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What is Upollo?

Harness a variety of indicators, including product performance, user behavior, and customer relationship management metrics, to refine your sales, customer success, and marketing initiatives, which will not only broaden your sales pipelines but also boost net dollar retention rates. Our users have reported substantial increases in revenue due to these enhancements. By examining and drawing insights from billions of data points from a diverse range of businesses and users worldwide, our platform is designed to enable teams to expand their customer base, elevate retention rates, and increase the conversion of new signups. Receive alerts when there is a potential for expansion and pinpoint opportunities by scrutinizing factors such as department, job title, and engagement level. Swiftly convert customers demonstrating strong purchasing intent while also extending support to those who might be experiencing hurdles. Uncover the motivations that lead to customer conversions and identify specific factors that may dissuade others from purchasing. Upollo processes your data in real-time, offering actionable insights within minutes, thus empowering your teams to significantly enhance metrics like Net Dollar Retention, Annual Recurring Revenue, and Lifetime Value. In essence, our solution not only simplifies your operational processes but also ensures that you seize every available growth opportunity, thereby driving comprehensive business success. Moreover, by continuously adapting to market changes, your strategies remain relevant and effective in achieving long-term objectives.

What is Planhat?

Planhat serves as an intuitive Customer Success Platform that simplifies the journey of managing customer relationships. Its elegant design and user-friendly interface empower businesses to lower churn rates, enhance upselling opportunities, boost user engagement, and ultimately increase the lifetime value of their customers. Catering to a diverse audience, from Customer Success representatives to executives, Planhat encompasses all the essential functionalities typically found in contemporary Customer Success tools. What sets it apart is not only its ease of use but also the straightforward implementation process that allows teams to start benefiting immediately. This combination of accessibility and robust features makes Planhat a standout choice for organizations aiming to elevate their customer success strategies.

Media

Media

Integrations Supported

HubSpot CRM
HubSpot Customer Platform
Intercom
Salesforce
Segment
Slack
Zendesk
Azure Data Catalog
Braintree
Freshdesk
Gmail
Google Cloud BigQuery
Kleene
Lantern
Mailchimp
Recurly
RudderStack
SatisMeter
Snowflake
Zapier

Integrations Supported

HubSpot CRM
HubSpot Customer Platform
Intercom
Salesforce
Segment
Slack
Zendesk
Azure Data Catalog
Braintree
Freshdesk
Gmail
Google Cloud BigQuery
Kleene
Lantern
Mailchimp
Recurly
RudderStack
SatisMeter
Snowflake
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$799 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Upollo

Company Location

Australia

Company Website

upollo.ai/

Company Facts

Organization Name

Planhat

Date Founded

2014

Company Location

Sweden

Company Website

www.planhat.com

Categories and Features

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Categories and Features

Account Planning

Account Segmentation
Account Tracker
Annual Account Plan
Communication Matrix
Competitor Stacking
Dashboard
Performance Metrics
Relationship Mapping
Trend Monitoring
White Space Analysis

Customer Data Platforms (CDP)

Behavioral Analytics
Campaign Management
Customer Profiles
Customer Segmentation
Data Integration
Data Matching
GDPR Compliance
Personalization
Predictive Modeling

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

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