Compare Salesmachine vs Planhat vs Zoho SalesIQ

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Crozscore:

75%
what is this?
29%
interest rising

Crozscore:

72%
what is this?
21%
interest falling

Crozscore:

85%
what is this?
76%
65%
no significant changes
Salesmachine screenshot view 2 more Planhat screenshot view 2 more Zoho SalesIQ screenshot view 1 more

Software Description:

We all have been confronted so many times with sales reps, CS or account managers wasting their time sorting contacts on their CRM everyday trying to identify who they should be calling.

Salesmachine monitors your customer health and activity so you can focus on the right customers at the right time.

Salesmachine acts like your personal assistant telling you which customers need your attention and why, creating tasks, suggesting emails and contextual notifications based on your customers health and activity. So you can just focus on what's matter: making your customers happy.

  • Identify who needs your attention in the customer journey: onboarding, adoption, renewal, upsell.
  • Get deep activity and business insights on each customer at account and contact level.
  • Get instantly alerted when customer health and usage frequency changes.
  • Monitor and analyze the impact of specific group of customers.
  • Your team instantly knows when and how to act.
  • Deliver targeted email campaigns automatically.

Software Description:

Planhat is a tool for B2B companies to help them manage their clients throughout the entire customer lifecycle to make sure they are getting maximum value out of your product, and they renew.

Planhat offers a highly customizable and accurate health scores, feature adoption and usage tracking, and revenue management. There are also many ways to help automate your workflows and CS processes.

The Customer 360 view allows all Customer Success division members to have a clear and complete picture of the customer. See conversations, workflows, licensing data, health and more.

Software Description:

Zoho SalesIQ is a website visitor tracking and live chat software for small to large organizations that helps to improve customer engagement on your site and identify sales opportunities. The software provides detailed visitor information, such as location, site behavior, and new or returning visitors, that can be used to identify hot prospects and proactively engage them in chat at the most optimal time.

You can personalize chat sessions with Zoho SalesIQ's customizable chat widget, automatic language translation, and the ability for users to select which agent they would like to speak to. Create pre-defined rules and set up 'hot prospect' notifications to be sent to agents when visitors complete certain actions on your site.

Zoho SalesIQ integrates with Zoho CRM to track and record lead and prospect information. Chat sessions can be automatically converted into contact or lead records in the CRM and you can assign follow up actions without leaving the chat window. Alerts can also be sent to sales staff in Zoho CRM when identified hot prospect return to your site.

The customer engagement app can be used to monitor KPIs around visitor activity, as well as agent performance, through prebuilt reports and performance monitoring stats. Supervisors can use Zoho SalesIQ to co-browse with agents as they chat to prospects and provide coaching with live feedback.

Features:

  • Audience Targeting
  • Email Integration
  • Marketing Automation
  • Social-Media Integration
  • Third-Party Plugins/Add-Ons
  • Dashboard
  • Lead Scoring
  • Data Import
  • Data Export
  • Data Visualization
  • Lead Management
  • Multi-User
  • Notifications
  • Forecasting
  • Customer Management

Features:

  • Forecasting
  • Scheduling
  • External Integrations
  • Customer Management
  • Dashboard
  • Multi-User
  • Notifications
  • Lead Management
  • Data Import
  • Data Visualization
  • API
  • Data Export

Features:

  • Email Integration
  • API
  • Data Visualization
  • Data Export
  • Lead Scoring
  • Lead Management
  • Marketing Automation
  • Third-Party Plugins/Add-Ons
  • Google Apps Integration
  • Notifications
  • Dashboard

Summary:

  • Customer Health Score

  • User Adoption

  • Portfolio Management

  • Reduce Churn

  • Identify Upsell Candidates

  • Onboard Your New Users

  • Automated Customer Alerts

  • Data Enrichment

  • Many External Integrations

  • Analytics & Visualisation Tools

Summary:

    No key features associated with this application.

Summary:

  • Real-time visitor tracking: Analyze your store visitors in real-time. Understand how they are navigating your store. Gain insights into their geo-location and referrer source to engage in contextual conversations.

  • Visitor insights and lead scoring: Gain access to a highly insightful list of 'All' your store visitors. Prioritize them as hot, warm and cold based on their score. Drive sharper and more relevant engagement.

  • Sell smarter. Close deals faster: Supercharge your sales conversions by automating your store -visitor engagement with intelligent triggers. Recognize & engage prospects landing on your website through email campaigns.

  • Automatic chat translation: Engage with a wider audience and cover markets spreads across the globe. Receive messages in any language, but reply to prospects in their native language.

  • Easy to setup and customize: Setup is as simple as copy & paste. Customization is just a few more clicks. Whatever be the look & feel of your online store, SalesIQ just blends right in.

  • Take SalesIQ with you: Live chat with your store visitors from the comfort of your couch or while waiting at the airport. SalesIQ plays with with your iPhone, iPad or Andriod device via standard Jabber client).

