Editorial

Editorial

Editorial

Editorial

Doing More With Less

Frank Lucier

December 31, 2024

Doing More With Less

Frank Lucier

December 31, 2024

Doing More With Less

Frank Lucier

Dec 31, 2024

Doing More With Less

Frank Lucier

Dec 31, 2024

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Testimonial

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The real discipline isn’t in saying yes, it’s in knowing when no builds a stronger product.

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Tess Okonek

Talking Planhat

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The real discipline isn’t in saying yes, it’s in knowing when no builds a stronger product.

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Terri James

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Meet-Up

Community

Making Impact Impossible to Ignore

Join us for an evening of insight, connection, and straight-talking strategy at The ROI of Customer Success

Discover Events

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Community

Making Impact Impossible to Ignore

Join us for an evening of insight, connection, and straight-talking strategy at The ROI of Customer Success

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Join us for an evening of insight, connection, and straight-talking strategy at The ROI of Customer Success

Discover Events

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New York City, NY

Jun 1, 2025

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CS Week New York City '25

New York City, NY

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CS Week New York City '25

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Mastering Customer Success for MSPs

Online

Aug 5, 2025

Customer Success

Retention

Churn

Mastering Customer Success for MSPs

Online

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Customer Success

Retention

Churn

Mastering Customer Success for MSPs

Online

Aug 5, 2025

Customer Success

Retention

Churn

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Online

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AI

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AI

What customers think about AI Agents

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AI

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Manchester

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AI

Enhancing, Not Replacing Human Connections

Manchester

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AI

Enhancing, Not Replacing Human Connections

Manchester

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AI

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Making Impact Impossible to Ignore

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Discover All

Planhat is Named a Customer Success Leader by IDC

Nov 4, 2024

Planhat is Named a Customer Success Leader by Gartner

Sep 17, 2024

LearnUpon and Planhat Announce Strategic Partnership

Sep 10, 2024

Planhat is Named a Customer Success Leader by IDC

Nov 4, 2024

Planhat is Named a Customer Success Leader by Gartner

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LearnUpon and Planhat Announce Strategic Partnership

Sep 10, 2024

Planhat is Named a Customer Success Leader by Gartner

Sep 17, 2024

LearnUpon and Planhat Announce Strategic Partnership

Sep 10, 2024

Planhat — A Comprehensive Guide

Jul 14, 2024

Planhat is Named a Customer Success Leader by Gartner

Sep 17, 2024

LearnUpon and Planhat Announce Strategic Partnership

Sep 10, 2024

Planhat — A Comprehensive Guide

Jul 14, 2024

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Impact

Impact

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“

With automated workflows and notifications in place we’ve not only boosted upsells, but also effectively reduced churn.”

Alexey Smolyanyy

Director, Enterprise Customer Success

“

Just during our first month of using the platform we saved more than 100 hours by automating pricing notification, winback, CSM change and campaign emails.”

Lasse Thomsen

Senior Business System Development Manager

“

High touch CSMs have been able to more efficiently manage their day, unlocking substantial cost savings.”

Pam Dickson Fishman

VP Customer Success and Onboarding

“

With Planhat, we came in with a 20% lower churn than we had budgeted within the first years, simply because we now understand our customers better.”

Howard Rees

Chief Commercial Officer

“

Most notably, Planhat has helped us to increase the speed and the accuracy at which we can identify at risk-customers. As a result, its been a key factor in allowing us to save close to 70% of our at-risk SME customers in onboarding, before they would have churned.”

Jacqueline Roepers

Strategy & Operations Principal

“

With automated workflows and notifications in place we’ve not only boosted upsells, but also effectively reduced churn.”

Alexey Smolyanyy

Director, Enterprise Customer Success

“

Just during our first month of using the platform we saved more than 100 hours by automating pricing notification, winback, CSM change and campaign emails.”

Lasse Thomsen

Senior Business System Development Manager

“

High touch CSMs have been able to more efficiently manage their day, unlocking substantial cost savings.”

Pam Dickson Fishman

VP Customer Success and Onboarding

“

With Planhat, we came in with a 20% lower churn than we had budgeted within the first years, simply because we now understand our customers better.”

Howard Rees

Chief Commercial Officer

“

Most notably, Planhat has helped us to increase the speed and the accuracy at which we can identify at risk-customers. As a result, its been a key factor in allowing us to save close to 70% of our at-risk SME customers in onboarding, before they would have churned.”

Jacqueline Roepers

Strategy & Operations Principal

“

With automated workflows and notifications in place we’ve not only boosted upsells, but also effectively reduced churn.”

Alexey Smolyanyy

Director, Enterprise Customer Success

“

Just during our first month of using the platform we saved more than 100 hours by automating pricing notification, winback, CSM change and campaign emails.”

Lasse Thomsen

Senior Business System Development Manager

“

High touch CSMs have been able to more efficiently manage their day, unlocking substantial cost savings.”

Pam Dickson Fishman

VP Customer Success and Onboarding

“

With Planhat, we came in with a 20% lower churn than we had budgeted within the first years, simply because we now understand our customers better.”

Howard Rees

Chief Commercial Officer

“

Most notably, Planhat has helped us to increase the speed and the accuracy at which we can identify at risk-customers. As a result, its been a key factor in allowing us to save close to 70% of our at-risk SME customers in onboarding, before they would have churned.”

Jacqueline Roepers

Strategy & Operations Principal

Discover All

Impact

Discover All

“

With automated workflows and notifications in place we’ve not only boosted upsells, but also effectively reduced churn.”

Alexey Smolyanyy

Director, Enterprise Customer Success

“

Just during our first month of using the platform we saved more than 100 hours by automating pricing notification, winback, CSM change and campaign emails.”

Lasse Thomsen

Senior Business System Development Manager

“

High touch CSMs have been able to more efficiently manage their day, unlocking substantial cost savings.”

Pam Dickson Fishman

VP Customer Success and Onboarding

“

With Planhat, we came in with a 20% lower churn than we had budgeted within the first years, simply because we now understand our customers better.”

Howard Rees

Chief Commercial Officer

“

Most notably, Planhat has helped us to increase the speed and the accuracy at which we can identify at risk-customers. As a result, its been a key factor in allowing us to save close to 70% of our at-risk SME customers in onboarding, before they would have churned.”

Jacqueline Roepers

Strategy & Operations Principal

Discover All

Contributors

Contributors

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Discover All

Discover All

Write with us

Write with us

Write with us

Ardalan Khosrowpour

Founder & CEO

OnsiteIQ

“We have a pulse on every single customer, every single account, every single project. Our reporting's been incredible.”

Bridging the Construction Data Divide

Alberto Lambert

Creative Director

Planhat

“The more I build and interact with businesses, the more I see them as stages on which we perform to the world: opportunities to get out of our comfort zone and create things at the edge of our capability.”

The Stockholm Years

Jennifer Schaen

SVP, Basis Customer Experience

Basis Technologies

“We're better partners to our customers because of Planhat. We know more about our business because of Planhat. We can react quicker and we can be more proactive because of Planhat.”

Cutting Through the Advertising Fog

Ardalan Khosrowpour

Founder & CEO

OnsiteIQ

“We have a pulse on every single customer, every single account, every single project. Our reporting's been incredible.”

Bridging the Construction Data Divide

Alberto Lambert

Creative Director

Planhat

“The more I build and interact with businesses, the more I see them as stages on which we perform to the world: opportunities to get out of our comfort zone and create things at the edge of our capability.”

The Stockholm Years

Jennifer Schaen

SVP, Basis Customer Experience

Basis Technologies

“We're better partners to our customers because of Planhat. We know more about our business because of Planhat. We can react quicker and we can be more proactive because of Planhat.”

Cutting Through the Advertising Fog

Ardalan Khosrowpour

Founder & CEO

OnsiteIQ

“We have a pulse on every single customer, every single account, every single project. Our reporting's been incredible.”

Bridging the Construction Data Divide

Alberto Lambert

Creative Director

Planhat

“The more I build and interact with businesses, the more I see them as stages on which we perform to the world: opportunities to get out of our comfort zone and create things at the edge of our capability.”

