Adobe Real-Time Customer Data Platform vs. Planhat

In any scenario where we have a unique offline and online 'Person ID,' we are able to see great results with profile stitching within CDP. In cases where we do not have a unique Person ID between datasets, we find ourselves at a point where we would need to change our architecture to have the same Person ID to see results.

Incentivized

For someone working in the Customer Success team, Planhat is a must-have software. All your client-level data can be easily managed, stored, and reviewed at any point in time by Planhat. It also helps the management and the leadership team better see each account and its usage. It also helps in identifying potentially risky customers and taking the required actions to engage and retain the account. It also gets integrated easily with other meeting recording tools wherein the summary from the tool gets easily synced with Planhat

Incentivized

• Real time segmentation and profiling on high volume of customer data
• Integration of various customer data sources, ranging from CRM, Web Analytics, EDL and other custom sources
• Data governance of customer data in the platform, down to attribute based access controls
• Activation across paid media, marketing automation and experience optimization platforms
• Easy to use interface for marketers

Incentivized

• Reporting - you can set up filters with boolean criteria to give you insight into everything you need to know.
• Playbooks - these are very good for less-experienced CSM's who need a step-by-step guide on how to deal with different stages of the customer lifecycle. More experienced CSM's may not need the playbooks.
• Usage data for customers - there's a wide range of charts in Planhat that tell the story of client consumption.

Incentivized

• Some features that are not yet released to all customers are necessary to manage cases like device sharing
• The methodology of how data is stored and manage is relatively unique and requires some ramp-up to fully understand
• There are some areas, like deduplication, where the platform doesn't provide the flexibility one would expect

Incentivized

• Allow for cc'ing of AEs or others within the same organization from the messaging center. When I went to send a message from within Planhat, I had to manually type out the AE's email address every time if I wanted them cc'd.
• The fonts were funky if I went to add text into an existing email template. For example, if I added in an extra sentence or paragraph, in Outlook on the recipient's end, the font was different despite looking the same within Planhat. Gmail was all consistent, Outlook was showing a different font.

Incentivized

As I mentioned earlier, there are many reasons such as preparing a unified customer profile so you can easily evaluate your customers, generating segments or audiences for similar types of customers based on city, country, or attributes, and targeting them for campaigns. You can also create individual personalized journeys based on the data available at the customer level.

Incentivized

Activation - great Segmentation - in UI, there should be the possibility of writing advanced code Tags. Both Mobile and Desktop Data Ingestion - might be pain in the ass. Changing one customer attribute is time-consuming. It should be some super admin or some feature. One user can change some customers' attributes easily. Data Transformation - Maybe there are some modules for that in AJO?

Incentivized

It takes a while to learn Planhat even for experienced users. It has limitations in terms of what data you can present where, but its important to set internal guides outside Planhat as well so everybody working collaborative. But as CSM Planhat is a great- and critical tool which I use daily to optimise my work schedule and customer interaction with various topics.

Incentivized

The support team couldn't be better. They are quick to respond, very helpful, and thorough. Our CS manager was always happy to schedule calls to go through specific feature queries and she ensured we had a smooth and quick setup.

Its my favorite tool in the entire Adobe Experience Platform ecosystem. I thought that its important to be connected with your customers and the best way to do it its to have a really good description to reveal what they like and prefer, that's the most important thing, so that's why I like Adobe Real-Time CDP

Incentivized

I was not the person involved in choosing Planhat, but it seems to me that Planhat is much better suited to an account management style role, whereas Hubspot is closer to a sales CRM instead. In my position, Planhat is better suited as it is more graphical, more flexible, and easier to find information on.

Incentivized

• Improved ability to target users across different marketing DSPs
• Increased click and conversion rate for Adobe Target
• Lowered opt out and bounce rates for email
• Decreased time to value on audience segmentation

Incentivized

• Planhat has, for the first time, given us a 360-degree view of all our customers and access to all the different types of communication we have with them across different departments and functions.
• The ability to automate workflows, tasks, and assign playbooks to the various phases of our customer lifecycle has aligned all our departments.