Founded in Switzerland in 1997, Magnolia is a CMS used to build composable digital experiences. Magnolia helps create fully integrated customer experiences and speeds up digital delivery of content. Magnolia boasts 480 enterprise customers, thousands of Community Edition deployments, and more than 200 certified Magnolia Partners around the world. They further state that their enterprise customers include Sanofi, Generali, the Atlassian, The New York Times, Harley Davidson, and Union…
$3,500
per month
Planhat
Score7.9 out of 10
N/A
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.
Magnolia is a very capable DXP, that provides client with lots of flexibility in composing its own stack. While the core of the platform is a content management system, the open architecture of Magnolia DXP allows it to connect to any platform, allowing client to extend the capabilities. One scenario would be a centralized content hub - where through a single platform, content authors can choose which channel to distribute what content. For example, long form content for consumers viewing on a laptop, short form content for those using a mobile browser. This allow the client to personalized the experience based on channels. Another scenarios would be leveraging on GenAI - using Magnolia's built-in connector to ChatGPT. If that is not the service that one desire, you can always connect to another AI service such as Google Gemini. With GenAI, connected, content author can use AI as co-pilot to help them scale up their content production.
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
Speed of development - time to delivery from zero to MVP was excellent
Ease of use - the authoring experience is very easy to build and train
PAAS/SAAS - the managed service platform removed the traditional overhead of running in-house technologies, meaning we could focus on value add, with less time spent keeping the lights on.
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 documentation provides samples that are often out of context, and difficult to know where the provided example code should be implemented. More tutorials providing the full project or step-by-step instructions on how to implement subject material would help greatly. Baeldung is a resource I would consider the gold standard in how this is done in other spaces.
The use of JCR and Nodes makes object serialization/deserialization painful. Jackson compatibility or similar would be a welcome enhancement to the developer experience. Maybe leveraging code-gen from light modules to build model classes when possible could help accomplish this.
Modifying the home layout from light modules is frustrating. It seems that any configuration overrides made merge with the default rather than overwriting, which makes for a difficult combination of guess-and-check while referencing the documentation to see what should be in each row/column when making changes.
Including "mark all as read" or "delete all" in the notifications app would be a great quality of life improvement. It seems that by default, users have to individually select messages and operate them.
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
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've shown it to a number of users both clients and our own team and despite initial apprehensions, they "get it" very quickly. It's intuitive and friendly and quick to perform daily tasks. We once had a client tell us "Using Magnolia makes me smile" which says it all 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. TR verified that a representative sample of customers was invited. 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
I gave [it] 7/10 only because of the loading time of pages. Otherwise, I think it deserves an 8. Normally this is not an issue per [se] but considering the rating matrix and as I have been asked to honestly write about it. Yes, the page loading times could be improved.
You always get an answer based on your SLA. But you always get a solution. That's the successfactor in this case. To often i was frustrated about people in a company without even a clue what there product is about or how to solve a problem. Magnolia's Support Team does a very good job and try to help you in most of the cases
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've used several CMSs like AEM and EpiServer, and comparatively, they all excel at different things. Magnolia is the best to develop for/against. Episerver has the best/most fluid UI in terms of content editing, and the overall admin experience AEM is just all around sucks.
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
Magnolia has brought about positive impacts. For instance, we need not outsource web design and marketing services because thanks to this software, we can handle most work inhouse
The software is affordable with no compromises on capabilities and therefore it is gives us value for money.
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.
