Planhat vs. Rudderstack

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

Rudderstack is a great platform for capturing events from various systems and tying them all together in once place. This allows you to have a holistic view of your customer and reach them through various downstream platforms. It also enables the activation of data from your data warehouse into other platforms.

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

• Event streams
• Reverse ETL
• Identity resolution

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

• Alerting
• Destination catalog

Incentivized

Fairly intuitive, but more complex bits need explaining from an external source/their help centre, and there are some weird quirks here and there too which you wouldn't stumble upon the answer naturally. On the whole, a pretty simple tool, but it can take a good month or two for everyone to be comfortable with the system and all necessities set up.

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.

Planhat was the most agile and easy to use software, while still having unique and powerful features that allowed us to really customize the software around our organization and needs. Planhat is more than a Customer Success tool in essence and adds tremendous value and flexibility over its competitors.

Rudderstack offers a similar core product as Segment but differentiates itself with better reverse ETL and data warehouse integrations. They are also significantly less expensive than Segment. While Segment has more downstream destinations than Rudderstack this didn't negatively impact our use case

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.

• Significant savings in developer resources
• Faster moving product insights

Incentivized