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Plansource retained customers, reduced churn and increased revenue. Download our case study to learn more

Learn How Plansource Uses 
AskNicely NPS with Salesforce to Transform Customer Relationships

Get our free case study to learn more!

1,000,000+ NPS surveys a week for the world’s biggest brands (and some of the newest).

From product development to customer success to internal communications strategy, AskNicely, when used with Salesforce, creates a nexus of feedback that allows Plansource to retain customers, reduce churn and increase revenue.  Download our Case Study to Learn More

What does Plansource do?

In a nutshell, Plansource simplifies the complex nature of 
HR management. They’ve addressed this by developing a cloudbased platform that enables HR benefits 
administrators (primarily benefits brokers) to sell benefits packages to employers with ease. 


Historically, Plansource had little, if any, real insight into customer happiness or satisfaction There was no way to engage or understand customers in a way that translated to loyal, long-term business. Plansource was eager for a more automated, instantaneous solution to gauge and optimize customer experiences for the better.

Before implemenGng AskNicely, the state of Plansource customer experience looked reasonably smooth on its surface with an annual Net Promoter Score ranging from 45 to 55. However, the Plansource team believed they could better gather and act on data and other feedback by combining 
real-time, automated NPS with Salesforce. Learn the plan of action and the amazing results with our free guide!


Plansource + AskNicely + Salesforce
 = Automated NPS Magic

Every executive in this company cares deeply about survey results. So the results are very visible across the entire organization. Our own CEO even has an AskNicely login.

Brent Booth

Director of Strategic Systems 

at Plansource

Learn How Plansource Uses 
AskNicely
 NPS with Salesforce to Transform Customer Relationships

Get our free case study to learn more!

From product development to customer success to internal communications strategy, AskNicely, when used with Salesforce, creates a nexus of feedback that allows Plansource to retain customers, reduce churn and increase revenue.  
Download our Case Study to Learn More

Download Now
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