Epsilon PeopleCloud vs. Planhat vs. Simon AI

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

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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

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Independently Invited by TrustRadius

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

• Fairly intuitive if you have previous experience with high-end email tools.
• The training opportunities are good - they offer both online and/or live training.
• The support we receive is very good.
• The reporting feature is good - a lot of detailed information.

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Independently Invited by TrustRadius

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• 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.

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• 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.

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• 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.

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Independently Invited by TrustRadius

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.

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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.

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.

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Independently Invited by TrustRadius

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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.

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Independently Invited by TrustRadius

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• Increased email production = more communication to customers.
• Better reporting = determine areas for improvement or scale up efforts.
• Working on getting our triggered emails optimized - there's a great opportunity for this with this tool.

Incentivized

Independently Invited by TrustRadius

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.