Joule is an AI copilot that’s grounded in an organization's business data and infused with AI agents. It proactively assists employees in every cloud application they use while automating complex processes.
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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
Joule
Planhat
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Joule
Planhat
Free Trial
No
No
Free/Freemium Version
Yes
No
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
Joule Base
Joule Base is a no-cost entitlement of SAP cloud products that enables teams to navigate SAP systems more easily, find the right information more quickly, and complete everyday tasks faster.
Joule Premium
Joule Premium extends Joule Base with more powerful AI, including advanced Joule skills, premium embedded AI scenarios, and Joule Agents. Joule Premium capabilities are accessed through the purchase of AI units. Visit the pricing page linked above to learn more about Joule Premium capabilities.
Joule explained ATC findings, including root cause, business impact, recommended APIs, and examples of fixes for S/4HANA readiness checks. Joule today is a point-in-time assistant — great for one question, one generation, one explanation at a time. It is not yet capable of owning a full development flow.
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
Users can prompt Joule to create business partners in MDG.
The change process for Business partner (Customers/Suppliers) updation is made easy, particularly for updating data such as address and communication details.
The workflow process has been simplified by Joule agents, such as identifying the high-priority task and sharing it with the end user.
Improved data quality to almost 30%~50% in the CR creation process, which is a significant milestone for us.
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
In SuccessFactors Joule should have more tools out of the box.
There should be more examples on what is possible to do with Joule or Joule Studio in Successfactors, all available examples seem to focus only on Payroll or Inventory management leaving the HR behind.
Document Grounding should be easier to implement, and should be possible to have some kind of permissions per couuntry / user group for specific documents. The implementation with Sharepoint makes it harder to complete because normally we need some extra team to join and help and until now, I always had issues implementing it. I believe that it would make it much easier if the documents could be stored and managed inside SuccessFactors.
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
As we explore, we can learn more. As i believe, we can only learn to live and live to learn stuffs. So as well AI does the same and improve itself. By trying and prompting joule more, we can use it in better ways. I would definitely wait and use the new versions shared in SAP Teched on Joule with more LLM involved
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
I would rate Joule’s overall usability a 10 out of 10 because it makes interacting with SAP incredibly simple, intuitive, and fast. The conversational interface removes the complexity normally associated with navigating SAP modules, running transactions, or building reports. Even non-technical users can get meaningful insights within seconds just by asking natural language questions.
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
as its cloud based, as of now, we see it available all the time and havent faced any issues while accessing. Not sure if this has high availability and Disaster recovery features got set up already with the default version that we are using at our organization. no issues so far.
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
Usually support for Joule takes longer than normal, and the correct answer always takes a long time to get, or we just don't get it at all, and we fix ourselves.
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.
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
Joule is better because it doesn't take only data available on the web, but combines that with data provided directly by the game publisher through API to us which includes every single match played = all data points from all of those matches. That means that for us Joule gives deeper insights than any online AI chat agent could do
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
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
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
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.
