Planhat vs. SessionM

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

SessionM is ideal for enterprise restaurants, brands, and organizations to build and drive loyal behaviors via technology platforms. They've built their system via robust APIs integrations, but are now diving into a white label app system that allows smaller brands (100 units+) to utilize their incredible technology in their own brand, as opposed to just bigger players. They're the best at what they do.

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

• Using data science to determine guest tendencies and actions: their system is incredibly smart and tracks historical actions to guess/estimate future actions, and creating programs to influence those actions.
• Integrated communication platforms to speak to all of our guests within various tactics—email, push notifications, text messages, in-app messages, etc.
• Loyalty management & CRM: creating and managing a program that runs consistently across the system.

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

• Some improvement could be made on their integrations process with all platforms (olo, monkey media, etc.).

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

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.

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

SessionM was light years ahead of Fishbowl, in the data science tendency assumptions that are built into the system, plus they don't offer an app for your brand to use. You'd have to employ a 3rd vendor to manage that. It's also important to note that SessionM sees ALL guests and POS content in the system, not just loyalty identified transactions.

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.

• Our work with SessionM has been so incredibly impactful to our brand loyal guests, and the value they bring to our brand. For example, our loyal guests are worth $100+ more than our non-loyalty guests.

Incentivized