How Onetrace Closed the Gap between Sales and Post-Sales with Planhat
+
+
60
60
hours saved monthly through AI pipeline analysis
hours saved monthly through AI pipeline analysis
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+
1
1
hour saved per AE each day
hour saved per AE each day
Onetrace
Onetrace
0-50 Employees
Scale-up
0-50 Employees
Scale-up
Headquarters
United Kingdom
Headquarters
United Kingdom
Switched to Planhat
2024
Switched to Planhat
2024
HighlightED Processes
HighlightED Features
Onetrace is a cloud-based platform modernising how fire-protection and specialist-trade subcontractors capture, track and prove compliance and workmanship. Rapidly growing, the company was looking for a purpose-built platform they could mold to their specific needs.
Onetrace is a cloud-based platform modernising how fire-protection and specialist-trade subcontractors capture, track and prove compliance and workmanship. Rapidly growing, the company was looking for a purpose-built platform they could mold to their specific needs.
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Challenge
Before Planhat, both the sales and post-sales teams worked in HubSpot, an arrangement that was becoming increasingly strained as the team grew. With around 40 new customers each month, and no way to see health and sentiment in one place—or build out repeatable motions for onboarding or renewals—the team needed a purpose built platform.
The main thing we were looking for from a system was accurate visibility of our whole customer base. We didn't really have that before—I felt blind to a lot of things.”
“
Share
Before Planhat, both the sales and post-sales teams worked in HubSpot, an arrangement that was becoming increasingly strained as the team grew. With around 40 new customers each month, and no way to see health and sentiment in one place—or build out repeatable motions for onboarding or renewals—the team needed a purpose built platform.
The main thing we were looking for from a system was accurate visibility of our whole customer base. We didn't really have that before—I felt blind to a lot of things.”
“
Before Planhat, both the sales and post-sales teams worked in HubSpot, an arrangement that was becoming increasingly strained as the team grew. With around 40 new customers each month, and no way to see health and sentiment in one place—or build out repeatable motions for onboarding or renewals—the team needed a purpose built platform.
“The main thing we were looking for from a system was accurate visibility of our whole customer base. We didn't really have that before—I felt blind to a lot of things.”
Share
Solution
Solution
A year into moving customer success to Planhat, OneTrace adopted it for their sales team too, enabling slick handovers from sales to post-sales. The team have benefited from how “bespoke and moldable” Planhat is, allowing them to adapt it to their exact model.
It feels very bespoke compared to other systems I've used before. The ability to mold Planhat into what we as a company need and how we operate is much better than Hubspot for instance.”
“
Share
A year into moving customer success to Planhat, OneTrace adopted it for their sales team too, enabling slick handovers from sales to post-sales. The team have benefited from how “bespoke and moldable” Planhat is, allowing them to adapt it to their exact model.
It feels very bespoke compared to other systems I've used before. The ability to mold Planhat into what we as a company need and how we operate is much better than Hubspot for instance.”
“
A year into moving customer success to Planhat, OneTrace adopted it for their sales team too, enabling slick handovers from sales to post-sales. The team have benefited from how “bespoke and moldable” Planhat is, allowing them to adapt it to their exact model.
“It feels very bespoke compared to other systems I've used before. The ability to mold Planhat into what we as a company need and how we operate is much better than Hubspot for instance.”
Share
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Meet your new system of action
Book a 30-minute call to discover why Planhat is the #1 platform for capturing demand, converting revenue and compounding customer value — from pipeline to lifetime.
request a demo
Meet your new system of action
Book a 30-minute call to discover why Planhat is the #1 platform for capturing demand, converting revenue and compounding customer value — from pipeline to lifetime.
request a demo
Meet your new system of action
Book a 30-minute call to discover why Planhat is the #1 platform for capturing demand, converting revenue and compounding customer value — from pipeline to lifetime.
Outcomes
Outcomes
Transcripts, summaries and reports that used to depend on someone writing things up now generate themselves—and the information that reaches each team is richer than what manual notes ever produced.
With Planhat, you're not just getting the platform, you're getting the whole support network. The team behind the scenes really care about our outcomes and the whole service has been fantastic.”
“
Share
Transcripts, summaries and reports that used to depend on someone writing things up now generate themselves—and the information that reaches each team is richer than what manual notes ever produced.
With Planhat, you're not just getting the platform, you're getting the whole support network. The team behind the scenes really care about our outcomes and the whole service has been fantastic.”
“
Transcripts, summaries and reports that used to depend on someone writing things up now generate themselves—and the information that reaches each team is richer than what manual notes ever produced.
“With Planhat, you're not just getting the platform, you're getting the whole support network. The team behind the scenes really care about our outcomes and the whole service has been fantastic.”
Onetrace's sales team runs entirely in Planhat, having switched from Hubspot, and the pipeline is architected around a two-step AI process. Every conversation—from Gong, Aircall, Gmail, and other sources—is recorded and stored in Planhat with its own AI summary, generated automatically by an agent. Twice a week, a second agent pulls the summaries for every deal closing that month and builds a full pipeline review—forecast by week, per-rep breakdown, risks and recommendations—automatically published as a document and sent to Slack, so that management has a full view into sales’ activity.
