A Platform for Everyone

A Platform for Everyone

A Platform for Everyone — article cover image
A Platform for Everyone — article cover image
A Platform for Everyone — article cover image

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See how Planhat became a company-wide platform for OnSiteIQ, supporting CS, Sales, Product, Finance, and leadership with richer customer insight.

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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

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

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

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Don't miss a beat.

By submitting this form I agree that Planhat may collect, process and retain my data pursuant to its Privacy Policy.

Don't miss a beat.

By submitting this form I agree that Planhat may collect, process and retain my data pursuant to its Privacy Policy.