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Customer success helpdesk

Planhat

  • Pools all customer conversations, revenue, invoices, CRM data, tickets, notes, tasks, onboarding information, and health data and assigns customer health scores based on “success indicators” such as user activity, downloads, or  open tickets

  • Prepares campaigns and provides templates so helpdesks can send out welcome or automated emails based on triggers like “license renewal needed”

  • Forecasts and predicts revenue based on current cash flow or report salaries, so teams can receive churn reports and forecasting tools without having to code 

  • Reports on key onboarding metrics like average onboarding time and provides templates so teams can design “playbooks” to track customer lifecycles

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Segment makes it easy to set up Planhat

How Planhat works

Planhat is a customer success tool for your support and account management teams. It presents your customer data in a way that is geared toward these teams. This means that all the relevant information about all your customers and accounts needs to be recorded in Planhat in order to make the most of it. Populating customer profiles and recording what those people are doing on your site or in your app means sending that data to the Planhat API direclty. Planhat only offers a Javascript library and HTTP API for collecting customer data from your site or app, with no mobile SDKs or language-specific server-side libraries.

Provides information on customer health, revenue, and upcoming events
Provides information on customer health, revenue, and upcoming events
Generates customer health score so teams can track logins, Net Promoter Score®, and user activity
Generates customer health score so teams can track logins, Net Promoter Score®, and user activity

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Get more out of Planhat with Segment

Segment offers many different libraries to collect your customer data and you don’t have to learn a new API or data model to do it. That flexibility will save you countless development hours, since Segment’s integration automatically passes your customer data through to Planhat from web, mobile, or your server. Additionally, everything happens from the Segment server so there’s no extra Javascript library on your page or additional SDKs to bundle in your mobile app. With Segment you’ll get more than just web or mobile analytics. You can set up email events to see when people open and click emails, enrich customer profiles with Clearbit, or pipe in NPS scores from Satismeter. 

Try Segment

Segment makes it easy to set up Planhat

Getting Started with Segment

Segment is the infrastructure for your customer data. Use one API to unlock 200+ tools for every team in your company. With Segment, developers can stop building tedious and expensive one-off data integrations while business users can get straight to work, turning on their favorite apps right from the Segment dashboard.