
The Personal Touch

The Personal Touch

The Personal Touch

The Personal Touch
In a series of interviews, Director of Customer Success at 8,000-employee cyber security software company, Trend Micro, shares how Planhat has impacted on the business.
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In a series of interviews, Director of Customer Success at 8,000-employee cyber security software company, Trend Micro, shares how Planhat has impacted on the business.
Share
In a series of interviews, Director of Customer Success at 8,000-employee cyber security software company, Trend Micro, shares how Planhat has impacted on the business.
The benefit of better relationships
Tracy Shouldice — We're using Planhat to reach out to new customers to onboard. A few weeks ago, we decided to create a webinar series, so a one-to-many way of getting customers that have the new product but haven't yet onboarded, get them onto a one hour call with a subject matter expert who will then explain how to get the product launched and configured and all of that.
We found that because the CSMs now are able to build good relationships with those customers, when we invite customers via email to that webinar, the open rate on those emails, because they're coming from the CSM, are thirty eight percent, whereas a typical marketing email that would invite the customer to the same event would have a one to two percent open rate.
Clearly it's having an effect on how our customers are seeing the Customer Success function and the relationship that they're starting to build with those CSMs.
“Clearly it's having an effect on how our customers are seeing the Customer Success function.”
Tracy Shouldice
Director of Customer Success
Trend Micro
The benefit of better relationships
Tracy Shouldice — We're using Planhat to reach out to new customers to onboard. A few weeks ago, we decided to create a webinar series, so a one-to-many way of getting customers that have the new product but haven't yet onboarded, get them onto a one hour call with a subject matter expert who will then explain how to get the product launched and configured and all of that.
We found that because the CSMs now are able to build good relationships with those customers, when we invite customers via email to that webinar, the open rate on those emails, because they're coming from the CSM, are thirty eight percent, whereas a typical marketing email that would invite the customer to the same event would have a one to two percent open rate.
Clearly it's having an effect on how our customers are seeing the Customer Success function and the relationship that they're starting to build with those CSMs.
“Clearly it's having an effect on how our customers are seeing the Customer Success function.”
Tracy Shouldice
Director of Customer Success
Trend Micro
The benefit of better relationships
Tracy Shouldice — We're using Planhat to reach out to new customers to onboard. A few weeks ago, we decided to create a webinar series, so a one-to-many way of getting customers that have the new product but haven't yet onboarded, get them onto a one hour call with a subject matter expert who will then explain how to get the product launched and configured and all of that.
We found that because the CSMs now are able to build good relationships with those customers, when we invite customers via email to that webinar, the open rate on those emails, because they're coming from the CSM, are thirty eight percent, whereas a typical marketing email that would invite the customer to the same event would have a one to two percent open rate.
Clearly it's having an effect on how our customers are seeing the Customer Success function and the relationship that they're starting to build with those CSMs.
“Clearly it's having an effect on how our customers are seeing the Customer Success function.”
Tracy Shouldice
Director of Customer Success
Trend Micro
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© 2025 Planhat AB
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© 2025 Planhat AB