Planhat Reviews & Product Details - Page 5

Planhat is giving us visibility into insights regarding our customer engagements and a platform to drive a consistent customer experience across business areas. Our CSM, TAM, and the Planhat Support team have been alongside us every step of the way providing recommendations and helping hands to ensure our success. Review collected by and hosted on G2.com.

Like any product with functionality that can align to various business needs, part of the success depends on having internal team members dedicated to the implementation and beyond. Not a dislike of Planhat, but a reality to get the greatest value and adoption. Review collected by and hosted on G2.com.

Tracking data never looked so good! The amount of data that can be tracked is amazing. At the same time, the option to build fully customisable dashboards to keep a clear overview is extremely helpful.

Apart from data, we keep track of all our customer conversations, agreements, customer goals and much, much more.

A wonderful platform where I can find all my daily data needed to maintain optimal overview of my customers. Review collected by and hosted on G2.com.

The data is really dependend on what you feed. If there's a discrepency, it does take some manual work to adjust it and set it right. Contract date vs Renewal date is also a little confusing, but this should be able to be fixed from our own end. Review collected by and hosted on G2.com.

The platform is flexible enough to be able to orchestrate very targeted customer interactions ... not just customer success (onboarding, adoption etc.) but also post-sale customer engagement for growth (cross-sell and upsell). Review collected by and hosted on G2.com.

Planhat is still evolving as a company and as a result are a bit behind other vendors in terms of sophistication of functions that extend beyond the core platform (e.g., marketing, thought leadership, events, etc.). Review collected by and hosted on G2.com.

What I like best about Planhat is its extensive range of integrations, which brings everything together in one platform. This simplifies processes, enhances efficiency, and creates opportunities for impactful growth, making successful implementations much easier to achieve. Review collected by and hosted on G2.com.

While Planhat offers many unique and amazing features, some have limitations that leave room for improvement. However, these features are not commonly found in other software I've used, and their availability in Planhat sparks ideas for how they could evolve and be utilized on a larger scale. Review collected by and hosted on G2.com.

The people and the product.

People working in the org are very helpful and are up for help anytime. Doa, Nicholas, and Sabrina make a dream team for any company.

The product is a very smart product and your visibility increases to a great extent with the advent of Planhat. Review collected by and hosted on G2.com.

I won't say a downside but the product is vast and is sometimes overwhelming. However, there are help videos and courses to learn planhat and make your life easier. Review collected by and hosted on G2.com.

Customer 360

Healt Scoring

Alerting / Notifications

Playbooks / workflows

Dashboard / Analytics capabilities

Usability

Flexibility

Customer Support reactivity and expertise

All of the above makes our Customer Success and Account Managers team a lot more informed and scalable. Most of them use it daily. Review collected by and hosted on G2.com.

It takes some time to educate yourself about all the data handling capabilities. The solution is probably underutilized in that respect.

Could do with clearer packages / pricing. Review collected by and hosted on G2.com.

We saw a very quick time to value. It was very easy to bring all our customer data into Planhat from SFDC. Review collected by and hosted on G2.com.

We would love to have additional questions embedded in the NPS module, or at least a solution that allows us to create other types of surveys from PH.

Native Asana integration would be a nice to have. Review collected by and hosted on G2.com.

The ability to have all our data centralized in one place, which makes it easy to access and analyze. Additionally, the platform’s automation capabilities significantly streamline our processes, saving time and improving efficiency. Review collected by and hosted on G2.com.

As a first-time user, it takes some time to get used to the UI and navigate through all the features. The learning curve might be a bit steep initially, but once you become familiar with it, it works quite well. Review collected by and hosted on G2.com.

Being able to easily filter my client lists in so many different ways makes it a tool our entire organization has been able to utilize, not just Client Success. Review collected by and hosted on G2.com.

It's difficult to learn the formulas and nuances of some of the screens, however, our CSM has made this 'dislike' a very small problem. Review collected by and hosted on G2.com.

How customisable the platform is, their customer support is second to none and their CSM - Eric is very good at his job, super helpful and their customer service is on point. Review collected by and hosted on G2.com.

Not been using Planhat for that long so cannot say I've noticed any downside to it just yet - the onboarding and moulding of data takes long, but I wouldn't really say that's a downside because they're very thorough. Review collected by and hosted on G2.com.