Upcoming
60 minutes
Accelerating growth through Customer Success
April 2, 2025
|
08:00
PST
•
11:00
EST
Customer Success has too often been considered a reactive delivery function but technology solution providers leaders recognize it as a revenue driver. In this session, industry leaders from Planhat, LIFT, TruVue, and SmarTrak will discuss the key challenges that MSPs face in driving renewals, cross-sells, and upsells. Learn how aligning platforms, processes, and data can turn customer success into a profit center.
We’ll be hosting a second part on April 9. In this session, we’ll showcase how Planhat, LiFT, TruVue, and SmarTrak work together to provide a holistic approach. From churn predictors to customer insights, we’ll break down how each piece fits into a unified strategy that drives retention and revenue growth.
Register to watch
By submitting this form I agree that Planhat may collect, process and retain my data pursuant to its Privacy Policy.
About the speakers
Victor Ivarsson
Global Customer Director, Planhat
Moderator
Victor is a seasoned Customer Success Director currently focused on the Cisco and Managed Partners ecosystem at Planhat. He is a former collegiate dual-athlete with 12+ years of experience in the SaaS-industry with an extensive international background. Throughout his career he has built and developed profitable Sales, CS, and PS teams as well as an IPO on NASDAQ.
Victor Ivarsson
Global Customer Director, Planhat
Moderator
Victor is a seasoned Customer Success Director currently focused on the Cisco and Managed Partners ecosystem at Planhat. He is a former collegiate dual-athlete with 12+ years of experience in the SaaS-industry with an extensive international background. Throughout his career he has built and developed profitable Sales, CS, and PS teams as well as an IPO on NASDAQ.
Victor Ivarsson
Global Customer Director, Planhat
Moderator
Victor is a seasoned Customer Success Director currently focused on the Cisco and Managed Partners ecosystem at Planhat. He is a former collegiate dual-athlete with 12+ years of experience in the SaaS-industry with an extensive international background. Throughout his career he has built and developed profitable Sales, CS, and PS teams as well as an IPO on NASDAQ.
Victor Ivarsson
Global Customer Director, Planhat
Moderator
Victor is a seasoned Customer Success Director currently focused on the Cisco and Managed Partners ecosystem at Planhat. He is a former collegiate dual-athlete with 12+ years of experience in the SaaS-industry with an extensive international background. Throughout his career he has built and developed profitable Sales, CS, and PS teams as well as an IPO on NASDAQ.
Paul Bernstein
Co-Founder, LIFTinnovate
Paul is an Innovation Consultant specialized in understanding complex business challenges and applying innovations to achieve measurable business outcomes for over 30 years. He is experienced in working with executives across many industries and leading cross-functional teams to drive customer success. He leveraged this experience to co-found LIFTinnovate, a research and consulting firm focused on market growth and recurring revenue models.
Paul Bernstein
Co-Founder, LIFTinnovate
Paul is an Innovation Consultant specialized in understanding complex business challenges and applying innovations to achieve measurable business outcomes for over 30 years. He is experienced in working with executives across many industries and leading cross-functional teams to drive customer success. He leveraged this experience to co-found LIFTinnovate, a research and consulting firm focused on market growth and recurring revenue models.
Paul Bernstein
Co-Founder, LIFTinnovate
Paul is an Innovation Consultant specialized in understanding complex business challenges and applying innovations to achieve measurable business outcomes for over 30 years. He is experienced in working with executives across many industries and leading cross-functional teams to drive customer success. He leveraged this experience to co-found LIFTinnovate, a research and consulting firm focused on market growth and recurring revenue models.
Paul Bernstein
Co-Founder, LIFTinnovate
Paul is an Innovation Consultant specialized in understanding complex business challenges and applying innovations to achieve measurable business outcomes for over 30 years. He is experienced in working with executives across many industries and leading cross-functional teams to drive customer success. He leveraged this experience to co-found LIFTinnovate, a research and consulting firm focused on market growth and recurring revenue models.
Alyssa Nolte
CEO, TruVue
Alyssa Nolte is redefining customer intelligence by challenging outdated methods and building a smarter, more human-centered approach. As CEO of TruVue, she helps businesses predict their customers' next moves and take action faster. With a background in consulting for industry leaders like Salesforce, Cisco, and Chase, she has shaped strategies that drive growth and measurable impact.
