Leadspace vs. Planhat

Leadspace simplifies the process of gathering, normalizing, and validating data. As it is a robust tool, it allows us to focus our efforts on creating demand. Because it is the source of truth, we use it to enrich all incoming data and organize records into scales. We would, however, appreciate having more industry-specific data. We are working on combining and unifying various industry data sets so that they can be ingested into their enrichment values.

Incentivized

Planhat is very cost-effective compared to its competitors and offers a similar level of functionality. So if you are looking for a CS platform that will give your CSM's all the data they need to manage their portfolio, then Planhat will do the job very well. I was part of the team that was tasked with selecting a CS platform for Pexip, and the combination of cost and performance made Planhat a clear winner against the other two products we were evaluating.

I still use Salesforce on a daily basis because that's the platform we use to generate quotes. It would be nice if I only had one platform to perform all of my CS tasks in. I'm not sure if that's a criticism of Planhat or not, as I don't know if it has a quoting module that we haven't implemented, or whether that function simply isn't available.

Incentivized

• Reachforce Smart forms - pumps up conversions with fewer fields, while getting high quality/accurate data company and contact on the back end
• Reachforce data is second to none
• Reachforce standardization is a lifesaver when doing things like segmenting, direct mail, etc.

Incentivized

• Excellent customer support and onboarding experience. They are very quick to respond to queries via the live chat. Our CS manager was brilliant in helping us get set up and making sure we were getting the most from all the features.
• The platform and features are very user friendly and intuitive. It's an extremely powerful tool with a lot of functionality, but thankfully it doesn't take long to learn how to use it.
• The customer portal is a game changer. The ability to share playbooks, data, and meeting notes all in one place is so useful for our customers and helps build trust and transparency.

• Data quality on contact level is not accurate as we would like. I noticed even the data we get from D&B is not as accurate as would like. It is understandable because people change their jobs so frequently in our industry. We received high bounce rate from our email marketing. We did the random review of our own data against their data and found some contacts' info has not been updated and is wrong.
• Smartforms integration can be tricky for the first time users.
• I wish they refreshed their data more frequently than quarterly.

Incentivized

• Allow for cc'ing of AEs or others within the same organization from the messaging center. When I went to send a message from within Planhat, I had to manually type out the AE's email address every time if I wanted them cc'd.
• The fonts were funky if I went to add text into an existing email template. For example, if I added in an extra sentence or paragraph, in Outlook on the recipient's end, the font was different despite looking the same within Planhat. Gmail was all consistent, Outlook was showing a different font.

Incentivized

Nothing else to add

It takes a while to learn Planhat even for experienced users. It has limitations in terms of what data you can present where, but its important to set internal guides outside Planhat as well so everybody working collaborative. But as CSM Planhat is a great- and critical tool which I use daily to optimise my work schedule and customer interaction with various topics.

Incentivized

Planhat support is excellent. We have a dedicated resource allocated to work with us, and he is extremely knowledgeable, articulate and responsive. The wider support team at Planhat is also very good, responding quickly to any issues logged. As an end-user, you can chat with Planhat support if you encounter any issues or have any questions, and they have always helped me.

Incentivized

We chose Leadspace after evaluating several other suppliers in part because of their ability to give localized addresses for contacts, enrich with personas, and provide predictive intent data for contacts. Among other things, they've exceeded expectations in all three of these areas and more.

Incentivized

I believe Planhat is the best Customer Success Management tool in the market. It gives me a 360-degree view of all my customers and has a modern interface as compared to the other similar tools that I have used. Planhat also offers a competitive pricing that makes it easier for my team to evaluate as compared to other similar platforms. The support team of Planhat is also great which makes it the right fit for my organisation

Incentivized

• Account Management team from Leadspace is very helpful in helping us to understand the product in detail.
• Enrichment of data based on company and person helps the organisation to plan & execute better.
• Can get the customized details from Leadspace team based on our needs
• The feature "persona scoring" helps in defining our key target personas using job titles, job levels and technologies and now when new leads come into our database, they get scored against these personas and this drives a key part of our lead scoring model and campaign segmentation

Incentivized

• Planhat has, for the first time, given us a 360-degree view of all our customers and access to all the different types of communication we have with them across different departments and functions.
• The ability to automate workflows, tasks, and assign playbooks to the various phases of our customer lifecycle has aligned all our departments.