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98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

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CRM Software

4.2 9,777 user ratings

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98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

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Overview

Description Salesforce is a futuristic Customer Relationship Management Software bringing companies and their customers together. The integrated software helps departments like commerce, marketing, sales and service to get a unified view of each client. Moreover, companies can also leverage on the particular to deliver amazing shopping experiences to individual buyers, automate time-consuming jobs, assure quick resolution to queries raised from the customers front and strategise personalised marketing schemes. The solution serves organisations scattered across industries like retail, automotive, higher education, public sector, media, communication, hospitality and transportation, nonprofit and more. With Salesforce, organisations get the advantage of joining the 150,000+ like-minded companies where they can find a massive community of experts ready to help in their company’s growth, besides offering an estimate of their Return on Investment (ROI). Lastly, AI technology equipped chatbot (Einstein) within the software helps companies reassess past interactions with individual clients and better understand raised queries. Read more Planhat is an advanced consumer success platform that helps with data monitoring, project management, and customer experience improvement within an individual business. Hundreds of modern technology firms across the world rely on Planhat in order to optimise customer success and lifetime value. The software is capable of centralising all customer-related data and creating customisable dashboards to see what adds value and what doesn't. Besides improving the customer lifecycle using playbooks, triggers, alerts, and automation. Also, Planhat can be integrated with pre-existing business tools and derive a unified view of customer-related data in real-time. Zapier, Zendesk, Mailchimp, Pipedrive and Stitch are among the notable ones. For those who are into a subscription business, advanced revenue management functionality within Planhat helps the admin get rid of pivot charts and heavy spreadsheets. On the contrary, they can get a quick overview of new bookings, approaching renewals and development over time. Read more
Pricing Options
  • Free Trial Available
  • Starts at $25.0. Offers Free-forever plan.
  • Free Trial Not Available
  • Offers Custom plan.
SW Score & Breakdown

98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    100%
  • Reviews
    100%
  • Momentum
    64%
  • Popularity
    92%

98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    100%
  • Reviews
    60%
  • Momentum
    66%
  • Popularity
    68%
SaaSworthy Awards # 20 Highly Rated # 7 Most Popular
Not Available

Technical Details

Organization Types Supported
  • Freelancers
  • Large Enterprises
  • Medium Business
  • Small Business
  • Freelancers
  • Large Enterprises
  • Medium Business
  • Small Business
Platforms Supported
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
Modes of Support
  • Business Hours
  • Online
  • Business Hours
  • Online
API Support
  • Available
  • Available

Reviews & Ratings

User Rating
4.2/5 9,777 user ratings
Not Available
Rating Distribution
  • Excellent

    47.7%
  • Very Good

    36.8%
  • Average

    8.5%
  • Poor

    2%
  • Terrible

    5%
Not Available
User Sentiments

    Extensive Customization Options, Robust Reporting Capabilities, Comprehensive Feature Set, Extensive Integrations

    Steep Learning Curve, Slow Performance, Outdated User Interface, Complicated Reporting Tool

    Not Available
Review Summary

Salesforce Sales Cloud is lauded for its extensive customization options and seamless integration with various apps, enabling businesses to build tailored solutions. Users appreciate its user-friendly interface, robust reporting capabilities, and the ability to track customer journeys comprehensively. However, some users find the platform complex, especially for beginners, and point out the high cost of additional licenses and features.

Planhat user reviews highlight its strengths in providing customer insights and streamlining customer success operations. Users praise the platform's ability to centralize customer data, automate tasks through playbooks, and offer a 360-degree view of customers. However, some users note the learning curve can be steep, and a few mention specific UI issues or integration challenges. Despite these minor drawbacks, overall sentiment towards Planhat remains positive, with users emphasizing its effectiveness in improving customer engagement and driving business growth.

Pros & Cons
  • Unified view of customers across departments
  • Automates time-consuming tasks
  • Provides personalized marketing strategies
  • Massive community of experts for support
  • AI-powered chatbot for customer insights
  • Occasional technical glitches
  • Steep learning curve
  • Pricing concerns
Not Available
  Read All User Reviews

AI-Generated from the text of User Reviews

Pricing

Pricing Options
  • Free Trial Available
  • Starts at $25.0. Offers Free-forever plan.
  • Free Trial Not Available
  • Offers Custom plan.
Pricing Plans
Monthly Plans Annual Plans

Starter Suite $25.00 $25.00 per user / month

Pro Suite $100.00 $100.00 per user / month

Salesforce Foundations Free

Customer Success Custom

Professional Services Custom

Sales Custom

 
View Detailed Pricing
View Detailed Pricing

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Screenshots & Videos

Screenshots Salesforce Adoption Dashboards
+ 2 More
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Videos Video Thumbnail
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Vendor information

Company Details Located in: San Francisco, California Founded in: 1996 Located in: Stockholm, Sweden
Contact Details

+1 800-667-6389

https://www.salesforce.com/crm/

Not available

https://www.planhat.com/

Social Media Handles

FAQs

What are the key features of Salesforce?

Salesforce is a comprehensive CRM software that offers features like lead generation, opportunity tracking, sales forecasting, customer service management, and marketing automation.

What are the key features of Planhat?

Planhat is a customer success platform that offers features like customer data management, project management, customer journey mapping, and revenue management.

What are the alternatives to Salesforce?

Some of the top alternatives to Salesforce include Zoho CRM, Microsoft Dynamics 365 for Sales, and HubSpot CRM.

What are the alternatives to Planhat?

Some of the top alternatives to Planhat include ChurnZero, Totango, and ClientSuccess.

Which product is better for managing customer relationships?

Both Salesforce and Planhat offer robust features for managing customer relationships, but Salesforce is a more comprehensive CRM solution, while Planhat is more focused on customer success.

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