Epsilon PeopleCloud (formerly the Agility platform with Agility Harmony) is an enterprise-level email marketing and cross-channel campaign management platform competing with Responsys, Cheetah Mail, ExactTarget, etc. The vendor has a strong international presence with staff in 14 countries.
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Planhat
Score 8.2 out of 10
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Planhat, headquartered in Stockholm, offers their modular suite of applications to subscription based businesses, providing customer success product usage health alerts and guidance, as well as revenue management for tracking subscriptions and business health.
Appropriate for large organizations who want customization in their emails. The tool - while intuitive if you have previous background - is hefty and large in scope of capabilities. It's great for organizations who have multiple users and shows the name of person who last made changes. The reporting is really good - but may be a bit overwhelming for organizations who don't need a lot of detailed information
Planhat is very cost-effective compared to its competitors and offers a similar level of functionality. So if you are looking for a CS platform that will give your CSM's all the data they need to manage their portfolio, then Planhat will do the job very well. I was part of the team that was tasked with selecting a CS platform for Pexip, and the combination of cost and performance made Planhat a clear winner against the other two products we were evaluating.
I still use Salesforce on a daily basis because that's the platform we use to generate quotes. It would be nice if I only had one platform to perform all of my CS tasks in. I'm not sure if that's a criticism of Planhat or not, as I don't know if it has a quoting module that we haven't implemented, or whether that function simply isn't available.
Excellent customer support and onboarding experience. They are very quick to respond to queries via the live chat. Our CS manager was brilliant in helping us get set up and making sure we were getting the most from all the features.
The platform and features are very user friendly and intuitive. It's an extremely powerful tool with a lot of functionality, but thankfully it doesn't take long to learn how to use it.
The customer portal is a game changer. The ability to share playbooks, data, and meeting notes all in one place is so useful for our customers and helps build trust and transparency.
The tool could be improved to "remember" where you last left off (specific user). Having to constantly retrace steps if you get logged out is annoying.
Hitting the "back" arrow sends you back to a main section, when it should send you back to where you previously were.
It would be nice to see performance reports available within the campaign itself, as well as within the reporting section.
Ability to NOT be able to change anything in a campaign after it has launched. This has happened multiple times. We usually copy a previous campaign to start a new one but often, we end up changing content on the version we are copying from -- this is very annoying and dangerous.
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.
Our onboarding experience with Planhat was smooth and quick. The features and dashboards are very intuitive and don't take long to get the hang of. The support team is very responsive and helpful. Our CSM really took time to understand the goals and objectives of our business and helped us make sure Planhat was working to deliver on these goals.
Planhat support is excellent. We have a dedicated resource allocated to work with us, and he is extremely knowledgeable, articulate and responsive. The wider support team at Planhat is also very good, responding quickly to any issues logged. As an end-user, you can chat with Planhat support if you encounter any issues or have any questions, and they have always helped me.
While both Epsilon Agility Harmony and Oracle Responsys are great for larger organizations that send a lot of emails, I think Epsilon Agility Harmony is more robust than Responsys and is easier to use. It is significantly more complex than HubSpot and requires previous knowledge of using an email tool that has content blocks and or dynamic content.
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.
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.
