Why It Matters

Jonas Terning

Expert Advice

Tools

What is a Customer Health Score & How Do You Calculate It?

Jonas Terning

Expert Advice

Customer Analytics

What is a Customer Health Score & How Do You Calculate It?

Jonas Terning

Expert Advice

Customer Analytics

What is a Customer Health Score & How Do You Calculate It?

Jonas Terning

Expert Advice

Customer Analytics

What is Customer Success Management & Why Do I Need It?

Jonas Terning

Expert Advice

Leadership

What is Customer Success Management & Why Do I Need It?

Jonas Terning

Expert Advice

Leadership

What is Customer Success Management & Why Do I Need It?

Jonas Terning

Expert Advice

Leadership

Top 5 Customer Success Best Practices for SaaS

Jonas Terning

Expert Advice

Leadership

Top 5 Customer Success Best Practices for SaaS

Jonas Terning

Expert Advice

Leadership

Top 5 Customer Success Best Practices for SaaS

Jonas Terning

Expert Advice

Leadership

Top 9 Most Important Customer Success KPIs

Jonas Terning

Expert Advice

Customer Analytics

Top 9 Most Important Customer Success KPIs

Jonas Terning

Expert Advice

Customer Analytics

Top 9 Most Important Customer Success KPIs

Jonas Terning

Expert Advice

Customer Analytics

Customer Success Onboarding: Keep New Customers Happy

Jonas Terning

Expert Advice

Onboarding

Customer Success Onboarding: Keep New Customers Happy

Jonas Terning

Expert Advice

Onboarding

Customer Success Onboarding: Keep New Customers Happy

Jonas Terning

Expert Advice

Onboarding

Best Tools & Strategies for SaaS Customer Success

Jonas Terning

Expert Advice

Leadership

Best Tools & Strategies for SaaS Customer Success

Jonas Terning

Expert Advice

Leadership

Best Tools & Strategies for SaaS Customer Success

Jonas Terning

Expert Advice

Leadership

9 Customer Success Strategies to Reduce Churn

Jonas Terning

Expert Advice

Churn

9 Customer Success Strategies to Reduce Churn

Jonas Terning

Expert Advice

Churn

9 Customer Success Strategies to Reduce Churn

Jonas Terning

Expert Advice

Churn

How to Use Customer Success Analytics to Improve Retention

Jonas Terning

Expert Advice

Customer Analytics

How to Use Customer Success Analytics to Improve Retention

Jonas Terning

Expert Advice

Customer Analytics

How to Use Customer Success Analytics to Improve Retention

Jonas Terning

Expert Advice

Customer Analytics

Multi-Year Deals: The Basics

Christian Jakenfelds

Expert Advice

Deals

Multi-Year Deals: The Basics

Christian Jakenfelds

Expert Advice

Deals

Multi-Year Deals: The Basics

Christian Jakenfelds

Expert Advice

Deals

“Becoming data-driven requires a cultural shift. It’s not just about putting data in presentations or on websites; it’s about educating everyone in the organization about why data is important and how it will be used.”

Amberā Cruz

Being Data-Driven, Are We There Yet?

April 11, 2024

“Becoming data-driven requires a cultural shift. It’s not just about putting data in presentations or on websites; it’s about educating everyone in the organization about why data is important and how it will be used.”

Amberā Cruz

Being Data-Driven, Are We There Yet?

April 11, 2024

“Becoming data-driven requires a cultural shift. It’s not just about putting data in presentations or on websites; it’s about educating everyone in the organization about why data is important and how it will be used.”

Amberā Cruz

Apr 11, 2024

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Open

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Discover our annual retreat that takes Planhat customers, team members and friends away from the daily buzz. From surfing and trail running to discussion pods and long dinners, Open is a masterclass in authentic connection.

Through the Lens

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Community

Open

Open | A Glimpse

Discover our annual retreat that takes Planhat customers, team members and friends away from the daily buzz. From surfing and trail running to discussion pods and long dinners, Open is a masterclass in authentic connection.

Through the Lens

Teaser

Community

Open

Open | A Glimpse

Discover our annual retreat that takes Planhat customers, team members and friends away from the daily buzz. From surfing and trail running to discussion pods and long dinners, Open is a masterclass in authentic connection.

Through the Lens

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

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Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

© 2025 Planhat AB

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700+ reviews

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

Solutions

Overview

CRM

PSA

For Customer Success

Cisco CX Specialization

Philanthropy

AI Deployment

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Changelog

Resources

Pricing

Editorial

Webinars

Planhat Open

Help Center

Developers

RFP Template

Security

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Careers

Press

Partnerships

Events

Contact

Legal

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

© 2025 Planhat AB

Terms of Service

Privacy Policy

Cookie Policy

Status

700+ reviews

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

Solutions

Overview

CRM

PSA

For Customer Success

Cisco CX Specialization

Philanthropy

AI Deployment

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Changelog

Resources

Pricing

Editorial

Webinars

Planhat Open

Help Center

Developers

RFP Template

Security

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Careers

Press

Partnerships

Events

Contact

Legal

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

© 2025 Planhat AB

Terms of Service

Privacy Policy

Cookie Policy

Status