Case Study: Simple Poll boosts expansion revenue with Planhat

Simple Poll - Customer Case Study

Simple Poll, a lean customer success team, struggled to manage customer data across multiple tools including Stripe, Mixpanel, HelpScout, and its internal database. Without a centralized system or automation, onboarding and customer communications were manual and time-consuming, making it difficult to keep up as the customer base grew and to identify accounts ready for an upsell.

Planhat helped Simple Poll centralize customer data and automate key workflows, including onboarding email sequences and expansion opportunity detection. With Planhat’s filtering, notifications, and automated Sequences, Simple Poll saved about 5 hours per week and more than 40 hours of manual labor, while also reporting a 500% boost in expansion revenue in just one month and over 100 hours saved in the first month.

Simple Poll

Christine Raby

Head of Customer Success