The Stockholm Years

Jennifer Schaen

SVP, Basis Customer Experience

Basis Technologies

“We're better partners to our customers because of Planhat. We know more about our business because of Planhat. We can react quicker and we can be more proactive because of Planhat.”

Cutting Through the Advertising Fog

Discover All

Write with us

Contributors

Discover All

Write with us

Ardalan Khosrowpour

Founder & CEO

OnsiteIQ

“We have a pulse on every single customer, every single account, every single project. Our reporting's been incredible.”

Bridging the Construction Data Divide

Alberto Lambert

Creative Director

Planhat

“The more I build and interact with businesses, the more I see them as stages on which we perform to the world: opportunities to get out of our comfort zone and create things at the edge of our capability.”

The Stockholm Years

Jennifer Schaen

SVP, Basis Customer Experience

Basis Technologies

“We're better partners to our customers because of Planhat. We know more about our business because of Planhat. We can react quicker and we can be more proactive because of Planhat.”

Cutting Through the Advertising Fog

Discover All

Write with us

Demonstration

Retention

Driving Retention in Digital Transformation

Discover how Planhat can empower MSPs, IT Service providers and Telecommunications businesses to drive retention in digital transformation.

In Focus

Demonstration

Retention

Driving Retention in Digital Transformation

Discover how Planhat can empower MSPs, IT Service providers and Telecommunications businesses to drive retention in digital transformation.

In Focus

Demonstration

Retention

Driving Retention in Digital Transformation

Discover how Planhat can empower MSPs, IT Service providers and Telecommunications businesses to drive retention in digital transformation.

In Focus

Demonstration

Retention

Driving Retention in Digital Transformation

Discover how Planhat can empower MSPs, IT Service providers and Telecommunications businesses to drive retention in digital transformation.

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Saves At-Risk Customers

Jacqueline Roepers

Impact Study

Planhat

Helps Us Deliver Value Faster

Yuriy Boyko

Impact Study

Planhat

Streamlines Our Workflows

Shannon Nishi

Impact Study

Planhat

Lets Us Deliver Value at Lightning-Speed

Hannah Revell

Impact Study

Planhat

Lets Our People Achieve More

Emil Chroona

Impact Study

Planhat

Supercharged Our Upsells

Christine Raby

Impact Study

Planhat

Empowers Us to Scale Effectively

Matthew Greenslade

Impact Study

Planhat

Turned Siloed Data Into Actionable Insights

Lisa Milnes

Impact Study

Planhat

Drives Customer Health

Mychael Mulhern

Impact Study

Planhat

Answers the Questions We've Always Asked

Heidi Islann

Impact Study

Planhat

Unlocked Positive Net Revenue Retention

Jennifer Peters

Impact Study

Planhat

Gets Us on the Same Page

Ryan O’Connell

Impact Study

Planhat

Both Intuitive and Flexible

Marie-Ève Chartrand

Impact Study

Planhat

Our New Source of Truth

Zuzanna Ostojska

Impact Study

Planhat

Promotes Business Transparency

Gavin Danfelt

Impact Study

Planhat

Delivered Value Immediately

Alicia Quezada

Impact Study

Planhat

Gives Us the Whole Picture

Fernanda Portes

Impact Study

Planhat

Don't Miss these

All

In Perspective

Expert Advice

In Focus

Through the Lens

In conversation

Talking Planhat

SaaS Buyers Are Online Shoppers

Mike Hurd

Perspective

Customer Success

Sales

Technologies

The Work We Won’t Let Our Teams Do

Jason Graham

Perspective

Leadership

Productivity

Careers

Kick Off | The Feeling

Alberto Lambert

Teaser

Meet-Up

Community

Open | The Event

Alberto Lambert

Teaser

Open

Community

The Next Generation of Enterprise Systems

Kaveh Rostampor

Perspective

Innovation

AI

Markets

Kick Off | The Event

Alberto Lambert

Teaser

Meet-Up

Community

What Product Can Learn From CS (and Vice Versa)

Terri James

Perspective

Leadership

Careers

Innovation

Defining Value Isn’t One Conversation

Terri James

Perspective

Leadership

Careers

Innovation

Kick Off | In Pictures

Alberto Lambert

Teaser

Community

Wearing Two Hats

Terri James

Perspective

Leadership

Careers

Innovation

Open | The Experience

Alberto Lambert

Teaser

Open

Community

Open | In Pictures

Alberto Lambert

Teaser

Open

Community

6

Episodes

Open | The Proposition

Terri James

Testimonial

Open

Community

Mastering Digital Journeys and One-to-Many Portfolio Management in Customer Success

Andrew London

Guide

Open

Scaled CS

Learnings From Planhat Open: AI in Customer Management

Andrew London

Guide

Open

AI

How To Create and Manage Executive Sponsorship Programs With Planhat

Andrew London

Guide

Deals

Learnings From Planhat Open: Outcome-Based Customer Success

Andrew London

Guide

Open

Delivering Outcomes

Learnings From Planhat Open: Whitespacing—Grow Revenue and Expand Accounts

Andrew London

Guide

Open

Renewals

How To Identify, Measure, and Track Outcomes In Planhat

Andrew London

Guide

Open

Delivering Outcomes

3

Episodes

Raising the Bar

Malin Skoglund

Interview

Productivity

Surfaced Expansion Opportunities

Terri James

Impact Study

Planhat

Introducing Planhat's AI Deployment Program

Kaveh Rostampor

Bulletin

AI

Delivering Outcomes

Planhat

3 Tips for Achieving CX Excellence in Cisco’s Ecosystem

Andrew London

Guide

Customer Success

Delivering Outcomes

2

Episodes

Driving Retention in Digital Transformation

Victor Ivarsson

Demonstration

Retention

9

Episodes

Introducing: User Flows

Daniel Sternegard

Demonstration

Tools

The Infinite Frontier

Kristian Kivimägi

Perspective

Technologies

Risk Implementation

Andre Hollist

Demonstration

Churn

Scaled Customer Success

Laura Heijink

Demonstration

Scaled CS

Account Reviews

Gabriel Carlsson

Demonstration

Leadership

7

Episodes

Cutting Through the Advertising Fog

Jennifer Schaen

Documentary

Tools

4

Episodes

Open | A Glimpse

Alberto Lambert

Teaser

Community

Open

Revenue Forecasting

Victor Ivarsson

Demonstration

Revenue

Pipe Reviews

Katie Savino

Demonstration

Leadership

Introducing Wikis

Louise Hultman

Demonstration

Planhat

The Sales to CS Handover

Louise Hultman

Demonstration

Sales

The CSM Daily

Katie Savino

Demonstration

Productivity

Scaled Customer Success

Victor Ivarsson

Demonstration

Scaled CS

2

Episodes

Introduction

Daniel Sternegard

Update

Planhat

2

Episodes

Forecasting Retention With Ease

Jason Graham

Testimonial

Tools

3

Episodes

From Zero to One

Frank Lucier

Testimonial

Tools

A Single Pane of Glass

William Pinho

Testimonial

Tools

Planhat is Named a Customer Success Leader by IDC

IDC

Vendor Assessment

Markets

2

Episodes

Unifying Around the Customer

Seth Terbeek

Testimonial

Tools

2

Episodes

A Unified Source of Truth

Jon Twomey

Testimonial

Tools

Architecting Around the Customer

Andrew Fink

Testimonial

Tools

7

Episodes

Bridging the Construction Data Divide

Ardalan Khosrowpour

Documentary

Tools

Trust is the Process

Kaveh Rostampor

Interview

Leadership

Planhat is Named a Leader by Gartner and IDC

Kaveh Rostampor

Perspective

Vendor Assessment

“What's In It for Me?”

