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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Today's consumers have become accustomed to making evaluations independently, with an expectation for flexibility and self-service, even when it comes to significant purchases. The complexity of the buying experience has increased dramatically, with a multitude of options to consider, various stakeholders involved, and numerous obstacles to navigate. The typical sales process often feels more like a rigid framework rather than a journey tailored for the buyer. Customers are not seeking validation; instead, they are focused on resolving their issues. To avoid lost deals, delays in onboarding, and unmet revenue targets, it is crucial to collaborate effectively with prospects and customers. Establishing a reliable sales and success process that emphasizes partnership with customers is essential. By employing successful strategies, templates, and tactics that have been adopted by hundreds of high-growth startups, you can enhance your approach. Working closely with experienced sales professionals to tailor your methods can lead to improved outcomes. It's vital to foster engagement and accountability by ensuring that all parties share a clear understanding of the next steps, key milestones, timelines, and overarching business objectives. This collaborative approach not only enhances the customer experience but also drives better results for your business in the long run.

Description

Planhat is a Customer Success Platform that makes Customer Success easy. Planhat is beautiful and simple to use. It can help you reduce churn and upsell more, increase user engagement, and maximize the lifetime value your customers. Planhat is designed for everyone, from the CS rep to C-Suite. It offers all the functionality and features that you would expect from a modern Customer Success Platform. The difference is in how easy it is to use and how simple it is to implement.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Gmail Yes 
HubSpot CRM Yes 
Salesforce Yes 
Slack Yes 
Zapier Yes 
Aircall No 
Desktop.com No 
Docusign Yes 
Freshdesk No 
Google Workspace Yes 
HubSpot Customer Platform No 
InboxCRM by AppEQ No 
Kleene No 
Lantern No 
Mailchimp No 
Pendo No 
Pipedrive No 
Segment No 

Integrations

Gmail Yes 
HubSpot CRM Yes 
Salesforce Yes 
Slack Yes 
Zapier Yes 
Aircall Yes 
Desktop.com Yes 
Docusign No 
Freshdesk Yes 
Google Workspace No 
HubSpot Customer Platform Yes 
InboxCRM by AppEQ Yes 
Kleene Yes 
Lantern Yes 
Mailchimp Yes 
Pendo Yes 
Pipedrive Yes 
Segment Yes 

Pricing Details

$99 per user per month
+ Platform Fee
Billed annually
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Accord

Founded

2019

Country

United States

Website

inaccord.com

Vendor Details

Company Name

Planhat

Founded

2014

Country

Sweden

Website

www.planhat.com

Product Features

Sales Enablement

Collaboration No 
Contact Management No 
Content Management No 
Document Management No 
Goals / Quota Management No 
Lead Management No 
Meeting Management No 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

Product Features

Account Planning

Account Segmentation No 
Account Tracker No 
Annual Account Plan No 
Communication Matrix No 
Competitor Stacking No 
Dashboard No 
Performance Metrics No 
Relationship Mapping No 
Trend Monitoring No 
White Space Analysis No 

Customer Data Platforms (CDP)

Behavioral Analytics No 
Campaign Management No 
Customer Profiles No 
Customer Segmentation No 
Data Integration No 
Data Matching No 
GDPR Compliance No 
Personalization No 
Predictive Modeling No 

Customer Success

Account Alerts Yes 
Account Management Yes 
Communication Management Yes 
Customer Engagement Yes 
Customer Lifecycle Management Yes 
Health Score Yes 
Onboarding Yes 
Revenue Management Yes 
Usage Tracking / Analytics Yes 
Win / Loss Analysis Yes 

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