Processes
Customer Success
Why it matters
Challenges
Marketing often runs blind to live product data, customer health, and customer milestones often leading to generic outreach and wasted effort.
How Planhat helps
By unifying live data, Campaigns, Sequences, in-app surveying, collaborative Portals, and a library for managing marketing assets, Planhat makes customer marketing data-driven, targeted and scalable.
Planhat leverages granular real-time data from calls, tickets, emails, product usage, and projects to both time and personalize sendouts for maximum reach, engagement and impact.
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Trustpilot
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Macrobond
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Find answers quickly, without adding noise
Data Explorer
Visualise and report on any data
Dashboards & Widgets
Conversations, captured and initiated
Email and Call Intelligence
See trends, compare, and act in real time
Time Series
A curated space for customer collaboration
Portals
Embedded AI for a first-mover advantage
AI Workflows
“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.”
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Surface adoption signals to drive timely action
Product Adoption
Serve the long tail of customers without eroding margins
Scaled CS
Grow NRR through targeted upsell & cross-sell
Expansion
Accelerate time-to-live with predictable outcomes
Onboarding
Ensure smooth transitions between teams without losing context or momentum
Customer Handovers
Proactively and rapidly address both opportunities and risks
Health Management
Improve forecast reliability and increase renewal rates
Renewal Management
Sustainably boost references, reviews, and referrals
Advocacy & Referrals
Turn feedback into roadmap and retention actions
Capture & Analyze Feedback
Keep customer objectives visible, measurable, and on track
Track & Achieve Customer Objectives
Surface warning signals and act on churn risk early
Risk & Churn Mitigation
Create shared spaces for customer collaboration and communication
Collaborate with Customers
Map, engage, and activate key stakeholders across accounts
Stakeholder Management
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