I find Planhat's ability to create views of data that almost anyone can understand incredibly useful. I really appreciate their workflow builder; it's great. What stands out to me the most is their customer success team, which is truly my highlight. The support is consistently great, and it's reassuring to know their development team is always working on enhancing features. Additionally, the initial setup was easy, which was a big plus for us, although implementation took time due to the complexity of our data.

I appreciate that Planhat gives our CSMs a trustworthy and controllable health signal, which encourages team adoption rather than workarounds. It centralizes customer conversations and partnership plans, making it easy to report on ARR and renewal timing. I also value the targeted email outreach feature through Centralized Connect. The connection to Salesforce is direct, unlike our previous experience, and creating workflows and widgets is less time consuming and confusing compared to Gainsight. The implementation process, guided by Grace, was well-supported and enjoyable despite initial data challenges.

A great team to work with, helpful videos and support for open questions, and plenty of possibilities for Customer Success to grow with all the features.