Jolt is a task and workforce management, with time & attendance, remote (selfie) login, scheduling, and simple tasking tools, from the company of the same name in Provo, Utah; useful for small teams that could leverage frequent communication.
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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.
There is no better way for Cleaning & Maintenance Lists. The follow-up is automatic, it is user-friendly for leaders, and easy to update as needs change.
I am excited for the new updates coming out that will help our new hire training!
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
Time management and tracking of daily employee productivity.
Allows for instructional data to be added to all our checklists, audits, etc to provide hands on training all the time!
Ease of use. It's a breeze to create new lists and use the lists already created
Mobility- my staff is on the go and being able to grab an iPad at the beginning of their shift and take it with them through the day completing tasks and allowing for more autonomy in our work force
Versatile. Can be use for simple list down to more complex guides and checklists with calculations and scoring.
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
We would love to see a "favorites" icon that can be enabled for any label. We have dozens of labels specific to products/processes that are grouped within a multitude of categories. If one is not familiar with which category a label is stored, it requires the use of the search function in Jolt (which is definitely a nice feature and great time saver). However, we were able to create a category called "favorites" and duplicated our frequently used labels into this location for ease of access.
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
Jolt is very user friendly and offers a lot of solutions to my companies needs. If it offered a Payroll piece and a Point of Sale piece it would make it a complete system that would solve 99% of my companies needs.
The system itself is very user friendly and every one of our team members is able to use it easily. The only difficulty that we have occasionally run into is a lack of connectivity between the Bluetooth printer and the iPAD. There are only two or three of us on staff that are well versed enough with the product to be able to fix it when there is this kind of issue.
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
When I have had questions or needed technical support, I have received a very prompt response to my emails. The answers are concise and if there are instructions they are easy to follow and implement. All interactions I have had with the Jolt team have been a very positive experience.
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.
Jolt provides a full house of solutions. I would have to go with at least two of the other companies to capture all the solutions I was looking for. Jolt gave me all of it. I also want to be clear that other companies promised solutions that they hadn't built out yet. Jolt is upfront and honest about things they are working on, but they won't sell them to you as a means to get you in, only to disappoint you. I have a lot of respect for that.
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
Food safety processes have reduced significant amount of time managing.
Cleanliness- Saved some labor dollars here by implementing a more consistent process. Added some training videos on cleanliness to help give a clear message of the expectation.
Recipe Management- We have saved thousands on having the ability to upload live recipes and be global rather than having the paper copies of recipes laying around and possibly not being up to date.
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.
