Learn more about how CogniSaaS serves as an alternative to GUIDEcx for customer onboarding and implementation.
Choosing the right client onboarding solution will ensure that your clients receive consistent value delivery throughout their journey with your product, which makes it essential for customer success.
Both CogniSaaS and GUIDEcx are effective tools for onboarding new customers. However, there are some distinctions between CogniSaaS and GUIDEcx. Here’s an in-depth explanation of how the two tools differ and which platform is ideal for your client’s onboarding requirements.
No one can whistle a symphony. It takes a whole orchestra to play it. And teams at B2B SaaS companies are no exception to this, they need to be in sync with one another for delivering value to their customers.
Customer Success in B2B SaaS companies is due to joint efforts from all teams including their customers and the internal cross-functional teams (sales, onboarding, implementation, product, CS, etc).
In order to track, prioritize, and provide value, internal cross-functional teams must work seamlessly with customers as well as (if not more importantly) with one another.
Onboarding new customers involve more than just working together on tasks and documentation. In particular, for enterprise/mid-market customers, onboarding/implementation teams need to make sure the "value delivered" is in line with the "value promised" during the pre-sales cycle.
The following is how our clients accomplish all of this using a "single source of truth" platform for client onboarding
In conclusion, onboarding teams successfully give value to clients through internal cross-functional teamwork and customer-centric collaboration.
Let's look more closely at the advantages of using CogniSaaS as an onboarding tool for your company now that we have seen how it assists its customers in delivering value to their customers.
With CogniSaaS, you can precisely define and keep track of which module or use case each customer needs as well as the implementation RAG status for each individual module. Additionally, it gives you a variety of display options with cognitive data that illustrates the accountability status of your resources at the project and client level. With project templates for various customer groups and use case templates for tracking business outcomes by module, you can automate the onboarding of new customers.
With CogniSaaS, you can calculate the RAG statuses of the client, project, use case or module, and job in a single click without requiring human interference. Additionally, use JIRA's bi-directional integration to track dependencies for the product and tech teams in one place.
With a single source of truth for Sales, Implementation, Product, and CS teams to track good-fit and bad-fit customers starting at the pre-sales stage, CogniSaaS has made cross-functional team interactions simple.
Faster revenue recognition of Live ARR is made possible by CogniSaaS, which offers a one-click revenue impact dashboard with system-generated actionable insights, product roadmap prioritization, and implementation tasks. In the event that the go-live is delayed, it gives you automated adjustments to the forecasted deadlines.
CogniSaaS gives a centralized view of the BRAG status of all clients, projects, tasks, and use cases, all in one place. The deliverables timeline and progress updates with client health scores are also provided, enabling you to stay one step ahead of your clients and assist them in achieving their ideal outcomes through an exceptional customer onboarding experience.
Now that you have an understanding of what benefits CogniSaaS has to offer your organization. But if you are still wondering if CogniSaaS is the right fit for your customer onboarding needs and let us help you with that as well.
CogniSaaS is a perfect fit for any and every enterprise SaaS company that handles implementations for their products regularly.
CogniSaaS is the right fit for your business if your onboarding/implementation teams are struggling to answer the following “customer-centric” questions
CogniSaaS help you to drive faster value delivery and achieve customer-centricity at an organizational level. If your team is having difficulty with customer onboarding and delivering value, you are welcome to try CogniSaaS for free for 14 days.
Our customer success expert will provide your organization with a customized evaluation report that includes recommendations for faster time-to-value, which is crucial during onboarding.
Learn the key components of effective resource management for implementation.
Learn the advantages of a good customer onboarding tool and how it can impact customer onboarding.