Planhat Demo

Name: Planhat Demo
Uploaded: 2024-05-21T10:53:39.000Z
Duration: 12 min 35 s
Description: We help our customers grow and retain their customer revenue.

Demo Summary

In this video, you’ll meet Planhat, a simple tool to help teams manage customer data. You’ll see how to bring in data from other systems, use filters to find customer groups, and edit live data like a spreadsheet. You’ll learn to set up tasks, workflows, and automations to save time. You’ll also see dashboards for tracking work and a shared portal to share reports with customers. Planhat fixes messy data and speeds your team so you can keep customers happy and grow your business.

AI-Detected Features

Welcome and OverviewChris Register, Planhat’s Chief Customer Officer, introduces the platform and explains how it helps companies retain and grow customer revenue.

00:02

Scalable Data PlatformLearn how Planhat ingests, organizes and visualizes customer data from multiple systems in real time using no-code integrations and automation at enterprise scale.

00:33

Measurable Customer Success OutcomesDiscover the three key benefits customers see: faster operational efficiencies, headcount savings through automation, and revenue gains via risk and opportunity insights.

01:23

Product Interface and NavigationSee Planhat’s clean, intuitive UI with left-hand navigation and modules designed to guide your customer success workflow.

02:52

Organizing Data with Folders and FiltersUse folders to share customer-centric views and filters to ask questions of your data and present it in context for faster understanding.

03:14

Consistent Data DefinitionsCreate filters once and store them in a central library so every team uses the same customer definitions across dashboards and reports.