Planhat vs. QuickPivot

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

It is less appropriate in terms of usability. As discussed in the previous points, there are some UI modifications and reporting formats required that can be improved. It is less appropriate in a situation where you need too many customizations. As big data grows, data customizations will be very important as organizations need to re-organize data. This is one area where it is not very well suited or requires improvement.

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

• QucikPivot does a great job with machine learning of the stored data. This AI based method drives the firm to meaningful results.
• It stores and makes data available both online and offline. This particularly helps in accessing data from any place. Managing resources becomes easier if data is stored online.
• The Marketing campaign that can be created is led with authority, and the success ratio can actually be measured with this digital platform.

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

• The UI of the dashboard is not as good as the other BI tools. While the metrics dashboard is a good idea, not allowing query templates to work in the metrics dashboard makes it impossible to use it as our daily dashboard.
• The e-mail shows the indicators clearly and also attaches some spreadsheets from the reports. We think it could get even better if we could also get attached a PDF version of the dashboard.
• Low user customizability. Admin have to create reports and maintain the reports very thoroughly.
• The report format is quite unreadable in email

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

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.

Incentivized

QuickPivot stacks very well against these tools, as it is cost effective and role-based. Other than the UI improvements, it gives a holistic picture into data analysis and marketing campaigns. It only needs deeper customizations and a few better reports. Otherwise, it would be an industry leading tool in the market.

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.

• It does not have have a negative ROI, as it is still being used and we use it as per its strengths.
• It has a positive impact on business as it is not very expensive.
• The reports in terms of dashboard help save a lot of time and help in a drill-down analysis.

Incentivized