Advocacy & Referrals

Advocacy & Referrals

Advocacy & Referrals

Why it matters

Credible, targeted social proof shortens sales cycles and lowers customer acquisition cost.
Credible, targeted social proof shortens sales cycles and lowers customer acquisition cost.

Credible, targeted social proof shortens sales cycles and lowers customer acquisition cost.

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

A Unified Repository
A Unified Repository

A Unified Repository

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.

Run Referral Programs
Run Referral Programs

Run Referral Programs

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.

Trusted by Industry Leaders

Trusted by Industry Leaders

Trusted by Industry Leaders

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

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

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.