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Planhat
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Planhat

Overview
Synopsis

Planhat Predict churn and spot up-sell opportunities with a composite customer health score. The score is a transparent and fully customizable. Add dimensions based on your CSMs subjective input or hard facts and data points

Category

Business Intelligence Software

Features

•Health score.
•Onboarding module.
•User analytics.
•Forecasting.
•Subscription management.
•Email outreach.
•Report.
•Sales pipe.

License

Proprietary Software

Price

•$300 USD per hour of work

Pricing

Subscription

Free Trial

Available

Users Size

Small (<50 employees), Medium (50 to 1000 employees), Enterprise (>1001 employees)

Company

Planhat

What is best?

•Health score.
•Onboarding module.
•User analytics.
•Forecasting.
•Subscription management.
•Email outreach.
•Report.

What are the benefits?

• Complete user behavior analysis
• Efficiency
• Access all customer data in one place
• User tracking
• Complete picture
• Unlimited KPI's
• Work from Anywhere

PAT Rating™ ( Beta)
Editor Rating
Aggregated User Rating
Rate Here
Ease of use
7.6
8.3
Features & Functionality
7.6
8.5
Advanced Features
7.6
8.1
Integration
7.6
8.1
Performance
7.6
8.2
Training
7.8
Customer Support
7.6
7.9
Implementation
7.9
Renew & Recommend
8.1
Bottom Line

Planhat's Customer Success forecasting module helps CSMs to get visibility into the future. Forecast on a license level or fall back on Planhat's crafty projection scenarios

7.6
Editor Rating
8.1
Aggregated User Rating
1 rating
You have rated this

Planhat helps companies to reduce churn, drive up-sales and maximize customer lifetime value. Through Planhat companies predict churn and spot up-sell opportunities with a composite customer health score. The score is a transparent and fully customizable. Add dimensions based on your CSMs subjective input or hard facts and data points. Planhat boarding uses the industry's most powerful on-boarding module. Report on average on-boarding days for each client segment, get a feel for number of customers with overdue tasks and quickly identify the delayed processes. Planhat will help to understand the customers and how they use the service. It also promotes the champions and super users, get the detractors back on track. Planhat's Customer Success forecasting module helps CSMs to get visibility into the future. Forecast on a license level or fall back on Planhat's crafty projection scenarios. The forecasting analytics page gives tremendous insights as it puts the forecasted future renewals in perspective of the historic performance and let's you drill down into any specific period to link the KPIs to renewals, upgrades, downgrades or churn of specific accounts. Through Planhat's subscription management the company can get a quick overview over future renewals. Forecast cash flow and identify accounts at risk.

Planhat's email outreach feature helps customer success managers streamline email communication and improve customer engagement. Create impactful email campaigns to drive any customer success goals. The companies can get the SaaS metrics needed to be strategic about business. Planhat's sales pipe helps to drag n drop sales opportunities through the sales funnel. Up-sell, cross sell and new business in a single view. Planhat offers one of the most exciting and powerful tool kits for Customer Success.

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1 Reviews
  • Todd Debski
    April 28, 2017 at 3:05 pm

    Customer overview, health and alerts

    What is best?

    Planhat facilitates a very powerful revenue management platform that gives a quick overview and forecast of cash flows, report salaries and/or identifies accounts that are at risk, thus keeps you up to date.

    What are the benefits?

    The on-boarding feature is an excellent module of the industry that allows you to report on average on-boarding days for each client segment, view customers with overdue tasks and quickly identify conversations in one place from emails, tickets, chats and even to phone calls. Conversations has configurable templates for welcome emails and renewal messages or any other lifestyle check-ins. All these made accessible and in one place with a very user friendly interface.

    Company size

    Medium (50 to 1000)

    User Role

    Super User

    User Industry

    Financial services

    Rating
    Ease of use8.3

    Planhat provides a focus system with customer overview, health and alerts, conversations, revenue management, on-boarding and team management tools. The customer overview provides insights on customers, from conversations to invoices and usage trends all relating to your customers.

    Features & Functionality8.5

    Advanced Features8.1

    Integration8.1

    Performance8.2

    Training 7.8

    Customer Support7.9

    Implementation7.9

    Renew & Recommend8.1

    ADDITIONAL INFORMATION
    Health score allows you to analyze data across product lines, at the same time observing up-sell opportunities with a transparent and fully customizable score, by sending you alerts and trigger analysis.

Ease of use
Features & Functionality
Advanced Features
Integration
Performance
Training
Customer Support
Implementation
Renew & Recommend

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