Processes
Customer Success
Why it matters
Challenges
Reference acquisition, engagement and tracking is ad-hoc, which means opportunities are missed or references do not materialize into assets. References quickly go stale without ongoing support.
How Planhat helps
Planhat's Portals and Pages empower you to manage advocates, cases, and proof points in a centralized, collaborative way—empowering your entire team to leverage the right assets at the right time.
Automated workflows allow you to embed referral flows directly into existing service and success motions so team members introduce the ask in a natural way, tied directly to value realization.
The Utility Knife
OnsiteIQ
Brandon Ramsey
Ease & Power
Planhat
Daniel Sternegard
Visualise and report on any data
Dashboards & Widgets
The beating heart of Customer Success
Health Lab
Real-time conversations within workflows
Embedded Chat
Plan, execute, and track projects with ease
Project & Task Management
See trends, compare, and act in real time
Time Series
A curated space for customer collaboration
Portals
“Planhat is the utility knife by which we're able to interact with every single customer and provide them with a deep sense of value from the platform.”
Vice President of Customer Success
Trusted by leading companies worldwide
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Proactively and rapidly address both opportunities and risks
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Improve forecast reliability and increase renewal rates
Renewal Management
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Turn feedback into roadmap and retention actions
Capture & Analyze Feedback
Keep customer objectives visible, measurable, and on track
Track & Achieve Customer Objectives
Surface warning signals and act on churn risk early
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Create shared spaces for customer collaboration and communication
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Map, engage, and activate key stakeholders across accounts
Stakeholder Management
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