Delivering Exceptional Experiences
Delivering Exceptional Experiences
Delivering Exceptional Experiences
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.
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Consistency and scale
Brandon Ramsey — Planhat solves for us a number of problems. Just in terms of getting us organized, 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.
Tess Okonek — We talk a lot about white glove service and I think this is the first time that we've been able to really be able to introduce that to our customers, thanks to Planhat.
Brandon Ramsey — Yeah, and there are other tools out there obviously that we've tried, that are a lot of flash, not very much substance. And Planhat gives us the substance to be collaborative with all the stakeholders internally to have complete transparency with the people that matter most in our business.
I strongly feel that the next five years of customer success innovation is going to be the result of the groundwork that tools like Planhat have laid before customer success teams. So we're strong believers in adopting the best technology out there that integrates well with the rest of the technologies that we use and Planhat by far and away has given us that.
“We talk a lot about white glove service and I think this is the first time that we've been able to really be able to introduce that to our customers, thanks to Planhat.”
Tess Okonek
Director of Customer Experience
OnSiteIQ
Consistency and scale
Brandon Ramsey — Planhat solves for us a number of problems. Just in terms of getting us organized, 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.
Tess Okonek — We talk a lot about white glove service and I think this is the first time that we've been able to really be able to introduce that to our customers, thanks to Planhat.
Brandon Ramsey — Yeah, and there are other tools out there obviously that we've tried, that are a lot of flash, not very much substance. And Planhat gives us the substance to be collaborative with all the stakeholders internally to have complete transparency with the people that matter most in our business.
I strongly feel that the next five years of customer success innovation is going to be the result of the groundwork that tools like Planhat have laid before customer success teams. So we're strong believers in adopting the best technology out there that integrates well with the rest of the technologies that we use and Planhat by far and away has given us that.
“We talk a lot about white glove service and I think this is the first time that we've been able to really be able to introduce that to our customers, thanks to Planhat.”
Tess Okonek
Director of Customer Experience
OnSiteIQ
Consistency and scale
Brandon Ramsey — Planhat solves for us a number of problems. Just in terms of getting us organized, 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.
Tess Okonek — We talk a lot about white glove service and I think this is the first time that we've been able to really be able to introduce that to our customers, thanks to Planhat.
Brandon Ramsey — Yeah, and there are other tools out there obviously that we've tried, that are a lot of flash, not very much substance. And Planhat gives us the substance to be collaborative with all the stakeholders internally to have complete transparency with the people that matter most in our business.
I strongly feel that the next five years of customer success innovation is going to be the result of the groundwork that tools like Planhat have laid before customer success teams. So we're strong believers in adopting the best technology out there that integrates well with the rest of the technologies that we use and Planhat by far and away has given us that.
“We talk a lot about white glove service and I think this is the first time that we've been able to really be able to introduce that to our customers, thanks to Planhat.”
Tess Okonek
Director of Customer Experience
OnSiteIQ
Tess Okonek
Director of Customer Experience
OnSiteIQ
Tess is Director of Customer Experience at OnsiteIQ, where she brings over five years of progressive customer success and operations experience. Known for driving strategic growth across mid-market and enterprise segments, she has led teams through multiple roles at OnsiteIQ, including Customer Operations Lead and Manager. Prior to that, she advanced rapidly at Procore Technologies, developing deep expertise in customer lifecycle management. Tess is a collaborative, people-first leader with a proven ability to scale programs and deliver impact across functions.
Brandon Ramsey
Vice President of Customer Success
OnSiteIQ
Brandon is a customer success leader with over 7 years of experience scaling post-sales teams in high-growth SaaS companies. At OnsiteIQ, he serves as Vice President of Customer Success, leading strategy and execution across customer onboarding, support, and retention. He previously built and led client success functions at Kahua, progressing from consultant to Head of Client Success over the course of four years. With a background in business and accounting, Brandon blends operational rigor with a strong customer mindset, and is known for building high-impact, people-first teams.
OnsiteIQ
Sovereign Sentinel
Discover how Planhat empowers Telia Cygate, Sweden's sovereign network security leader, to scale an exceptional customer experience to all their customers at all times.
Sovereign Sentinel
Discover how Planhat empowers Telia Cygate, Sweden's sovereign network security leader, to scale an exceptional customer experience to all their customers at all times.
Sovereign Sentinel
Discover how Planhat empowers Telia Cygate, Sweden's sovereign network security leader, to scale an exceptional customer experience to all their customers at all times.
