Kissmetrics vs. Planhat

[Kissmetrics is well suited for the] abandon cart scenario to re-engage users on the purchase journey. Engaging users to personalized content using the visit metrics derived from the data captured at each digital touch points. [Implementing] website campaign and journey orchestration is easy. You get visitor profile to segment upon using different visit metrics and action.

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

• The more events you track and properties you send along, the more you can see how specific users use your product/service. The user based timeline gives you a perfect start point to get in touch with users, because you can see where they get stuck.
• Tracking your traffic sources and how they influence conversions is awesome. You can get a perfect view of how much a traffic source contributes to revenue.
• Funnel reports give you more insights into micro and macro conversion steps and give you actionable data to work with.
• Customer support!

• 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

• Installing.... yes this is also a negative. While you can install and have the program running in minutes, if you use Unbounce, the form tracking process is quite complicated!
• Updates... I feel like the product updates have slowed a lot lately. Thankfully, the product functionality is so amazing that it hasn't impeded the use of it. However, it is still disappointing to see less frequent software updates.
• Occasionally clunky UI... there are a few reports that are really easy to mess up and leave you scratching your head on why it isn't showing you any data.

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

Price sensitivity and the different choices that now exist in the Analytics industry. I think it makes sense for us sometime this year to rethink our analytics strategy to see how we may leverage the best of GA (which has included lots of new features and updates the past years_, Kiss and other tools as need be

Right after login, you'll get to a dashboard which shows you a quick view on how your business is doing across the events you are tracking. There is no need to dig deeper than that unless you want to, in which case it's very easy to do so just by clicking on the metric on which you want more information. The interface is very intuitive.

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 application was very rarely down; during the period we used the application, I can think of only two or three occasions in which the site was down. Notably, at no time was the the performance of our own site compromised as a result.

Speed improved dramatically as the service matured. Early iterations of the publicly-released application would occasionally provide slow processing of results, but those delays became much rarer occurrences during the last year that we used KISSmetrics. One of the more impressive views (which started out feeling more like a toy) is the live view of visits. Knowing that you could see, in real time, what events a user triggered, was gratifying and instructive.

Our front-line product support person (Mika) is great. She is responsive and great to work with.

However, the data accuracy issue described earlier is the reason for the low score here. This issue was escalated from front-line to support to level 2 technical support and then it disappeared into a black hole. Escalations, in general, do not go well. We get no response for days, or I have to chase things down. This is not acceptable. Marketing metrics are critically important to me and I need answers quickly. I cannot afford to wait around for days / weeks for a response.

Just to be clear, these comments only apply to escalated support issues.

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.

Again, we were fortunate to work with KISSmetrics as they built their application, but Hiten, their CEO and founder, was incredibly helpful to me personally, and to our metrics-driven business as a whole, as we adopted their tool.

I loved this aspect of the product. It wasn't just that the documentation and online tutorials are great - which they are - the on-boarding process though was really stellar. Once you have set everything up, you get a welcome message followed by a step-by-step guide to get you started that is built right into the product interface. For example, the UI asks you to first do X, and then copy this code snippet and send it to your developer who will know what to do with it. When you come back after the first interaction with the product, it continues the process by explaining right in the UI how to track events etc. This kind of step-by-step approach is incredibly efficient. Although there are various forms of supporting documentation (PDFs videos etc) to support every step, you don't really need them. This approach means that you are up and running very quickly with virtually no training time or documentation consultation. Highly efficient process.

In order to build trackability down to revenue, there was quite a lot of work to integrate Kissmetrics with our software and internal process. We had to build the hooks so that Kissmetrics could call back into our software and billing system, etc.. However, we didn't need additional expertise to do this. Once you understand the API, and you own systems, making it work is not too difficult. We did not require an outside consultant or anything like that

Kissmetrics is a next-level step up for people who are used to getting their tracking and reporting from Google Analytics or Shopify's CMS. While HubSpot arguably has a better user interface, Kissmetrics certainly has the power and usability necessary to track important conversion data and help you make better marketing decisions.

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

• Unfortunately for this client (small business) the cost of Kissmetrics was just too prohibitive. But it's obvious that for a larger company that can afford it, the data would be invaluable to gain more insight in how to gain more active users and orders for a funnel.
• The data provided really increases an understanding of how best to provide the right experience for the users...happy users equals increase in ROI.

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.