Churn360 vs. Planhat

Our customer success team rely on Churn360 to track customer health automate communication and step in when its crucial.It provides deeper insight into your clients boosts efficiency for your Customer Success team and empowers your organization to take proactive steps with your customers.It appears effective for measuring customer success and tracking renewals but its usefulness may be limited for contracts that auto-renew

For someone working in the Customer Success team, Planhat is a must-have software. All your client-level data can be easily managed, stored, and reviewed at any point in time by Planhat. It also helps the management and the leadership team better see each account and its usage. It also helps in identifying potentially risky customers and taking the required actions to engage and retain the account. It also gets integrated easily with other meeting recording tools wherein the summary from the tool gets easily synced with Planhat

Incentivized

• It empowers our teams to identify areas needing attention and enhances our representative's ability to engage effectively with clients.
• Health scores are highly customizable
• Segmentation proves to be an incredibly potent and user friendly feature

• Reporting - you can set up filters with boolean criteria to give you insight into everything you need to know.
• Playbooks - these are very good for less-experienced CSM's who need a step-by-step guide on how to deal with different stages of the customer lifecycle. More experienced CSM's may not need the playbooks.
• Usage data for customers - there's a wide range of charts in Planhat that tell the story of client consumption.

Incentivized

• There are some minor limitations when it comes to sorting segments
• Setting up requires quite bit of configuration but that's because its incredibly powerful
• documentation

• 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

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

The support team couldn't be better. They are quick to respond, very helpful, and thorough. Our CS manager was always happy to schedule calls to go through specific feature queries and she ensured we had a smooth and quick setup.

Churn360 offered an ideal blend of tools and features perfectly aligned with our needs at a competitive price point. It has seamlessly scaled alongside our growth consistently introducing pioneering features that set industry standards. This tool is invaluable for me and my team. I highly recommend all choose Churn360 to ease their daily chores.

I was not the person involved in choosing Planhat, but it seems to me that Planhat is much better suited to an account management style role, whereas Hubspot is closer to a sales CRM instead. In my position, Planhat is better suited as it is more graphical, more flexible, and easier to find information on.

Incentivized

• In the first year of Churn360 deployment, we observed a remarkable churn reduction of over 40%
• With increased access to customer insight our team members enhance their performance.
• The company gains valuable insight into customer sentiments and trends strengthening our partnership with clients

• 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.