Item: Planhat
Rating: 8
Author: Verified User

Overall Satisfaction with Planhat

Use Cases and Deployment Scope

We use Planhat for our customer success initiatives to track client usage of our platform and ensure our clients are logging in and using the platform. We are also able to see what features they use to better understand how we can support them and identify upsell or cross sell opportunity’s across organizations .

Pros and Cons

Pros

Product usage
Upsell opportunities

Cons

User interface
Real time updates

Return on Investment

Engaging with high risk users

Usability

The usability of Planhat is great once you figure it out but the user interface is not the most user friendly. It can use some updates in terms of identifying where to track specific metrics. The usability is great once you find th account or user you are looking to research as you can see account and user level statistics .

Alternatives Considered

ChurnZero

I have not used other CSM platforms but have trialed churn zero which had a much more user friendly interface, the cost was higher though

Key Insights

Do you think Planhat delivers good value for the price?

Yes

Are you happy with Planhat's feature set?

Yes

Did Planhat live up to sales and marketing promises?

Yes

Did implementation of Planhat go as expected?

Yes

Would you buy Planhat again?

Yes

Other Software Used

Salesforce CMS, Gong, Outreach

Likelihood to Recommend

Planhat is great for teams who are looking to engage and track how their customers are using their platform. It’s a one stop stop to see what clients are using the platform and how they use it along with better communicating with clients based on the needs of how they use the platform. Additionally it is great for product teams to pitch new feature to specific clients

Planhat Feature Ratings

Comments

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Planhat for Churn Reduction