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.
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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 Customer support and onboarding experience is really smooth, straightforward, and fast. Dashboards have been really powerful for customer and business intelligence. Management reporting in real time. 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
Planhat is an easy-to-use, intuitive software that didn't take long to set up and learn. We are able to view powerful, rich data in dashboards that break everything down so comprehensively. The support team is always there to help and is very quick to respond in live chat--so if you do have an issue or are unsure of how to use a feature, you will more than likely get an immediate response to your query, while still in the platform.
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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.
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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.
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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.
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Planhat was the most agile and easy to use software, while still having unique and powerful features that allowed us to really customize the software around our organization and needs. Planhat is more than a Customer Success tool in essence and adds tremendous value and flexibility over its competitors.
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 Better visibility into customer health, which led to more proactive reach outs to accounts at high risk. Better renewal visibility by being able to surface upcoming renewal accounts and proactively reach out to provide value ahead of time. Read full review