Fantastic Customer Success Software
April 20, 2020
Fantastic Customer Success Software
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Planhat
Planhat is used in the customer success teams, customer growth teams, Ops and leadership.
It's the main tool used for our teams to ensure that we engage our customers, collaborate and drive initiatives across the company. Planhat is used to drive down churn and increase up-sales, cross sales and upgrades.
Planhat has been easy to roll out across the enterprise and feedback from the team is great.
It's the main tool used for our teams to ensure that we engage our customers, collaborate and drive initiatives across the company. Planhat is used to drive down churn and increase up-sales, cross sales and upgrades.
Planhat has been easy to roll out across the enterprise and feedback from the team is great.
- Internal Collaboration on customer accounts (CS, Support, exec sponsors, CX).
- For leadership to standardize methodology and initiatives.
- Customizeable for basic or advance users.
- Analytics - internal CS activities as well as customer engagement analytics.
- Giving access rights to different users is powerful but requires some thinking (who can see which accounts).
- More templates would be great when creating customized dashboards.
- Not much to complain about really - the team has been very responsive to feedback.
- Reduce churn.
- Increase up-sells.