Commercial Agents that deliver results

“

Partnership with Planhat has enabled us at Telia Cygate to get the customer data and the visibility we need to actually scale the customer experience to all customers at all times. That's unprecedented for us.”

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How Telia Cygate Achieved Full Visibility Across Every Customer

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How Basis Turned Everyday Customer Conversations into Product Roadmap through Planhat

Cutting Through the Advertising Fog — article poster image

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How OnsiteIQ reduced churn through proactive, data-driven customer success

Bridging the Construction Data Divide — article poster image

Commercial Agents that deliver results

“

Now Playing

How Telia Cygate Achieved Full Visibility Across Every Customer

Play

How Basis Turned Everyday Customer Conversations into Product Roadmap through Planhat

Play

How OnsiteIQ reduced churn through proactive, data-driven customer success

Commercial Agents that deliver results

“

Now Playing

How Telia Cygate Achieved Full Visibility Across Every Customer

Play

How Basis Turned Everyday Customer Conversations into Product Roadmap through Planhat

Play

How OnsiteIQ reduced churn through proactive, data-driven customer success

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How 8x8 Transformed Their Retention with Planhat

The company serves around 60,000 customers, and its Customer Success function in its current form is young—just entering its third year. That newness came with a specific handicap: twenty years of accumulated tech debt, and no way to forecast retention.

Higher NRR in Year 1

Forecasting Retention With Ease — article poster image

How 8x8 Transformed Their Retention with Planhat

Higher NRR in Year 1

How 8x8 Transformed Their Retention with Planhat

Greater Efficiency & Lower Churn

Higher NRR in Year 1

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Just during our first month of using the platform we saved more than 100 hours by automating pricing notification, winback, CSM change and campaign emails.”

“

Lasse Thomsen

Director of Commercial Operations

Just during our first month of using the platform we saved more than 100 hours by automating pricing notification, winback, CSM change and campaign emails.”

“

Lasse Thomsen

Director of Commercial Operations

“Just during our first month of using the platform we saved more than 100 hours by automating pricing notification, winback, CSM change and campaign emails.”

Lasse Thomsen

Director of Commercial Operations

100

increase in average deal size

100

increase in average deal size

100

increase in average deal size

Halving the Headcount — article poster image

Instead of a CSM having to hunt and peck in Salesforce to try to figure out through many screens and tables, which customers need help, Planhat will automatically create a list of tasks for them.”

“

Tracy Shouldice

Director of Customer Success

Open | From Trend Micro — article poster image

Instead of a CSM having to hunt and peck in Salesforce to try to figure out through many screens and tables, which customers need help, Planhat will automatically create a list of tasks for them.”

“

Tracy Shouldice

Director of Customer Success

“Instead of a CSM having to hunt and peck in Salesforce to try to figure out through many screens and tables, which customers need help, Planhat will automatically create a list of tasks for them.”

Tracy Shouldice

Director of Customer Success

300

Hours saved annually per person

300

Hours saved annually per person

300

Hours saved annually per person

How Intelerad Designed a Critical Care Team from the Ground up in Planhat

One Place for Every Insight — article poster image

Planhat is a powerful, extensible platform that meets you where you are. You can get started with minimal build out and still see value, or you can customize it and really have a paradigm shift for how you're running your company.”

“

Seth Terbeek

Vice President of Customer Transformation

Planhat is a powerful, extensible platform that meets you where you are. You can get started with minimal build out and still see value, or you can customize it and really have a paradigm shift for how you're running your company.”

“

Seth Terbeek

Vice President of Customer Transformation

“Planhat is a powerful, extensible platform that meets you where you are. You can get started with minimal build out and still see value, or you can customize it and really have a paradigm shift for how you're running your company.”

Seth Terbeek

Vice President of Customer Transformation

How Dialpad Built the Flexibility to Pivot Its Customer Engagement at Speed

Scaling Impact with Speed & Flexibility — article poster image

reduction in meeting preparation time

900+ reviews

“Better than pulling a rabbit-out-of-a-hat kinda magic”

CS Manager

“Built for teams who want to win”

CS Strategy Manager

“I cannot do my job without Planhat”

Client Success Manager

“Customer success as you need it”

Operations Director

“Brings everything into the single source of truth”

Sr. Customer Success Manager

“My everyday ally”

Account Manager

“Extremely intuitive”

Head of Customer Success

“Better than pulling a rabbit-out-of-a-hat kinda magic”

CS Manager

“Better than pulling a rabbit-out-of-a-hat kinda magic”

CS Manager

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.

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920+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

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Recognized as a world-leader by

920+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Status

Cookie Policy

Brand Guidelines

Recognized as a world-leader by

920+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Status

Cookie Policy

Brand Guidelines

Commercial Agents that deliver results

Commercial Agents that deliver results

Commercial Agents that deliver results

How 8x8 Transformed Their Retention with Planhat

How 8x8 Transformed Their Retention with Planhat

How 8x8 Transformed Their Retention with Planhat

Greater Efficiency & Lower Churn

Powered by Planhat

Powered by Planhat

Powered by Planhat

Just during our first month of using the platform we saved more than 100 hours by automating pricing notification, winback, CSM change and campaign emails.”

“

Just during our first month of using the platform we saved more than 100 hours by automating pricing notification, winback, CSM change and campaign emails.”

“

“Just during our first month of using the platform we saved more than 100 hours by automating pricing notification, winback, CSM change and campaign emails.”

Instead of a CSM having to hunt and peck in Salesforce to try to figure out through many screens and tables, which customers need help, Planhat will automatically create a list of tasks for them.”

“

Instead of a CSM having to hunt and peck in Salesforce to try to figure out through many screens and tables, which customers need help, Planhat will automatically create a list of tasks for them.”

“

“Instead of a CSM having to hunt and peck in Salesforce to try to figure out through many screens and tables, which customers need help, Planhat will automatically create a list of tasks for them.”

How Intelerad Designed a Critical Care Team from the Ground up in Planhat

How Intelerad Designed a Critical Care Team from the Ground up in Planhat

How Intelerad Designed a Critical Care Team from the Ground up in Planhat

Planhat is a powerful, extensible platform that meets you where you are. You can get started with minimal build out and still see value, or you can customize it and really have a paradigm shift for how you're running your company.”

“

Planhat is a powerful, extensible platform that meets you where you are. You can get started with minimal build out and still see value, or you can customize it and really have a paradigm shift for how you're running your company.”

“

“Planhat is a powerful, extensible platform that meets you where you are. You can get started with minimal build out and still see value, or you can customize it and really have a paradigm shift for how you're running your company.”

How Dialpad Built the Flexibility to Pivot Its Customer Engagement at Speed

How Dialpad Built the Flexibility to Pivot Its Customer Engagement at Speed

How Dialpad Built the Flexibility to Pivot Its Customer Engagement at Speed

Meet your new system of action

Thank you

request a demo

Meet your new system of action

Thank you

request a demo

Meet your new system of action

Thank you

Know them. Grow them.

Know them. Grow them.

Meet your new  system of action

Meet your new  system of action

Meet your new  system of action