Sales
Teams

Maximize revenue from current accounts

Selling is so much easier when your customers need you. Planhat helps sales reps apply a data-driven approach to account management based on a deep understanding of long term customer needs and a proactive approach based on short term customer events. Uncover and close more upsell opportunities with Planhat.

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Close deals faster with
customer collaboration portals

Today’s prospects expect a first-class online experience. Phone calls and emails alone just don’t make the grade. Help your prospects close themselves by working collaboratively in a dedicated, personalized customer collaboration portal. Invite the team, set goals, make plans, share documents and work the deal together by creating a modern online sales relationship.

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Uncover upsell opportunities

Stop guessing! See when customers reach their subscription limits with product usage data. Get on top of that customer request with new capabilities. And, discover patterns in your customer base to find repeatable revenue. Develop a data-driven account management process with Planhat to uncover every upsell opportunity.

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Make seamless post-sale handoffs

Don’t lose out on future business by fumbling the handoff from sales to customer success. Planhat helps you create a seamless customer experience by getting customers, sales reps, sales engineers, CSMs, support reps, and technical implementation teams on the same page with a 360 customer view, a common action plan, a central collaboration portal, and real-time sync to all connected systems.

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Enable true team selling

Stay aligned with other departments and get the help you need to close more business. Planhat provides a cross-functional 360 view of your accounts that includes every customer engagement, including customer success playbooks, support tickets, marketing touches, product usage and more.

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Hate updating your CRM? You need Planhat!

Spend more time selling, and less time entering data with Planhat. Let’s face it. CRM’s aren’t designed for sales reps, they’re designed for sales managers. Every sales rep dreads the daily drudge of opening tab after tab to type in note after note. Planhat’s editable list views let reps update all their ops quickly and efficiently, just like using a spreadsheet. And, everything syncs in real-time to your CRM, and every other system that needs to be updated.

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Learn how you can
sell more with Planhat

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