Planhat

We us it as our customer base CRM. <div>to track ARR, upsell, churn etc</div>

• By automating tasks and providing better data management, Planhat frees up team members to focus on higher-value activities
• We achieved a 10% decrease in churn rate, highlighting the platform's effectiveness in retaining customers.

Gainsight CS, ChurnZero, Informatica Customer 360 for Salesforce and HubSpot CMS Hub

HubSpot CRM, Formstack for Salesforce

Im part of the CSM function and our team use Planhat every day in pretty much every customer action we do. Besides our CRM tool, its our single source of truth to have our customer information on one single place, check important data points, collaboration between different team on important strategic accounts. We also document all our KPI/metrics progress in Planhat to follow how we are doing towards these goals.

• Save a lot of time
• Increase collaboration between departments
• Build a streamlined customer interaction process based on critical touchpoints needed

Slack, Salesforce CMS, HubSpot CRM, Lime CRM and Startdeliver

Slack, Salesforce CMS, LinkedIn Sales Navigator, Notion

Planhat is our one-stop database for all client interactions. We store all client calls, emails and interactions in Planhat, and then from here can look at all of our data on a macro or individual subscriber basis. We also regularly review our book's health using Planhat, either through filters, graphical representations, or tailored alerts that we can create as well.

• Makes my life a lot easier, and means I don't have to chase information around, but can save time instead.

HubSpot CRM

Slack, Intercom, RevenueHero, Jiminny, Mixpanel

Since I manage a large portfolio of customers, Planhat helps me manage all the customer-related data in a single platform. Be it the call logs, emails, or other chat communications everything is recorded in Planhat. Along with this, Planhat also helps me track the usage of a client's account. If they are running any campaigns when they log in, what activities they perform etc it helps me understand which customer to reach out to and increase their usage. It also helps me track the paid invoices, pending invoices, users within the account, etc. All these details help me optimize my portfolio and provide the best possible experience to my customers.

• Increased productivity and efficiency. Reduced time to analyse accounts
• Clear visibility to the management and leadership team
• Easy collaboration with other team members

Salesforce Lightning Platform, Pipedrive and CRM and Deals for Zendesk

CallHippo, Slack, 1Password, Tableau Cloud, Keka HR, Clari Copilot, Jira Software

We use Planhat for our customer success initiatives to track client usage of our platform and ensure our clients are logging in and using the platform. We are also able to see what features they use to better understand how we can support them and identify upsell or cross sell opportunity’s across organizations .

• Engaging with high risk users

ChurnZero

Salesforce CMS, Gong, Outreach