Likelihood to Recommend Model N is well suited for large, global enterprises that need more global controls and consistency in the REV Mgmt processes. Model N might be "overkill" for a small, regional customer. It has many features designed for the global enterprise and some companies simply may not need this level of scale.
Read full review Planhat is very cost-effective compared to its competitors and offers a similar level of functionality. So if you are looking for a CS platform that will give your CSM's all the data they need to manage their portfolio, then Planhat will do the job very well. I was part of the team that was tasked with selecting a CS platform for Pexip, and the combination of cost and performance made Planhat a clear winner against the other two products we were evaluating.
I still use Salesforce on a daily basis because that's the platform we use to generate quotes. It would be nice if I only had one platform to perform all of my CS tasks in. I'm not sure if that's a criticism of Planhat or not, as I don't know if it has a quoting module that we haven't implemented, or whether that function simply isn't available.
Read full review Pros The Opportunity and Registration management module supports linkage to pricing, debiting and capturing POS to manage items progressing thru the process. The Price quoting module supports robust territory management and price security, ensuring that only authorized personnel can see assigned region / customer pricing. The workflow supports appropriate levels of price approvals. The contract management module supports a diverse library of contract types, including direct OEM, Distribution, pass-thru-pricing, reference contracts, multi-currency contracts and the price approval workflow is robust. Read full review Excellent customer support and onboarding experience. They are very quick to respond to queries via the live chat. Our CS manager was brilliant in helping us get set up and making sure we were getting the most from all the features. The platform and features are very user friendly and intuitive. It's an extremely powerful tool with a lot of functionality, but thankfully it doesn't take long to learn how to use it. The customer portal is a game changer. The ability to share playbooks, data, and meeting notes all in one place is so useful for our customers and helps build trust and transparency. Read full review Cons Need to simplify data extraction and reporting to the daily users. Need to improve data visuals to management and to the daily user. Read full review 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. Read full review Usability Our onboarding experience with Planhat was smooth and quick. The features and dashboards are very intuitive and don't take long to get the hang of. The support team is very responsive and helpful. Our CSM really took time to understand the goals and objectives of our business and helped us make sure Planhat was working to deliver on these goals.
Read full review Support Rating We've successfully used Model N for many, many years. It is the heartbeat of ON Semiconductor sales operations. I said that at a Rainmaker about 10 years ago and it's still true today. We continue to upgrade as new releases are available to maximize the benefits of Model N through-out our organization.
Read full review Planhat support is excellent. We have a dedicated resource allocated to work with us, and he is extremely knowledgeable, articulate and responsive. The wider support team at Planhat is also very good, responding quickly to any issues logged. As an end-user, you can chat with Planhat support if you encounter any issues or have any questions, and they have always helped me.
Read full review Alternatives Considered Model N is our legacy system and none of these other companies offer products that provide the holistic business processes and economic value like Model N. It's internal modules are well-integrated and various BI tools provide excellent presentation of data, both at the analyst and executive levels.
Read full review 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.
Read full review Return on Investment Provides enterprise-wide transparency of data and system of record for critical operational data. Holistic price management tools enable us to align productivity goals for certain customers while maintaining desired overall margins. Read full review 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. Read full review ScreenShots