Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Enhance your Key Account Management and sales processes seamlessly within Salesforce using Strategy Mapper. Don't leave your success to chance; ensure your teams adhere to the defined sales methodology right within Salesforce! Effectively manage your vital accounts to boost revenue and achieve success, all within the Salesforce environment. Integrate your sales process into each opportunity plan for uniformity in all selling scenarios. Provide tailored sales coaching specific to your products and solutions to sustain your competitive edge. Strategically plan, schedule, and execute all essential meetings using Salesforce. Capture “Actionable Intelligence” to help you stay ahead of the competition. Create detailed, dynamic org charts to understand your position with each stakeholder in every account and opportunity. Visually and dynamically represent your customer’s organization, highlighting the roles and perspectives of key individuals. Additionally, document and communicate the competitive landscape, including their strengths and weaknesses, through SWOT analysis to further inform your strategy. By leveraging these tools, you can ensure that your sales efforts are consistently aligned with your overarching business goals.
API Access
Has API
API Access
Has API
Integrations
Salesforce
Aircall
Desktop.com
Freshdesk
Gmail
Google Calendar
HubSpot CRM
HubSpot Customer Platform
InboxCRM by AppEQ
Intercom
Integrations
Salesforce
Aircall
Desktop.com
Freshdesk
Gmail
Google Calendar
HubSpot CRM
HubSpot Customer Platform
InboxCRM by AppEQ
Intercom
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Planhat
Founded
2014
Country
Sweden
Website
www.planhat.com
Vendor Details
Company Name
Point N Time
Founded
2011
Country
United States
Website
pointntime.com/solutions/strategy-mapper/
Product Features
Account Planning
Account Segmentation
Account Tracker
Annual Account Plan
Communication Matrix
Competitor Stacking
Dashboard
Performance Metrics
Relationship Mapping
Trend Monitoring
White Space Analysis
Customer Data Platforms (CDP)
Behavioral Analytics
Campaign Management
Customer Profiles
Customer Segmentation
Data Integration
Data Matching
GDPR Compliance
Personalization
Predictive Modeling
Customer Success
Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis
Product Features
Account Planning
Account Segmentation
Account Tracker
Annual Account Plan
Communication Matrix
Competitor Stacking
Dashboard
Performance Metrics
Relationship Mapping
Trend Monitoring
White Space Analysis