BlueConic vs. Planhat

Where you are looking for agility and product placement - this is a great product. We were able to move $750k in product in a month due to the pure agility in offering more targetted discounts to users at the right moment. If you use the software correctly - this is like giving your core website experience steriods to offer users the right products at the right time. This shouldn't, however, replace comprehensive funnel testing. Think of it more like hyper offer-management service

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

• BlueConic's technology and interface is second to none. They excel at taking potentially difficult tasks and making them easy for users to accomplish without having to stretch the platform's limits or reach out to customer support.
• The way BlueConic integrates with websites almost seems like magic; by placing a single tag you're able to track almost everything and deploy website personalization.
• BlueConic releases frequent updates to the platform, like new integrations to other platforms and different tools for tracking data.

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

• They should have the ability to port data beyond O&O properties. This is likely more complex than I make it seem, but a deal w/ a DMP to be able to do so would likely solve the issue.
• Could have some more "out of the box" APIs.
• WOuld be great if they had in-house consultants that could come and help set-up best practices with your other existing partnerships (this would be a HUGE ask though; places like Salesforce charge thousands for such services).

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

I think without a bit of training and knowledge it would be hard to walk right into a role or a task inside of BlueConic - it is kind of hard to comprehend everything that is available and all of the options. The language inside of BlueConic is also very different than other things in the industry, so it was hard to understand what it would line up with.

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.

BlueConic is more lightweight and allows for more unique experiences at the same time. Again - this isn't meant to perfect the core UX of your site, but sit on top to deliver unique experiences to control offer management and close rates.

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

• BlueConic has lead to a deeper understanding of how customers engage with our content

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.