Challenge

We didn't have a single source of truth about our customers. Neither did we have a good way of managing our customers and tasks. We used HubSpot as our CRM and to keep track of tasks, but we didn't have enough information about how our customers used our platform. We had something, but it wasn’t enough.

Solution

With Planhat, all our data is consolidated in one place, rather than across five different tools. Not only did we get the single source of truth we desperately needed, but its additional data Automation capabilities and flexible notifications have made us more proactive when things happen. For example, if a user is not logging in, or when a user hits a limit – Planhat automatically creates an upsell opportunity for us.

Impact

With Planhat we have a better understanding of customers from many different perspectives, from individual activities to their overall health, and spend less time per customer checking account statuses and reviewing activity data. We also now run all our NPS from Planhat, which has proven incredibly valuable, with high engagement rates. My team and I have a really good experience using Planhat.