Oracle CX Marketing (formerly Oracle Marketing Cloud) is a solution designed to enable marketers to plan and execute automated marketing campaigns via email, display search, video advertising, and mobile while delivering a personalized customer experience for their prospects.
$2,000
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.
A duration of one and a half years is enough for us to recognize the capabilities of a tool and in my opinion, this one is just a great tool to manage marketing campaigns of even massive-sized firms. Its marketing automation tool and its way of managing campaign and the way it executes digital initiatives is enough to get an inkling of its abilities. Less favorable for the people who want to have something at a cheap price and are more dependent on the reports as its reports have nothing much in detail.
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. TR verified that a representative sample of customers was invited. 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
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. TR verified that a representative sample of customers was invited. 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
Integration options outside of auto-syncs. I am currently having an issue trying to find an adapter to use with Eloqua to API into our data warehouse but keep the functionality on the Eloqua side.
To provide more transparency and visual details of the syncs (integrations of outside data) from any other system that is feeding Eloqua, like what is being updated or changed, better explanations of errors, drill down to newly created records.
Custom Objects - Need to have a way to create CDOs outside of just form submissions and uploading of lists, like if you needed to import a file nightly to feed that CDO data but automate the import and make sure it maps to a contact record.
Import of data from a file on SFTP - There is no way to filter or create logic to control what is being fed into Eloqua. Currently, that manipulation has to be done by the IT side first. Less flexibility.
Better auditing capabilities within the canvas. meaning, sometimes if something is changed or not working the problem may not necessarily show up in immediately, the pattern could take a while to present itself. For example, the feeders into the program. If there is a problem, I don't know that maybe contacts are not entering the program until we do reporting that month and realize there was a lull of contacts going through. Then we have a whole month of missed records or other potential data issues. When you get do large and your Eloqua machine is very robust, the harder it is to see everything
Be able to add more than 250 custom contact records. That definitely inhibits my organization in how we need to use that record.
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. TR verified that a representative sample of customers was invited. 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
We have been able to automate so many marketing processes with Eloqua over the past 5 years that the only direction would be to adopt the latest and greatest features Eloqua adds. The alternative would be to go back to the marketing stone-age and start over again. And we would rather move forward with increased automation and efficiency.
Personally, I find it quite easy to use. But for those members of our team who have little or no testing experience, it's been a bit more difficult. There's also training required for development teams in order to have your campaigns coded and set up in the most efficient way. Our developers have been able to do basic and intermediate tests with no difficulty, and they find the interface itself quite intuitive... it's just the extremely complex tests that require a bit more understanding.
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
There are occasional complaints about slowness to refresh a screen or build a report. However, this is as much a factor of network access speeds as the system itself, since often the complaints occur when someone is accessing on a wireless network.
We found that we often were telling support people how the system worked. Because we were on E9 that created a lot of support issues as well since few people on the support team seemed to know how E9 worked. That was mostly okay except when we had major system issues (like SSO preventing us from logging in after an update), it became really hard to get answers that weren't vague. It was always the issues that had the highest visibility within the organization (like with Sales) that seemed to take forever to resolve and didn't have a clear escalation path. When Oracle switched Eloqua over to the Oracle support portal it just got worse
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
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.
They offer very basic classes which are required for master certification.
After having been through it, I would not consider anyone with a master certification any more qualified, unlike Salesforce.com certification which is a more difficult thing to acquire. For example, one of the classes towards certification was around social media. I would have expected examples of how to incorporate into campaigns in the product, with a demo and hands-on test. Instead, it was a powerpoint slideshow that went on way too long and covered really basic stuff like “what is Facebook, what is Twitter”
Ok, so, this sounds like it could be horrible because it was all remote, but we loved it... the Adobe training environment was easy to use, and the trainers were engaging. It was simple to switch back and forth between the meeting and the hands-on exercises in their training instances. We took the fundamentals training early in our implementation-- before the consultants came onsite-- and I know this made a big difference in our implementation, because we were able to ask informed questions throughout
I give it a 10 because the only issue we had was a result of not following the guidance we were given. Maxymiser provided a customized implementation guide for each site where we were adding the code. On our site implementations when we followed that guide to the letter, it was extremely fast and easy and has worked very well.
It was quite complex to generate segments with Adobe analytics and I wasn’t personally satisfied with the overall performance of Adobe Analytics and wasn’t enough flexible in any way. So we decided to switch to something else better than Adobe Analytics and is available in the market at a cheap rate and we ended up doing our research for the most suitable tool at Oracle Infinity and we don’t regret our decision.
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. TR verified that a representative sample of customers was invited. 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
Eloqua is definitely good for larger companies that have 100,000+ contacts and complex marketing workflows and data. Personalization is fairly robust with Eloqua for larger campaigns with smart content and features. Scaling across channels is also seamless - as the platform has great options for non-email channels like SMS, Direct Mail, Chat, etc.
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
We are able to use it to help our clients scale through testing
We have been able to measure the impact of our events and sales events so we can determine which events to continue in the future and determine future investment
Launch a new brand out of Eloqua and measure awareness
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. TR verified that a representative sample of customers was invited. More Info
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.
