Planhat Leads the Way in Customer Journey Mapping

“Planhat knows customer success! The platform is easy to use but full of extremely powerful information for customer success teams…[it] has become a part of our daily lives, where we can track everything from meeting notes, customer reminders, renewals, and playbooks in a modern and beautiful site. I have no idea how I worked in CS for 10 years without Planhat. No matter the size of a team, this solution is amazing.”

Planhat is now ranked as a G2 Leader in seven categories

The Planhat customer platform is continuously growing and evolving to meet the needs of its users. No matter the department, no matter the role, no matter the function, our platform democratizes data and enables anyone serving customers to get the insight they need in real-time.

And at Planhat we take pride in managing that data across all parts of your customer's journey.

In the latest G2 Winter Report 2022 our customers appreciate many of the different aspects of our platform which make Planhat a leader. Here are the seven categories in which we rank among the best:

• Planhat is a G2 Leader in “Customer Data Platform”

• Planhat is a G2 Leader in “Customer Success Software”

• Planhat is a G2 Leader in “Client Onboarding Software”

• Planhat is a G2 Leader in “Customer Revenue Optimization”

• Planhat is a G2 Leader in “Subscription Revenue Management”

• Planhat is a G2 Leader in “Client Portal”

• New! Planhat is a G2 Leader in “Customer Journey Mapping”

Introducing our newest category: Customer Journey Mapping

According to G2, the best…

…Customer journey mapping software helps companies understand a customer’s full experience using dynamic visualizations. Customer journey mapping is the process of creating a visual map of all the touchpoints throughout a customer’s journey, including customer’s expectations, objectives, and interactions. This representation is mapped out from the beginning of a customer’s experience with your brand (i.e., initial discovery) to purchase and retention.

And how does our platform deliver this?

How Planhat leads the way in Customer Journey Mapping:

• Visualize and configure the entire customer journey See which of your teams' actions and initiatives deliver value, and which don't. Planhat gives you the ability to build custom dashboards and widgets, or use out-of-the-box outcome and trend widgets to get the actionable data you need. Plus, the Customer Intelligence module gives you access to the bubble room where you can get a comparative overview of your entire portfolio across multiple dimensions in a single view.

• Share customers' insights with a full 360 view: Use Customer 360 view to get a complete view of your customer journey. Planhat acts as a one-stop shop for all your customer insights, including conversations, usage trends, subscription dates, health scores, user data, billing details. Everything you need to know about a customer is presented to everyone in a single and customizable place. Thus businesses can become completely cross-functional in data usage – with finance, marketing, sales, and even leadership teams gaining insight.

• Enable cross-team collaborative selling: Planhat provides a cross-functional 360 view of all of your accounts. See every customer engagement, including customer success playbooks, support tickets, marketing touches, product usage, and more. Use this to align better with sales and other departments, plus make sure they get the help they need to close more business. Plus, use Customer Portals to share and collaborate on materials such as dashboards and playbooks directly with customers to build trust.

It’s through these flexible functions and visualizations of data that John Warren, Product Specialist at EverCheck is able to see where he needs to act: