Case Study: Basis Technologies achieves greater efficiency and time savings with Planhat

Makes us more efficient and profitable

Basis Technologies, a company providing both software solutions and strategic services, faced significant inefficiencies in customer management. Their Customer Success Managers were overwhelmed with repetitive tasks and fragmented data spread across multiple systems, making it difficult to gain a holistic customer view and respond to customer needs in a timely manner. This high-touch model was not operating effectively.

By implementing Planhat, Basis Technologies scaled a new tech-touch model. The solution centralized all customer information, automated manual workflows, and provided deep insights through custom dashboards. This allowed the team to work more strategically and improve internal handoffs. As a result, Planhat helped them save over 30 hours per week on administrative tasks, achieve substantial cost savings, and support rapid customer growth without increasing headcount.

Basis Technologies

Pam Dickson Fishman

Vice President of Customer Success and Onboarding