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 leading technology solution providers recognize it as a revenue driver. In this session, Victor Ivarsson from Planhat will host industry leaders from LIFT, TruVue, and SmarTrak to 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.
This session is hosted by Planhat's Global Customer Director, Victor Ivarsson - 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.
*By registering through this form, you will automatically be signed up for the series. By signing up for this webinar, you agree to have your information shared with our partners who may contact you with marketing communications.
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About the speakers

Marley Wagner
Digital CS & CX Leader
Moderator
Marley Wagner is an award-winning leader in digital customer success and customer experience strategy. Although digital customer success is a newer field in B2B SaaS, she’s one of the few people who can say she’s successfully built it many times over. Marley specializes in building digital customer engagement programs that do just that - actually engage your customers, without sacrificing quality or human connection.

Marley Wagner
Digital CS & CX Leader
Moderator
Marley Wagner is an award-winning leader in digital customer success and customer experience strategy. Although digital customer success is a newer field in B2B SaaS, she’s one of the few people who can say she’s successfully built it many times over. Marley specializes in building digital customer engagement programs that do just that - actually engage your customers, without sacrificing quality or human connection.

Marley Wagner
Digital CS & CX Leader
Moderator
Marley Wagner is an award-winning leader in digital customer success and customer experience strategy. Although digital customer success is a newer field in B2B SaaS, she’s one of the few people who can say she’s successfully built it many times over. Marley specializes in building digital customer engagement programs that do just that - actually engage your customers, without sacrificing quality or human connection.

Marley Wagner
Digital CS & CX Leader
Moderator
Marley Wagner is an award-winning leader in digital customer success and customer experience strategy. Although digital customer success is a newer field in B2B SaaS, she’s one of the few people who can say she’s successfully built it many times over. Marley specializes in building digital customer engagement programs that do just that - actually engage your customers, without sacrificing quality or human connection.

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.
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April 2, 2025
Accelerating growth through Customer Success



Key takeaways
Customer Success has too often been considered a reactive delivery function but leading technology solution providers recognize it as a revenue driver. In this session, Victor Ivarsson from Planhat will host industry leaders from LIFT, TruVue, and SmarTrak to 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.
This session is hosted by Planhat's Global Customer Director, Victor Ivarsson - 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.
*By registering through this form, you will automatically be signed up for the series. By signing up for this webinar, you agree to have your information shared with our partners who may contact you with marketing communications.
Customers
© 2025 Planhat AB
Customers
© 2025 Planhat AB
Customers
© 2025 Planhat AB