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Text Content

Platform


DATA

Ease of a spreadsheet, power of a data warehouse


AUTOMATION & INTEGRATIONS

Build simple triggers or powerful bots


WORKFLOW

Power your customer journey


PRESENTATION

Tell stories with data


SECURITY

Enterprise-grade security and permission control

Solutions


CUSTOMER SUCCESS

Global leader in powering net revenue retention


PRODUCT-LED GROWTH

Create an incredible UX from trial to success


CISCO CX ADVANCED SPECIALIZATION

For Cisco partners to achieve the right tools and skills

Pricing
Customers
Community
Blogs Podcasts Reports Webinars

Company

About Planhat Careers Contact us
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Platform
Data
Automation & Integrations
Workflow
Presentation
Security
Solutions
Customer Success
Product-led Growth
Cisco CX Advanced Specialization
Pricing
Customers
Community
Blogs
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Reports
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Company
About Planhat
Careers
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HOW ABACUM CREATES A BETTER CUSTOMER EXPERIENCE WITH CUSTOMER PORTALS

Stronger customer relationships

Improved onboarding

Increase in upsells


GET PDF

Read the full & in depth Case Study to discover how Abacum benefits from Planhat

Download

Alicia Quezada

Success Manager

> When we discovered the Customer Portals we knew it: this is exactly what we
> needed. Now we can ensure success for us, and for our customers.

Background
Challenges
Solutions
Results

Abacum is a collaborative strategic finance software that helps finance teams to
plan, report, analyze, and share relevant information. With this, they are able
to drive better and faster decisions and deliver business insights that boost
productivity and strategic impact within their organization. Since its founding
in 2020, the company has scaled quickly with customers on four continents. And
with this growth, scaling can easily become a challenge. Therefore, Abacum
needed to build a Customer Success organization.



> We needed a tool to help us with everything. Analytics, account planning,
> collaboration, health scores, and customer journeys all the way from
> onboarding to adoption to success.

In 2022, the management at Abacum decided to formalize their Customer Success
organization. They needed a solution that could help them scale up their
post-sales journey, manage accounts, and drive adoption and retention of their
customers. Another big pain point was the lack of collaboration. It is a core
aspect of Abacum’s own tool so it was frustrating not to be able to share
customer data and communications internally, or to have a shared workspace with
their customers.

 * Rapid growth means increased pressure on the organization.

 * A need to set up a scalable CS function.

 * Need for a tool that enables collaboration and gives a holistic view of the
   customers.



> We saw a very quick time to value. It was very easy to bring all the data into
> Planhat, and all the necessary integrations were already in place.

Abacum’s vision was to bring in as many colleagues as possible to Planhat, which
was made easy by the pricing model based on unlimited seating. Today, close to
50 users across different departments - from FP&A to marketing, product and the
UX-team – log in to the platform. The flexibility of Planhat, allowing different
departments to adapt it for their different needs, is very much in line with the
product Abacum is developing for their customers.

 * Fast implementation to ensure a quick time to value.

 * Creating a health score to identify customers that need attention.

 * Maximizing the value of unlimited seating by inviting different departments.



> Using Planhat to onboard new customers has been the cherry on the cake. With
> the playbooks, each task triggers another task that triggers the following
> task. It creates a clear and effective process.

With Planhat, Alicia Quezada and her colleagues at Abacum got the versatile and
flexible tool they were looking for. During onboarding, playbooks are used to
create a clear and effective process. Once the onboarding process has passed and
the customer has entered the next phase of their journey, Abacum leverages
Planhat’s Customer Portals to create the collaborative customer experience that
is important to them and to identify expansion opportunities.

 * Stronger customer relationships by using Customer Portals.

 * More upsell potential is identified via clearly defined success plans.

 * Better onboarding experience by using Playbooks and automations.




PRODUCT

Customer Data Platform Customer 360 Health Scores Playbooks Customer Success
Inbox Customer Portals Revenue Management


RESOURCES

Support API and Developers Getting Started Integrations


COMPANY

About Careers Community Legal
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Terms Privacy Policy Disclosure Cookie Policy Status

© Planhat 2023


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GET PDF

Read the full & in depth Case Study to discover how Abacum benefits from Planhat

Please enter your business email address. This form doesn't accept addresses
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By submitting this form, I understand and agree that Planhat may collect,
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