Best Planhat Podcasts (2025)

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Why Ignoring Everyone is the Key to Success with Kaveh Rostampor, CEO of Planhat 36:37

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1h ago36:37

36:37

Host Dan Balcauski speaks with Kaveh Rostampor, CEO and co-founder of Planhat, a customer platform designed to help businesses acquire, grow, service, and retain customers. Kaveh shares insights from his journey in scaling Planhat, emphasizing the importance of bootstrapping, maintaining a clean cap table, and creating an expectation document to en…

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How to Organize Chaos with Chris Ronzio, CEO of Trainual 45:53

2d ago45:53

45:53

Host Dan Balcauski speaks with Chris Ronzio, the founder and CEO of Trainual. Chris discusses Trainual's rapid growth, his insightful philosophy on chaos in business, and the crucial role of process documentation in scaling a company. He shares compelling stories, including Trainual's marketing collaboration with Montel Jordan and investments from …

1
Driving Growth in Private Equity-backed SaaS with Jim McGinnis, CEO of Vanco 38:21

6M ago38:21

38:21

Dan Balcauski speaks with Jim McGinnis, the CEO of Vanco, a software and payments provider for faith groups, schools, and community organizations. Jim shares his extensive experience scaling SaaS businesses, including his success at MyCase, where he doubled the business in 18 months. They discuss challenges in convincing different customer segments…

1
Making Business Interesting and Successful with Matt Lhoumeau, CEO of Concord 42:26

7M ago42:26

42:26

Dan Balcauski speaks with Matt Lhoumeau, Co-founder and CEO of Concord, about the journey of building a leading contract management platform. Matt shares his experiences from moving to the US with limited resources to creating a successful SaaS business. They discuss pivotal moments, such as dropping out of high school and entering prestigious Fren…

1
Riding the Opportunity Wave with Rytis Lauris, CEO of Omnisend 39:05

7M ago39:05

39:05

Dan Balcauski speaks with Rytis Lauris, Co-founder and CEO of Omnisend. They discuss how Rytis bootstrapped Omnisend to $50 million ARR, the challenges of scaling during rapid market changes, and the strategies Omnisend employed to maintain and grow its customer base. Rytis shares insights on the importance of customer communication, the balance be…

1
Unlocking Human Potential with Jim Morrisroe, CEO of 15Five 37:59

7M ago37:59

37:59

Dan Balcauski speaks with Jim Morrisroe, CEO of 15Five, on the SaaS Scaling Secrets podcast. Jim shares his journey from enterprise sales leader to CEO, emphasizing transformation moments, including his tenure at Zimbra and overcoming personal challenges. They discuss the importance of data-driven, targeted employee engagement, managing multi-gener…

1
Breaking Through Growth Plateaus with Vivek Bhaskaran, CEO of QuestionPro 42:32

7M ago42:32

42:32

Dan Balcauski speaks with Vivek Bhaskaran, founder and CEO of QuestionPro. Vivek shares how he bootstrapped QuestionPro from zero to $32 million in ARR, serving over 20 million users without raising external capital. They discuss Vivek's entrepreneurial journey, from selling cigarettes in Russia to building a successful portfolio of companies. Vive…

1
When Grit Isn’t Enough with Dean Guida, CEO of Infragistics 37:51

8M ago37:51

37:51

Dan Balcauski speaks with Dean Guida, founder of Infragistics, about his journey from Wall Street side project to a global leader in UX development tools and his latest venture, Slingshot. They discuss key transformative moments, the principles behind sustainable tech companies, and the critical importance of culture in scaling businesses. Dean sha…

1
Plugging the Revenue Leaks in SaaS Pricing with Griff Parry, CEO of m3ter 44:26

8M ago44:26

44:26

Dan Balcauski speaks with Griff Perry, co-founder of M3ter, about the challenges of revenue leakage in SaaS companies. Griff, a two-time founder who sold his first startup to Amazon, discusses his journey and the evolution of his career from strategy consultant to SaaS entrepreneur. They explore the complexities of monetization, the importance of i…

1
Ditching Traditional SaaS Playbooks with Sri Ganesan, CEO of Rocketlane 41:53

8M ago41:53

41:53

Dan Balcauski interviews Sri Ganesan, the co-founder and CEO of Rocketlane. They discuss the founding journey of Rocketlane, a top-rated platform for customer onboarding and implementation. Sri shares his background, from his early interest in math and coding to scaling FreshWorks following the acquisition of his first startup, Konotor. They explor…

