Planned vs. Swift Digital

Planned is well suited when you are stuck for ideas and require creative collaboration from a network of unique vendors.

it's well suited to a business that relies on constant email marketing and to keep in contact with leads or customers. This is the heartbeat of business and suits us. We can segment qualified leads, data scores, track campaigns and effectively save time to work on other customer campaigns. If you are a smaller business that only sends one email a month, it's not for you. This software is very sophisticated and can be technical in the beginning.

• Hands-on oversight of execution of a virtual event and client success management
• Connecting event industry professionals with companies in need of their services
• Highlighting services that an event industry professional or company offers

Incentivized

• drag-and-drop campaign builder
• email templates
• lead scoring
• Analytics

• The platform can use some tweaking (i.e.: when reserving hotels, adding guest rooms, including meeting rooms - instead of just spaces, which can be confusing when searching).

• More email flexibility would be good.
• Simplify the modules-there is a lot, and it can be overwhelming.

Planned is the only event planning software company we have worked with, and plan to work with. The team behind the platform is constantly innovating to enhance features and the overall experience for both vendors and users.

We looked into Swift based upon a recommendation. We have previously used ActiveCampaign but found it very clunky for what we wanted to use it for. We also looked into Pardot, but was on the other end of the spectrum, it had far too many features, complexities and required an implementation specialist at our expense of $15K. Swift was just the right fit for us, and we like knowing that our data is kept in Australia

• We were able to get repeat business from a new client brought to us by Planned
• We were able to learn more about what types of virtual event services we'd like to grow as a business, as a result of working with Planned
• We have not seen a financial ROI for our business yet because we have only worked with one client on the platform and it has been costly for us to accommodate this client

Incentivized

• Better lead quality
• Has allowed us to close clients quicker.
• Higher ROI
• Access to much more targeted customer data
• Getting used to the software took more time thn anticipated