Planhat is a comprehensive platform that addresses the business concern of managing customer relations and analyzing data to enhance customer success and expand customer lifetime value. The firm, founded in Stockholm, Sweden in 2015, serves technology companies around the world with a focus on streamlining their business by prioritizing customer-centricity. Planhat has a strong international presence with a large team spread across Europe, North America, South America, and the Asia Pacific.
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- Relation with our Planhat team: our CSM, TAM and everyone in support are highly engaged, responsive and collaborative, making it easier to maximize value and address challenges quickly. - Scalability for our global Customer Success practice: Platform effectively supports our global customer success practice, handling complexity across regions and teams without compromising performance. - Flexibility and Customization: Planhat can be easily adapted to fit our specific processes and data structure, allowing it to evolve alongside our organization's need.
The UI/UX of the system is great. Love their implementation of their chatbot for support has it helps solve most minor problems. Really nice support team.
Good UX/UI helps with user adoption, powerful workflow tools, breadth of functionality and a great success team.
There is not anything we strongly dislike. Because the platform is highly flexible and customization, it gives us a lot of freedom- which can also introduce a risk of implementing suboptimal processes or configurations if not managed carefully. That said, our CSM and TAM has been very supportive in guiding us with the best practices which helps mitigate this risk.
Really find their system of setting up metrics difficult to say the least. Wherein you have to learn how to set up their metrics by reading really long-form articles just to understand their system. It's like learning how to program and so it's really not that user friendly. They could have done a better job in simplifying the user experience or making it easier to understand how to setup these metrics. It takes 2-3 hours for a metric to get built and if your formula for the metric is incorrect you have to wait that long to understand what went wrong, which is really frustrating.
The ingestion rules for converting opportunities from Salesforce into licenses in Planhat assumes very clean data and doesn't handle bad data well. This is a significant frustration. The basic functionality used by most customers is great - we are pushing the platform beyond it's core B2B model to also tackle B2B2C (eg transactional revenues) and with more complex integrations. The data model is a bit limited and the commercial model (additional fees per 'object') pushes us to make suboptimal decisions, integrations/custom applications are not as powerful as they first appear.