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Build out your CS operations without having to compromise with your Sales team
Velaris is a point solution built to fit Customer Success workflows like a glove. While Planhat does offer Customer Success capabilities, their broad platform is also built for Sales.
Our features are customizable and optimized for CS requirements so you can scale your operations without worrying about how they impact other teams.
Get all your customer data organized exactly the way you want it - no matter how complex your data
Planhat accommodates multiple types of data and relationships, but predefined data structures limit how much you can customize the platform.
In addition to our predefined core objects (contacts, accounts and organizations) you can also create and link no-code custom objects that help you track feature requests, invoices, partnerships, or anything else you need.
Prove tangible ROI for your customers with KPI-focused account plans
While you can create account plans to drive customer outcomes through the “Projects” feature, customer KPIs are not tracked automatically. This makes it difficult to quantify your impact and prove ROI.
Our Success Plans track your chosen KPIs in real time. You’ll be able to monitor all your account plans and easily prove positive customer outcomes with hard numbers.
Automate 90% of your current workflow
Planhat may not have the flexibility to support more complex CS workflows and data entry automation.
Automate any process or workflow, including data entry, onboarding flows, alerts, renewal campaigns, and more.
Create frictionless onboarding experiences for customers
Your customers may be slow to adopt the Planhat portal since it comes with the friction of logging into a second workspace.
Your customers can access their portal tasks and messages through your own product’s interface. Just add our no-code widget and they’ll be able to access the portal - no extra sign-in required.
Hear it from a Planhat customer who switched to Velaris:
Switching to Velaris has been a game-changer for us. They have a fantastic team that took care of all our integrations, including more complex ones such as our ERP. Their CSMs feel like an extension of our own team. Everything runs smoother now, and we’re way more productive.
What else can your team do with Velaris that they can’t do with Planhat?
What else can your team do with Velaris that they can’t do with Planhat?
Planhat
Velaris
All the features you need in one subscription
Planhat pricing is based on your company size and locks a few features into bundles, making it difficult to make the most of the platform and scale as you grow.
With Velaris, you get all our core features in one comprehensive subscription:
Data and analytics
- Contacts, accounts, organizations + custom objects
- 360-degree customer profiles
- Customizable health scores
- Filters and segmentation
- Dashboards for reporting
- Expansion management center
- Sentiment analysis (AI)
Productivity tools
- Drag-and-drop automation builder
- Tasks with rich-text notes and comments
- Playbooks
- Action items (AI)
- Success Plans
Collaboration tools
- HTML email template builder
- Email campaigns and analytics
- Surveys
- AI writing assistant
The platform that delights CS teams with its deep functionality and flexibility
"A comprehensive, effective, and flexible platform that gives us the tools to work closely and efficiently with our customers. The platform has increased team productivity due to its automation abilities and task management."
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"Since using Velaris, we've been able to save 10 hours a week and uncover brand new insights that help us retain and grow our customers. We now have the time and headspace to build true relationships and be proactive."
"Velaris has had a huge impact on our workflow at Hostaway. The automations built through using Scenarios allows us to set our customers up to succeed before we have a chance to meet them! The reporting dashboard has given us a multitude of different ways to monitor and measure our KPIs and keep our fingers on the pulse."
The Verdict
Planhat
Best suited for companies that:
- Want to combine sales, CS and professional services operations into one platform
- Don’t rely too much on automation
- Are not heavy users of account/Success plans
Velaris
Perfect for CS teams that:
- Want a point solution built for their needs
- Need a flexible platform that can accommodate unique processes, workflows and data structures
- Are growing fast and need to execute multiple account plans simultaneously
The CSP provider that does all the heavy lifting for you
Easy implementation
You won’t need to bring in a developer or spend months setting things up. We will migrate your data and set up your integrations for you. In 4 weeks.
Unlimited integrations
Anything that doesn’t integrate natively, we will custom-code for you.
Free consultancy services
Get tailored advice on how to structure your operations and make the most of our platform from CS experts. At no extra cost to you.
“It's the blend of their top-notch service and deep expertise that really sets them apart.”
And other nice things our customers say about our service:
“It's the blend of their top-notch service and deep expertise that really sets them apart.”
And other nice things our customers say about our service:
