Plan Hat

Prevent new team members from reinventing the wheel and have Planhat automatically manage what needs to happen who needs to do it and when it needs to be done. The basics of the portfolio module in Planhat that contains insights health scores the lifecycle and customer segments.

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Typically a Customer Success team would be required to send database query requests to the IT department which takes up everyones time.

Plan hat. Planhat is beautiful and easy to use. Planhats in-app NPS survey reaches your end-user faster to understand the emotional value that your app product or services delivers. It is a powerful beautiful and easy to use tool that helps companies manage renewals reduce churn increase and identify upsell opportunities an.

Get features price and user reviews at a glance with detailed information about trial versions customer support and product features. Through Planhat companies predict churn and spot up-sell opportunities with a composite customer health score. Having the e-mail conversation stored in the same place as you have your customer data contracts license data and support tickets gives you a true one-stop-shop for your customer success team.

Calculated Metrics are a way to convert and combine raw metrics into new more complex metrics to show exactly what you want and need to know about your customers usage of your products. It helps you reduce churn upsell more drive user engagement and maximize the lifetime value of your customers. He has worked with global brands across the world and is an enthusiastic speaker passionate about Customer Success Advocacy and Community.

Sort your activities based on planned activities thing you need to do today or sometime in the future and historic activities things youve already done Build follow up and take actions on Playbooks. Action on your tasks triggered by different alerts. The activities list can be found in the Actions tab in Planhat and it helps you to.

Instantly explore alternatives and compare software that includes similar features to Planhat. Planhat boarding uses the industrys most. Everything you need to know about a customer in one location.

It brings all your customer data together in one place helping you understand user behaviour create best practice workflows automate time-sapping tasks. Planhat helps companies to reduce churn drive up-sales and maximize customer lifetime value. Planhat provides a unified view of your customers all in one place identifies risks and opportunities creates clear repeatable processes through the customer lifecycle and offers multi-channel communication as well as customized inboxes for teams.

Just hit Add to Compare to see alternatives at a glance. Yes with Planhat you can structure workflows to manage all phases of the customer journey including events like onboarding business reviews and renewals. Planhat offers a customer success platform built to make customer success simple.

Planhat is built for everyone from the CS rep to the C-Suite. You can also add tasks notes and more from the Customer 360 view. In this report well dive into the key findings and discuss why.

You can dive into the conversations notes check out license data activity data or anything else related to that customer. Planhat is a Customer Data Platform that allows you to structure manage and interact with your customer data. Gurprem Sagoo is a Customer Success Manager at Planhat with over 8 years experience as a CS lead in the SaaS industry.

It has all the functionality and features you would. Put simply Planhat is a Customer Success platform focused on making Customer Success simple. Playbooks are a way for you to create clear repeatable processes to move your customers efficiently through the customer lifecycle.

Syncing your e-mails to Planhat gives you a powerful way of storing all customer conversations in your customer success platform. As we plan for the future this report offers some clarity answers commonly-held questions and provides a better understanding of the CS landscape. Written by Sarah Jones Updated over a week ago The NPS Module How to set up and send your email NPS survey campaigns in Planhat.

Check out these other top options based on shared features that are closest to Planhat in terms of functionality key features and benefits. CS teams are gearing up to optimize their tech stacks. With the use of real-time easily accessible usage data you can create a post-purchase customer journey that is focused on creating real business value for your customers and by doing.

Planhat is a Customer Success Platform built to make Customer Success simple. Compare Planhat vs Totango and other vendors. Gurprem is also a part-time musician and an avid record collector.

Planhat is a Customer Success Platform focused on making Customer Success simple. Planhat integrates with the applications you love to use and gives you a single view of all your customer data. Planhat is beautiful and easy to use.

CS teams are shifting from reactive to proactive. The score is a transparent and fully customizable. Add dimensions based on your CSMs subjective input or hard facts and data points.

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