Planhat vs. Zaius (discontinued)

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

Optimizely Data Platform is a great tool for teams who look to use open-source tools over tools with white glove service. You do get a dedicated customer success manager and access to their (almost) 24/7 support team via chat, but the real benefits of the platform stand to be unlocked by teams who enjoy getting their hands dirty.

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

• It's relatively simple to use
• Segment building is quick and can be easily customized with field data
• Chat support is generally fast to respond

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

• Automation of data from other platforms such as our ERP.
• The approval process needs work. I should be able to flag fields that have issues and give users feedback if a product is rejected.

Incentivized

There's so much that needs to be improved and it seems like not much has happened since Optimizely first took over. When Optimizely did take over, they reduced the UX of campaign reporting.

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

• Creating reports can be difficult and they aren't very visual.
• There is not much control you can have with your imported product catalog. Product filters can be difficult to use.
• Manually importing customers is a more difficult process from when I was using Mailchimp 10 years ago.
• Figuring out how to inject a module onto a page is difficult.
• Figuring out how to get off an email blacklist is near impossible even with ip warming. Very little help here.

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.

Positive - Onboarding was quick and easy. Positive - Access to a Zaius data analyst has been wonderful. Negative - I don't know who our CSM is if we even have one.

Incentivized

We have a home built CRM. From start to finish our implementation was a nightmare loaded with problems that destroyed my initial trust with the platform.

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

Oh my goodness, there were many, including:

• Klaviyo
• Salesforce Email Marketing Cloud
• Bronto
• Marapost (the worst experience we ever had. We used them for the longest year on earth).
• Silverpop (IBM)
• I forgot their name but they are based in the middle of nowhere Pennsylvania.
• Exact Target
• Active Campaign
• Get Response
• Drip
• SendInBlue
• And more I cannot remember. We spent over six months looking at everything.

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 hit record numbers this year in regards to sales which is attributed to the launch of our new e-commerce website.

Incentivized