CS Platforms -- PlanHat, SmartKarrot, or Custify

Renee Murphy
Renee Murphy Member Posts: 18 Thought Leader
Third Anniversary 5 Comments
edited August 2021 in CS Technology
I am looking to find anyone that has experience with PlanHat, SmartKarrot, or Custify.   Would love to hear about your experiences.

Thanks,

Renée
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Comments

  • Jordan Silverman
    Jordan Silverman Member, Success Network Members Posts: 104 Expert
    Third Anniversary 10 Comments 5 Likes Photogenic
    edited August 2021
    We are using Totango - happy to tell you more or show you around the tool if you are interested!
  • erin christopher
    erin christopher Member Posts: 6 Seeker
    5 Comments
    edited August 2021

    Thanks, Jordan... glad you are enjoying Totango!!!  We use our own platform for customer success, customer marketing and to engage with (and convert) our freemium community, so I can honestly say, I love it too! 

    Renee, I would love to join your tour with Jordan! It is always fun for us to see how other companies are using our platform to drive their success! Just let me know when. 

    Have a great day Customer Success leaders... 

  • Elena Makower
    Elena Makower Member Posts: 2 Navigator
    edited February 2022
    Hi Renee - 

    We are in the process of evaluating CS software. I would love to connect if you are open to sharing the feedback you received.

    Thank you!
    Elena

    Elena Makower
    Head of Customer Success
    CEB - Continuing Education of the Bar
    [email protected]
  • Elena Makower
    Elena Makower Member Posts: 2 Navigator
    edited February 2022
    Hi Jordan - 
    We are in the process of evaluating CS software. I would love to connect if you are open to sharing the feedback about Totango.

    Thank you!
    Elena

    Elena Makower
    Head of Customer Success
    CEB - Continuing Education of the Bar
    [email protected]
  • Brian O'Keeffe
    Brian O'Keeffe Member Posts: 166 Expert
    100 Comments 25 Insightfuls 25 Likes Photogenic
    edited February 2022
    I am using Totango, for the first time after several years using Gainsight. I am still learning Totango and well versed in GS.
  • Jordan Silverman
    Jordan Silverman Member, Success Network Members Posts: 104 Expert
    Third Anniversary 10 Comments 5 Likes Photogenic
    edited February 2022
    Of course, shoot me an email - [email protected] and we can schedule some time!
  • Renee Murphy
    Renee Murphy Member Posts: 18 Thought Leader
    Third Anniversary 5 Comments
    edited February 2022
    Absolutely -- High leve we have found plan hat to be very easy to implement and get up and running.  We use hubspot and were able to integrate it easily -- some bumps that Planhat helped us through -- and it was an amazing way to see our data and clean it up.  We are integrating with Jira too.   We have just started building out our implementation and renewal playbooks and our designated CS person has been great in helping us along the way.   Feel free to reach out [email protected] if you would like to know more.   Renée
  • Tine Van Dyck
    Tine Van Dyck Member Posts: 13 Contributor
    edited February 2022
    Hi Renee, 

    We're currently in the discovery phase of the different tools on the market and I am enthousiastic about both PlanHat and SmartKarrot. I'm really interested in hearing about your experience, why you chose PlanHat and how you've experienced working with them so far. Would you mind telling me more?

    Thanks a lot in advance,
    Tine
  • Renee Murphy
    Renee Murphy Member Posts: 18 Thought Leader
    Third Anniversary 5 Comments
    edited February 2022
    Sure feel free to reach out to me [email protected].

    Thanks,

    Renée
  • Chris Bialecki
    Chris Bialecki Member Posts: 5 Seeker
    First Anniversary
    edited February 2022
    Hi Tine, 

    We implemented SmartKarrot last year and had a rough implementation. Their team was great and very responsive, but we ran into a lot of bugs along the way that made it using the platform challenging at times. 

    Hope that helps. 
  • Tine Van Dyck
    Tine Van Dyck Member Posts: 13 Contributor
    edited February 2022
    Thanks for sharing your experience, Chris. That's very good to know and to take with me in the discussions with them!

    Best regards, 
    Tine