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Thank you for ranking Planhat a leader in G2!

6 min read

It’s that time of the year when G2, the world’s leading peer-to-peer-review site, releases one of its quarterly reports.

And while we at Planhat work closely with you, our users, to push what a modern customer platform could - should! - be, it’s sometimes what you say about us when we are not in the room, that says the most about us.

So let’s admit it.

The G2 Spring Report means a lot to us.

And it’s release makes us nervous.

And now it’s here.

So.

What’s the verdict of Planhat in the G2 Spring Report?

Let’s have a look.

Planhat named a leader within Customer Success

Considering Customer Success is our birthplace and our breeding ground, having 97% of our users give us a 4 or 5-star rating confirms what we are striving for: we know customer success, always have - and we always will.

And at the same time, it’s an evolving space that we want to stay at the forefront of so having 95% of Planhat users recognizing that our product development is going in the right direction is excellent.

Also, 95% say it’s easy doing business with Planhat, and honestly, this is super important for us. You might be hustling to build a future unicorn or perhaps juggling all the day-to-day actions of a massive enterprise organization. Either way, the interactions with your software provider should be smooth and easy, because you have way to many other things to do. So if we can make parts of your job easier, we all have a lot to win.

Planhat gets praise for its data security, customer monitoring and customer profiles

At Planhat, we believe in the power of a customer-centric culture. And to achieve that everybody in an organization must have the same view of the customer. Therefore, we put a lot of effort into gathering your customer data in one place, presenting it in an easy-to-understand way, and thereby - and this is very important - making it actionable.

So for all apparent reasons, getting a 94% satisfaction score on Customer monitoring, and a 93% score on our Customer profiles, shows that we definitely can walk the walk when it comes to this.

Also, 94% on such a crucial feature as Data security is not necessarily something that we celebrate. Although it makes us best in class (yep, no other CS-tool gets a higher score on Data Security than Planhat), we are aiming for an even higher score. And so should you. When evaluating for a new CS-tool, make sure you don´t settle for good enough when it comes to security.

Planhat is a leading post-sales software

G2 defines it’s Client Onboarding category as software that “helps companies manage post-sales activities” and in the subscription economy, that’s actually putting it mildly.

Within any business relying on recurring revenue streams, post-sales activity is a crucial part of building your business. Post-sales might even trump new business in importance.

This means that onboarding your customers in a good way and ensuring a high level of product adoption early on is crucial for the success of your business.

So, how good is Planhat at helping a company manage it’s post-sales activities, according to our customers?

96% of our users rate us 4 or 5 stars, 94% say that we are easy doing business with and 94% of our customers say that our product is going in the right direction.

All-in-all, this honors us a Leader-badge not only within Customer Success, but also within Client Onboarding. And for us, these categories come hand-in-hand. Your customers need a great customer experience while onboarding, for you in order to create success for them.

Planhat’s focus on revenue features pays off

Companies use subscription revenue tools to track sales and increase revenue from existing users. Often by aligning different customer-facing functions, such as marketing and customer service, to ensure everybody plays a part in the organization's revenue actions.

We love for Planhat to be in the center of this type of organization. We believe in the idea of sharing data between departments so much that we have built our entire pricing model on it. Planhat offers an unlimited seating model meaning you can bring not only your whole team onboard - but everybody in your company. Without additional costs. Because the more people share the same data, the better it is for everyone.

So, if this is so important to us, what is the result in the G2 Spring Report in the category for Subscription Revenue Management?

95% of users rate Planhat 4 or 5 stars, 95% of users say the product is going in the right direction, and 93% of users would recommend Planhat to track sales and identify what factors make customers stay or leave.

Within Customer Revenue Optimization (CRO) software – a category focusing even more on helping the sales team, financial department, and management analyze their subscription offering – Planhat gets recommended by 97% of its users. And, which feels somewhat weird to say, 100% of people using Planhat as a CRO says the product is going in the right direction.

Planhat named a high performing Customer Data Platform

Collecting all the data in one place is… one thing. But it’s what you do with it that sets you apart. And using Planhat as a Customer Data Platform it will allow you to structure, manage and interact with your customer data in a collaborative and actionable way.

But, fancy words aside, how are we at it?

98% of our user’s that use Planhat as a Customer Data Platform rates it 4 or 5 stars, 97% say it’s easy doing business with us and 97% of our users also say our product is going in the right direction.

That’s it.

The verdict from G2, from you, is here - and we couldnt be happier. But the best part is, we’re only getting started.

Planhat is already recognised as a leader for Customer Success and Client Onboarding. And we are being praised as a tool for Subscription Revenue Management and Customer Revenue Optimization and also as a Customer Data Platform.

But we believe that in the future, the complex ‘post sales’ world with continuous sales motions need a new breed of CRM.

Our founders recently laid out their long-term vision for Planhat, and if you haven’t already, you could read all about it here.

Learn more about Planhat

Want to know more about what our customers say about us? Read our G2 Reviews here.

Or do you want to see what a G2 Leader looks like? Sign up for a demo here.

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