Oktopost empowers B2B enterprise and mid-market companies across Tech, Financial Services, Healthcare and other sectors to adopt a data-driven approach to social media marketing. Oktopost's social media management, social listening, and employee advocacy solutions enable B2B organizations to amplify their brand on social and measure the real impact of social on the business. Oktopost aims to enable marketers to better engage with customers and prospects, get actionable insights, and…
$49
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.
Oktopost is great if you have several Social Media profiles you want to manage and want to schedule and post all your things in a simple interface. They have a great calendar view that shows everything that is coming up and you can easily move or change postings with a few clicks. It is also good for managing a single account. It has all the features I need for our single account markets, like campaigns, tracking, scheduling, etc. I think if you are trying to manage a very large number of social media profiles it might get a bit difficult. There are tools more suited for that than Oktopost that may be easier, but Oktopost would still work.
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
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
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
Sometimes there were bugs in the user experience, but they seemed to be quickly addressed.
They didn't seem to have experience dealing with large-scale company use when integrating with Eloqua information. We had a lot of issues with false data or form submits showing up.
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
I give Oktopost a 9, as a 10 means NO improvement is needed, but all platforms must iterate and improve. Hands down Oktopost is the B2B marketing leader in the social and content marketing world. They are also very quick to work on things and make the experience better for users. I would say I was a very early adopter of Oktopost and have seen them grow into a very useful tool and also a great company! I am VERY excited to see what they will do next to make our B2B marketing jobs more efficient and results producing! Thanks for helping our business close 10 accounts from LinkedIn in the last year! And that is up from ZERO the year before NOT using Oktopost.
Because in general is very good, the support team is always happy to help and you can ask them anything. They always have the solution. I also like the new functionalities that they are implementing; each month, we have something new. The end user platform is very easy to be used by the sales people.
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
When I have sent in questions to support, I have received answers pretty quickly and they were helpful. However, I would like to see more information on the support page rather than having to contact them directly.
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.
As I stated earlier, I would suggest doing a quick session with the Oktopost team in order to properly set up the account and make sure you are getting the full experience.
The integration with SalesForce and Marketo was the number one reason we went with Oktopost. It wasn't until after I got inside and got my hands dirty that I saw how great Oktopost was. The analytics reporting is sensational. It allowed me to easily pull reports to organize for my marketing department.
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
Ability to quickly and comprehensively provide metrics on all activities to internal users and external clients helps inform and direct immediate and long term posting decisions.
Ability to integrate with websites and marketing platforms allows for an understanding of user interest beyond the awareness arena and into the conversion arena.
Ability to quickly post allows for immediate input during time sensitive social discussions.
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.
