Case Study: Pexip achieves reduced churn and a unified 360° customer view with Planhat

Mitigating churn by integrating Planhat with Salesforce

Pexip, a global video communications platform, was struggling with customer data trapped in multiple silos (Salesforce, Zendesk, HubSpot, Excel, Dropbox), making it hard to get a clear view of customer health, prioritize renewals, and scale onboarding quickly. They selected the Planhat customer platform — specifically leveraging Planhat’s Salesforce integration — for its short implementation time, unlimited-seat licensing, and cultural fit.

Planhat helped Pexip build a unified data warehouse and ingest usage, billing, CRM and NPS data into a single system, added playbooks for scalable onboarding, and gave CSMs and other teams a true 360° customer view. As a result, Pexip now mitigates churn more effectively, saves time and money with Planhat’s revenue module (NRR, gross churn and full churn in one place), gains richer NPS insights, and has broadened adoption across sales ops, business ops, marketing and customer success.

Pexip

Heidi Islann

Vice President of Customer Success