In a typical set-up, implementation takes 1-3 weeks. That said we've seen implementations take anywhere between a few hours and several months. It mostly depends on your own responsiveness and the complexity and size of the implementation.
When possible we recommend starting small and then building out, not only will your time to value be significantly reduced, but the insights gained from starting to use Planhat will most certainly affect your view on what modules to roll out next.
Based on extensive experience with SaaS B2B roll-outs over the past 10 years, we also know that "implementation completed" is something of a theoretical notion in a subscription business like ours (and likely yours). We expect continuous collaboration and adjustments as your needs change over time.
It all starts with your data. Getting it into Planhat is fast and easy, whether you import, use our API, add manually or sync with the other tools you're using such as email, CRM and support tickets. As soon as the base data is loaded you'll start to see the benefits.
Set up a few different customer segments, create playbooks, and let Planhat surprise you by how much insight can be extracted when combining data from all of your different tools.
Most likely you'll want to know what your customers are up to. Trigger alerts for up-sell opportunities, early warning etc. Select from one of three different ways to get your usage data into planhat.
Drop your email and let us show you how it works