Malin Skoglund

Perspective

Open

Leadership

Reflecting on Planhat Open

Kaveh Rostampor

Perspective

Open

Community

Implementing Customer Success Software: Step-by-Step Guide

Amberā Cruz

Guide

Tools

Customer Success Software: A Guide for B2B Businesses

Christine Nielsen

Guide

Tools

Use Customer Success Software to Share Insights Company-Wide

Christine Nielsen

Guide

Technologies

Automating Customer Collateral with Success Software

Christine Nielsen

Guide

Enablement

Customer Success Software to Deliver World-Class Experience

Christine Nielsen

Guide

Delivering Outcomes

10 Key Features of High-Performance Customer Success Software

Christine Nielsen

Guide

Tools

CRM vs. Customer Success Software: Understanding the Difference

Christine Nielsen

Guide

Tools

Top 5 Most Effective Ways to Use Customer Success Software

Christine Nielsen

Guide

Tools

How Customer Success Software Speeds Up Client Time to Value

Christine Nielsen

Guide

Time To Value

Customer Success Software's Role in Data Consolidation & Analysis

Christine Nielsen

Guide

Tools

Recognizing Planhat as a Leader in Customer Success Software

Christine Nielsen

Update

Vendor Assessment

Top Ways AI Powers Customer Success

Amberā Cruz

Guide

AI

Our Next Chapter

Chris Regester

Bulletin

Planhat

Store of Stores

Ivars Mucenieks

Perspective

Technologies

Combining Intuitiveness and Power

Daniel Sternegard

Perspective

Technologies

The Stockholm Years

Alberto Lambert

Perspective

Careers

Leadership

Productivity

Being Data-Driven, Are We There Yet?

Amberā Cruz

Guide

Customer Analytics

How to Transition From a Cost Center to a Profit Center in CS

Amberā Cruz

Guide

Delivering Outcomes

It's Worth the Risk: Managing and Identifying Risk in CS

Amberā Cruz

Perspective

Churn

CS Experts Name Planhat a Leading Customer Success Software

Christine Nielsen

Update

Vendor Assessment

Big Thanks to Anika, and a Cheerful Hello to Malin

Malin Skoglund

Interview

Community

Working Effectively as I Try to Be Successful

Erik Holm

Perspective

Productivity

Customer Success is Not Sales

Brandon Ramsey

Interview

Leadership

Effectuation and a CRM for Strategies

Daniel Sternegard

Perspective

Tools

Planning for Customer Success in 2024

Sue Nabeth Moore

Interview

Markets

3

Episodes

Harnessing Planhat

Bianca Ker

Testimonial

Tools

6

Episodes

A Customizable Solution

Tess Okonek

Testimonial

Tools

6

Episodes

Powered by Planhat

Tracy Shouldice

Testimonial

Tools

The Importance of Revenue in CS

Maranda Dziekonski

Interview

Revenue

4

Episodes

The State of Customer Management 2023

Kaveh Rostampor

Panel

Open

Markets

What is Net Revenue Retention & Why Does it Matter?

Jonas Terning

Guide

Revenue

The Power of Analytics in Customer Success

Jonas Terning

Guide

Customer Analytics

Planhat Power Users: Tell Stories with Data

Jonas Terning

Bulletin

Enablement

6

Episodes

Open | A Feeling

Alberto Lambert

Teaser

Community

Open

6

Episodes

Open | From Trend Micro

Tracy Shouldice

Testimonial

Open

Community

Delivering Customer Outcomes with a Value Framework

Chris Regester

Interview

Delivering Outcomes

Planhat Power Users: Take Action with Data

Jonas Terning

Bulletin

Enablement

Converting Data to Action with a 360-degree View of Customer Interactions

Google Cloud

Partnership

Technologies

The Art of Scaling Customer Success

Daniel Ennis

Interview

Scaled CS

G2 Fall Report 2023: Planhat is the Leading Customer Platform

Jonas Terning

Update

Vendor Assessment

Towards Workflow 2.0: Introducing Projects & Sequences

Alberto Lambert

Update

Tools

How to Become the Best CSM of the Year

Tulasi Ryali

Interview

Careers

Sustainable Growth in Customer Success

Shannon Nishi

Interview

Leadership

Putting Tasks at the Center

Alberto Lambert

Update

Tools

AI and the New Age of Customer Support

Declan Ivory

Interview

AI

3

Episodes

On Our Company

Alberto Lambert

Testimonial

Planhat

G2 Report: Why Planhat is the Leading Customer Platform

Jonas Terning

Update

Vendor Assessment

AI in Customer Success

Jan Young

Interview

AI

World-Class Customer Success: Sabrina Perpetua Interview

Jonas Terning

Interview

Careers

Planhat Power Users: Creating Even More Value

Jonas Terning

Bulletin

Enablement

Making Usage Data Meaningful

Alberto Lambert

Update

Tools

Laid Off in CS? Here's What to Do Next.

Carly Agar

Interview

Careers

G2 Spring Report 2023: Planhat is a Leading Customer Platform

Jonas Terning

Update

Vendor Assessment

How to Manage Churn in Turbulent Times

Jay Nathan

Interview

Churn

Transition into Customer Success

Julie Raeder

Interview

Careers

Planhat Named One of the Best Softwares in 2023

Jonas Terning

Update

Vendor Assessment

Building for Company-Wide Customer Success

Alberto Lambert

Update

Tools

Customer Success in a Recession

Jennifer Yorke

Interview

Leadership

How Advanced Cuts Costs and Scales CS with Digital Engagement

Jonas Terning

Interview

Tools

A Day in the Life of a CSM

Prashanth Joth

Interview

Delivering Outcomes

Planhat Leads the Way in Customer Journey Mapping

Jonas Terning

Update

Vendor Assessment

CCO Metrics: How to Convince the C-Suite

Gemma Cipriani-Espineira

Interview

Customer Analytics

Roles in a Customer Success Division

Alexander Ehrensvärd

Guide

Leadership

Lombok Pop-Up Office

Alberto Lambert

Teaser

Community

How to Drive Time-to-Value for Customers in Only 14 Days

Claire O'Regan

Interview

Time To Value

G2 Fall Report 2022: Planhat Helps Grow Your Revenue

Jonas Terning

Update

Vendor Assessment

How to Grow CS While Focusing on Customer Outcomes

Markus Rentsch

Interview

Leadership

Why is Net Dollar Retention Important?

Doa Sarris

Guide

Customer Analytics

What Is the Average Customer Retention Rate by Industry?

Jonas Terning

Guide

Customer Analytics

What Is Good Gross Revenue Retention?

Jonas Terning

Guide

Customer Analytics

What Is a Good NRR for SaaS?

Jonas Terning

Guide

Customer Analytics

What Is a Good Net Dollar Retention Benchmark?

Rob Mahoney

Guide

Customer Analytics

How Do You Calculate Net Revenue Retention?

Jonas Terning

Guide

Revenue

What's the Difference Between Gross and Net Retention?

Jonas Terning

Guide

Revenue

What Is NRR in SaaS?

Jonas Terning

Guide

Revenue

What Is a Good Retention Metric?

Christoffer von Behrens

Guide

Customer Analytics

What Can Impact NRR?

Gabriel Carlsson

Guide

Revenue

How Do You Increase Net Dollar Retention?

Jonas Terning

Guide

Revenue

Does Net Revenue Retention Include New Customers?

Jonas Terning

Guide

Revenue

Gross Revenue Retention vs Net Revenue Retention

Jonas Terning

Guide

Revenue

Calculating Net Dollar Retention

Jonas Terning

Guide

Customer Analytics

Improving Net Revenue Retention

Benoit Parra

Guide

Revenue

How to Close a Renewal with an Upsell

Irit Eizips

Interview

Renewals

Charging for Customer Success

Pat Phelan

Interview

Pricing

A G2 Leader Throughout the Customer Journey

Jonas Terning

Update

Vendor Assessment

Meet the Customer Success Manager of the Year

Sanna Westman

Interview

Careers

How to Design CS for a Mature Organization

Marco Carrubba

Interview

Leadership

What Metrics Matter in Customer Success?

Ben Rohloff

Guide

Customer Analytics

What Is the Customer Analytics Process?

Jonas Terning

Guide

Customer Analytics

What is Customer Success Analytics?

Jonas Terning

Guide

Customer Analytics

What Is a Good Customer Growth Rate?

Christoffer von Behrens

Guide

Customer Analytics

What Is a Customer Scorecard?

Jonas Terning

Guide

Customer Analytics

What Is a Customer Analysis Tool?

Jonas Terning

Guide

Tools

What Are KPIs in Customer Service?

Jonas Terning

Guide

Customer Analytics

How Does SaaS Measure Customer Success?

Jonas Terning

Guide

Customer Analytics

How Do You Measure Customer Success?

Jonas Terning

Guide

Customer Analytics

How Do You Evaluate Customer Success?

