Health Lab

The beating heart of Customer Success

The beating heart of Customer Success

The beating heart of Customer Success

Construct rules-based health scores for filtered portfolios, to understand which customers to prioritise at what time. Rather than uni-dimensionally sorting a list of companies on last touch or some other indicator of relationship strength, create health scores that tell you where your time is best spent. AI-power your health score by bringing in customer sentiment or AI risk assessments. This can be used for predictive lead scoring as well.

Highlights

  • Use trends in metrics such as last touch, average number of tickets opened compared to previous period, number of conversations

  • Use LLMs to analyse sentiment, synthesise conversations and other interactions into simple summaries and rankings, that feed into health scores

  • Apply filters to health scores to ensure that your tech touch segment is not evaluated by the same metrics as the high touch segment

Power your every process.

Recognized as a world-leader by

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

Know them. Grow them.

Recognized as a world-leader by

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

Know them. Grow them.

Recognized as a world-leader by

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

Know them. Grow them.

Recognized as a world-leader by

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

Know them. Grow them.