#United States #San Francisco #Customer Service #Financial Management #Planful

Enhancing Customer Service at Planful

Planful Inc., a leader in financial performance management cloud solutions, recently announced a series of strategic investments aimed at significantly improving customer support and overall service efficiency. On March 5, 2025, the company unveiled these enhancements, which coincide with an expansion in their Customer Success organization and the launch of innovative engagement tools. The objective is straightforward: to provide clients with quicker support, expert guidance, and a more comprehensive array of resources.

In an era where customer experience can dictate a business's success, Planful has recognized the importance of swift service. In 2024 alone, the company embraced hundreds of new clients and made substantial investments to bolster its customer support infrastructure. This investment approach extends to enhancements in customer success initiatives, where the number of Account Relationship teams has doubled, and technical support has been tripled. This allows the company to address client concerns with unprecedented speed and expertise.

One of the standout features introduced is the One-Touch Customer Portal, designed for seamless access to expert knowledge and tailored resources. This portal is a direct response to customer feedback and aims to ensure a frictionless support experience, empowering users with tools and knowledge to resolve issues swiftly. Melissa Dreuth, Planful’s Chief Customer and People Officer, emphasized the organization’s unwavering commitment to customer satisfaction, stating, "As Planful continues to scale, improving service for customers is a paramount objective. We're significantly investing in new capabilities, digitized processes, and more technical resources to make it easier for our clients to extract business value from the Planful platform."

The recognition for Planful’s dedication to excellent service is evident. The company was awarded the Customer Service Excellence award by the Business Intelligence Group, alongside a Bronze Stevie® from the American Business Awards for Customer Service Department of the Year, and a TrustRadius Buyer’s Choice Award for maintaining exemplary customer relationships.

These service innovations build on Planful's already strong reputation for customer success, as demonstrated by impressive financial results reported for FY24. The new enhancements are aimed at equipping businesses with the tools necessary for heightened efficiency, collaboration, and agility, allowing them to achieve optimal financial performance when utilizing the Planful platform.

Future Engagement Opportunities

Customers eager to explore these innovations can attend the upcoming Perform25 event. Scheduled in Miami from May 12-15 and in London from June 4-5, the event promises to be a prime opportunity for attendees to learn firsthand about the new service features and engage with the Planful team.

About Planful

Founded as a pioneer in cloud-based financial performance management solutions, Planful enables organizations globally to enhance their planning, budgeting, consolidation, reporting, and analytical endeavors. With more than 1,500 organizations—such as Bose, the Boston Red Sox, and Zappos—benefiting from its robust platform, Planful empowers finance, accounting, and business personnel to plan effectively, expedite closing tasks, and ensure accuracy in reporting. The firm is privately held and supported by Vector Capital, a prominent global private equity firm. More information about Planful can be found at planful.com.

Conclusion

Planful's ongoing commitment to customer success through innovative support mechanisms showcases its dedication to helping clients thrive in an increasingly complex financial landscape. By prioritizing advanced service features and agile responses, Planful is undoubtedly setting a new standard for customer care in the financial performance management sector.