Case Study: Zenloop achieves improved net retention and efficiency with Planhat

Zenloop Improved Net Retention And Efficiency With Planhat

zenloop, an NPS-based experience management SaaS, faced inconsistent processes, poor visibility into customer health, unmanaged upsell opportunities, and no easy way to share data with clients. To address this, they engaged Planhat, the modern customer platform/CRM, to centralize data and standardize the customer lifecycle.

Planhat imported zenloop’s user data into one source of truth, provided real-time usage analytics, standardized Playbooks and lifecycle stages, and delivered a Customer Portal and Opportunities tools. As a result, Planhat helped zenloop streamline CS processes, drive expansion and upsells, and—by zenloop’s account—improve net retention and the efficiency of their customer success team.

zenloop

Judith Oberdorf

Customer Success Director