It allows us to keep all the conversations in one place. We use it to actually hold some of those conversations—we can comment within the review itself. It keeps everything all together, more aligned and less disjointed.”
“
Onetrace's sales team runs entirely in Planhat, having switched from Hubspot, and the pipeline is architected around a two-step AI process. Every conversation—from Gong, Aircall, Gmail, and other sources—is recorded and stored in Planhat with its own AI summary, generated automatically by an agent. Twice a week, a second agent pulls the summaries for every deal closing that month and builds a full pipeline review—forecast by week, per-rep breakdown, risks and recommendations—automatically published as a document and sent to Slack, so that management has a full view into sales’ activity.
It allows us to keep all the conversations in one place. We use it to actually hold some of those conversations—we can comment within the review itself. It keeps everything all together, more aligned and less disjointed.”
“
Onetrace's sales team runs entirely in Planhat, having switched from Hubspot, and the pipeline is architected around a two-step AI process. Every conversation—from Gong, Aircall, Gmail, and other sources—is recorded and stored in Planhat with its own AI summary, generated automatically by an agent. Twice a week, a second agent pulls the summaries for every deal closing that month and builds a full pipeline review—forecast by week, per-rep breakdown, risks and recommendations—automatically published as a document and sent to Slack, so that management has a full view into sales’ activity.
It allows us to keep all the conversations in one place. We use it to actually hold some of those conversations—we can comment within the review itself. It keeps everything all together, more aligned and less disjointed.”
“
Before, the sales-to-CS handover was based on manual notes—although sometimes these were not even written, as they took time that the team didn’t have. Now, calls are transcribed into Planhat, and an agent reads back through an opportunity's previous ten calls to populate the team's specific discovery questions automatically. The CS team is instantly provided with fuller and more consistent information than anything the old notes carried.
Now that we have that process, we can really easily apply it for anything else, getting answers to questions without anyone having to write anything manually.”
“
Before, the sales-to-CS handover was based on manual notes—although sometimes these were not even written, as they took time that the team didn’t have. Now, calls are transcribed into Planhat, and an agent reads back through an opportunity's previous ten calls to populate the team's specific discovery questions automatically. The CS team is instantly provided with fuller and more consistent information than anything the old notes carried.
Now that we have that process, we can really easily apply it for anything else, getting answers to questions without anyone having to write anything manually.”
“
Before, the sales-to-CS handover was based on manual notes—although sometimes these were not even written, as they took time that the team didn’t have. Now, calls are transcribed into Planhat, and an agent reads back through an opportunity's previous ten calls to populate the team's specific discovery questions automatically. The CS team is instantly provided with fuller and more consistent information than anything the old notes carried.
Now that we have that process, we can really easily apply it for anything else, getting answers to questions without anyone having to write anything manually.”
“
Onetrace keeps its product team close to customers by giving them access to data and dashboards in Planhat, curated to only show the information that matters to them, such as tagged feature requests and flagged conversations. Material that lives elsewhere is integrated seamlessly into the platform, which acts as a central hub—for example, conversations flagged in Planhat link straight to the Gong recordings—so that the team can view them efficiently. Allowing the product team a view into Planhat has enabled them to unlock insights into their customers and make product improvements that are informed by full customer context.
The dashboards are designed so the product team can come in and see the things that are most relevant to them.”
“
Onetrace keeps its product team close to customers by giving them access to data and dashboards in Planhat, curated to only show the information that matters to them, such as tagged feature requests and flagged conversations. Material that lives elsewhere is integrated seamlessly into the platform, which acts as a central hub—for example, conversations flagged in Planhat link straight to the Gong recordings—so that the team can view them efficiently. Allowing the product team a view into Planhat has enabled them to unlock insights into their customers and make product improvements that are informed by full customer context.
The dashboards are designed so the product team can come in and see the things that are most relevant to them.”
“
Onetrace keeps its product team close to customers by giving them access to data and dashboards in Planhat, curated to only show the information that matters to them, such as tagged feature requests and flagged conversations. Material that lives elsewhere is integrated seamlessly into the platform, which acts as a central hub—for example, conversations flagged in Planhat link straight to the Gong recordings—so that the team can view them efficiently. Allowing the product team a view into Planhat has enabled them to unlock insights into their customers and make product improvements that are informed by full customer context.
The dashboards are designed so the product team can come in and see the things that are most relevant to them.”
“
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request a demo
Meet your new system of action
Book a 30-minute call to discover why Planhat is the #1 platform for capturing demand, converting revenue and compounding customer value — from pipeline to lifetime.
request a demo
Meet your new system of action
Book a 30-minute call to discover why Planhat is the #1 platform for capturing demand, converting revenue and compounding customer value — from pipeline to lifetime.
request a demo
Meet your new system of action
Book a 30-minute call to discover why Planhat is the #1 platform for capturing demand, converting revenue and compounding customer value — from pipeline to lifetime.