Jonas Terning

Guide

Customer Analytics

How Are CSMs Measured?

Jonas Terning

Guide

Compensation

From Global to Local: How to Expand CS in EMEA

Marija Skobe-Pilley

Interview

Leadership

Customer Success Metrics for SaaS

Jonas Terning

Guide

Customer Analytics

Customer Success Benchmarks

Christoffer von Behrens

Guide

Customer Success

Types of Customer Success Analytics

Doa Sarris

Guide

Customer Analytics

Planhat Raises $50M Series A to Build Next-Gen Customer Platform

Kaveh Rostampor

Bulletin

Markets

The Role of Customer Education in CS

Bill Cushard

Interview

Enablement

What Is a Customer Platform?

Daniel Sternegard

Guide

Tools

Moving from Defense to Offense in CS

Harini Gokul

Interview

Delivering Outcomes

How to Build Your Personal Brand in CS

Erika Villarreal

Interview

Careers

Planhat Named One of the Best Softwares in 2022

Jonas Terning

Update

Vendor Assessment

Customer Success Managers: A Necessity for Customer Success

Jonas Terning

Guide

Leadership

Job Description: Customer Success Manager

Jonas Terning

Guide

Careers

Customer Onboarding Software, Solutions, and Success

Jonas Terning

Guide

Tools

Customer 360: What It Is & Why It Matters

Jonas Terning

Guide

Tools

What is a Customer Health Score & How Do You Calculate It?

Jonas Terning

Guide

Customer Analytics

What is Customer Success Management & Why Do I Need It?

Jonas Terning

Guide

Leadership

Top 5 Customer Success Best Practices for SaaS

Jonas Terning

Guide

Leadership

Top 9 Most Important Customer Success KPIs

Jonas Terning

Guide

Customer Analytics

Customer Success Onboarding: Keep New Customers Happy

Jonas Terning

Guide

Onboarding

Best Tools & Strategies for SaaS Customer Success

Jonas Terning

Guide

Leadership

9 Customer Success Strategies to Reduce Churn

Jonas Terning

Guide

Churn

How to Use Customer Success Analytics to Improve Retention

Jonas Terning

Guide

Customer Analytics

Multi-Year Deals: The Basics

Christian Jakenfelds

Guide

Deals

2

Episodes

Planhat for BDRs and AEs

Chris Regester

Demonstration

Sales

Unlocks Our Products' Value

Alexey Smolyanyy

Impact Study

Planhat

Saves Us Hundreds of Hours

Lasse Thomsen

Impact Study

Planhat

Makes Us More Efficient and Profitable

Pam Dickson Fishman

Impact Study

Planhat

Greater Efficiency & Lower Churn

Howard Rees

Impact Study

Planhat

Saves At-Risk Customers

Jacqueline Roepers

Impact Study

Planhat

Helps Us Deliver Value Faster

Yuriy Boyko

Impact Study

Planhat

Streamlines Our Workflows

Shannon Nishi

Impact Study

Planhat

Lets Us Deliver Value at Lightning-Speed

Hannah Revell

Impact Study

Planhat

Lets Our People Achieve More

Emil Chroona

Impact Study

Planhat

Supercharged Our Upsells

Christine Raby

Impact Study

Planhat

Empowers Us to Scale Effectively

Matthew Greenslade

Impact Study

Planhat

Turned Siloed Data Into Actionable Insights

Lisa Milnes

Impact Study

Planhat

Drives Customer Health

Mychael Mulhern

Impact Study

Planhat

Answers the Questions We've Always Asked

Heidi Islann

Impact Study

Planhat

Unlocked Positive Net Revenue Retention

Jennifer Peters

Impact Study

Planhat

Gets Us on the Same Page

Ryan O’Connell

Impact Study

Planhat

Both Intuitive and Flexible

Marie-Ève Chartrand

Impact Study

Planhat

Our New Source of Truth

Zuzanna Ostojska

Impact Study

Planhat

Promotes Business Transparency

Gavin Danfelt

Impact Study

Planhat

Delivered Value Immediately

Alicia Quezada

Impact Study

Planhat

Gives Us the Whole Picture

Fernanda Portes

Impact Study

Planhat

Don't Miss these

All

In Perspective

Expert Advice

In Focus

Through the Lens

In conversation

Talking Planhat

SaaS Buyers Are Online Shoppers

Mike Hurd

Perspective

Customer Success

Sales

Technologies

The Work We Won’t Let Our Teams Do

Jason Graham

Perspective

Leadership

Productivity

Careers

Kick Off | The Feeling

Alberto Lambert

Teaser

Meet-Up

Community

Open | The Event

Alberto Lambert

Teaser

Open

Community

The Next Generation of Enterprise Systems

Kaveh Rostampor

Perspective

Innovation

AI

Markets

Kick Off | The Event

Alberto Lambert

Teaser

Meet-Up

Community

What Product Can Learn From CS (and Vice Versa)

Terri James

Perspective

Leadership

Careers

Innovation

Defining Value Isn’t One Conversation

Terri James

Perspective

Leadership

Careers

Innovation

Kick Off | In Pictures

Alberto Lambert

Teaser

Community

Wearing Two Hats

Terri James

Perspective

Leadership

Careers

Innovation

Open | The Experience

Alberto Lambert

Teaser

Open

Community

Open | In Pictures

Alberto Lambert

Teaser

Open

Community

6

Episodes

Open | The Proposition

Terri James

Testimonial

Open

Community

Mastering Digital Journeys and One-to-Many Portfolio Management in Customer Success

Andrew London

Guide

Open

Scaled CS

Learnings From Planhat Open: AI in Customer Management

Andrew London

Guide

Open

AI

How To Create and Manage Executive Sponsorship Programs With Planhat

Andrew London

Guide

Deals

Learnings From Planhat Open: Outcome-Based Customer Success

Andrew London

Guide

Open

Delivering Outcomes

Learnings From Planhat Open: Whitespacing—Grow Revenue and Expand Accounts

Andrew London

Guide

Open

Renewals

How To Identify, Measure, and Track Outcomes In Planhat

Andrew London

Guide

Open

Delivering Outcomes

3

Episodes

Raising the Bar

Malin Skoglund

Interview

Productivity

Surfaced Expansion Opportunities

Terri James

Impact Study

Planhat

Introducing Planhat's AI Deployment Program

Kaveh Rostampor

Bulletin

AI

Delivering Outcomes

Planhat

3 Tips for Achieving CX Excellence in Cisco’s Ecosystem

Andrew London

Guide

Customer Success

Delivering Outcomes

2

Episodes

Driving Retention in Digital Transformation

Victor Ivarsson

Demonstration

Retention

9

Episodes

Introducing: User Flows

Daniel Sternegard

Demonstration

Tools

The Infinite Frontier

Kristian Kivimägi

Perspective

Technologies

Risk Implementation

Andre Hollist

Demonstration

Churn

Scaled Customer Success

Laura Heijink

Demonstration

Scaled CS

Account Reviews

Gabriel Carlsson

Demonstration

Leadership

7

Episodes

Cutting Through the Advertising Fog

Jennifer Schaen

Documentary

Tools

4

Episodes

Open | A Glimpse

Alberto Lambert

Teaser

Community

Open

Revenue Forecasting

Victor Ivarsson

Demonstration

Revenue

Pipe Reviews

Katie Savino

Demonstration

Leadership

Introducing Wikis

Louise Hultman

Demonstration

Planhat

The Sales to CS Handover

Louise Hultman

Demonstration

Sales

The CSM Daily

Katie Savino

Demonstration

Productivity

Scaled Customer Success

Victor Ivarsson

Demonstration

Scaled CS

2

Episodes

Introduction

Daniel Sternegard

Update

Planhat

2

Episodes

Forecasting Retention With Ease

Jason Graham

Testimonial

Tools

3

Episodes

From Zero to One

Frank Lucier

Testimonial

Tools

A Single Pane of Glass

William Pinho

Testimonial

Tools

Planhat is Named a Customer Success Leader by IDC

IDC

Vendor Assessment

Markets

2

Episodes

Unifying Around the Customer

Seth Terbeek

Testimonial

Tools

2

Episodes

A Unified Source of Truth

Jon Twomey

Testimonial

Tools

Architecting Around the Customer

Andrew Fink

Testimonial

Tools

7

Episodes

Bridging the Construction Data Divide

Ardalan Khosrowpour

Documentary

Tools

Trust is the Process

Kaveh Rostampor

Interview

Leadership

Planhat is Named a Leader by Gartner and IDC

Kaveh Rostampor

Perspective

Vendor Assessment

“What's In It for Me?”

