A must have for CS!
May 15, 2020

A must have for CS!

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Planhat

Planhat is a must have for a customer success org. It is easy to use, fast to implement. The customer 360 view is incredibly insightful. The analytics are strong and give you a lot of different ways to slice and dice the data. Plus as a Director, the conversations tab to see emails and call logs is helpful.
  • Analytics
  • Bubble Room
  • Conversations
  • Filters by product
As a Director, Planhat is awesome for pipe reviews. Understanding the client lifecycle, where the clients sit, their health score, engagement, conversations, CSM rating, the 360 views. It's helpful to then task an account manager or a growth executive or myself with actions, and make sure they are followed up with.

Planhat Feature Ratings

Product usage
10
Help desk / support tickets
10
NPS surveys
10
Sponsor tracking
10
Customer profiles
10
Automated workflow
10
Internal collaboration
10
Customer health scoring
10
Customer segmentation
10
Customer health trends
10
Engagement analytics
10
Revenue forecasting
10
Dashboards
10
Role-based user permissions
10
API
10