Customer Success Platform Data from Planhat

Planhat is the Customer Success Platform that maximises Net Revenue Retention. Use us to consolidate and segment data from all sources, present this data for a 360 overview of Companies and Portfolios, and take action through Playbooks and Automations.

Our guiding belief is that data (and the business units who depend on it) should not live in silos. This is why we provide unlimited seats to all of our customers. We consolidate tooling across the Customer Success space - including CRM, Support, Usage, Collaboration, Productivity. All with the goal of guiding action.

Our powerful data structure lets you map your Snowflake tables and views with bidirectional sync. We integrate both CRM data and Usage data.

Some CRM Tables we provide:
Companies, End Users, Licenses, Sales, Invoices, Assets, Projects, Tasks, Conversations

Some Tables that support Time Series Data:
Companies, End Users, Assets, and Projects

Sample fields:

All/most objects
- id
- sourceId
- externalId

Company
- Health
- Owner
- mrr
- arr
- org path
- parent company

Enduser
- email
- first name
- last name

License
- start date
- end date
- fixed period
- mrr
- arr
- value

+ hundreds of additional fields across our different objects

Expected Workflow
- Request access to this listing and a Planhat Sales consultant will contact you to evaluate your needs, and discuss shared objectives
- Kickoff and Onboarding with Planhat - setting up your Planhat Account, consolidating your data through Snowflake data sharing, building out your Planhat environment
-Planhat shares your data back with you through a Snowflake datashare
- Ongoing collaboration and alignment to ensure success

搜集汇总

背景与挑战

背景概述

该数据集来自Planhat客户成功平台，旨在通过整合CRM、支持和使用等多源数据，提供公司和投资组合的360度全面视图，以最大化净收入留存。它支持Snowflake表与视图的双向同步，包含Companies、End Users等核心表及时间序列数据，并通过数据共享和工作流程促进用户协作。