Our New Source of Truth
Our New Source of Truth
Our New Source of Truth
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Challenge
We didn't have a single source of truth about our customers. Nor did we have a good way of managing customers and tasks. We used HubSpot as our CRM and to keep track of tasks, but we didn’t have enough information about how our customers used our platform. We had something, but it wasn’t enough.
“With Planhat we have a better understanding of customers from many different perspectives, from individual activities to their overall health, and spend less time per customer checking account statuses and reviewing activity data”
Challenge
We didn't have a single source of truth about our customers. Nor did we have a good way of managing customers and tasks. We used HubSpot as our CRM and to keep track of tasks, but we didn’t have enough information about how our customers used our platform. We had something, but it wasn’t enough.
“With Planhat we have a better understanding of customers from many different perspectives, from individual activities to their overall health, and spend less time per customer checking account statuses and reviewing activity data”
Challenge
We didn't have a single source of truth about our customers. Nor did we have a good way of managing customers and tasks. We used HubSpot as our CRM and to keep track of tasks, but we didn’t have enough information about how our customers used our platform. We had something, but it wasn’t enough.
“With Planhat we have a better understanding of customers from many different perspectives, from individual activities to their overall health, and spend less time per customer checking account statuses and reviewing activity data”
Solution
With Planhat, all our data is consolidated in one place, instead of across five different tools. Not only did we get the single source of truth we desperately needed, but its data automation capabilities and flexible notifications have made us more proactive. For example, if a user is not logging in or hits a limit, Planhat automatically creates an upsell opportunity for us.
Solution
With Planhat, all our data is consolidated in one place, instead of across five different tools. Not only did we get the single source of truth we desperately needed, but its data automation capabilities and flexible notifications have made us more proactive. For example, if a user is not logging in or hits a limit, Planhat automatically creates an upsell opportunity for us.
Impact
With Planhat we have a better understanding of customers from many perspectives, from individual activities to a real-time customer health score, and we spend less time per customer checking account status and reviewing activity data. We also run all our NPS surveys from Planhat, which has been incredibly valuable with high engagement rates. My team and I have had a really good experience using Planhat.
Impact
With Planhat we have a better understanding of customers from many perspectives, from individual activities to a real-time customer health score, and we spend less time per customer checking account status and reviewing activity data. We also run all our NPS surveys from Planhat, which has been incredibly valuable with high engagement rates. My team and I have had a really good experience using Planhat.
Zuzanna Ostojska
Vice President of Customer Success
Uxcam
Zuzanna is a customer success leader with 10+ years of experience in scaling post-sales teams at SaaS companies. As VP of Customer Success at UXCam, she built the CS function from the ground up, growing the team to 11 across Enterprise and SMB segments, Marketing, and Success Engineering. Previously, she led CS at Growbots, managing a multi-role team of 10. Zuzanna is known for combining strategic thinking with hands-on leadership and a strong focus on team development. She is also an active member of Pavilion, where she engages with a global network of go-to-market professionals.
