Contentful vs. Planhat

It's a great all rounder for content projects. It's easy in the basics and powerful in the complex, data heavy scenarios. Extending the platform is straightforward and the SDK gives you everything you need. If you have many many varying content types , it gets expensive and perhaps not the best choice .

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

• Flexible. This CMS can be easily extended and provide access to dynamic content
• Simple. The WYSWG is very easy to work with and identifying pages and content in the system is fairly easy
• Clean Interface. The interface is clean and uncluttered keeping focus on the content and not other factors.

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

• Contentful uses "references" to allow you to build very modular content. If I have a "slider" content type, I can create a "slide" content type which references a "button" content type, and so forth. This works well, but I occasionally wish there was a better solution for one-off content, like a settings page. Currently, this is done for creating an entire content type called "settings" with a single entry. Not a big deal, but not ideal, either.
• There are a few quirks with GatsbyJS integration, etc, but these issues are being fixed and improved upon very quickly.
• A minor gripe, but Contentful does not have a way to organize fields within an entry. Entries with many fields are somewhat tiresome to scroll through.

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

It is a very easy to use and configure application. I find that it is on the user to manage the content after the models have been created, yet I still do not encounter issues finding or creating new components for our site. It is easy to set up and easy to navigate.

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.

Easy to use and much more organized as a single platform versus multi. The layout is clean and easy to read and we don’t have to worry about certain users safe guarding data or content then losing it when they leave the company. It’s a one stop shop for imagery

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

• Contentful has saved us valuable development time that was previously spent doing deploys for minor content updates.
• Contentful has helped us maintain consistent documentation, reducing time needed to review for consistency.
• Can't say we've really experienced any negative ROI impacts from using Contentful, but we've run into some limitations in adding too many content models and the next pricing tier is substantially more expensive.

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.