Leadspace vs. Planhat

No matter how specialized the integration or how much support for internal services was provided throughout the creation of the solution, Leadspace support was always available and extremely prompt in helping to smooth out any issues that developed during the setup process.

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

• It is simple to use and comprehend.
• It enables data collection and analysis.
• It leads to growth and development. It applies to both contacts and accounts.
• It can enrich data based on company and individual, allowing businesses to better plan and execute.

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

• In the form selection, if a company name does not exist in the database, the lead can choose "not me" then that actual data value overwrites what they originally put. In the future, if they choose not me to default to the lead entered data value. This is something they know and I'm told they are working on it.

• 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

Nothing else to add

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.

1. This tool and database trumped others because of the flexible way in which they reported the data. 2. The team is helpful in figuring out our needs to give us the information we were looking for. 3. Their Account team is very helpful, responsive & fun to work. 4. It helps us create lookalike profiles and provide us with account and contact data that fit

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

• We were able to capture new leads for our sales team and also new subscribers of our e-newsletters through email marketing campaigns. We also noticed an increase in our web traffic (corporate website) after we started using Reachforce.
• More customers took notice of our digital marketing efforts after we started using Reachforce.

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.