Likelihood to Recommend 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.
Read full review Salesforce Marketing Cloud does an excellent job at collecting and storing leads. Once the leads are qualified by workflows and automations established against your qualifiers, you can begin to segment, target, send communication, and track the efficacy of your campaigns. Being that Salesforce Marketing Cloud is an extension of Salesforce CRM, there is little work that needs to be done to ensure that your SQL are migrated to your CRM once they are ready to do so. The seamlessness between the two systems is paramount to the success of our organization.
Read full review Pros 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. Read full review Filter relevant content so you can priorize those that are more relevant and resolve it first Measure the traffic in the different social networks, as well as the response rate, average response time and other relevant metrics Configure automation rules to order the work of those who must interact with the customer Read full review Cons 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. Read full review The email builder does not offer any way to catch/check bugs across different email service providers Creating SQL is not as easy as drag-and-drop; a lot of technical knowledge is required Salesforce Marketing Cloud is sold as a marketing tool, but to be honest, you need a LOT of technical IT support to run the tool Einstein metrics are across the board; if you have multiple audiences in one instance of Salesforce Marketing Cloud you can't segment the data. Read full review Likelihood to Renew As of right now we have not seen any other program that integrates as seamlessly into our
Salesforce platform. We have barely scratched the surface of all the features and use cases. It would be irresponsible to make a move to another platform in the near future. We have not come up against any limitations that would prompt a need to switch
Read full review Usability 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.
Read full review You won't find another solution that has as many features as Salesforce Marketing Cloud Interaction Studio. We all know Salesforce, we all know how big they are and it's not for nothing... Their tools do most of the things you want, need and even imagine. Using it is complicated, but the usability is infinite.
Read full review Reliability and Availability Upgrades and timing of the upgrades were communicated well and planned during off hours for our work. If we did have a campaign scheduled during that time, it would kick-off after the system was back active. There were a few unplanned system down times, but it was a rare occurrence and those times were also short in duration.
Read full review Performance Though the make up of MA apps is not built this way today, it would be nice to see them become more real-time. The integration between Salesforce and Pardot is not a true real-time integration. If I modify something in Salesforce, those changes are not automatically reflected in Pardot immediately. There is a delay of about 15 minutes before the systems sync. This delay, although not long, is less than ideal We would love the systems to be integrated real time such that changes are propagated from one system to the other immediately.
Read full review Support Rating 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.
Read full review They're fast and knowledgeable. You will always know what's the status of your request and they usually follow up with phone calls to ask you questions or provide updates. Sometimes it takes them a couple of days to investigate, especially if you have custom "situations" like my company usually does but at least they are very good at managing time expectations.
Bogdan Enache Digital Marketing Lead & SalesForce Marketing Cloud Administrator
Read full review In-Person Training The trainers at the Pardot user conference (Elevate and Connections) were very knowledgeable and presented the material well. Again, the content was targeted to more of a new user audience, and was not really relevant for folks who had been using the product for 2+ years.
Read full review Online Training Pardot's online training touches on all topics briefly and vaguely without much indepth exploration into how a final outcome could look, such as Nurturing Campaigns, Email templates, landing page templates, etc... The only true way to uncover Pardot's full capabilities is to have Front End design and coding experience. Without this key skill set, I would not recommend Pardot to another business.
Read full review Implementation Rating From an IT perspective, once you set up the Javascript beacon and start collecting data there is a waiting game. During this time you can start labeling your site actions which can be labor intensive for a single person, but you don't really have the final end-users on the platform yet. We did a lot of training so users were experienced, but it wasn't until they had their first tasks to accomplish that they started using the system and had questions. I'd recommend setting up some immediate goals for an end-user to start segmenting for the purpose of displaying message campaigns so you can jump start end-user action.
Read full review Alternatives Considered 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.
Read full review Salesforce Marketing Cloud stands out for its comprehensive features, scalability, and seamless integration capabilities. Compared to other platforms, its unified suite of tools for email, social media, mobile, and advertising enables streamlined cross-channel campaign management and personalized marketing at scale. We chose Marketing Cloud for its industry leadership, robust ecosystem, and tight integration with
Salesforce CRM, allowing us to deliver exceptional marketing solutions and drive measurable results for our clients efficiently.
Read full review Scalability Salesforce Marketing Cloud helps create profiles for each subscriber. The Contact Builder feature stores information about every subscriber, including whether they're an active customer, their purchase history from the last year, and their email engagement metrics. It also identifies the likelihood of a subscriber churning, aiding in creating personalized campaigns to boost company revenue.
Read full review Return on Investment 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. Read full review Salesforce Marketing Cloud allows us to more efficiently reach out to a higher number of prospects. Salesforce Marketing Cloud allows us to nimbly communicate important messages in a timely fashion to facilitate conversion. Salesforce Marketing Cloud allows us to track who is opening our messages so that we can stop sending to those not interested and focus on the most engaged audiences. Read full review ScreenShots Salesforce Marketing Cloud Screenshots