mParticle vs. Planhat

If you can't trust the data you get into your customer journey service or user behavior analysis tool, mParticle can make a difference quickly. We used it to great success getting from untrustworthy data to reliable data in no time. If you already have a great data pipeline or use a user behavior analysis tool that includes checks for ensuring the trustworthiness of data, you might not need mParticle. If you have a lot of external or internal services you need to connect to your customer data, then mParticle is definitely worth looking at.

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

• Collect customer data from multiple sources.
• Integrated with wide breadth of vendors and verticals.
• Helps track unregistered user data into registered user data.

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

• Support - often times it feels like they're trying to create a sales opportunity rather than actually provide support - whether it's technical or non-technical.
• Some connection setups are not as consistent with respect to the procedure of setting up the connection, e.g. setting user identities in Braze.
• Audiences...definitely not as robust as Amplitude

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's a great tool for beginners but not scalable to advance use cases. It's not it's a fault in our case, because any platform is as good as the data collected

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

Superb technical support, always going the extra mile to understand your problem and work towards solutions. Specifically, the team are happy to jump on Zoom to troubleshoot the problem.

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.

mParticle has a bigger catalog of services you can interface with and provides a more complete check for data integrity. It also allows you to use any analytics solution.

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

• Negative: Quite a lot overlaps with the work being done on the Data Warehouse as a CDP.
• Positive: Able to connect to 3rd party tools with small effort (Appsflyer).

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.