When working on acquiring new customers, and then retaining and expanding existing accounts, you could have data spread out in separate tools. Imagine you use one app for your customer database, and then your usage data is in another tool, instructional/strategic documents are in another place, and emails are in another, and support tickets are in another, and financial data is in another, and so on. This would make it really difficult for you to get a full understanding of your customers/prospects, and would waste your time as you'd need to search for information in lots of different places. In this scenario, it's easy to miss something, and difficult to identify what's important and take the most effective action.

Planhat is your solution - all your different types of data are compiled in one place, so you can get a complete understanding of your portfolio as a whole, plus a 360-degree view of each specific customer/prospect. Planhat has a huge range of features, enabling you act in response to that data, and run many different aspects of your business within Planhat (with functionality for Customer Success, Sales, Professional Services, Support, Product Development, Marketing, Finance, and so on).

Okay, great! But simply having data and features in one place is not enough, as it could be overwhelming. Other customer platforms can feel a bit like you're trying to make your way through a dense jungle - it's really hard to find the right path through all the distractions. There may be lots of data and functionality available, but it's difficult to see what's relevant to you personally, for your job role. You might be faced with less relevant data/features and struggle to find what you need - potentially ending up with some of the same issues as if you were using multiple tools as originally described.

Again, this is where Planhat comes to your rescue. Upgraded Planhat (ws.planhat.com) is highly customizable, meaning that each Planhat User sees exactly what they need to see, without the clutter of elements that aren't relevant to them. Each User has their own "Home" screen (example shown below) - the UI personalized for them. Other content is still available if needed, but does not get in the way of focus areas. The customization can be both "top down" (configured by your Admins for your different teams) and "bottom up" (chosen/designed by each individual User). We'll talk more about this personalization in the next section of this article.

With the foundational data, advanced functionality, and ability for each Planhat User to have a personalized UI, upgraded Planhat is both powerful and intuitive for everyone involved in the entire customer journey, from awareness to advocacy.

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The UI of upgraded Planhat can be highly personalized, as we mentioned. When we were designing this ability to customize, there were two possible opposing approaches, which you may find in other tools:

Considering all these pros and cons, how does Planhat solve for this? Well, upgraded Planhat is the best of both worlds! Each User's UI is a combination of "top down" personalization and "bottom up" personalization. This means you get all the benefits, without the possible drawbacks of going with just one approach.

For example:

Perfect! And there are many more ways you can customize Planhat too, to optimize it for you and your team.

If you have been using the original Planhat platform (app.planhat.com), upgraded Planhat (ws.planhat.com) has a variety of product enhancements, in addition to the new capabilities to create personalized "Home" screens of content.

Here is just some of the additional functionality you'll get with upgraded Planhat:

Sounds great, right? If you'd like to get started with upgraded Planhat, please reach out to your Planhat contact (e.g. CSM).