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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QuestionPro
Score9.2 out of 10
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QuestionPro is a insights and experience management platform, designed to help organizations of all sizes, from small businesses and academic institutions to large corporations, collect and analyze data to make better decisions. The platform provides an integrated ecosystem of tools for conducting everything from simple polls to complex, multi-stage research studies, supporting both quantitative and qualitative analysis. Core platforms and use…
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
QuestionPro is great for forced-choice and Likert-scale data, and it easily turns raw data into readable statistics. The simple interface lacks attractiveness but is easy to learn and use, even for members outside the digital age. QuestionPro is less effective for qualitative data and short answer responses in large quantities. Reporting and analytic features leave this information in the bulky design, clogging the report and preventing cohesive presentation of the data.
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
Before choosing QuestionPro, we evaluated it and Qualtrics, SurveyGizmo, and SurveyMonkey. A committee tested each of 141 key features on all four products. QuestionPro did well in the comparison and we have ended up using even more features that we tested. The summary of that work can be found here: https://oit.utk.edu/research/documentation/qualtrics-to-questionpro/.
The way it handles anonymous surveys is particularly good. With most products, you have to remember to check the "anonymous" box to prevent it from saving email addresses or other identifiable data. But if you forget to do so, you can't tell by taking the survey. Question pro uses "Respondent Anonymity Assurance" that must be turned on by the company (a quick request from the chat window will suffice) and then it can never be turned off. This activates a link that appears on the bottom left-hand of each survey page. Clicking it takes the survey participant to a company page which assures them that the anonymous feature is indeed turned on.
It has a very nice combination of great power and ease of use.
The support we have received from the company has been excellent. Our team has worked with around 30 research software vendors for over 35 years and this company stands out as being extremely responsive to our needs. We told them we needed a migration tool to help us move from Qualtrics to QuestionPro and they created one in just a few weeks. They've added or improved a number of other features for us, at no charge.
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
It's a fine product, but it's also a very competitive field, so it wouldn't take much to knock QuestionPro from top tier status. I would like to see more functionality in all programs, so whichever program does that first is likely to get my money in the next round of budgeting.
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
QuestionPro is very easy to use. There are lots of question types and drag and drop functionality. There are lots of ways that make the platform easy to use
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 email, chat, and phone support. I have used the chat support several times. Response time was fast, but the rep did not always have the answer. Inquiries are answered quickly and thoroughly.
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
First of all, QuestionPro has powerful futures when we compare it with others. I am not sure but somehow interface of the product is always important for some more than its functionality. QuestionPro has many features, functionality and has a great interface. It is easy to use and a software that is easy to understand.
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.
QuestionPro is being used to automate surveys that were previously done by hand. We would not have been able to do this without the anonymous tracking feature. It has cut turnaround of reports by more than half.
This is of course more efficient, but this could be expected of any software that automates a survey for you.