Malin Skoglund

Perspective

Open

Leadership

Reflecting on Planhat Open

Kaveh Rostampor

Perspective

Open

Community

Implementing Customer Success Software: Step-by-Step Guide

Amberā Cruz

Guide

Tools

Customer Success Software: A Guide for B2B Businesses

Christine Nielsen

Guide

Tools

Use Customer Success Software to Share Insights Company-Wide

Christine Nielsen

Guide

Technologies

Automating Customer Collateral with Success Software

Christine Nielsen

Guide

Enablement

Customer Success Software to Deliver World-Class Experience

Christine Nielsen

Guide

Delivering Outcomes

10 Key Features of High-Performance Customer Success Software

Christine Nielsen

Guide

Tools

CRM vs. Customer Success Software: Understanding the Difference

Christine Nielsen

Guide

Tools

Top 5 Most Effective Ways to Use Customer Success Software

Christine Nielsen

Guide

Tools

How Customer Success Software Speeds Up Client Time to Value

Christine Nielsen

Guide

Time To Value

Customer Success Software's Role in Data Consolidation & Analysis

Christine Nielsen

Guide

Tools

Recognizing Planhat as a Leader in Customer Success Software

Christine Nielsen

Update

Vendor Assessment

Top Ways AI Powers Customer Success

Amberā Cruz

Guide

AI

Our Next Chapter

Chris Regester

Bulletin

Planhat

Store of Stores

Ivars Mucenieks

Perspective

Technologies

Combining Intuitiveness and Power

Daniel Sternegard

Perspective

Technologies

The Stockholm Years

Alberto Lambert

Perspective

Careers

Leadership

Productivity

Being Data-Driven, Are We There Yet?

Amberā Cruz

Guide

Customer Analytics

How to Transition From a Cost Center to a Profit Center in CS

Amberā Cruz

Guide

Delivering Outcomes

It's Worth the Risk: Managing and Identifying Risk in CS

Amberā Cruz

Perspective

Churn

CS Experts Name Planhat a Leading Customer Success Software

Christine Nielsen

Update

Vendor Assessment

Big Thanks to Anika, and a Cheerful Hello to Malin

Malin Skoglund

Interview

Community

Working Effectively as I Try to Be Successful

Erik Holm

Perspective

Productivity

Customer Success is Not Sales

Brandon Ramsey

Interview

Leadership

Effectuation and a CRM for Strategies

Daniel Sternegard

Perspective

Tools

Planning for Customer Success in 2024

Sue Nabeth Moore

Interview

Markets

3

Episodes

Harnessing Planhat

Bianca Ker

Testimonial

Tools

6

Episodes

A Customizable Solution

Tess Okonek

Testimonial

Tools

6

Episodes

Powered by Planhat

Tracy Shouldice

Testimonial

Tools

The Importance of Revenue in CS

Maranda Dziekonski

Interview

Revenue

4

Episodes

The State of Customer Management 2023

Kaveh Rostampor

Panel

Open

Markets

What is Net Revenue Retention & Why Does it Matter?

Jonas Terning

Guide

Revenue

The Power of Analytics in Customer Success

Jonas Terning

Guide

Customer Analytics

Planhat Power Users: Tell Stories with Data

Jonas Terning

Bulletin

Enablement

6

Episodes

Open | A Feeling

Alberto Lambert

Teaser

Community

Open

6

Episodes

Open | From Trend Micro

Tracy Shouldice

Testimonial

Open

Community

Delivering Customer Outcomes with a Value Framework

Chris Regester

Interview

Delivering Outcomes

Planhat Power Users: Take Action with Data

Jonas Terning

Bulletin

Enablement

Converting Data to Action with a 360-degree View of Customer Interactions

Google Cloud

Partnership

Technologies

The Art of Scaling Customer Success

Daniel Ennis

Interview

Scaled CS

G2 Fall Report 2023: Planhat is the Leading Customer Platform

Jonas Terning

Update

Vendor Assessment

Towards Workflow 2.0: Introducing Projects & Sequences

Alberto Lambert

Update

Tools

How to Become the Best CSM of the Year

Tulasi Ryali

Interview

Careers

Sustainable Growth in Customer Success

Shannon Nishi

Interview

Leadership

Putting Tasks at the Center

Alberto Lambert

Update

Tools

AI and the New Age of Customer Support

Declan Ivory

Interview

AI

3

Episodes

On Our Company

Alberto Lambert

Testimonial

Planhat

G2 Report: Why Planhat is the Leading Customer Platform

Jonas Terning

Update

Vendor Assessment

AI in Customer Success

Jan Young

Interview

AI

World-Class Customer Success: Sabrina Perpetua Interview

Jonas Terning

Interview

Careers

Planhat Power Users: Creating Even More Value

Jonas Terning

Bulletin

Enablement

Making Usage Data Meaningful

Alberto Lambert

Update

Tools

Laid Off in CS? Here's What to Do Next.

Carly Agar

Interview

Careers

G2 Spring Report 2023: Planhat is a Leading Customer Platform

Jonas Terning

Update

Vendor Assessment

How to Manage Churn in Turbulent Times

Jay Nathan

Interview

Churn

Transition into Customer Success

Julie Raeder

Interview

Careers

Planhat Named One of the Best Softwares in 2023

Jonas Terning

Update

Vendor Assessment

Building for Company-Wide Customer Success

Alberto Lambert

Update

Tools

Customer Success in a Recession

Jennifer Yorke

Interview

Leadership

How Advanced Cuts Costs and Scales CS with Digital Engagement

Jonas Terning

Interview

Tools

A Day in the Life of a CSM

Prashanth Joth

Interview

Delivering Outcomes

Planhat Leads the Way in Customer Journey Mapping

Jonas Terning

Update

Vendor Assessment

CCO Metrics: How to Convince the C-Suite

Gemma Cipriani-Espineira

Interview

Customer Analytics

Roles in a Customer Success Division

Alexander Ehrensvärd

Guide

Leadership

Lombok Pop-Up Office

Alberto Lambert

Teaser

Community

How to Drive Time-to-Value for Customers in Only 14 Days

Claire O'Regan

Interview

Time To Value

G2 Fall Report 2022: Planhat Helps Grow Your Revenue

Jonas Terning

Update

Vendor Assessment

How to Grow CS While Focusing on Customer Outcomes

Markus Rentsch

Interview

Leadership

Why is Net Dollar Retention Important?

Doa Sarris

Guide

Customer Analytics

What Is the Average Customer Retention Rate by Industry?

Jonas Terning

Guide

Customer Analytics

What Is Good Gross Revenue Retention?

Jonas Terning

Guide

Customer Analytics

What Is a Good NRR for SaaS?

Jonas Terning

Guide

Customer Analytics

What Is a Good Net Dollar Retention Benchmark?

Rob Mahoney

Guide

Customer Analytics

How Do You Calculate Net Revenue Retention?

Jonas Terning

Guide

Revenue

What's the Difference Between Gross and Net Retention?

Jonas Terning

Guide

Revenue

What Is NRR in SaaS?

Jonas Terning

Guide

Revenue

What Is a Good Retention Metric?

Christoffer von Behrens

Guide

Customer Analytics

What Can Impact NRR?

Gabriel Carlsson

Guide

Revenue

How Do You Increase Net Dollar Retention?

Jonas Terning

Guide

Revenue

Does Net Revenue Retention Include New Customers?

Jonas Terning

Guide

Revenue

Gross Revenue Retention vs Net Revenue Retention

Jonas Terning

Guide

Revenue

Calculating Net Dollar Retention

Jonas Terning

Guide

Customer Analytics

Improving Net Revenue Retention

Benoit Parra

Guide

Revenue

How to Close a Renewal with an Upsell

Irit Eizips

Interview

Renewals

Charging for Customer Success

Pat Phelan

Interview

Pricing

A G2 Leader Throughout the Customer Journey

Jonas Terning

Update

Vendor Assessment

Meet the Customer Success Manager of the Year

Sanna Westman

Interview

Careers

How to Design CS for a Mature Organization

Marco Carrubba

Interview

Leadership

What Metrics Matter in Customer Success?

