AdvocateHub helps B2B marketers capture customer enthusiasm and use it to drive marketing and sales efforts. With AdvocateHub, B2B marketers build an advocate community and invite customers into it to complete “challenges” like referrals, reference calls or product reviews. As they complete challenges, advocates gain points, badges and levels which can be used for a variety of perks and privileges.
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Planhat
Score7.9 out of 10
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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.
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Pricing
Influitive
Planhat
Editions & Modules
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Offerings
Pricing Offerings
Influitive
Planhat
Free Trial
No
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
To learn more about Influitive's pricing, please reach out to a member of our sales team.
We have seen success with information sharing. Giving customers another way to access our resources has been a huge help for them. While we see good engagement numbers there are still some limitations to getting our advocates to complete the 'harder' challenges, like a testimonial or reference
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
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
The Admin view is not as intuitive as the user view and the functionality just isn't as great. I wish it had almost the same layout/interface as how the customer sees it so I didn't have to constantly enter Preview mode.
I wish there were more included integrations in the regular Influitive package.
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
Depending on the cost and new features to be added, our company might be motivated to renew the use of Influitive. However, a lot depends on the year to come and the enhancements that can better our experience and add more gamification to the platform. Adding elements that can woo our target audience.
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
Overall, Influitive is very easy to use for customers. There's a bit of a learning curve for new admins, but that's only because Influitive isn't always intuitive. The UI is confusing in certain places. I expect something to be in one place, and I find it somewhere else entirely. This is the only reason my usability rank isn't higher
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
Yes, always available and extremely quick. The availability is 10 on 10 for sure. We also have situations where their team might not be working or on a holiday, but if we have an event, they are available and ensure smooth running. That is the beauty of having Influitive take care of you.
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
Influitive AdvocateHub interacts with Blackbaud Champions and is an on-time response system. What I mean by that is once data is entered in Influitive AdvocateHub, it is updated in real time and I can access a computer and the data is there immediately. Sometimes the rewards do not show up right away and I am under the assumption that the delay is caused by an influx of traffic.
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
If a problem can be easily addressed, Influitive Support is all over it! They're fast and always easy to work with. Some of the larger, or more unique problems, can get a little lost. I'd love to see a bit more follow-up on these more important issues, instead of me needing to reach out to find the status of a previously submitted issue. Overall, everyone at Influitive is kind and wants to help!
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.
I was taught and made to show all features that could help me learn more about the platform and this was great hands-on training for me. I picked up things faster than others and did have time to create challenges and make changes while someone was around to supervise and help.
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 training was extensive and gave me the knowledge/ skills that I needed in order to implement my advocacy program using Influitive's Advocate Hub. I also meet on a regular basis with my Customer Success Manager. My Success Manager helps give me ideas for my program and helps me ensure that it's successful. Influitive is really invested in my success. They act more like a partner than a vendor
I think some of the key insights I can put forward are all aligned to simply being organized. Make sure you have a well thoughts out plan where you have taken all factors into account. Prioritize the list of deliverables, and make sure you have all the right people alighed to assist internally & externally. If you have a well organized plan you will be set up for success.
Vanilla is great for forums, but they don't have the gamification/challenges piece that is so important toward building advocacy. I've found a similar circumstance with Salesforce communities--good if you're looking primarily for crowdsourced tech support and QA, but nothing "sticky" for really building a thriving community, or the advocacy piece
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
Influitive has helped us generate hundreds of reviews on sites like G2, TrustRadius, and Capterra, which has resulted in various awards and positive placement on grid reports.
Influitive has helped us generate dozens of case studies and hundreds of quotes that can be used in sales and marketing campaigns.
Influitive has generated thousands of survey responses to help our product team better understand what our customers want, which has had a direct impact on our product roadmap.
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.
