Becoming Proactive and Predictive

Becoming Proactive and Predictive

Becoming Proactive and Predictive

Becoming Proactive and Predictive

In a series of interviews, real estate intelligence disruptor OnsiteIQ's Vice President of Customer Success and Customer Operations Lead share how Planhat has impacted on the business.

In

Nov 18, 2023

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In a series of interviews, real estate intelligence disruptor OnsiteIQ's Vice President of Customer Success and Customer Operations Lead share how Planhat has impacted on the business.

In

Nov 18, 2023

Share

In a series of interviews, real estate intelligence disruptor OnsiteIQ's Vice President of Customer Success and Customer Operations Lead share how Planhat has impacted on the business.

In

Nov 18, 2023

From reactive to proactive

Brandon Ramsey — When you start in a Customer Success journey, you're starting at, and we talk about this all the time, everything's very reactive. Customers are reaching out to you, you're having to solve problems in real time. Planhat introduces the ability to be very proactive.

And so it organizes us across multiple different data sets with product data, sales data for us, operational data, which is relatively unique to our industry, and it allows us to just provide a next level of quality of service to our customers.

“Planhat introduces the ability to be very proactive.”

Brandon Ramsey

Vice President of Customer Success

OnsiteIQ

From reactive to proactive

Brandon Ramsey — When you start in a Customer Success journey, you're starting at, and we talk about this all the time, everything's very reactive. Customers are reaching out to you, you're having to solve problems in real time. Planhat introduces the ability to be very proactive.

And so it organizes us across multiple different data sets with product data, sales data for us, operational data, which is relatively unique to our industry, and it allows us to just provide a next level of quality of service to our customers.

“Planhat introduces the ability to be very proactive.”

Brandon Ramsey

Vice President of Customer Success

OnsiteIQ

From reactive to proactive

Brandon Ramsey — When you start in a Customer Success journey, you're starting at, and we talk about this all the time, everything's very reactive. Customers are reaching out to you, you're having to solve problems in real time. Planhat introduces the ability to be very proactive.

And so it organizes us across multiple different data sets with product data, sales data for us, operational data, which is relatively unique to our industry, and it allows us to just provide a next level of quality of service to our customers.

“Planhat introduces the ability to be very proactive.”

Brandon Ramsey

Vice President of Customer Success

OnsiteIQ

Excellence at scale

Customer success is only customer success if you view yourself as an extension of your customers. And ultimately our push and what we're trying to get towards is aggregating enough information about our customers, which Planhat provides us with to where we can start to become predictive in understanding our customer behavior, expansion, what growing with our customers looks like.

And as we've met and been introduced to LLMs and AI, that predictive behavior becomes a very real thing and it makes us more efficient in our proactivity as well.

So Planhat solves for us a number of problems, but just in terms of getting us organised, keeping us diligent in consistent delivery to where every customer has the exact same experience. It doesn't matter what the ACV is, it doesn't matter how large the account is, they're going to be guaranteed a successful path.

“Every customer has the exact same experience. It doesn't matter what the ACV is, it doesn't matter how large the account is, they're going to be guaranteed a successful path.”

Brandon Ramsey

Vice President of Customer Success

OnsiteIQ

Excellence at scale

Customer success is only customer success if you view yourself as an extension of your customers. And ultimately our push and what we're trying to get towards is aggregating enough information about our customers, which Planhat provides us with to where we can start to become predictive in understanding our customer behavior, expansion, what growing with our customers looks like.

And as we've met and been introduced to LLMs and AI, that predictive behavior becomes a very real thing and it makes us more efficient in our proactivity as well.

So Planhat solves for us a number of problems, but just in terms of getting us organised, keeping us diligent in consistent delivery to where every customer has the exact same experience. It doesn't matter what the ACV is, it doesn't matter how large the account is, they're going to be guaranteed a successful path.

“Every customer has the exact same experience. It doesn't matter what the ACV is, it doesn't matter how large the account is, they're going to be guaranteed a successful path.”

Brandon Ramsey

Vice President of Customer Success

OnsiteIQ

Excellence at scale

Customer success is only customer success if you view yourself as an extension of your customers. And ultimately our push and what we're trying to get towards is aggregating enough information about our customers, which Planhat provides us with to where we can start to become predictive in understanding our customer behavior, expansion, what growing with our customers looks like.

And as we've met and been introduced to LLMs and AI, that predictive behavior becomes a very real thing and it makes us more efficient in our proactivity as well.

So Planhat solves for us a number of problems, but just in terms of getting us organised, keeping us diligent in consistent delivery to where every customer has the exact same experience. It doesn't matter what the ACV is, it doesn't matter how large the account is, they're going to be guaranteed a successful path.

“Every customer has the exact same experience. It doesn't matter what the ACV is, it doesn't matter how large the account is, they're going to be guaranteed a successful path.”

Brandon Ramsey

Vice President of Customer Success

OnsiteIQ

OnsiteIQ

OnsiteIQ

OnsiteIQ

An abstract render of a Planhat customer profile, including timeseries data and interaction records from Jira and Salesforce.

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An abstract render of a Planhat customer profile, including timeseries data and interaction records from Jira and Salesforce.

Thought-leading customer-centric content, direct to your inbox every month.

Thought-leading customer-centric content, direct to your inbox every month.

Thought-leading customer-centric content, direct to your inbox every month.