Customer Success,
Delivered by Humans
Real people. Real expertise. Real results—backed by our core value of Customer Love.
At PLANERGY, Customer Success isn’t a department—it’s a promise. Guided by our core value of Customer Love, our team builds genuine, person-to-person relationships with every customer.
Customer Success, delivered by humans—dedicated experts who care about your outcomes as much as you do.
Let Our Expert Team Guide and Help You Succeed
- Our experts learn your business, guide your team through change, and ensure a seamless rollout for lasting success.
- Real people who build real relationships—partnering with you to drive outcomes and support your growth.
- Proaactive, responsive support to keep your business moving forward.
- Every interaction is rooted in care, empathy, and a commitment to helping you succeed.
Implementation and Onboarding
From onboarding to ongoing support, we ensure your Spend Management journey is seamless.
We learn your business, share best practices, and guide your team through Change Management with confidence.
With PLANERGY, implementation is smooth, adoption is easier, and long-term success is built in.
- Project Planning
- Data Import
- Initial Training and User Onboarding
- Account Configuration and Review
- Key Integrations
“The support has been fantastic. We’ve always received a quick response whenever we’ve had questions or needed help.”
Nikki Usher
Finance Assistant
Strategic and Customer Support
Your dedicated Customer Support Manager isn’t just a point of contact – they’re a true partner in your PLANERGY journey.
Guided by our core value of Customer Love, they stay close through regular check-ins, sharing insights, metrics, and practical advice to help you get the most from new features.
Our experts respond within an hour during business hours (often sooner), so you’re never left waiting.
- Success Planning
- Report Cards
- Value Recognition and Delivery
- Quarterly Check-ins
- Strategic Enablement
Better Spend Management
Find out how PLANERGY’s Procure-To-Pay platform can revolutionize your organization’s Spend Management. Schedule a short demo to find out more.
Book a personalized demo to see the PLANERGY procure-to-pay platform for yourself.