Ben Rohloff

Guide

Customer Analytics

What Is the Customer Analytics Process?

Jonas Terning

Guide

Customer Analytics

What is Customer Success Analytics?

Jonas Terning

Guide

Customer Analytics

What Is a Good Customer Growth Rate?

Christoffer von Behrens

Guide

Customer Analytics

What Is a Customer Scorecard?

Jonas Terning

Guide

Customer Analytics

What Is a Customer Analysis Tool?

Jonas Terning

Guide

Tools

What Are KPIs in Customer Service?

Jonas Terning

Guide

Customer Analytics

How Does SaaS Measure Customer Success?

Jonas Terning

Guide

Customer Analytics

How Do You Measure Customer Success?

Jonas Terning

Guide

Customer Analytics

How Do You Evaluate Customer Success?

Jonas Terning

Guide

Customer Analytics

How Are CSMs Measured?

Jonas Terning

Guide

Compensation

From Global to Local: How to Expand CS in EMEA

Marija Skobe-Pilley

Interview

Leadership

Customer Success Metrics for SaaS

Jonas Terning

Guide

Customer Analytics

Customer Success Benchmarks

Christoffer von Behrens

Guide

Customer Success

Types of Customer Success Analytics

Doa Sarris

Guide

Customer Analytics

Planhat Raises $50M Series A to Build Next-Gen Customer Platform

Kaveh Rostampor

Bulletin

Markets

The Role of Customer Education in CS

Bill Cushard

Interview

Enablement

What Is a Customer Platform?

Daniel Sternegard

Guide

Tools

Moving from Defense to Offense in CS

Harini Gokul

Interview

Delivering Outcomes

How to Build Your Personal Brand in CS

Erika Villarreal

Interview

Careers

Planhat Named One of the Best Softwares in 2022

Jonas Terning

Update

Vendor Assessment

Customer Success Managers: A Necessity for Customer Success

Jonas Terning

Guide

Leadership

Job Description: Customer Success Manager

Jonas Terning

Guide

Careers

Customer Onboarding Software, Solutions, and Success

Jonas Terning

Guide

Tools

Customer 360: What It Is & Why It Matters

Jonas Terning

Guide

Tools

What is a Customer Health Score & How Do You Calculate It?

Jonas Terning

Guide

Customer Analytics

What is Customer Success Management & Why Do I Need It?

Jonas Terning

Guide

Leadership

Top 5 Customer Success Best Practices for SaaS

Jonas Terning

Guide

Leadership

Top 9 Most Important Customer Success KPIs

Jonas Terning

Guide

Customer Analytics

Customer Success Onboarding: Keep New Customers Happy

Jonas Terning

Guide

Onboarding

Best Tools & Strategies for SaaS Customer Success

Jonas Terning

Guide

Leadership

9 Customer Success Strategies to Reduce Churn

Jonas Terning

Guide

Churn

How to Use Customer Success Analytics to Improve Retention

Jonas Terning

Guide

Customer Analytics

Multi-Year Deals: The Basics

Christian Jakenfelds

Guide

Deals

2

Episodes

Planhat for BDRs and AEs

Chris Regester

Demonstration

Sales

Unlocks Our Products' Value

Alexey Smolyanyy

Impact Study

Planhat

Saves Us Hundreds of Hours

Lasse Thomsen

Impact Study

Planhat

Makes Us More Efficient and Profitable

Pam Dickson Fishman

Impact Study

Planhat

Greater Efficiency & Lower Churn

Howard Rees

Impact Study

Planhat

Saves At-Risk Customers

Jacqueline Roepers

Impact Study

Planhat

Helps Us Deliver Value Faster

Yuriy Boyko

Impact Study

Planhat

Streamlines Our Workflows

Shannon Nishi

Impact Study

Planhat

Lets Us Deliver Value at Lightning-Speed

Hannah Revell

Impact Study

Planhat

Lets Our People Achieve More

Emil Chroona

Impact Study

Planhat

Supercharged Our Upsells

Christine Raby

Impact Study

Planhat

Empowers Us to Scale Effectively

Matthew Greenslade

Impact Study

Planhat

Turned Siloed Data Into Actionable Insights

Lisa Milnes

Impact Study

Planhat

Drives Customer Health

Mychael Mulhern

Impact Study

Planhat

Answers the Questions We've Always Asked

Heidi Islann

Impact Study

Planhat

Unlocked Positive Net Revenue Retention

Jennifer Peters

Impact Study

Planhat

Gets Us on the Same Page

Ryan O’Connell

Impact Study

Planhat

Both Intuitive and Flexible

Marie-Ève Chartrand

Impact Study

Planhat

Our New Source of Truth

Zuzanna Ostojska

Impact Study

Planhat

Promotes Business Transparency

Gavin Danfelt

Impact Study

Planhat

Delivered Value Immediately

Alicia Quezada

Impact Study

Planhat

Gives Us the Whole Picture

Fernanda Portes

Impact Study

Planhat

Don't Miss these

All

In Perspective

Expert Advice

In Focus

Through the Lens

In conversation

Talking Planhat

SaaS Buyers Are Online Shoppers

Mike Hurd

Perspective

Customer Success

Sales

Technologies

The Work We Won’t Let Our Teams Do

Jason Graham

Perspective

Leadership

Productivity

Careers

Kick Off | The Feeling

Alberto Lambert

Teaser

Meet-Up

Community

Open | The Event

Alberto Lambert

Teaser

Open

Community

The Next Generation of Enterprise Systems

Kaveh Rostampor

Perspective

Innovation

AI

Markets

Kick Off | The Event

Alberto Lambert

Teaser

Meet-Up

Community

What Product Can Learn From CS (and Vice Versa)

Terri James

Perspective

Leadership

Careers

Innovation

Defining Value Isn’t One Conversation

Terri James

Perspective

Leadership

Careers

Innovation

Kick Off | In Pictures

Alberto Lambert

Teaser

Community

Wearing Two Hats

Terri James

Perspective

Leadership

Careers

Innovation

Open | The Experience

Alberto Lambert

Teaser

Open

Community

Open | In Pictures

Alberto Lambert

Teaser

Open

Community

6

Episodes

Open | The Proposition

Terri James

Testimonial

Open

Community

Mastering Digital Journeys and One-to-Many Portfolio Management in Customer Success

