Case Study: Dialpad scales flexible customer success motions with Planhat

Dialpad saves 100+ hours automating customer success workflows with Planhat

Dialpad, an AI-native omnichannel communications platform, needed a highly flexible customer success platform to support its varied post-sales engagement models without slowing down its business. Their challenge was to find a tool that could bend to several different customer success motions at once, including high touch, scale, and pooled teams, and allow for rapid pivots in customer engagement strategy.

Planhat's flexible data model provided the solution, enabling Dialpad to configure the tool differently for each of its customer success teams while maintaining a consistent leadership view across the entire customer base. The implementation of Planhat's automations and workflows, which cue directly off customer data, resulted in significant time savings, including over 100 hours saved in the first month alone by automating notifications and emails.

Dialpad