In a series of interviews, Customer Success Leaders from advertising automation giant Basis Technologies share how Planhat has impacted on the business.

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Jeff Poteracki — Across teams within our organization, we've been able to build out escalation reports. So when we need leadership or other team members to see a little bit more into what's happening. So we have things like our wins, our challenges, our upcoming revenue impacts, our anticipated revenue. All that is being sent out on a weekly dashboard developed in Planhat.

So that's being seen across our entire leadership organization as well as our product team. So if there is something they identify with, they can easily click in and view more notes on that specific feature.

For customers, we have been expanding our customer portals quite a bit and making that an interactive space, so not just us posting resources on there, but also giving space for customers to add their own notes or work through different success plans so we can review what goals we have together and what steps we need to keep them on track from those success plans.

“We have things like our wins, our challenges, our upcoming revenue impacts, our anticipated revenue. All that is being sent out on a weekly dashboard developed in Planhat.”

Jeff Poteracki

Senior Customer Success Manager

Basis Technologies

Sharing made simple

Jeff Poteracki — Across teams within our organization, we've been able to build out escalation reports. So when we need leadership or other team members to see a little bit more into what's happening. So we have things like our wins, our challenges, our upcoming revenue impacts, our anticipated revenue. All that is being sent out on a weekly dashboard developed in Planhat.

So that's being seen across our entire leadership organization as well as our product team. So if there is something they identify with, they can easily click in and view more notes on that specific feature.

For customers, we have been expanding our customer portals quite a bit and making that an interactive space, so not just us posting resources on there, but also giving space for customers to add their own notes or work through different success plans so we can review what goals we have together and what steps we need to keep them on track from those success plans.

“We have things like our wins, our challenges, our upcoming revenue impacts, our anticipated revenue. All that is being sent out on a weekly dashboard developed in Planhat.”

Jeff Poteracki

Senior Customer Success Manager

Basis Technologies

Sharing made simple

Jeff Poteracki — Across teams within our organization, we've been able to build out escalation reports. So when we need leadership or other team members to see a little bit more into what's happening. So we have things like our wins, our challenges, our upcoming revenue impacts, our anticipated revenue. All that is being sent out on a weekly dashboard developed in Planhat.

So that's being seen across our entire leadership organization as well as our product team. So if there is something they identify with, they can easily click in and view more notes on that specific feature.

For customers, we have been expanding our customer portals quite a bit and making that an interactive space, so not just us posting resources on there, but also giving space for customers to add their own notes or work through different success plans so we can review what goals we have together and what steps we need to keep them on track from those success plans.

“We have things like our wins, our challenges, our upcoming revenue impacts, our anticipated revenue. All that is being sent out on a weekly dashboard developed in Planhat.”

Jeff Poteracki

Senior Customer Success Manager

Basis Technologies

Jeff Poteracki

Senior Customer Success Manager

Basis Technologies

Jeff is a Senior Customer Success Manager at Basis Technologies, where he combines technical acumen with customer-facing experience to drive platform adoption and business outcomes. With nearly a decade in programmatic advertising, including five years at Centro and earlier roles at KSM, he brings strong expertise in media strategy, digital platforms, and DSP technology. Jeff has spent the last four years in customer success roles, building trusted partnerships with enterprise clients and delivering consultative guidance—and is known for his collaborative style and educator mindset.

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