Planhat

𝑂𝑢𝑟 𝑁𝑒𝑥𝑡 𝐶ℎ𝑎𝑝𝑡𝑒𝑟. Join us on June 11th as we announce Planhat's biggest ever platform upgrade. Our CEO Kaveh Rostampor will be joined by our CCO, Chris Regester, and Director of Product, Daniel Sternegard, to discuss the next chapter in our story. We’re building the most strategic tool in business.

Choosing and implementing the right customer success software can be as exciting as it is challenging. Whether you’re switching from an existing technology or are a first-time buyer, we've developed a comprehensive step-by-step guide that will help you approach this project systematically. From preparation and strategy definition to data integration and team training, our guide covers everything you need to ensure a successful implementation and maximize the benefits for your business and customers. Read the guide https://hubs.ly/Q02Mbjb20

"I don't think a framework for this exists." Haley Forman Schwartz got it right. For a few days each year, we open our doors to a select group of people: giving outsiders a look into how Planhat works and our team an opportunity to get to know customers in an informal setting. Planhat Open is a retreat away from the daily buzz: a rare sanctuary to collaborate and connect with industry leaders, without the fuss. Learn more about this unique event below. https://hubs.ly/Q02LG0-Q0

Renewals. Where value assessment meets future potential. Renewals are the crown jewel of customer success, but they demand more than just a simple transaction. They require a combination of empathy, strategic timing, proactivity, data-driven insights and a deep understanding of your customer. Here’s a practical checklist to help your team master this core element of customer success: bit.ly/46Al9I9

Together, emotional intelligence and artificial intelligence make a powerful duo. AI can master data processing and pattern recognition with lightning speed. It reduces errors in tasks that require precision and can be scaled to handle massive amounts of data and tasks. But don’t sleep on emotional intelligence. Join our next CSM Corner where we’ll discuss how CSMs can use these skills to build better relationships and ensure delivery of customer outcomes. Something AI can’t do and ultimately the only thing that really matters. bit.ly/4bUv5gp

We love spending time with our customers and partners, but stuffy conference halls and back-to-back workshops are no way to treat friends. Learn more and apply to join us here: bit.ly/4bwiy3g

"I hope this finds you well." One thing AI can't match is emotional intelligence. It's a learned skill that is more important than ever as AI becomes more involved in customer success. AI will understand your product and your customer's business just as well, if not better, than you. It will provide faster answers and recognize patterns more accurately. This change is inevitable. But don’t forget, we’re still in the business of building trust and motivating others - don’t sleep on emotional intelligence. In our upcoming CSM Corner, we're focusing on the advantage of emotional intelligence - something that robots can't replace us with. Register now: https://bit.ly/4bUv5gp

“Planhat is built to combine seeming opposites; enterprise software that is both powerful and intuitive.” - Daniel Sternegard, Director of Product Read more about these changes to our platform: bit.ly/4eOd5a6

In the recurring revenue world, renewals are king. On July 10, two CS experts will be discussing practical tips-and-tricks for planning, preparing, and negotiating. Angela Ireland and Sabrina Perpetua will bring best practices on how to confidently approach this cornerstone of Customer Success. Register: https://bit.ly/4cDonfy

AI is nothing new in Customer Success, but are you mastering it? We recently met with Bethany Ward and Jazmin Lewis who broke down their favorite ways CSMs can use AI in their day-to-day to create efficiencies and remain proactive. We discussed six ways to use AI: 1. Summarize meeting recordings and recommend actions to take 2. Identify gaps in meeting agenda and serve potential objections based on role 3. Make suggestions on how to stay responsive when customer needs change 4. Develop and save prompts to scale 5. Creating success plans, workflows and templates 6. Develop a set of high-impact questions for different personas Check out the full article here: https://bit.ly/3VxuhYQ