Case Study: PushPress improves customer health and saves time with Planhat

PushPress - Customer Case Study

PushPress, a customer success organization working mainly with smaller businesses on monthly subscriptions, wanted CSMs to build strong personal relationships while also following scalable playbooks to hit targets and manage churn more effectively. To support this, they turned to Planhat and its customer success platform to bring more structure and data into their onboarding and retention process.

With Planhat, PushPress used automated alerts and workflow guidance to know when to activate onboarding steps, send the right emails, and respond quickly to declining NRR. The solution helped the team become more proactive and transparent, saving 100+ hours in the first month, cutting handover time by 92%, saving 70% of at-risk SME customers, and improving customer base health by 43%.

PushPress

Gavin Danfelt-Martin

Director of Customer Success