Great customer success platform
May 06, 2020
Great customer success platform
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Planhat
We use Planhat across the global customer success, customer experience organization. It is also used by sales and customer success leadership across the company.
It solves several challenges for us:
1. It is our customer success platform - where everyone in the company can find all customer data
2. It helps us reduce churn
3. Identify and drive up-sell opportunities
It solves several challenges for us:
1. It is our customer success platform - where everyone in the company can find all customer data
2. It helps us reduce churn
3. Identify and drive up-sell opportunities
Pros
- 360 account overview
- Customer Portfolio overview
- Customer Segmentation
- Identifying churn cases
- Identifying up-sell opportunities
- Automation
- Customer Insights (customer intelligence)
- All customer conversations in one place
Cons
- Even more templates for dashboards
- Out of the box playbooks
- It helps us reduce churn.
- It helps us gain more references.
- It helps identify up-sell opportunities.
Planhat has a better UI, covers a wide range of features and use-cases. It covers hybrid tech-touch and high touch well. Strong on revenue management.
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