Coupa’s cloud-native Business Spend Management
(BSM) platform provides end-to-end processes
that helps drive collaboration
across for every business leader from supply chain, procurement,
finance, treasury, compliance, and IT and supply chain
leaders to help their companies to get the visibility and control they need to
spend smarter, mitigate risk, and improve
resilience. A
unified platform approach frees up IT from complex integrations to help
leaders deliver on these goals.
$549
per year
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.
Suitable: Simple indirect procurement. Low cost; short cycle implementation. Less Suitable: Complex procurement scenario requiring serious vendor collaboration. End-to-end integration. Direct Material Procurement, especially when planning, quality inspection, and other miscellaneous activities are involved, requires handling various special statuses and updates to meet industry- or country-specific requirements.
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
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
Coupa is easy to use, however, we had to teach our end users about procurement. They are not used to conducting an RFP, onboarding a supplier, or preparing a PO. This is the change management that our employees had to be prepared to understand. The Shelby Group helped us with the implementation.
The hardest part was the integration between NetSuite and Coupa. We wanted to have a dynamic tight integration between the two solutions. If we adjusted the chart of accounts or added a new supplier we wanted it to be able to done in both systems and be available immediately in both systems. We used a partner called SuiteSkies to accomplish this dynamic integration.
We’ve been able to manage the implementation and maintenance with a very lean IT group.
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
Support Team - A little slow in responding. I think the tool is so configurable that they struggle with figuring out what is causing certain issues that are being submitted on the portal.
I'd love for the Sourcing Module to be able to support larger events. There seems to be a limit on the number of lines each event can support and as a growing retailer, our store count dictates we have room to grow and that each store is represented in the bid process.
Would like to see the ability to issue multiple POs for a single item to multiple locations. The tool may do this but I know I can't and it may be due to how we interface with our ERP.
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
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
-Could be easy or hard to use depending on corporate policies and compliance. At times, errors and cryptical message associated with them could drive users mad.
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
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
-Support is generally speaking OK (not great). The user community is quite active, and the response time is acceptable. I would certainly hope there's more user-generated content (like in SAP, Oracle, and Linux, etc.), but I suppose Coupa is still not large enough, and the incentives are not yet there.
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.
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
Concur was a lot easier and more user friendly for employees doing expense reports on their phone. That is not the case with Coupa. You must use your laptop to do expenses and our managers don't always have enough time to do that while out in the field working. This has caused some issues.
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
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.
