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Planhat Case Studies

  • How Natilik turned customer data into actionable insights

    Lisa MilnesClient Success Director

  • StoryStream - Customer Case Study

    Hannah RevellSenior Implementation Manager
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    4.7 / 5.0
    Customer References37 total
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    Arrows is a customer onboarding checklist. Send every customer a personalized onboarding plan, with automated email reminders, due dates, assigned tasks, and a lot more. Guide your customer accounts to success. Arrows is a shared home for your customers’ tasks and goals. Plus, there’s an internal overview so you can see exactly what each account has done, needs to do, and where they’re going next.

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    Customer References47 total
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    Glia enables companies to deliver an in-person customer experience online. With a single line of code, companies can identify and engage their highest-value web visitors through video, voice, chat, and CoBrowsing to increase online conversions and improve customer support.

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    Vitally helps B2B SaaS teams like Segment, Zapier, and Productboard to deeply understand their customers and empower every customer success manager to 10x their effectiveness through powerful assistive automation. By quickly unifying disparate product and customer data into an incredibly powerful and easy-to-use platform, Vitally allows teams to rapidly implement better customer success processes and have an immediate impact.

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