Empowering customer success with data-driven insights.
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Showing 71-80 out of 387
NK
Nico K
10/19/22
"Planhat helps us bringing our CS organization to the next level!"
What do you like best about Planhat? To give you a better understanding of how we use Planhat I divided my feedback as following: Software:
MA
Mila A
10/19/22
"Planhat is amazing!"
What do you like best about Planhat? Planhat is a super facilitator of routines and management. Its features help Belvo's Customer Success team monitor the customer on a daily basis, create automated playbooks that help us with standardized tasks, perform simple and in-depth analysis, generate insights into the portfolio, and so on. Using the planhat in its entirety, we have an omnichannel view of the customer and are able to act quickly. Planhat also has many integrations with other ...
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AU
Anonymous User
10/19/22
"A one-stop-shop for the CSMs to manage their work"
What do you like best about Planhat? I like how easy it is to create filters to find relevant customer data. Planhat gives vast opportunities to admins. What do you dislike about Planhat?
AU
Anonymous User
10/19/22
"A one-stop-shop for the CSMs to manage their work"
What do you like best about Planhat? I like how easy it is to create filters to find relevant customer data. Planhat gives vast opportunities to admins. What do you dislike about Planhat?
AU
Anonymous User
10/19/22
"Great tool with minor difficulties"
What do you like best about Planhat? Great tool to get an overview over all your customer data and so many possibilities to minimize manual work with automations and playbooks. And so much more possibilities we haven't explored yet. Planhats Support is outstanding.
AU
Anonymous User
10/19/22
"Great tool with minor difficulties"
What do you like best about Planhat? Great tool to get an overview over all your customer data and so many possibilities to minimize manual work with automations and playbooks. And so much more possibilities we haven't explored yet. Planhats Support is outstanding.
RZ
Richard Z
10/18/22
"An amazing tool for CSM team and management"
What do you like best about Planhat? - playbooks are amazing ways to track performance and to keep track of your (your teams') activities and progress - bi-directional sync with SFDC allows us to work fully out of the PlanHat only. This also gives us the flexibility to collaborate comfortably with teams that work strictly in SFDC only.
AU
Anonymous User
10/18/22
"Data driven customer engagement"
What do you like best about Planhat? I like how flexible and data-driven the platform is. Excellent customer service (CSM + Technical Engineer). The structured playbooks and customizable filters are the top features
AU
Anonymous User
10/17/22
"just another level"
What do you like best about Planhat? Everything is awesome to Planhat From the automatic updates within the profiles to save me hours to the playbooks so my customers can be addressed at the right time at the right place.
JB
Joe B
10/14/22
"Very user-friendly CS platform with incredibly supportive staff"
What do you like best about Planhat? A bit more intuitive than other similar platforms I have used. Easy automation of customer correspondence makes customer success workflows and inter-departmental collaboration a breeze.
