Blueshift vs. Planhat

I think Blueshift is well suited as a CRM. It does a great job handling the customer information that you need, placing it, and displaying it in one concise place. They could do better in regards to being forthcoming with information. Documentation is weak, and depending on who you speak with on the support team, they may have different answers to the problem you're having. In my experience, there are a lot of inconsistencies in how they think about reporting, that someone who's been in marketing for the past 10-years, has to relearn and rethink how we share data for KPIs.

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

• Customer Segments + Recommendations Tool - Blueshift and has helped with automating and personalizing our retargeting efforts. The true value of Blueshift was realized when we could launch triggered marketing campaigns targeted to specific segments based on a user's behavior onsite, and deliver relevant personalized content using the AI-based Recommendations tool.
• Integration with Segment and other apps
• Retargeting with dynamic content pulled from data feeds / catalogs

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

• Campaign management features like drag and drop, copying elements - general ease of use improvements to the UX
• Ability to move customers easily from one campaign to another with one click

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

We're not in the mood to start this process over at this time. A lot of hard work went into it.

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.

Customer has a better UX/UI but Blueshift's capabilities are far stronger. The price is also more interesting considering what it does. Blueshift doesn't have certain integrations that are useful for startups (like Slack) but it's something that they should be having soon. Social media interconnection is also a step in the right direction that Customer hasn't moved toward

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

• Blueshift has had a tremendous impact on our email marketing KPIs. The AI-based approach and Recommendations tool has led to increased engagement.

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.