1
Harnessing the Power of Usage-based Pricing with Adam Howatson, CEO of LogiSense 1:14:39

8M ago1:14:39

1:14:39

Dan Balcauski speaks with Adam Howatson, CEO of LogiSense. They discuss Adam's extensive journey in software, from founding his first company in high school to leading LogiSense. The conversation delves into the complexities of usage-based and outcome-based monetization, which LogiSense specializes in, and how it aids major enterprises. Adam shares…

1
Growing Pains and SaaS Gains with Avi Freedman, CEO of Kentik 39:14

8M ago39:14

39:14

Dan Balcauski hosts Avi Freedman, Co-founder and CEO of Kentik, on SaaS Scaling Secrets. They discuss Kentik's evolution under Avi's leadership as a network intelligence platform, his extensive background in recurring revenue, and lessons learned from his entrepreneurial journey. Avi recounts his career from founding the first internet service prov…

1
Innovating in a Regulated Market with Mike Meng, CEO of Stellar Health 37:49

9M ago37:49

37:49

Dan Balcauski speaks with Mike Meng, CEO and Co-founder of Stellar Health. They discuss how Stellar Health is revolutionizing value-based care in the healthcare industry through innovative SaaS solutions. Mike shares his journey from a healthcare investor to an entrepreneur, his transformative moments, and the challenges faced in scaling in a regul…

1
Leading an AI-powered Turnaround with Avi Kedmi, CEO of SysAid 43:16

9M ago43:16

43:16

Dan Balcauski sits down with Avi Kedmi, CEO of SysAid, to explore Avi's remarkable journey from a Java developer to a seasoned tech leader. Avi shares insights on driving a 22-year-old company through AI-driven transformation while maintaining growth and profitability. The discussion delves into the importance of a clear vision and mission, the str…

1
Scaling Beyond Steroids with Jason Ray, CEO of Paperless Parts 43:00

10M ago43:00

43:00

Dan Balcauski speaks with Jason Ray, co-founder and CEO of Paperless Parts, a Boston-based SaaS company revolutionizing the custom part manufacturing industry. Jason shares his journey from Navy logistics to entrepreneurial success, highlighting the challenges of scaling a SaaS company, identifying real customer pain points, and learning from rapid…

1
Secrets of Channel Growth with Robert Johnston, CEO of Adlumin 36:51

10M ago36:51

36:51

Dan Balcauski interviews Robert Johnston, CEO and co-founder of Adlumin, a cybersecurity company. The discussion traces Robert's journey from his early cybersecurity interests at the Naval Academy to pivotal experiences in the Marine Corps and NSA. Robert details the challenges and sacrifices in launching Adlumin and highlights the company’s evolut…

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Why Slower Growth Could be Your Fast-Track to Success with Roan Lavery, CEO of FreeAgent 45:44

10M ago45:44

45:44

Dan Balcauski interviews Roan Lavery, founder and CEO of FreeAgent. Roan shares his journey from a solitary PhD in physics to leading a collaborative team at FreeAgent, an accounting platform serving nearly 200,000 businesses. The discussion covers the challenges and strategies of early growth, including the co-founders' lack of sales and marketing…

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Pioneering RevOps with Evan Liang, CEO of LeanData 41:54

11M ago41:54

41:54

Dan Balcauski speaks with Evan Liang, co-founder and CEO of LeanData. Evan shares his entrepreneurial journey, highlighting his experiences in venture capital and leadership roles at major tech companies before starting LeanData. He discusses the importance of understanding customer pain points in product development and the role of HR in scaling a…

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Bet-the-Company SaaS Leadership with Michael George, CEO of Syncro 37:13

11M ago37:13

37:13

Dan Balcauski interviews Michael George, CEO of Syncro. Michael shares insights from over 25 years of experience leading technology companies like Continuum and Invicti Security to substantial growth. Michael describes pivotal moments, including his early business ventures and experiences with mentorship, like working with inventor Dean Kamen. He e…

1
Rethinking Risk and Retention in SaaS with Simon Taylor, CEO of HYCU 40:27

11M ago40:27

40:27

Dan Balcauski interviews Simon Taylor, CEO and founder of HYCU, the world's fastest-growing multi-cloud data protection company. With over 20 years of experience, Simon shares his insights on risk-taking, securing funding, and scaling HYCU to industry leadership. He emphasizes the importance of customer success, retention, and innovation, highlight…

