Likelihood to Recommend 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.
Read full review 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.
Read full review Pros 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. Read full review 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. Read full review Cons 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. Read full review 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 Read full review Likelihood to Renew 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.
Read full review Usability 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.
Read full review 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.
Read full review Reliability and Availability 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
Read full review Performance 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.
Read full review Support Rating 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.
Read full review 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.
Read full review In-Person Training I was not here when treasure data was implemented to our company.
Read full review Online Training 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.
Read full review Implementation Rating Implementation was quick and our developers had very few issues with the SDK.
Read full review Alternatives Considered 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.
Read full review 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.
Read full review Scalability 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.
Read full review Return on Investment 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. Read full review 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. Read full review ScreenShots Treasure Data Screenshots