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.
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Piper the AI SDR by Qualified
Score8.9 out of 10
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The Qualified product suite automatically identifies, engages, and converts website visitors into pipeline. Piper the AI SDR Agent engages these buyers around the clock with live chat, answers questions, to convert prospects into pipeline.
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
Piper the AI SDR is perfect for a global marketing team who wants to have greater control over conversations that are happening on the website. She does an excellent job of qualifying leads and getting meetings booked. In addition she does an excellent job routing people to support and away from sales if that is not an area they are interested. There aren't many areas we have found Piper to be not appropriate. As we continue to hone in and improve her capabilities.
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
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
Piper the AI SDR can get tripped up when someone asks a question we weren't prepared for. Example Does the webinar cost money? Of course not but we didn't specifically put anywhere that it doesn't, and she can get confused
Piper the AI SDR can sometimes get overzealous and try do things she isn't able to like help someone download an ebook
There are some trigger limitations for email but we are aware it is on the features roadmap
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
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
The Qualified tool itself if superb. It comes with so many features, not just the AI SDR - Sani, in our case, but additional features and benefits which I've started to take full advantage of. It's allowed us to drive engagement across the website within just days, and has already begun to see leads converted to open, and in some cases, won opportunities in under two weeks. Our AI SDR - Sani, has opened so many doors for the business. We've learned so much from our customers, website structure and content that resonates with prospects.
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.
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
We chose Qualified over their competitors because of our interactions with their team and the product. Their team made it feel like this was a partnership and that we weren't just some other customer. Implementation was fast and the tool is very user-friendly. Their customer support is next level and we really appreciate that. All in all, we love their implementation time and great service
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
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.
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
