Meiro CDP vs. Planhat

- personalization (The platform helps us with execution of several triggers - abandoned shopping cart, shopping intention etc. We are not bounded by capability of platform - anything can be executed on our own.) - CDP + ETL (Platform offers two products Meiro Integrations and Meiro Business Explorer - first one is sort of ETL tool using which, we can create custom data pipelines, connect to various data sources, build own connectors and schedule very complicated jobs. Second tool is more related to creating the custom segments, schedule regular export to another marketing platforms. I like how these two worlds are split. It just make sense to work with it.) - predictive modelling (There is huge potential for data engineering and data science teams to fully operate the platform - running CLV models, recommendation engines, creating complicated data pipelines from various data sources bringing them on one place. I thing about Meiro as amazing execution platform for such teams - running CLV modelling on data marts and use outputs in Meiro.) - platform enabling collaborative work (Platform offers various departments an environemnt, where they can work productively.)

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

• By being able to include segmentation operations within our customer management, it is no longer necessary to opt for the use of GDPR software, as Meiro and its end-to-end solution system is enough to cover the entire data matching quota, to properly define which salesperson is best suited to each customer (that's why we use this tool).

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

• We do not agree with the derogatory opinion about our experience using Meiro, as the service proved to maintain a quite positive quality level, so we are satisfied with the investment made in the use of Meiro and with the results, it has shown us when modeling information.

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

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.

We started with Meiro. There was nothing here previously.

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

• 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.