Meeting Intelligence for Planhat

Providing CSM teams with greater access to the sentiment data from the conversations between people that are tucked away within their various data silos and is specifically aimed at closing the ‘sentiment gap’ between a customer’s true opinion of their subscription and the SaaS company’s perception in terms of R/Y/G health.

If you're already a Plan customer, get a demo to see how it can help you now! 

In Planhat

Amplify your Signals

With CompleteCSM, companies can bring in structured and unstructured customer conversational data from any source (Zoom, Gong, Slack, etc.), combine it with operational data, such as product usage, support tickets and training accessed, and apply it to advanced machine learning models that accurately score sentiment, predict propensity, and prescribe next best actions.

Customer Scores

The Customer Intent score is the best indicator to their propensity to downsell, renew flat, or buy more.

It's amazing how the best intelligence on a customer matches to actual CSM health.     It's great to know that you "Got it!"

By analyzing all of your conversations from emails, support cases, slack and more,  you can get leading indicators of what's going to happen next!


Read the Behaviors of your stakeholders! 

How can you craft your message based on the personality profile of the people that you talk to at an account?

How loyal are the people at your customer?    

How do you follow-up with them after a poor conversation happened?   

Supercharge your team with insights on the people that they work with!


Let's do it! 

Want more information on Customer Intelligence for Planhat?   Let us know more about you and we'll show you how it works! 

Intelligence delivered via Slack

All of your conversations for a single Customer?    They add up to the predictive expansion analytics for each account, delivered via Slack where you work everyday!  Conversations from Slack, Zoom and Gong;  don't forget about those support tickets, web chats and emails!


How It Works

With the launch of CompleteCSM and its Customer Success (CS) Intelligence Cloud, companies can now unlock all of the sentiment data contained within the multitude of customer calls, chats, social interactions, and support tickets that occur throughout the usual course of business AND correlate it with operational data, such as product usage, to construct a complete and real-time view of each customer’s propensity to buy, renew, churn, or expand at any given point in time. 

We have more data now than we have ever had before to drive value with customers.   With CompleteCSM, we can tap into that data to understand our customers at a much deeper level and have them feel like we understand them at that level.   It's absolutely the lifeblood of what we're trying to do.”

Mike Egan

Vice President of Customer Success, BenchSci

Contact Us

Get Started Now!

Click here and we'll get you started by adding Conversational and People Intelligence to Planhat!