Editorial

Watch

Planhat for Professional Services

Thomas Smeallie

In Focus

Tools

AI For Commercial Teams

Daniel Sternegard

In Focus

Tools

Planhat for Customer Success

Thomas Smeallie

In Focus

Tools

Sovereign Sentinel

Fredrik Sidmar

Talking Planhat

Planhat

Delivering Outcomes

Scaled CS

3

Episodes

A Customer-Centric Partnership

Terri James

Talking Planhat

Planhat

Tools

Delivering Outcomes

3

Episodes

Driving Renewals Programmatically

Adam Cooney

Talking Planhat

Planhat

Tools

Delivering Outcomes

4

Episodes

Asked & Answered

Catherine De Verteuil

Talking Planhat

Planhat

Tools

Delivering Outcomes

A Flexible, Powerful, Scalable Solution

Mike Hurd

Talking Planhat

Planhat

Tools

Delivering Outcomes

Scaling Customer-Centricity

Terri James

Talking Planhat

Planhat

Tools

Delivering Outcomes

Becoming More Proactive and Efficient

Adam Cooney

Talking Planhat

Planhat

Tools

Delivering Outcomes

One Place for Every Insight

Catherine De Verteuil

Talking Planhat

Planhat

Tools

Delivering Outcomes

Scaling Impact with Speed & Flexibility

Eric Szafran

Talking Planhat

Planhat

Tools

Delivering Outcomes

Moving Faster Together

Kenn Gudbergsen

Talking Planhat

Planhat

Tools

Delivering Outcomes

2

Episodes

MCP Server Demonstration

Marco Rivolo

In Focus

Tools

AI

Technologies

2

Episodes

CRM Demonstration

Mike Gorodisher

In Focus

Tools

AI

CRM

Kick Off | The Feeling

Alberto Lambert

Through the Lens

Meet-Up

Community

Open | The Event

Alberto Lambert

Through the Lens

Open

Community

Kick Off | The Event

Alberto Lambert

Through the Lens

Meet-Up

Community

Kick Off | In Pictures

Alberto Lambert

Through the Lens

Community

Spirit of Open

Alberto Lambert

Through the Lens

Open

Community

Open | The Experience

Alberto Lambert

Through the Lens

Open

Community

Open | In Pictures

Alberto Lambert

Through the Lens

Open

Community

6

Episodes

Open | The Proposition

Terri James

Talking Planhat

Open

Community

3

Episodes

Raising the Bar

Malin Skoglund

In Conversation

Productivity

2

Episodes

Driving Retention in Digital Transformation

Victor Ivarsson

In Focus

Retention

9

Episodes

Introducing: User Flows

Daniel Sternegard

In Focus

Tools

Risk Implementation

Andre Hollist

In Focus

Churn

Scaled Customer Success

Laura Heijink

In Focus

Scaled CS

Account Reviews

Gabriel Carlsson

In Focus

Leadership

7

Episodes

Cutting Through the Advertising Fog

Jennifer Schaen

Talking Planhat

Tools

4

Episodes

Open | A Glimpse

Alberto Lambert

Through the Lens

Community

Open

Revenue Forecasting

Victor Ivarsson

In Focus

Revenue

Pipe Reviews

Katie Savino

In Focus

Leadership

Introducing Wikis

Louise Hultman

In Focus

Tools

The Sales to CS Handover

Louise Hultman

In Focus

Sales

CRM

The CSM Daily

Katie Savino

In Focus

Productivity

Scaled Customer Success

Victor Ivarsson

In Focus

Scaled CS

2

Episodes

Introduction

Daniel Sternegard

Talking Planhat

Planhat

A Single Pane of Glass

William Pinho

Talking Planhat

Tools

3

Episodes

From Zero to One

Frank Lucier

Talking Planhat

Tools

2

Episodes

Forecasting Retention With Ease

Jason Graham

Talking Planhat

Tools

2

Episodes

Unifying Around the Customer

Seth Terbeek

Talking Planhat

Tools

2

Episodes

A Unified Source of Truth

Jon Twomey

Talking Planhat

Tools

Architecting Around the Customer

Andrew Fink

Talking Planhat

Tools

2

Episodes

Platform Demonstration

Chris Regester

In Focus

Tools

7

Episodes

Bridging the Construction Data Divide

Ardalan Khosrowpour

Talking Planhat

Tools

Trust is the Process

Kaveh Rostampor

In Conversation

Leadership

Our Next Chapter

Chris Regester

Talking Planhat

Planhat

3

Episodes

Harnessing Planhat

Bianca Ker

Talking Planhat

Tools

6

Episodes

A Customizable Solution

Tess Okonek

Talking Planhat

Tools

6

Episodes

Powered by Planhat

Tracy Shouldice

Talking Planhat

Tools

4

Episodes

The State of Customer Management 2023

Kaveh Rostampor

In Conversation

Open

Markets

6

Episodes

Open | A Feeling

Alberto Lambert

Through the Lens

Community

Open

6

Episodes

Open | From Trend Micro

Tracy Shouldice

Talking Planhat

Open

Community

3

Episodes

On Our Company

Alberto Lambert

Through the Lens

Planhat

Lombok Pop-Up Office

Alberto Lambert

Through the Lens

Community

2

Episodes

Planhat for BDRs and AEs

Chris Regester

In Focus

Sales

CRM

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Platform

Customers

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Planhat for Enterprise

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Migration Guides

Switch from Salesforce

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Switch from Vitally

Switch from Churnzero

Switch from Totango

Switch from Pipedrive

Recognized as a world-leader by

880+ reviews

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.

© 2026 Planhat inc.

Status

Terms of Service

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Cookie Policy

Follow us

planhat

About

Careers

Press

Contact

Legal

Security

Capabilities

Data

Intelligence

Collaboration

Action

Governance

Integrations

Features

Solutions

Sales CRM Software

Customer Success Platform

Professional Services Software

Customer Success RFP Template

AI Deployment

Cisco 360

Processes

Resources

Pricing

Editorial

Events

Planhat Open

Help Center

Developers

Customers

Our Impact

Planhat for Enterprise

Planhat for Scale Ups

Planhat for Start Ups

Planhat for SaaS

Planhat for IT

Planhat for Security

Migration Guides

Switch from Salesforce

Switch from Hubspot

Switch from Gainsight

Switch from Vitally

Switch from Churnzero

Switch from Totango

Switch from Pipedrive

Recognized as a world-leader by

880+ reviews

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.

© 2026 Planhat inc.

Status

Terms of Service

Privacy Policy

Cookie Policy

Follow us