Starter

$75.00
1 user(s) / month
Included in plan:
  • Health Scoring
  • Lifecycle Stages
  • Profiles Analytics
  • Unlimited Integrations
  • Alerts
  • Slack Notifications
  • Health Report
  • Revenue Report

Starter (Yearly)

$60.00
1 user(s) / month
Included in plan:
  • Health Scoring
  • Lifecycle Stages
  • Profiles Analytics
  • Unlimited Integrations
  • Alerts
  • Slack Notifications
  • Health Report
  • Revenue Report

Standard

$125.00
1 user(s) / month
Included in plan:
  • Health Scoring
  • Lifecycle Stages
  • Profiles Analytics
  • Unlimited Integrations
  • Alerts
  • Slack Notifications
  • Health Report
  • Revenue Report
  • Segmentation
  • Workflows
  • Campaigns
  • Salesforce One-Way Sync
  • Team Permission & Roles

Standard (Yearly)

$100.00
1 user(s) / month
Included in plan:
  • Health Scoring
  • Lifecycle Stages
  • Profiles Analytics
  • Unlimited Integrations
  • Alerts
  • Slack Notifications
  • Health Report
  • Revenue Report
  • Segmentation
  • Workflows
  • Campaigns
  • Salesforce One-Way Sync
  • Team Permission & Roles

Enterprise

$125.00
1 user(s) / month
Included in plan:
  • Health Scoring
  • Lifecycle Stages
  • Profiles Analytics
  • Unlimited Integrations
  • Alerts
  • Slack Notifications
  • Health Report
  • Revenue Report
  • Segmentation
  • Workflows
  • Campaigns
  • Salesforce One-Way Sync
  • Team Permission & Roles
  • Push Health Scores to Salesforce
  • High Traffic Volume
  • Dedicated Onboarding
  • High Priority Support

Pricing:

  • Starting from: $19.00/month
  • Credit card required: N/A
  • $19 for 3 users. $59 for 5 users. $129 for 10 users.

FAQs:

    What are some applications this service is commonly used in tandem with?
  • Segment, Mixpanel, Intercom, Zendesk, Olark, Intercom, Slack, Satismeter, Promoter.io, Stripe, Zapier, Delighted, Groove, Uservoice, Healp Scout, and Desk (via Zapier).

  • Does this service integrate with any other apps?
    • Connect live customer data sources: Segment, Mixpanel and Intercom
    • Connect data from your support, payment, NPS tools: Zendesk, Olark, Intercom, Satismeter, Promoter.io, Stripe, Zapier, Delighted, Groove, Uservoice, Healp Scout, and Desk (via Zapier).
    • Push notifications: Slack
  • Does this service offer an API?
  • Yes, it does.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, we have a dedicated help center.

FAQs:

    What are some applications this service is commonly used in tandem with?
  • Commonly used with CRM applications.

  • Does this service offer an API?
  • Yes. Planhat has open API endpoints that are available to view. Reach out to us to ask about them!

  • Does this service integrate with any other apps?
  • Planhat integrates with your G-Suite, Hubspot CRM, Salesforce, Geckoboard, Slack, Segment, MailChimp, Intercom, Zendesk, Aircall, Salesforce Desk, Pendo, Freshdesk, Delighted, Promoter.io, and SatisMeter.

    Zapier and open API endpoints are available for those with tools there is not a native integration for.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes

  • What is this service generally used for?
  • Helping companies retain their existing customers, ensure new customers are properly onboarded and adopting their product, identify up-sale opportunities, and reduce churn.

  • Does this service offer guides, tutorials and or customer support?
  • Planhat offers a support center with materials to help get you started. We also are constantly updating and releasing new features and help center materials. We are also always available to our customers via chat, so you never on your own when learning the tool. We are always happy to jump on a call and helping to train users!

  • Who are the main user groups of this service?
  • Planhat is a Customer Success software built for SaaS companies that range from Startups to Enterprise level.

  • What platforms does this service support?
  • Planthat is a web application and is compatible with Chrome, Safari, and Firefox.

FAQs:

    What is this service generally used for?
  • To convert your website visitors into happy paying customers. Increase the ROI on your content, SEO, Adwords and email marketing efforts. Get started now with our forever free plan.

  • Does this service offer guides, tutorials and or customer support?
  • Yes.

  • What platforms does this service support?
  • SalesIQ is available in web browser, android and iOS platforms

  • Does this service offer an API?
  • Yes.

  • What are some applications this service is commonly used in tandem with?
  • It is most commonly used in tandem with all leading CRM and Help Desk Softwares

  • Who are the main user groups of this service?
  • Mid Size Business, Small Business, Entrepreneurs, Startups, Freelancers.
    Supported Countries: Worldwide

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes.

  • Does this service integrate with any other apps?
  • Zoho SalesIQ offers 'add-ons' across 70+ CMS, ecommerce, and email marketing platforms that help you close more deals while tracking your website visitors in real-time. Use our Developer API to integrate business applications.

Publisher:

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Publisher:

Founded:
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Based in:
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Likes:
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Publisher:

Founded:
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Based in:
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Employees:
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Likes:
Followers:
43.2k

Other:

Who uses Salesmachine
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Planhat
  • Startups
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Zoho SalesIQ
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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