1
The Fallacy of Finish Lines in SaaS with Ajoy Krishnamoorthy, CEO of Cin7 39:43

11M ago39:43

39:43

Host Dan Balcauski sits down with Ajoy Krishnamoorthy, CEO of Cin7. Ajoy, with over two decades of experience, shares insights from his career transition from engineering to executive leadership. He discusses his journey and the pivotal moments that shaped his approach to business. The conversation explores Cin7's mission to empower sellers in the …

1
Scaling through Specialization with Niclas Lilja, CEO of Younium 32:10

11M ago32:10

32:10

Dan Balcauski interviews Niclas Lilja, founder and CEO of Younium. They discuss Niclas's journey from founding Younium to leading it through rapid growth, including expanding into the U.S. market. Niclas shares transformative moments, the challenges in scaling, strategies for building trust among C-level executives, and the importance of having a f…

1
Global from Day One with Kristjan Vilosius, CEO of Katana 37:25

12M ago37:25

37:25

In this episode of SaaS Scaling Secrets, host Dan Balcauski interviews Kristjan Vilosius, co-founder and CEO of Katana, a leading cloud-based manufacturing and inventory management software for SMBs. Kristjan shares his journey from Soviet-era Estonia to becoming a global SaaS leader, the early influences on his entrepreneurial path, and the foundi…

1
Betting Big on Enterprise from the Beginning with Prabhu Ramachandran, CEO of Facilio 33:07

12M ago33:07

33:07

In this episode of SaaS Scaling Secrets, host Dan Balcauski talks with Prabhu Ramachandran, CEO and co-founder of Facilio, an IoT platform aimed at enhancing operational efficiency in buildings. Prabhu shares his extensive 18-year experience in the SaaS industry, beginning at Zoho and transitioning into founding Facilio. The conversation dives into…

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Healthy Teams = High Performance with Derk Arts, CEO of Castor 45:02

1y ago45:02

45:02

In this episode of SaaS Scaling Secrets, host Dan Balcauski interviews Dr. Derk Arts, founder and CEO of Castor. Dr. Arts shares his unique journey from medicine to tech entrepreneurship, highlighting how Castor is revolutionizing clinical trials with a focus on global health equity. The conversation covers Derk's early entrepreneurial ventures, th…

1
Dissecting the Acquirer’s Playbook with Denny LeCompte, CEO of Portnox 43:37

1y ago43:37

43:37

In this episode of SaaS Scaling Secrets, host Dan Balcauski interviews Denny LeCompte, CEO of Portnox and a veteran tech industry leader. Denny shares his extensive experience in scaling SaaS businesses, detailing his role in transforming SolarWinds through strategic acquisitions and effective integration. He also describes his journey from academi…

1
The Real Reason SaaS Companies Struggle with Arman Eshraghi, CEO of Qrvey 47:53

1y ago47:53

47:53

We're thrilled to have Arman Eshragi, CEO of Qrvey, join us. Arman is a seasoned entrepreneur and tech visionary with a rich background in founding and scaling successful SaaS companies. In this episode, Arman shares his journey from starting his first company at just 18 to his current mission at Qrvey—building a comprehensive analytics layer for S…

1
A special episode: Big thanks to Anika, and a cheerful hello to Malin! 30:34

1+ y ago30:34

30:34

This podcast episode marks a special moment as Anika Zubair wraps up her four-year hosting journey on the Customer Success Channel podcast. The exciting news is that we're welcoming our very own, Malin Skoglund, VP of Customer Success Americas, who will be stepping in as the new host. Listen to the full episode now and learn more about the future o…

1
Brandon Ramsey, Head of CS at OnsiteIQ - Customer success is not sales 37:50

1+ y ago37:50

37:50

In this episode, our host Anika Zubair chats with Brandon Ramsey, Head of Customer Success at OnsiteIQ about how to ensure that customer success truly stands on its own and is not overshadowed by sales. Customer Success (CS) is frequently linked with sales and often entails revenue targets. However, is this truly the most effective way to structure…

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Cultivating Teamwork, Persistence, and Practice with Matan Or-El, CEO of Panorays 37:07

1+ y ago37:07

37:07

Dan Balcauski, sits down with the dynamic and innovative CEO of Panorays, Matan Or-El. They explore the unexpected challenges and triumphs of scaling a SaaS company, navigating the cybersecurity market's skepticism, and adapting to the digital landscape during a pandemic. Matan shares his journey from the Israeli Air Force software unit to co-found…

