Likelihood to Recommend 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
Read full review Planhat is very cost-effective compared to its competitors and offers a similar level of functionality. So if you are looking for a CS platform that will give your CSM's all the data they need to manage their portfolio, then Planhat will do the job very well. I was part of the team that was tasked with selecting a CS platform for Pexip, and the combination of cost and performance made Planhat a clear winner against the other two products we were evaluating.
I still use Salesforce on a daily basis because that's the platform we use to generate quotes. It would be nice if I only had one platform to perform all of my CS tasks in. I'm not sure if that's a criticism of Planhat or not, as I don't know if it has a quoting module that we haven't implemented, or whether that function simply isn't available.
Read full review Pros 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. Read full review Excellent customer support and onboarding experience. They are very quick to respond to queries via the live chat. Our CS manager was brilliant in helping us get set up and making sure we were getting the most from all the features. The platform and features are very user friendly and intuitive. It's an extremely powerful tool with a lot of functionality, but thankfully it doesn't take long to learn how to use it. The customer portal is a game changer. The ability to share playbooks, data, and meeting notes all in one place is so useful for our customers and helps build trust and transparency. Read full review Cons 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). Read full review 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. Read full review Usability Our onboarding experience with Planhat was smooth and quick. The features and dashboards are very intuitive and don't take long to get the hang of. The support team is very responsive and helpful. Our CSM really took time to understand the goals and objectives of our business and helped us make sure Planhat was working to deliver on these goals.
Read full review Support Rating Planhat support is excellent. We have a dedicated resource allocated to work with us, and he is extremely knowledgeable, articulate and responsive. The wider support team at Planhat is also very good, responding quickly to any issues logged. As an end-user, you can chat with Planhat support if you encounter any issues or have any questions, and they have always helped me.
Read full review Alternatives Considered 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.
Read full review 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.
Read full review Return on Investment BlueConic has lead to a deeper understanding of how customers engage with our content Read full review 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. Read full review ScreenShots