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Learn how OnSiteIQ uses Planhat to combine expansion history, stakeholder touchpoints, usage, and health signals into a fuller picture of each account.
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Tess Okonek — We're able to pull in so much different information to really get a true account, a true reflection of the status of a customer so we can pull in the date that a customer last expanded and the ACV of that, right?
How does that compare to what segment they're in, mid-market versus enterprise versus an emerging client? How do we then also take that information that includes not only that date of last expansion, but we can also pull in touchpoints? When was the last time we not only just talked to anyone at that company, the last time we talked specifically to a champion? Specifically to the executive sponsor.
We can also pull in usage. When was the last time they logged in? Who was it that logged in? Was it a PM on the job? Was it an executive? How does that also play into the customer health score? There's so many different ways that we can truly understand the status of a customer and Planhat allows us to really pull all of that information in seamlessly.
We're able to pull in so much different information to really get a true account, a true reflection of the status of a customer.”
“
Tess Okonek
Director of Customer Experience
Tess Okonek — We're able to pull in so much different information to really get a true account, a true reflection of the status of a customer so we can pull in the date that a customer last expanded and the ACV of that, right?
How does that compare to what segment they're in, mid-market versus enterprise versus an emerging client? How do we then also take that information that includes not only that date of last expansion, but we can also pull in touchpoints? When was the last time we not only just talked to anyone at that company, the last time we talked specifically to a champion? Specifically to the executive sponsor.
We can also pull in usage. When was the last time they logged in? Who was it that logged in? Was it a PM on the job? Was it an executive? How does that also play into the customer health score? There's so many different ways that we can truly understand the status of a customer and Planhat allows us to really pull all of that information in seamlessly.
We're able to pull in so much different information to really get a true account, a true reflection of the status of a customer.”
“
Tess Okonek
Director of Customer Experience
Tess Okonek — We're able to pull in so much different information to really get a true account, a true reflection of the status of a customer so we can pull in the date that a customer last expanded and the ACV of that, right?
How does that compare to what segment they're in, mid-market versus enterprise versus an emerging client? How do we then also take that information that includes not only that date of last expansion, but we can also pull in touchpoints? When was the last time we not only just talked to anyone at that company, the last time we talked specifically to a champion? Specifically to the executive sponsor.
We can also pull in usage. When was the last time they logged in? Who was it that logged in? Was it a PM on the job? Was it an executive? How does that also play into the customer health score? There's so many different ways that we can truly understand the status of a customer and Planhat allows us to really pull all of that information in seamlessly.
“We're able to pull in so much different information to really get a true account, a true reflection of the status of a customer.”
Tess Okonek
Director of Customer Experience
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Discover All
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In Focus
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Through the Lens
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Talking Planhat
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Expert Advice
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In Perspective
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In Conversation
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Talking Planhat
We are the sum of the stories told about us.
[
Discover All
]
[
In Focus
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Through the Lens
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[
Talking Planhat
]
[
Expert Advice
]
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In Perspective
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In Conversation
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