Why Simployer Returned to Planhat to Manage a Multi-Product Offering
Simployer
Simployer
51-200 Employees
Enterprise
51-200 Employees
Enterprise
Headquarters
Norway
Headquarters
Norway
Switched to Planhat
2024
Switched to Planhat
2024
HighlightED Processes
Simployer is a Nordic HR software business serving roughly 12,000 customers across a 15-person customer organisation. After a period away from Planhat, the team had a clear test: could one system bring back the customer reality their growing multi-product operation depended on?
Simployer is a Nordic HR software business serving roughly 12,000 customers across a 15-person customer organisation. After a period away from Planhat, the team had a clear test: could one system bring back the customer reality their growing multi-product operation depended on?
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Challenge
After a merger, Planhat was replaced with a combination of Salesforce and Power BI. Pontus recounts that the team “lost a wealth of value we previously got from Planhat.”
They had low visibility, weak operational control, and poor data quality, preventing a clear view of customer status, activity and outcomes. They could see that meetings and emails were happening, but not what they meant; the proof of customer reality had gone missing.
Less than a year later, they were back on Planhat.
Historically data quality has been quite a nightmare. What we needed was a much simpler way of collecting our data for our customer success organization.”
“
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After a merger, Planhat was replaced with a combination of Salesforce and Power BI. Pontus recounts that the team “lost a wealth of value we previously got from Planhat.”
They had low visibility, weak operational control, and poor data quality, preventing a clear view of customer status, activity and outcomes. They could see that meetings and emails were happening, but not what they meant; the proof of customer reality had gone missing.
Less than a year later, they were back on Planhat.
Historically data quality has been quite a nightmare. What we needed was a much simpler way of collecting our data for our customer success organization.”
“
After a merger, Planhat was replaced with a combination of Salesforce and Power BI. Pontus recounts that the team “lost a wealth of value we previously got from Planhat.”
They had low visibility, weak operational control, and poor data quality, preventing a clear view of customer status, activity and outcomes. They could see that meetings and emails were happening, but not what they meant; the proof of customer reality had gone missing.
Less than a year later, they were back on Planhat.
“Historically data quality has been quite a nightmare. What we needed was a much simpler way of collecting our data for our customer success organization.”
Share
Solution
Solution
Returning to Planhat gave the team a place where they could not only record the work they were doing but actually work inside. Configuration was flexible enough to adapt to the organization’s needs, but at the same time the team found the platform accessible and easy to work with. Dashboards became the place the team operated from—they found that Planhat made it more intuitive to execute on data rather than simply reading it.
It's much easier to work with Planhat than other platforms that I worked with before as an admin.”
“
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Returning to Planhat gave the team a place where they could not only record the work they were doing but actually work inside. Configuration was flexible enough to adapt to the organization’s needs, but at the same time the team found the platform accessible and easy to work with. Dashboards became the place the team operated from—they found that Planhat made it more intuitive to execute on data rather than simply reading it.
It's much easier to work with Planhat than other platforms that I worked with before as an admin.”
“
Returning to Planhat gave the team a place where they could not only record the work they were doing but actually work inside. Configuration was flexible enough to adapt to the organization’s needs, but at the same time the team found the platform accessible and easy to work with. Dashboards became the place the team operated from—they found that Planhat made it more intuitive to execute on data rather than simply reading it.
“It's much easier to work with Planhat than other platforms that I worked with before as an admin.”
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
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With 12,000 customers to a team of 24 CSMs, it was essential for Simployer to have automations and workflows that can be relied on. Now, the team is alerted when they need to get in touch with customers— based on health score, type of product, type of admin, length of tenure, and more. As a result, Planhat empowers each representative to serve more customers, especially those handling key accounts which previously required a lot more time and attention.
Running their entire project workflow inside Planhat—including time tracking, structured workflows and project tracking—the professional services team have seen the greatest impact. Planhat allows the team to not only track projects but to understand if anyone needs support or has capacity to work on another project, enabling them to allocate resources more effectively, in a way that provides more value to their customers without needing to scale headcount.
With agents in Planhat, we’re getting through to our customers without even needing to do anything, which is a very big win for us.”