Andrew London

Guide

Open

Scaled CS

Learnings From Planhat Open: AI in Customer Management

Andrew London

Guide

Open

AI

How To Create and Manage Executive Sponsorship Programs With Planhat

Andrew London

Guide

Deals

Learnings From Planhat Open: Outcome-Based Customer Success

Andrew London

Guide

Open

Delivering Outcomes

Learnings From Planhat Open: Whitespacing—Grow Revenue and Expand Accounts

Andrew London

Guide

Open

Renewals

How To Identify, Measure, and Track Outcomes In Planhat

Andrew London

Guide

Open

Delivering Outcomes

3

Episodes

Raising the Bar

Malin Skoglund

Interview

Productivity

Surfaced Expansion Opportunities

Terri James

Impact Study

Planhat

Introducing Planhat's AI Deployment Program

Kaveh Rostampor

Bulletin

AI

Delivering Outcomes

Planhat

3 Tips for Achieving CX Excellence in Cisco’s Ecosystem

Andrew London

Guide

Customer Success

Delivering Outcomes

2

Episodes

Driving Retention in Digital Transformation

Victor Ivarsson

Demonstration

Retention

9

Episodes

Introducing: User Flows

Daniel Sternegard

Demonstration

Tools

The Infinite Frontier

Kristian Kivimägi

Perspective

Technologies

Risk Implementation

Andre Hollist

Demonstration

Churn

Scaled Customer Success

Laura Heijink

Demonstration

Scaled CS

Account Reviews

Gabriel Carlsson

Demonstration

Leadership

7

Episodes

Cutting Through the Advertising Fog

Jennifer Schaen

Documentary

Tools

4

Episodes

Open | A Glimpse

Alberto Lambert

Teaser

Community

Open

Revenue Forecasting

Victor Ivarsson

Demonstration

Revenue

Pipe Reviews

Katie Savino

Demonstration

Leadership

Introducing Wikis

Louise Hultman

Demonstration

Planhat

The Sales to CS Handover

Louise Hultman

Demonstration

Sales

The CSM Daily

Katie Savino

Demonstration

Productivity

Scaled Customer Success

Victor Ivarsson

Demonstration

Scaled CS

2

Episodes

Introduction

Daniel Sternegard

Update

Planhat

2

Episodes

Forecasting Retention With Ease

Jason Graham

Testimonial

Tools

3

Episodes

From Zero to One

Frank Lucier

Testimonial

Tools

A Single Pane of Glass

William Pinho

Testimonial

Tools

Planhat is Named a Customer Success Leader by IDC

IDC

Vendor Assessment

Markets

2

Episodes

Unifying Around the Customer

Seth Terbeek

Testimonial

Tools

2

Episodes

A Unified Source of Truth

Jon Twomey

Testimonial

Tools

Architecting Around the Customer

Andrew Fink

Testimonial

Tools

7

Episodes

Bridging the Construction Data Divide

Ardalan Khosrowpour

Documentary

Tools

Trust is the Process

Kaveh Rostampor

Interview

Leadership

Planhat is Named a Leader by Gartner and IDC

Kaveh Rostampor

Perspective

Vendor Assessment

“What's In It for Me?”

Malin Skoglund

Perspective

Open

Leadership

Reflecting on Planhat Open

Kaveh Rostampor

Perspective

Open

Community

Implementing Customer Success Software: Step-by-Step Guide

Amberā Cruz

Guide

Tools

Customer Success Software: A Guide for B2B Businesses

Christine Nielsen

Guide

Tools

Use Customer Success Software to Share Insights Company-Wide

Christine Nielsen

Guide

Technologies

Automating Customer Collateral with Success Software

Christine Nielsen

Guide

Enablement

Customer Success Software to Deliver World-Class Experience

Christine Nielsen

Guide

Delivering Outcomes

10 Key Features of High-Performance Customer Success Software

Christine Nielsen

Guide

Tools

CRM vs. Customer Success Software: Understanding the Difference

Christine Nielsen

Guide

Tools

Top 5 Most Effective Ways to Use Customer Success Software

Christine Nielsen

Guide

Tools

How Customer Success Software Speeds Up Client Time to Value

Christine Nielsen

Guide

Time To Value

Customer Success Software's Role in Data Consolidation & Analysis

Christine Nielsen

Guide

Tools

Recognizing Planhat as a Leader in Customer Success Software

Christine Nielsen

Update

Vendor Assessment

Top Ways AI Powers Customer Success

Amberā Cruz

Guide

AI

Our Next Chapter

Chris Regester

Bulletin

Planhat

Store of Stores

Ivars Mucenieks

Perspective

Technologies

Combining Intuitiveness and Power

Daniel Sternegard

Perspective

Technologies

The Stockholm Years

Alberto Lambert

Perspective

Careers

Leadership

Productivity

Being Data-Driven, Are We There Yet?

Amberā Cruz

Guide

Customer Analytics

How to Transition From a Cost Center to a Profit Center in CS

Amberā Cruz

Guide

Delivering Outcomes

It's Worth the Risk: Managing and Identifying Risk in CS

Amberā Cruz

Perspective

Churn

CS Experts Name Planhat a Leading Customer Success Software

Christine Nielsen

Update

Vendor Assessment

Big Thanks to Anika, and a Cheerful Hello to Malin

Malin Skoglund

Interview

Community

Working Effectively as I Try to Be Successful

Erik Holm

Perspective

Productivity

Customer Success is Not Sales

Brandon Ramsey

Interview

Leadership

Effectuation and a CRM for Strategies

Daniel Sternegard

Perspective

Tools

Planning for Customer Success in 2024

Sue Nabeth Moore

Interview

Markets

3

Episodes

Harnessing Planhat

Bianca Ker

Testimonial

Tools

6

Episodes

A Customizable Solution

Tess Okonek

Testimonial

Tools

6

Episodes

Powered by Planhat

Tracy Shouldice

Testimonial

Tools

The Importance of Revenue in CS

Maranda Dziekonski

Interview

Revenue

4

Episodes

The State of Customer Management 2023

Kaveh Rostampor

Panel

Open

Markets

What is Net Revenue Retention & Why Does it Matter?

Jonas Terning

Guide

Revenue

The Power of Analytics in Customer Success

Jonas Terning

Guide

Customer Analytics

Planhat Power Users: Tell Stories with Data

Jonas Terning

Bulletin

Enablement

6

Episodes

Open | A Feeling

Alberto Lambert

Teaser

Community

Open

6

Episodes

Open | From Trend Micro

Tracy Shouldice

Testimonial

Open

Community

Delivering Customer Outcomes with a Value Framework

Chris Regester

Interview

Delivering Outcomes

Planhat Power Users: Take Action with Data

Jonas Terning

Bulletin

Enablement

Converting Data to Action with a 360-degree View of Customer Interactions

Google Cloud

Partnership

Technologies

The Art of Scaling Customer Success

Daniel Ennis

Interview

Scaled CS

G2 Fall Report 2023: Planhat is the Leading Customer Platform

Jonas Terning

Update

Vendor Assessment

Towards Workflow 2.0: Introducing Projects & Sequences

Alberto Lambert

Update

Tools

How to Become the Best CSM of the Year

Tulasi Ryali

Interview

Careers

Sustainable Growth in Customer Success

Shannon Nishi

Interview

Leadership

Putting Tasks at the Center

Alberto Lambert

Update

Tools

AI and the New Age of Customer Support

Declan Ivory

Interview

AI

3

Episodes

On Our Company

Alberto Lambert

Testimonial

Planhat

G2 Report: Why Planhat is the Leading Customer Platform

Jonas Terning

Update

Vendor Assessment

AI in Customer Success

Jan Young

Interview

AI

World-Class Customer Success: Sabrina Perpetua Interview

Jonas Terning

Interview

Careers

Planhat Power Users: Creating Even More Value

Jonas Terning

Bulletin

Enablement

Making Usage Data Meaningful

Alberto Lambert

Update

Tools

Laid Off in CS? Here's What to Do Next.

Carly Agar

Interview

Careers

G2 Spring Report 2023: Planhat is a Leading Customer Platform

Jonas Terning

Update

Vendor Assessment

How to Manage Churn in Turbulent Times

Jay Nathan

Interview

Churn

Transition into Customer Success

Julie Raeder

Interview

Careers

Planhat Named One of the Best Softwares in 2023

Jonas Terning

Update

Vendor Assessment

Building for Company-Wide Customer Success

Alberto Lambert

Update

Tools

Customer Success in a Recession

Jennifer Yorke

Interview

Leadership

How Advanced Cuts Costs and Scales CS with Digital Engagement

Jonas Terning

Interview

Tools

A Day in the Life of a CSM

Prashanth Joth

Interview

Delivering Outcomes

Planhat Leads the Way in Customer Journey Mapping

Jonas Terning

Update

Vendor Assessment

CCO Metrics: How to Convince the C-Suite

Gemma Cipriani-Espineira

Interview

Customer Analytics

Roles in a Customer Success Division

Alexander Ehrensvärd

Guide

Leadership

Lombok Pop-Up Office

Alberto Lambert

Teaser

Community

How to Drive Time-to-Value for Customers in Only 14 Days

Claire O'Regan

Interview

Time To Value

G2 Fall Report 2022: Planhat Helps Grow Your Revenue

Jonas Terning

Update

Vendor Assessment

How to Grow CS While Focusing on Customer Outcomes

Markus Rentsch

Interview

Leadership

Why is Net Dollar Retention Important?

Doa Sarris

Guide

Customer Analytics

What Is the Average Customer Retention Rate by Industry?

Jonas Terning

Guide

Customer Analytics

What Is Good Gross Revenue Retention?

Jonas Terning

Guide

Customer Analytics

What Is a Good NRR for SaaS?

Jonas Terning

Guide

Customer Analytics

What Is a Good Net Dollar Retention Benchmark?

