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Planhat

The customer platform for a new generation of businesses

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CRM, Customer Data Platform, Customer Success, Implementation, Onboarding / Walkthrough
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Events out of Mixpanel
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About Planhat

Planhat is a customer platform built to give insights, manage workflow and drive customer experience. Planhat is helping hundreds of modern technology companies worldwide center their business around their customers in order to maximize customer success and customer lifetime value.

Planhat and Mixpanel

You can connect your Mixpanel data to Planhat and leverage product usage insights without going through additional work to set up tracking script or to push data via API.

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Planhat <> Mixpanel Integration overview

Use cases

  • Automatically respond to changes in usage

    Create a workflow that kick-offs when usage drops below a certain threshold or percentage change. You can design the action, all the way from a nudge or reminder to a sequence of education, enrolment in learning courses or escalation.

  • Identify upsell opportunites

    Use product usage to identify upsell opportunities, create automated workflows to e.g. create opportunities and notify your sales team, send tailored emails and collateral or kick off a manual process.

  • Identify power users and turn them into advocates

    Product data allows you to understand who at your company uses the product the most, and you can build workflows and processes to nurture them into advocates, leverage them for references, case studies etc

  • Get a deeper understanding of your customer

    Whether going into a meeting or preparing a proposal for expansion, understanding how your customer leverage (or do not leverage) your product will give you key insights to steer towards your objectives

  • Uncover pain points before they become an issue

    Changes in product data gives you cues to areas to dive deeper into, and uncover things that might be an issue if left untouched.