Case Study: Natilik achieves actionable customer insights and higher renewal rates with Planhat

How Natilik turned customer data into actionable insights

Natilik, a global technology solutions provider and Cisco partner with offices in New York, London and Sydney, faced fragmented customer operations: Service Delivery, Customer Success and Renewals teams used different systems, making it hard to get a unified view of customer health as recurring revenue grew. To solve this, Natilik evaluated the market and selected the Planhat customer platform to centralize customer data and drive consistent, data-led customer success across the business.

Planhat delivered a single, unlimited‑user platform with a native Salesforce integration, automated health scores, playbooks for renewals and a presentations layer for revenue management. As a result, Natilik increased visibility of recurring revenue, automated renewals and risk detection, saved an estimated 33 days of CS effort per year, supported more clients without additional hires and achieved Cisco CX Advanced accreditation — all enabled by Planhat.

Natilik

Lisa Milnes

Client Success Director