Case Study: PlanSource achieves 35% NPS increase and transforms customer relationships with AskNicely

How Plansource Uses AskNicely NPS with Salesforce to Transform Customer Relationships

PlanSource, a high-growth HR SaaS company with six U.S. locations, needed a better way to capture real-time customer feedback—previously they relied on annual satisfaction surveys that didn’t produce timely, actionable insights. They selected AskNicely’s NPS solution with its Salesforce integration to automate surveying and ensure the right customers were surveyed at the right times.

By integrating AskNicely with Salesforce, PlanSource automated NPS collection and response workflows so account management and client services could act on feedback in real time and executives could monitor results daily. The AskNicely implementation delivered clear results: PlanSource raised its NPS by 35% in nine months and saw improvements in retention, reduced churn, and increased revenue.

PlanSource

Brent Booth

Director, Strategic Systems