Planhat is a post-sale customer platform designed for enterprise B2B organizations to aggregate customer data, automate lifecycle workflows, and monitor account health. As a dedicated Customer Success platform, it evaluates product usage telemetry, communication logs, and financial metrics to proactively manage customer health and support value realization.
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Twilio Segment
Score8.4 out of 10
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Segment is a customer data platform that helps engineering teams at companies like Tradesy, TIME, Inc., Gap, Lending Tree, PayPal, and Fender, etc., achieve time and cost savings on their data infrastructure, which was acquired by Twilio November 2020. The vendor says they also enable Product, BI, and Marketing teams to access 200+ tools (Mixpanel, Salesforce, Marketo, Redshift, etc.) to better understand and optimize customer preferences for growth— all integrations are pre-built and…
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
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Best suited: - Merging emails coming from: Facebook leads forms, Unbounce or landing pages forms, Google forms, any other kind of lead generation tool and bundling all that information together for a single user "profile". - Passing events generated in multiple applications by the same user (product selected in web, product discarded in cart, etc) and delivering those events into other applications (like a CRM) Less appropriate: - Reading/updating data directly from segment from a frontend application
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Multi-platform. Segment has easy integrations in many different web, backend, and app platforms/frameworks. We use the Segment SDK in Android and iOS as well as our node.js backend.
Segment is fairly affordable for early-stage companies that are trying out different analytics software. The "developer" plan is free and is suitable for most companies with products that have a small user base.
The UI is great! It is extremely intuitive and easy-to-learn, and this made it take very little time to integrate this software into our analytics and marketing workflows.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
More and richer sources. For example, MailChimp is a source but the data you get from MailChimp is quite limited. I ended up writing my own scripts to take better advantage of MailChimp's API because Segment's integration was lacking.
Better examples on how to set up event tracking. Pageview tracking is easy enough, but it would be nice if they had a sample app and corresponding code for it and showed you, via Git commits, how to add various kinds of events.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
Over the period it took us to set up, we kept going back to their enablement team to help us with the setup, and they were always ready and were very helpful in the entire process. Even with their documentation, they took the time out to help us work through the process. We've never had a message/email unanswered for more than an hour on working days.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We chose Twilio Segment for the good API integration and node resources, I would use Ontraport again, particularly if I didn't have the requirements for API and development/platform integration. Certainly the set up and management is easy and seamless with both the API and the user interface to use depending on circumstances and requirements.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
Segment has enabled us to get a full view of our front end activity, join it to our back-end activity, and get full visibility into our funnels and user activity.
Segment lets us send events to ad tools with a full audit trail so all the numbers line up.
Segment also brings data from other sources into our data warehouse, saving our data engineering time from building commodity connectors.
