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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SAP Customer Data Solutions
Score 8.4 out of 10
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The SAP Customer Data Cloud, based on Gigya (acquired by SAP in 2017) is a product suite that allows users to identify consumers, business customers, or partners across devices and channels to drive registrations and engagement; manage access, permission, and consent; and transform data into unified customer profiles.
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's best suited for business business to turn digital interaction in to richer and high value and experience that reach across computing platform also it offers a holistic and integrated approach to managing customer data and enhancing and personalized experience.it also draw actionable insights.because it offers wide range of products . perfect customer insight data solutions
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.
SAP's Customer Data Solutions provide a comprehensive customer view by collecting detailed data, including age, web activity, and buying history.
The software's strong analytics features give valuable information about how customers use content and products, so we can enhance our strategies.
SAP Customer Data Solutions offers insights to create specific marketing campaigns that sort audiences by preferences, browsing, and purchase behavior.
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.
I find the interface a bit complex and challenging to navigate. I remember having difficultly grasping it completely especially when I was new to the system. Simplifying the user experience would make it more accessible for everyone, making tasks quicker and more intuitive.
integrating it seamlessly with other software and platforms could enhance its functionality. I would really really love an integration between BenchMark email marketing tool.
On the whole I am really impressed with SAP Customer Data Solutions and would highly recommend that other professionals look at this software to enhance their B2C and B2B sales
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.
We mostly work with the API which is of very good quality and is well documented.However, some of our success is also due to having very talented developers on staff, and also understanding advanced gamification design. The tool supports a talented team! It won't actually do everything for you automatically.
Customer Data Solutions availability has been pretty good, anytime there has been any issues like I mentioned before, support staff has been quickly avialable to help trouble shoot things. Customer data solutions has had very few outages during out time using it as well and when they happen it's a quick resolution.
There are some latency issues. The 24 hour caching problem mentioned earlier is a problem. Sometimes the Gigya system makes two calls instead of a single call if we go directly to the social platform. For this reason, it's sometimes more efficient to go direct rather than use Gigya.
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.
We have had multiple instances of help from Gigya to get our custom implementation working, including detailed technical assistance to a third party. We have found Gigya to be thorough and timely in their responses to all queries, which are consistently excellent.
They trained me in a train the trainer model. I then trained the internal team. Total training was about two hours, with an additional two hours for system setup. Training was maybe a little thin, but the system was fairly easy to learn and this wasn't really a problem.
There was a bit of a learning curve in the beginning, and perhaps we were unclear on some of our requirements. Once they figured out what we wanted though, things went pretty smoothly. Just some minor hiccups in the beginning
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.
There is a dedicated team for SAP setup that helps in providing specialized or customized services to the user. The platform's accessibility lets us obtain reports and information in real time so we reach clients at the proper moment by optimizing delivery time appealed to us the most.
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.