“
With 12,000 customers to a team of 24 CSMs, it was essential for Simployer to have automations and workflows that can be relied on. Now, the team is alerted when they need to get in touch with customers— based on health score, type of product, type of admin, length of tenure, and more. As a result, Planhat empowers each representative to serve more customers, especially those handling key accounts which previously required a lot more time and attention.
Running their entire project workflow inside Planhat—including time tracking, structured workflows and project tracking—the professional services team have seen the greatest impact. Planhat allows the team to not only track projects but to understand if anyone needs support or has capacity to work on another project, enabling them to allocate resources more effectively, in a way that provides more value to their customers without needing to scale headcount.
With agents in Planhat, we’re getting through to our customers without even needing to do anything, which is a very big win for us.”
“
With 12,000 customers to a team of 24 CSMs, it was essential for Simployer to have automations and workflows that can be relied on. Now, the team is alerted when they need to get in touch with customers— based on health score, type of product, type of admin, length of tenure, and more. As a result, Planhat empowers each representative to serve more customers, especially those handling key accounts which previously required a lot more time and attention.
Running their entire project workflow inside Planhat—including time tracking, structured workflows and project tracking—the professional services team have seen the greatest impact. Planhat allows the team to not only track projects but to understand if anyone needs support or has capacity to work on another project, enabling them to allocate resources more effectively, in a way that provides more value to their customers without needing to scale headcount.
With agents in Planhat, we’re getting through to our customers without even needing to do anything, which is a very big win for us.”
“
Simployer has multiple products bundled into different packages, so the team need to run multiple onboarding journeys. Onboarding for simpler products is run through automated workflows, while more complex deployments leverage customer portals to trigger self-paced adoption flows, allowing customers a smoother and more tailored onboarding process.
The customer portals have been a big hit because then we can actually put a lot of the onboarding onto the customer. We save a lot of time as a result—allowing us to engage more customers in a shorter time period.”
“
Simployer has multiple products bundled into different packages, so the team need to run multiple onboarding journeys. Onboarding for simpler products is run through automated workflows, while more complex deployments leverage customer portals to trigger self-paced adoption flows, allowing customers a smoother and more tailored onboarding process.
The customer portals have been a big hit because then we can actually put a lot of the onboarding onto the customer. We save a lot of time as a result—allowing us to engage more customers in a shorter time period.”
“
Simployer has multiple products bundled into different packages, so the team need to run multiple onboarding journeys. Onboarding for simpler products is run through automated workflows, while more complex deployments leverage customer portals to trigger self-paced adoption flows, allowing customers a smoother and more tailored onboarding process.
The customer portals have been a big hit because then we can actually put a lot of the onboarding onto the customer. We save a lot of time as a result—allowing us to engage more customers in a shorter time period.”
“
After onboarding, Planhat moves customers into a funnel of automated touch points. For example, when a customer is classified as ‘at-risk’, they immediately receive a link where they can book a meeting with their CSM or connect with technical support. Not needing to manually track and reach out to these customers gives time back to CSMs to focus on strategic work.
After onboarding, Planhat moves customers into a funnel of automated touch points. For example, when a customer is classified as ‘at-risk’, they immediately receive a link where they can book a meeting with their CSM or connect with technical support. Not needing to manually track and reach out to these customers gives time back to CSMs to focus on strategic work.
After onboarding, Planhat moves customers into a funnel of automated touch points. For example, when a customer is classified as ‘at-risk’, they immediately receive a link where they can book a meeting with their CSM or connect with technical support. Not needing to manually track and reach out to these customers gives time back to CSMs to focus on strategic work.
After losing the visibility they once had, Simployer returned to Planhat to run customer work from one place again. For a 12,000-customer HR software business, that meant using automations, customer portals and risk-based touchpoints to scale onboarding and churn prevention without pulling CSMs away from strategic work.
Share
After losing the visibility they once had, Simployer returned to Planhat to run customer work from one place again. For a 12,000-customer HR software business, that meant using automations, customer portals and risk-based touchpoints to scale onboarding and churn prevention without pulling CSMs away from strategic work.
Share
After losing the visibility they once had, Simployer returned to Planhat to run customer work from one place again. For a 12,000-customer HR software business, that meant using automations, customer portals and risk-based touchpoints to scale onboarding and churn prevention without pulling CSMs away from strategic work.
Share
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.