Designed for high-volume, cross-channel campaigns, Cheetah Digital is used by marketers to deliver highly personalized, contextual communications across various channels including email, SMS, push, mobile wallet, direct mail, and social.
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Planhat
Score7.9 out of 10
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Planhat is a post-sale customer platform designed for enterprise B2B organizations to aggregate customer data, automate lifecycle workflows, and monitor account health. As a dedicated Customer Success platform, it evaluates product usage telemetry, communication logs, and financial metrics to proactively manage customer health and support value realization.
I think CheetahMail, being one of the main ESPs in the market, is a quality choice. However, I would suggest that it's really only valuable for a bit larger of an organization, generally having staff of 100+ and revenues in tens of millions -- this is mainly to justify the amount of investment required, so may be cost-prohibitive to some. You also need to make sure that you understand the entire "level of support" you will gain through your specific contract.... the key is understanding what types of resources are within your organization (who's doing the coding? who comes up with the next campaign? What's the overall strategy?) Depending on these questions and resources, may help determine your final needs from a services point of view. CheetahMail can provide a wealth of various services specific to needs (and changes over time as your business changes), but a clear understanding of what you have before you bring them on will really help getting up and running quickly. Also be sure to truly understand the costs for the initial integrations, setups, IP senders, etc.
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The organization of CheetahMail could at times be better, as you create more and more mailings, they just pile up in a long list. It would be useful to be able to create folders to store specific mailings in. (ex. editorial, newsletters, marketing, etc.)
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
As I have begun exploring competitors, I've come to realize that every competitor offers so much more functionality and integration than CheetahMail does. When we first signed our contract, CheetahMail was much more innovative and at the forefront of email. Since being bought out by Experian, we've seen a huge decline in service and innovation. They have laid off much of their staff and moved their account representatives to Costa Rica. They also heavily rely on on third parties which you will have to pay large amounts of money for while other Email Service Providers have integrated new technologies into their platform. You will get more for your money going to a different email service such as Responsys, Silverpop, Listrak and the like,
CheetahMail has a high learning curve to master and requires a lot of backend work with tech teams to set up. Navigation is not the best and everything that should be automated is still extremely manual.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I've been very satisfied with the support given by Cheetah, they are always asking and looking for areas where they can help you improve upon your business. They are very knowledgeable and are able to quickly find any answer you are looking for.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
I believe Cheetah DMS is a bit more complete and a lot more complex to use than Mailchimp. Mailchimp was born as a mail marketing service while Cheetah has always worked across the whole online advertising spectrum making it a better solution for clients that need a certain level of service and sophistication.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Our efficiency has decreased with CheetaMail actually. Too many service calls to find out why something isn't working as expected, account setup questions, issues with PiP, takes too long to get a simple form built, customer service response time, etc...
Reporting is not very streamlined. This has caused us to take our reporting offline and use a method with better visibility.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
