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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Screenshots View All

Screenshots View All

Integrations

Salesforce
Aircall
Desktop.com
Freshdesk
Gmail
Google Calendar
HubSpot CRM
HubSpot Customer Platform
InboxCRM by AppEQ
Intercom
Kleene
Lantern
Mailchimp
Mailchimp Transactional Email (Mandrill)
Pendo
Pipedrive
SatisMeter
Slack
Zapier
Zendesk

Integrations

Salesforce
Aircall
Desktop.com
Freshdesk
Gmail
Google Calendar
HubSpot CRM
HubSpot Customer Platform
InboxCRM by AppEQ
Intercom
Kleene
Lantern
Mailchimp
Mailchimp Transactional Email (Mandrill)
Pendo
Pipedrive
SatisMeter
Slack
Zapier
Zendesk

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

Alternatives

Alternatives

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