Planhat vs. Treasure Data

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

Treasure Data is well suited to integrating multiple data sources, including online and digital sources. It is also well suited to trigger audience activations to known customers based on their online activity, integrating 3rd party data, and activating target audiences to ad platforms.

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

• CDP provides a unified view of data from all touchpoints in the customer journey until a single customer uses the service. This feature is very helpful in making service decisions and direction.
• It provides a variety of extensions to bring your data together in one place and helps you do this easily.
• Kits provided by Treasure Box provide basic but helpful methods for further development of services.

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

• Documentation is not always fully update --> better off reaching to support for some topics that are not covered
• Small bugs on the graphical user interface
• If 2 people are editing on the same project simultaneously, the latter that saves the workflow overwrites the changes of the former one

Incentivized

I do think that we definitely will be renewing. We are putting major resources, time, and effort into Treasure Data becoming an extension of our organization, in many ways. We are working toward complete synergies with this product and leadership is very excited about the direction we are heading to be completely customer-centric.

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

It's a easy platform to use and give the user detailed logs about what is going on in the workflows, so someone that do not have a lot of experience can start to work with it. And also the master segment usability is awesome, as we can filter a lot of data the way we want.

Incentivized

As treasure data has a 24 hours support, every time we has big issues that impacts the zones, we do have immediatly support from the treasure data team, so I would say that we do not have any issues with availability

Incentivized

Since treasure data has started having a huge amount of data, sometimes we do have problems with the workflows logs because we generate a lot of then. But with integrations I have not to complain, its really easy to integrate with other platforms.

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.

The technical team has a good hold on the nuances of the data related to our organization. I have found the online technical support on their site quite responsive including the L1 support. In cases where the L1 team isn't able to resolve, I have found they are prompt in getting the product team's input to get a quick resolution.

Incentivized

I was not here when treasure data was implemented to our company.

Incentivized

I wasnt here at the training in the start, but I had a few training with treasure data for a few functionalities, and they provided me god explanations and great documentations, eve if the project were in beta.

Incentivized

Implementation was quick and our developers had very few issues with the SDK.

Incentivized

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

We chose Treasure Data for the supreme customer service and lack of hidden costs. We don't need to manage any infrastructure or scale anything to meet customer demand. Treasure Data handles everything and makes it easy for us to integrate and focus on the tasks at hand. There may be cheaper options but we do not regret our decision to go with Treasure Data one bit.

Incentivized

In abi we do have a lot of data coming every day, so treasure data always give us god solutions and options that would fix the problem.

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.

• We have built and supported our source of truth data tables using Treasure. This forms the foundation of our decision making.
• Most of our Tableau data sources are created using a Treasure Data export which is executed by workflows on a daily basis which allows us to have visibility into day to day performance and communicate them to a wide variety of roles.
• We load custom data into our Salesforce instance which allows us to trigger certain workflows and build accountability - i.e. a "Sale" will only count once a certain product driven event occurs which comes from data we pipe into Treasure and then into Salesforce.

Incentivized