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Unveiling SaaS Spending Secrets with Sid Sridharan, CEO of Spendflo 36:36

1+ y ago36:36

36:36

Dan Balcauski sits down with the Co-founder and CEO of Spendflo, Sid Sridharan. They dive into the complexities and challenges of managing SaaS spending in today's business landscape. From the impact of budget constraints on software spending to the crucial role of effective communication within teams, they unpack valuable advice for SaaS CEOs and …

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From Overengineering to Overachieving with Todd Greene, CEO of PubNub 45:20

1+ y ago45:20

45:20

In this episode, Dan Balcauski sits down with Todd Greene, the CEO of PubNub, to delve into the fascinating world of real-time event-driven apps and the entrepreneurial wisdom that comes with it. From Todd's humble beginnings to the rapid growth of PubNub, we explore the pivotal moments, international impact, and scaling complexities that have shap…

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Mapping SaaS Growth with Erik Huddleston, CEO of Aprimo 40:40

1+ y ago40:40

40:40

Dan Balcauski is joined by Erik Huddleston, the CEO of Aprimo, a high flyer in the MarTech space. They explore the crucial role of organizational capacity for change in driving growth for SaaS companies. They discuss the significance of understanding the buyer journey, implementing OKRs effectively, and the importance of small incremental changes i…

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Sue Nabeth Moore, Co-founder of Success Chain - Planning for Customer Success in 2024 43:23

2y ago43:23

43:23

In this episode, our host Anika Zubair chats with Sue Nabeth Moore, Co-Founder of Success Chain about the future of customer success. As we approach the end of the year, it's crucial to begin strategizing for customer success in 2024. Despite the hurdles we've encountered recently, we must now pave the way for a successful year ahead. So, what shou…

1
Navigating Remote Culture While Scaling with Eric Christopher, CEO of Zylo 40:45

2y ago40:45

40:45

Dan Balcauski sits down with Eric Christopher, CEO and co-founder of Zylo, a leading enterprise SaaS management platform. Eric brings us insights from over 15 years in the SaaS industry, discussing the evolving dynamics of office culture in the tech community, the challenges of scaling a SaaS company, and the changing venture capital landscape. Div…

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How Tech Giants are Causing a Marketing Data Drought with Pete Caputa, CEO of Databox 42:51

2y ago42:51

42:51

Pete Caputa, CEO of Databox, shares invaluable wisdom on marketing measurement, reseller programs, social media engagement, and the power of data benchmarking. Throughout the episode, Pete provides a wealth of knowledge on leveraging measurement systems to track marketing effectiveness, the challenges in the SaaS industry, and the importance of eng…

1
Freemium: Developer's Dream or Disaster? with Dominik Angerer, CEO of Storyblok 44:35

2y ago44:35

44:35

Dan Balcauski sits down with Dominik Angerer, the CEO and co-founder of Storyblok, a headless CMS platform. Dominik emphasizes the challenges of determining the value of their product and the eventual establishment of a pricing model based on customer value. The conversation also touches on the biases developers have regarding money, understanding …

1
Navigating Decisions with Clarity with Gil Allouche, CEO of Metadata 40:39

2y ago40:39

40:39

Gil Allouche, CEO of Metadata, joins Dan on the podcast. From the significance of mentors and advisors to the limitations of human decision-making in marketing and the misconceptions about entrepreneurship, this conversation is packed with valuable insights. Gil shares his expertise in B2B marketing, emphasizing the importance of data-driven strate…

1
Maranda Dziekonski, Senior VP of CS at Datasembly - The importance of revenue in CS 36:12

2y ago36:12

36:12

In this episode, our host Anika Zubair chats with Maranda Dziekonski, Senior VP of Customer Success at Datasembly about the importance of viewing customer success as a revenue generator rather than a cost center. The field of customer success (CS) has been through a whirlwind of changes this year due to the global economy. As we near the end of 202…

1
The Art of Standing Out with Luke Hansen, CEO of CompanyCam 43:44

2y ago43:44

43:44

Dan is joined by Luke Hansen, CEO of CompanyCam. Luke shares his unique perspective on entrepreneurship, the lessons learned from his unconventional path, and the invaluable insights gained from growing CompanyCam into a powerhouse in its industry. From his roots in the family roofing business to the pivotal moments that led to the establishment of…