Rob Mahoney

Guide

Customer Analytics

How Do You Calculate Net Revenue Retention?

Jonas Terning

Guide

Revenue

What's the Difference Between Gross and Net Retention?

Jonas Terning

Guide

Revenue

What Is NRR in SaaS?

Jonas Terning

Guide

Revenue

What Is a Good Retention Metric?

Christoffer von Behrens

Guide

Customer Analytics

What Can Impact NRR?

Gabriel Carlsson

Guide

Revenue

How Do You Increase Net Dollar Retention?

Jonas Terning

Guide

Revenue

Does Net Revenue Retention Include New Customers?

Jonas Terning

Guide

Revenue

Gross Revenue Retention vs Net Revenue Retention

Jonas Terning

Guide

Revenue

Calculating Net Dollar Retention

Jonas Terning

Guide

Customer Analytics

Improving Net Revenue Retention

Benoit Parra

Guide

Revenue

How to Close a Renewal with an Upsell

Irit Eizips

Interview

Renewals

Charging for Customer Success

Pat Phelan

Interview

Pricing

A G2 Leader Throughout the Customer Journey

Jonas Terning

Update

Vendor Assessment

Meet the Customer Success Manager of the Year

Sanna Westman

Interview

Careers

How to Design CS for a Mature Organization

Marco Carrubba

Interview

Leadership

What Metrics Matter in Customer Success?

Ben Rohloff

Guide

Customer Analytics

What Is the Customer Analytics Process?

Jonas Terning

Guide

Customer Analytics

What is Customer Success Analytics?

Jonas Terning

Guide

Customer Analytics

What Is a Good Customer Growth Rate?

Christoffer von Behrens

Guide

Customer Analytics

What Is a Customer Scorecard?

Jonas Terning

Guide

Customer Analytics

What Is a Customer Analysis Tool?

Jonas Terning

Guide

Tools

What Are KPIs in Customer Service?

Jonas Terning

Guide

Customer Analytics

How Does SaaS Measure Customer Success?

Jonas Terning

Guide

Customer Analytics

How Do You Measure Customer Success?

Jonas Terning

Guide

Customer Analytics

How Do You Evaluate Customer Success?

Jonas Terning

Guide

Customer Analytics

How Are CSMs Measured?

Jonas Terning

Guide

Compensation

From Global to Local: How to Expand CS in EMEA

Marija Skobe-Pilley

Interview

Leadership

Customer Success Metrics for SaaS

Jonas Terning

Guide

Customer Analytics

Customer Success Benchmarks

Christoffer von Behrens

Guide

Customer Success

Types of Customer Success Analytics

Doa Sarris

Guide

Customer Analytics

Planhat Raises $50M Series A to Build Next-Gen Customer Platform

Kaveh Rostampor

Bulletin

Markets

The Role of Customer Education in CS

Bill Cushard

Interview

Enablement

What Is a Customer Platform?

Daniel Sternegard

Guide

Tools

Moving from Defense to Offense in CS

Harini Gokul

Interview

Delivering Outcomes

How to Build Your Personal Brand in CS

Erika Villarreal

Interview

Careers

Planhat Named One of the Best Softwares in 2022

Jonas Terning

Update

Vendor Assessment

Customer Success Managers: A Necessity for Customer Success

Jonas Terning

Guide

Leadership

Job Description: Customer Success Manager

Jonas Terning

Guide

Careers

Customer Onboarding Software, Solutions, and Success

Jonas Terning

Guide

Tools

Customer 360: What It Is & Why It Matters

Jonas Terning

Guide

Tools

What is a Customer Health Score & How Do You Calculate It?

Jonas Terning

Guide

Customer Analytics

What is Customer Success Management & Why Do I Need It?

Jonas Terning

Guide

Leadership

Top 5 Customer Success Best Practices for SaaS

Jonas Terning

Guide

Leadership

Top 9 Most Important Customer Success KPIs

Jonas Terning

Guide

Customer Analytics

Customer Success Onboarding: Keep New Customers Happy

Jonas Terning

Guide

Onboarding

Best Tools & Strategies for SaaS Customer Success

Jonas Terning

Guide

Leadership

9 Customer Success Strategies to Reduce Churn

Jonas Terning

Guide

Churn

How to Use Customer Success Analytics to Improve Retention

Jonas Terning

Guide

Customer Analytics

Multi-Year Deals: The Basics

Christian Jakenfelds

Guide

Deals

2

Episodes

Planhat for BDRs and AEs

Chris Regester

Demonstration

Sales

Unlocks Our Products' Value

Alexey Smolyanyy

Impact Study

Planhat

Saves Us Hundreds of Hours

Lasse Thomsen

Impact Study

Planhat

Makes Us More Efficient and Profitable

Pam Dickson Fishman

Impact Study

Planhat

Greater Efficiency & Lower Churn

Howard Rees

Impact Study

Planhat

Saves At-Risk Customers

Jacqueline Roepers

Impact Study

Planhat

Helps Us Deliver Value Faster

Yuriy Boyko

Impact Study

Planhat

Streamlines Our Workflows

Shannon Nishi

Impact Study

Planhat

Lets Us Deliver Value at Lightning-Speed

Hannah Revell

Impact Study

Planhat

Lets Our People Achieve More

Emil Chroona

Impact Study

Planhat

Supercharged Our Upsells

Christine Raby

Impact Study

Planhat

Empowers Us to Scale Effectively

Matthew Greenslade

Impact Study

Planhat

Turned Siloed Data Into Actionable Insights

Lisa Milnes

Impact Study

Planhat

Drives Customer Health

Mychael Mulhern

Impact Study

Planhat

Answers the Questions We've Always Asked

Heidi Islann

Impact Study

Planhat

Unlocked Positive Net Revenue Retention

Jennifer Peters

Impact Study

Planhat

Gets Us on the Same Page

Ryan O’Connell

Impact Study

Planhat

Both Intuitive and Flexible

Marie-Ève Chartrand

Impact Study

Planhat

Our New Source of Truth

Zuzanna Ostojska

Impact Study

Planhat

Promotes Business Transparency

Gavin Danfelt

Impact Study

Planhat

Delivered Value Immediately

Alicia Quezada

Impact Study

Planhat

Gives Us the Whole Picture

Fernanda Portes

Impact Study

Planhat

700+ reviews

An abstract render of a Planhat customer profile, including timeseries data and interaction records from Jira and Salesforce.

Thought-leading customer-centric content, direct to your inbox every month.

Solutions

Overview

CRM

PSA

For Customer Success

Cisco CX Specialization

Philanthropy

AI Deployment

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Changelog

Resources

Pricing

Editorial

Webinars

Planhat Open

Help Center

Developers

RFP Template

Security

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Software

Business Services

Connected Businesses

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Company

About

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Contact

Legal

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

© 2025 Planhat AB

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Status

700+ reviews

An abstract render of a Planhat customer profile, including timeseries data and interaction records from Jira and Salesforce.

Thought-leading customer-centric content, direct to your inbox every month.

Solutions

Overview

CRM

PSA

For Customer Success

Cisco CX Specialization

Philanthropy

AI Deployment

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Changelog

Resources

Pricing

Editorial

Webinars

Planhat Open

Help Center

Developers

RFP Template

Security

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Careers

Press

Partnerships

Events

Contact

Legal

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

© 2025 Planhat AB

Terms of Service

Privacy Policy

Cookie Policy

Status

700+ reviews

Thought-leading customer-centric content, direct to your inbox every month.

Solutions

Overview

CRM

PSA

For Customer Success

Cisco CX Specialization

Philanthropy

AI Deployment

Platform

Features

Views

Workflows

Metrics

Automations

Integrations

Changelog

Resources

Pricing

Editorial

Webinars

Planhat Open

Help Center

Developers

RFP Template

Security

Customers

Impact Studies

Software

Business Services

Connected Businesses

Financial Services

Healthcare & Life Sciences

IT Services

Company

About

Careers

Press

Partnerships

Events

Contact

Legal

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

© 2025 Planhat AB

Terms of Service

Privacy Policy

Cookie Policy

Status

700+ reviews

Thought-leading customer-centric content, direct to your inbox every month.

Solutions

Overview

CRM

PSA

For Customer Success

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