Alyssa Nolte
CEO, TruVue
Alyssa Nolte is redefining customer intelligence by challenging outdated methods and building a smarter, more human-centered approach. As CEO of TruVue, she helps businesses predict their customers' next moves and take action faster. With a background in consulting for industry leaders like Salesforce, Cisco, and Chase, she has shaped strategies that drive growth and measurable impact.
Alyssa Nolte
CEO, TruVue
Alyssa Nolte is redefining customer intelligence by challenging outdated methods and building a smarter, more human-centered approach. As CEO of TruVue, she helps businesses predict their customers' next moves and take action faster. With a background in consulting for industry leaders like Salesforce, Cisco, and Chase, she has shaped strategies that drive growth and measurable impact.
Alyssa Nolte
CEO, TruVue
Alyssa Nolte is redefining customer intelligence by challenging outdated methods and building a smarter, more human-centered approach. As CEO of TruVue, she helps businesses predict their customers' next moves and take action faster. With a background in consulting for industry leaders like Salesforce, Cisco, and Chase, she has shaped strategies that drive growth and measurable impact.
Ted Lee
CEO, SmarTrak
Ted Lee is a seasoned entrepreneur, business leader, and advisor with a track record of building and scaling technology-driven companies. Over the last 20 years, he has founded and exited two successful ventures, including transforming a SaaS platform into a leading e-commerce and customer engagement solution processing over a billion dollars annually.
Ted Lee
CEO, SmarTrak
Ted Lee is a seasoned entrepreneur, business leader, and advisor with a track record of building and scaling technology-driven companies. Over the last 20 years, he has founded and exited two successful ventures, including transforming a SaaS platform into a leading e-commerce and customer engagement solution processing over a billion dollars annually.
Ted Lee
CEO, SmarTrak
Ted Lee is a seasoned entrepreneur, business leader, and advisor with a track record of building and scaling technology-driven companies. Over the last 20 years, he has founded and exited two successful ventures, including transforming a SaaS platform into a leading e-commerce and customer engagement solution processing over a billion dollars annually.
Ted Lee
CEO, SmarTrak
Ted Lee is a seasoned entrepreneur, business leader, and advisor with a track record of building and scaling technology-driven companies. Over the last 20 years, he has founded and exited two successful ventures, including transforming a SaaS platform into a leading e-commerce and customer engagement solution processing over a billion dollars annually.
Don't miss these
CS Happy Hour in Indianapolis
CS Happy Hour in Indianapolis
The J-curve in CS
The J-curve in CS
Planhat is named a Customer Success Leader by IDC
Planhat is named a Customer Success Leader by IDC
April 2, 2025
Accelerating growth through Customer Success
Key takeaways
Customer Success has too often been considered a reactive delivery function but technology solution providers leaders recognize it as a revenue driver. In this session, industry leaders from Planhat, LIFT, TruVue, and SmarTrak will discuss the key challenges that MSPs face in driving renewals, cross-sells, and upsells. Learn how aligning platforms, processes, and data can turn customer success into a profit center.
We’ll be hosting a second part on April 9. In this session, we’ll showcase how Planhat, LiFT, TruVue, and SmarTrak work together to provide a holistic approach. From churn predictors to customer insights, we’ll break down how each piece fits into a unified strategy that drives retention and revenue growth.
Don't miss these
Multi-Year Deals: The basics
How to use customer success analytics to improve retention
9 customer success strategies to reduce churn
Don't miss these
Multi-Year Deals: The basics
How to use customer success analytics to improve retention
9 customer success strategies to reduce churn
Don't miss these
Multi-Year Deals: The basics
How to use customer success analytics to improve retention
9 customer success strategies to reduce churn
Thought-leading customer-centric content, direct to your inbox every month.
By submitting this form I agree that Planhat may collect, process and retain my data pursuant to its Privacy Policy.
Customers
© 2025 Planhat AB
Thought-leading customer-centric content, direct to your inbox every month.
By submitting this form I agree that Planhat may collect, process and retain my data pursuant to its Privacy Policy.
Customers
© 2025 Planhat AB
Thought-leading customer-centric content, direct to your inbox every month.
By submitting this form I agree that Planhat may collect, process and retain my data pursuant to its Privacy Policy.
Customers
© 2025 Planhat AB
