Conversica provides lead management software for marketing, inside sales and sales groups.
$1,499
per installation
Planhat
Score7.9 out of 10
N/A
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.
N/A
Pricing
Conversica
Planhat
Editions & Modules
Starter Edition
$1,499
per installation
No answers on this topic
Offerings
Pricing Offerings
Conversica
Planhat
Free Trial
Yes
No
Free/Freemium Version
Yes
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
A Conversica subscription includes an unlimited number of seats for marketers, sales reps and managers. Different editions include different levels of functionality to match your needs. The service is a monthly subscription with an annual commitment.
Conversica is an excellent tool if you have a large database of potential students, sales leads, or other forms of potential customers/users. It does not replace human interaction, but instead supplements it - allowing your admissions/sales/retention team to spend their time with those individuals that are in most need of assistance - whether that be because they are "hot leads" for a sale, students with a sincere interest, or customers needing assistance beyond the capabilities of an automatic system.
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. TR verified that a representative sample of customers was invited. More Info
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
Conversica is great at working low level leads and surfacing those that are in fact interested in your product or service.
Conversica is also useful in weeding out leads that are not strong.
Since Conversica is sending emails to various prospects, customers and opportunities, it allows sales, account managers, service etc, to focus on other activities, thereby saving time and freeing up resources.
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. TR verified that a representative sample of customers was invited. 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 method of standing up campaigns can be a little tedious for administrators because it uses copy/paste of Salesforce Campaign ID instead of just searching for active Salesforce campaigns.
Understanding the conversation path options that the AI could take is improving greatly, but can still use some improvements for admin awareness when standing up a new conversation.
Understanding what conversation types exist and how they differ from one another is sometimes difficult to self-serv, but the Conversica team is always very good about helping out explaining these.
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. TR verified that a representative sample of customers was invited. 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
Tool is extremely powerful but comes with a heavy price tag. As long as we close more than 30 deals with year with Conversica's assistance it will be an easy choice to renew. If we don't we will have to figure out if these funds are best spent in other lead generation places.
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. TR verified that a representative sample of customers was invited. More Info
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
Our account manager and support rep have been extremely helpful in helping us get the system where we wanted it. Given our original use case as a lead qualifier, a lot of the conversations needed to be altered or exceptions created in order to provide the customization we needed. Our AM and support rep were able to accommodate most of our requests and were extremely helpful in working with us on a solution.
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. TR verified that a representative sample of customers was invited. 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.
The implementation went smoothly. The only advice I would give for anybody looking to integrate Conversica with Salesforce is to ensure that either you or somebody within your organization has experience with process builder as you'll need to create some processes to force your leads into Salesforce campaigns for the Conversica system to pick them up.
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. TR verified that a representative sample of customers was invited. More Info
I haven't looked into many other conversational ai products - we received a solid recommendation about using this and have been happy with the process and experience. Price was also pretty good, so we didn't feel a need to shop around on that front. If things change I'll do that homework, but we're happy for now
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. TR verified that a representative sample of customers was invited. 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
We have found that each conversation type has a different ROI. Some are very hard to report off of, whereas others are easy. this is because some are more built around building awareness of what we offer where they may not purchase it for months down the line.
Has helped us to save on salaries. If staff were to try to do the same thing our AI Assistant does, it would take them many hours to be as successful.
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. TR verified that a representative sample of customers was invited. 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.
