FlowMapp vs. Planhat

FlowMapp has focused on planning, more so that of clients, the marketing scope, and the communications strategies. one, FlowMapp makes the customer journey available to players, where profiles and other trends are identified. More so, FlowMapp generates reports of the actions that the company might take, more so in securing the market share. Finally, FlowMapp suits companies that are large, and it embraces collaboration, among other interconnected features.

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

• Excellent customer journey mapping functionality
• Great buyer persona templates
• Easy-to-use sitemap function
• Very user-friendly interface

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

• Icon library is limited
• Link or group project that are related together
• Have a user test part to gather all the ux process in the website

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 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.

FlowMapp is the absolute planning option, with all the formulas for automatic computations and systematic management. Besides, collaborations through outstanding strategies that support communications and other innovation procedures. Besides, FlowMapp has routine check-up procedures, which makes the monitoring of every action simple, effective, and timely. Lastly, FlowMapp has combined the customer journey modeling factor, making it easy to analyze the market.

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

• 20% quicker presentation.
• Significantly smaller barrier of entry for clients.

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.