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Achieving Revenue Growth with Limited Capital with Billy Marshall, CEO of Servicetrade 42:55

2y ago42:55

42:55

In this episode, our host, Dan Balcauski, sits down with the CEO of Servicetrade, Billy Marshall. Get ready to dive into the world of software scaling and learn about the fascinating journey of Servicetrade, a company that serves the fire and life safety and mechanical trades industries. Billy shares his insights on the importance of support, the c…

1
Essential Conversations for New SaaS CEOs with Randy Wootton, CEO of Maxio 44:16

2y ago44:16

44:16

Host Dan Balcauski interviews Randy Wootton, CEO of Maxio. They discuss navigating write-downs in the ever-changing funding landscape, the importance of integration projects, the role of revenue operations, and the power of having a mentor. Randy shares insightful stories and valuable lessons learned from his industry experiences. Guest Bio Randy W…

1
Why Unapplauded Success is Critical for Growth with Aditya Sanghi, CEO of Hotelogix 36:40

2y ago36:40

36:40

Aditya Sanghi is the CEO and co-founder of Hotelogix. Hotelogix is a global leader in the hospitality tech sector, providing cloud-based property management systems to over 12,000 hotels in more than 100 countries. Aditya shares his journey and reveals the secrets behind his success in scaling Hotelogix to new heights. We dive into Aditya's experti…

1
Chris Regester, CCO at Planhat - Delivering customer outcomes with a value framework 41:28

2y ago41:28

41:28

In this episode, our host Anika Zubair chats with Chris Regester, Chief Customer Office at Planhat about how to deliver customer outcomes through a value framework. Achieving customer success is a long-term endeavor that demands ongoing dedication and collaboration with our clients. A solid foundation is provided by a company value framework, guidi…

1
Scaling SaaS Through Trusted Partnerships with Maxim Melamedov, CEO of Zesty 43:33

2y ago43:33

43:33

Special guest, Maxim Melamedov, CEO and co-founder of Zesty, an automated cloud optimization platform, joins the pod. Maxim shared valuable insights on how to differentiate yourself in the SaaS industry and the importance of becoming a trusted advisor to your customers. He discussed Zesty's unique positioning as a partner to major cloud service pro…

1
Why Admitting Defeat is Your SaaS Scaling Superpower with Tom Kieley, CEO of SourceDay 41:53

2y ago41:53

41:53

Tom Kieley is the CEO and Co-founder of SourceDay, a leading automation platform for supplier collaboration in the manufacturing and consumer product industries. Tom shares his expertise in scaling, adapting to change, and the challenges he faced while building his company. He explores the impact of the COVID-19 pandemic on their business. He opens…

1
Outwit your Opponents with Open Playbooks with Ian Tien, CEO of Mattermost 41:26

2y ago41:26

41:26

Dan Balcauski sits down with Ian Tien, the CEO of Mattermost, to discuss the fascinating world of messaging systems, open-source software, and the growing influence of AI in collaboration platforms. Ian shares his insights on the importance of being intentional when entering new markets, the exciting developments happening in AI, and how Mattermost…

1
Wrangling the Data Challenges of Usage-based Pricing Models with Andreas Zartmann, CEO of DigitalRoute 42:34

2y ago42:34

42:34

Dan Balcauski sits down with Andreas Zartmann, the CEO of DigitalRoute, a company specializing in managing massive volumes of usage data for monetization and billing. Andreas shares his insights on the challenges of transitioning to a usage-based business model and the importance of metering services from the beginning. We dive into usage-based pri…

1
Dan Ennis, Scale Team Manager at Monday.com - The art of scaling Customer Success 52:12

2y ago52:12

52:12

In this episode, our host Anika Zubair chats with Daniel Ennis, Scale Team Manager at Monday.com about scaled customer success and explores its significance in today's ever-evolving business landscape. Customer success at scale has been a longstanding practice, but it has gained even greater significance in the current economy. So, what are the ini…

1
Finding Balance and Making Better Decisions with Parag Mamnani, CEO of Webgility 46:03

2y ago46:03

46:03

Parag Mamnani, the CEO of Webgility, joins host Dan Balcauski for an exciting conversation. Parag shares his insights on the power of meditation in finding balance as an entrepreneur and making better decisions. He discusses the importance of pricing, retention, and monetization in scaling a SaaS business while highlighting the challenges of transi…