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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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

The single source of truth for customer success

Tess Okonek — We purchased last in July of this year, and we have heard from our CRO, he's like, I have never had worked at a customer, worked at a company where customer success was tracking ROI this way, or had this kind of information on their customers to support sales on those expansions. He's like, this is a brand new thing I've never experienced before.

Our CEO is in there daily looking at reports that we've created across our customer base. So we've been able to create something that is not only benefiting customer success, but it's benefiting our AEs, it's benefiting our BDRs, going after business that might have churned in the past and being equipped with what was the deal of that sort of customer relationship. How can I go into this call with them to bring their business back?

Also, working for our product team, being able to go in there, review notes from our conversations that we've had, how do they further develop the product? And then, like I said, our C-Suite as well, our finance team is in there too. We're trying to figure out ways that they can use it. So it's something that is beneficial across, honestly, almost our entire company.

“Our CEO is in [Planhat] daily looking at reports that we've created across our customer base.”

Tess Okonek

Director of Customer Experience

OnsiteIQ

The single source of truth for customer success

Tess Okonek — We purchased last in July of this year, and we have heard from our CRO, he's like, I have never had worked at a customer, worked at a company where customer success was tracking ROI this way, or had this kind of information on their customers to support sales on those expansions. He's like, this is a brand new thing I've never experienced before.

Our CEO is in there daily looking at reports that we've created across our customer base. So we've been able to create something that is not only benefiting customer success, but it's benefiting our AEs, it's benefiting our BDRs, going after business that might have churned in the past and being equipped with what was the deal of that sort of customer relationship. How can I go into this call with them to bring their business back?

Also, working for our product team, being able to go in there, review notes from our conversations that we've had, how do they further develop the product? And then, like I said, our C-Suite as well, our finance team is in there too. We're trying to figure out ways that they can use it. So it's something that is beneficial across, honestly, almost our entire company.

“Our CEO is in [Planhat] daily looking at reports that we've created across our customer base.”

Tess Okonek

Director of Customer Experience

OnsiteIQ

The single source of truth for customer success

Tess Okonek — We purchased last in July of this year, and we have heard from our CRO, he's like, I have never had worked at a customer, worked at a company where customer success was tracking ROI this way, or had this kind of information on their customers to support sales on those expansions. He's like, this is a brand new thing I've never experienced before.

Our CEO is in there daily looking at reports that we've created across our customer base. So we've been able to create something that is not only benefiting customer success, but it's benefiting our AEs, it's benefiting our BDRs, going after business that might have churned in the past and being equipped with what was the deal of that sort of customer relationship. How can I go into this call with them to bring their business back?

Also, working for our product team, being able to go in there, review notes from our conversations that we've had, how do they further develop the product? And then, like I said, our C-Suite as well, our finance team is in there too. We're trying to figure out ways that they can use it. So it's something that is beneficial across, honestly, almost our entire company.

“Our CEO is in [Planhat] daily looking at reports that we've created across our customer base.”

Tess Okonek

Director of Customer Experience

OnsiteIQ

OnsiteIQ

OnsiteIQ

OnsiteIQ

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.

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.