Planhat, headquartered in Stockholm, offers their modular suite of applications to subscription based businesses, providing customer success product usage health alerts and guidance, as well as revenue management for tracking subscriptions and business health.
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QuickPivot
Score 8.0 out of 10
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QuickPivot, headquartered in Boston, offers their customer data platform (CDP).
Planhat is very cost-effective compared to its competitors and offers a similar level of functionality. So if you are looking for a CS platform that will give your CSM's all the data they need to manage their portfolio, then Planhat will do the job very well. I was part of the team that was tasked with selecting a CS platform for Pexip, and the combination of cost and performance made Planhat a clear winner against the other two products we were evaluating.
I still use Salesforce on a daily basis because that's the platform we use to generate quotes. It would be nice if I only had one platform to perform all of my CS tasks in. I'm not sure if that's a criticism of Planhat or not, as I don't know if it has a quoting module that we haven't implemented, or whether that function simply isn't available.
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.
Excellent customer support and onboarding experience. They are very quick to respond to queries via the live chat. Our CS manager was brilliant in helping us get set up and making sure we were getting the most from all the features.
The platform and features are very user friendly and intuitive. It's an extremely powerful tool with a lot of functionality, but thankfully it doesn't take long to learn how to use it.
The customer portal is a game changer. The ability to share playbooks, data, and meeting notes all in one place is so useful for our customers and helps build trust and transparency.
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.
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.
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.
Our onboarding experience with Planhat was smooth and quick. The features and dashboards are very intuitive and don't take long to get the hang of. The support team is very responsive and helpful. Our CSM really took time to understand the goals and objectives of our business and helped us make sure Planhat was working to deliver on these goals.
Planhat support is excellent. We have a dedicated resource allocated to work with us, and he is extremely knowledgeable, articulate and responsive. The wider support team at Planhat is also very good, responding quickly to any issues logged. As an end-user, you can chat with Planhat support if you encounter any issues or have any questions, and they have always helped me.
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.
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.
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.
