Planhat vs. SAP Customer Data Solutions vs. Simon AI

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'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

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

• 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.

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

• 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.

Incentivized

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

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

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.

Incentivized

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.

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.

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.

because it was made directly in the company

Incentivized

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.

Incentivized

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.

Incentivized

because the platform actually allows you to scale at any time if designed following best practices

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.

• Having a single, stremlined point of entry for the customers improves the overall customer experience
• By the same reason, maintenance costs are reduced because interventions focus on a single object
• It's versatile in its integration so there is no need to change the surrounding software ecosystem

Incentivized