Impact Study
Natilik
Turned siloed data into actionable insights
“To be able to look at our clients' health and get actionable insights based on intelligence rather than just gut feel is incredibly impactful. To then add automations and triggers on top of those insights... this has moved us into the 21st century”
In reality, three different departments were in the same team but used different systems and processes. There was no easy way for us to identify what needed to be done. Planhat is licensed in a way that makes the tool accessible to all in the business, not just our Client Success Teams, at no additional cost. To be able to look at our clients' health and get actionable insights based on intelligence rather than just gut feel is incredibly impactful. To then add automations and triggers on top of those insights... this has moved us into the 21st century. At Natilik, we are on a journey, and to have a partner like Planhat that joins us on this journey is fantastic. The relationship we have, the discussions with our CSMs, the EBRs where we plan ahead together, the synergy between Natilik and Planhat, and how we create value together... that’s an outstanding part of what Planhat offers.
Lisa Milnes
Lisa Milnes
Director of Customer Success