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.
N/A
Woopra
Score3 out of 10
Enterprise companies (1,001+ employees)
Woopra provides real-time customer analytics. It begins by tracking users across digital touch points (website, mobile app, help desk, marketing automation, etc.) and building a comprehensive behavioral profile for each user. These Customer Profiles are Woopra's building blocks, which are used to generate custom analytics reports, funnel analytics, retention analytics, and more.
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
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
My rating of Woopra is the absolute best possible. I would recommend them to anyone looking for an analytics website that prefers a visual interface and a beautiful design. I have not encountered any problems using their app -- ZERO! Their integration with other marketing software, such as MailChimp, helps our company zero in on our marketing campaigns and gives us the information we need to make better choices. I LOVE Woopra and think they are the best out there! I have used other websites and there is no comparison!
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
Woopra tracks *individual users and customer accounts*. It cannot be understated how important this is. Google Analytics and other low cost solutions only sample users and provide aggregate data. For enterprise sales, this is critical. Likewise, for product managers trying to segment product usage by types of accounts, this is incredibly useful.
Woopra updates user analytics in real time. This is critical in a sales context as you want to be able to follow up quickly on opportunities. Likewise, it is useful for customer success as they can see usage in real time for an individual they are supporting.
Woopra has the most turnkey integrations of any web analytics solution on the market. By far the most useful are Marketo, SalesForce, and Slack, but there are several more we didn't tap into. While any solution worth its salt has an API, Woopra's integrations usually require a login and/or API key, and you are good to go. Here is the current list: https://www.woopra.com/appconnect/.
Woopra enables B2B product managers to track product and feature usage by revenue, not just clicks. Again, in a B2B context, this is critical, as there are high-value users and low-value users. Knowing the difference is critical.
Woopra's implementation is super simple. We were able to set it up with a couple of hours of one frontend developer and some help from our product intern.
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
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 just really like the tool. There are lots of us using it internally... from Product, to marketing, to customer service, to optimization team, to traffic acquisition, to Executives. Really helps us answer questions about how well things are going, and what is not going well.
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 UI and reports are great overall. Creating reports just requires a few too many screens and clicks. Also dashboard tiles can't be resized. Both of these are easy items that are being addressed
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.
Compared to other products, the support was a small effort. We only had part time contributions from a product management intern and front end developer.
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
Woopra is much easier to setup and use than Google Analytics. I've spent hours trying to create custom reports in Google Analytics. Woopra does not take this much time to get solid reporting for our site. If you need something that tracks marketing efforts then Google Analytics will likely be a better fit.
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.
Really helped us begin to segment our users based on their engagement and retention.
Helped increase retention by about 1.5% after about 5 months of implementation (don't shoot the messenger if your team can't implement that quickly).
I felt like it had great potential to create a pipeline between sales and the CSM, but I had trouble getting the sales team to implement it properly as they had their noses deep in calls and emails (they struggle entering notes in SalesForces as well, so it's more a company specific problem).
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
