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.
N/A
Tealium Customer Data Hub
Score 8.5 out of 10
Enterprise companies (1,001+ employees)
The Tealium Customer Data Hub powers capabilities across the data supply chain. Tealium universally collects customer data from any source including; websites, mobile applications, devices, kiosks, servers, and files. Data collected is then standardized in the data layer, which drives usage of data for customer engagement and analysis.
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
Well suited: Any company that has a variety of data interspersed across multiple systems and is trying to get a more unified understanding of their customer profile—that enriched customer view of having all these disparate data sources and wanting to bring them together in a relatively seamless manner, and then having that more nuanced understanding of the entirety of the customer and being able to action off of it. Which again, I feel like is a core marketing use case.
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.
Activation in real time - it's really good and you can literally see the information being activated in all other technologies that my clients use, like TikTok, Facebook, Google, et cetera. At the time that a client arrives on your website, you have instant data to enrich the profiles and activate on this channel. So this is really good and it's something that Tealium give us the control in order to do that.
The other thing is that you have the power to choose what data you want to collect and what data you do not want to collect. Tealium is particularly very good on doing that.
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.
Audiences—don't they technically exist in Tealium? They are just streamed—no count, no backfill, etc.
Working backward to identify issues involves lots of clicking in the UI, going from audience to audience attribute, badge to event attribute, and so on.
You have to wait for a Real-Time event to see the payload. There is no sample or other option.
I already know that my company has no plans to discontinue use of Tealium. We are heavily reliant on it due to a huge number of product teams and developers we would have to work with to place tags across many pages. Tealium is already there on the pages, and our application/product teams are familiar with how to integrate it. It is just the simplest way to ensure that new data requirements are implemented in a timely manner.
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.
Once you understand how it works and how to implement things, it is a dream and very user friendly. There is the initial learning curve but there are oceans of helpers available to you to help you bridge that initial gap and get going. Take the time to learn it up front and you will never have any problems. And support is great and available to answer questions
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.
The support team often is so quick to respond and so helpful when it comes to working with the needs of my clients and being able to resolve potential shortcomings or technical issues or surrounding the tool. There have been times more recently that I’ve gotten more generic service rather than the tailored experience that I have come to expect.
Implementation had some bumps in the road and it was new for all of us, but for the most part, it was easier than many other implementations we've done with other technologies.
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.
Tealium Customer Data Hub can do it all in one. Whereas, I think by using multiple Tealium Customer Data Hubs, we can utilize what each tool is really good at. In an ideal world, we'd like to use Tealium Customer Data Hub for everything, but one thing that we struggle with is Audience Segmentation, and we are looking for a one touch solution, without a lot of the work since the data is already there.
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.
There has been a near immeasurable return on customer data and improvement of our quality for our physical products due to be in tune with the customer. This has changed our way of doing things for the better to gain a better flow and overall workplace experience.
A negative is that Tealium AudienceStream becomes harder to manuever and use data analytics for when a database has been existing for a fairly large amount of time. It goes from an agile ship to a huge vessel that takes many components to be able to move.
