Effective customer onboarding and implementation are critical for customer success, and so is choosing the right customer onboarding tool for consistent value delivery for your customers.
Both CogniSaaS and Rocketlane serve as good customer onboarding tools. While both platforms have their strengths and weaknesses, CogniSaaS has some features that make it a strong Rocketlane alternative. This blog will provide deeper insights into the difference between both tools and which platform is better for your customer onboarding needs.
It is said that It takes a village to raise a child. And the case isn’t any different for B2B SaaS companies. In B2B SaaS companies, it takes Sales, Onboarding, Customer Success, Product, and Engineering teams to deliver customer success.
Successful customer onboarding and implementation depends on seamless collaboration with customers as well as (if not more important) among internal cross-functional teams to track, prioritize and deliver value.
Customer onboarding isn't only about collaboration on tasks and documents. Especially for enterprise/mid-market customers, onboarding/Implementation teams need to ensure the ‘value delivered’ is completely aligned with the ‘value promised’ in the sales cycle.
Here is how our customers achieve all of this on a ‘single source of truth’:
In summary, onboarding teams achieve successful value delivery for customers with customer-centric collaboration with internal cross-functional teams.
Now that we've observed how CogniSaaS helps its customers provide value to their own clients let's dive deeper into the benefits of using CogniSaaS as a Rocketlane alternative for the purpose of onboarding your new customers.
CogniSaaS provides a one-click view of the BRAG status of all clients, projects, tasks, and use case levels of value delivery, all in one place. It also provides you with the timeline for deliverables and status alerts with client health scores to help you stay ahead of your customers and help them achieve their ideal outcomes with an exceptional onboarding experience.
With CogniSaaS, you can clearly define and track which module/use case is the requirement for which customers and module-wise RAG status for implementation. It also provides you with multiple view options with cognitive data showcasing the accountability status of your resources at the project and client levels. You can automate customer onboarding with project templates for different customer segments and use case templates for module-wise tracking of business outcomes.
CogniSaaS provides a one-click revenue impact dashboard with system-generated actionable insights, prioritization of the product roadmap, and implementation tasks that enable faster revenue recognition of Live ARR. It provides you with automated adjustments of forecasted dates in case of delays in go-live.
With CogniSaaS, you get a one-click calculation of the RAG statuses of the customer, project, use case or module, and task with no human intervention. Also, track dependencies with the product and tech teams in a single place with bi-directional integration with JIRA.
CogniSaaS has made cross-functional team collaborations seamless with a single source of truth among Sales, Implementation, Product, and CS teams for tracking good-fit and bad-fit customers right from the pre-sales stage.
CogniSaaS is the right fit for your business if your onboarding/implementation teams are struggling to get different onboarding-related metrics on a ‘single source of truth.'
Onboarding and Implementation teams collaborate seamlessly internally and externally with customers to answer all these questions with CogniSaaS. If your team is struggling with customer onboarding challenges and achieving value delivery, you are welcome to try CogniSaaS for free for 14 days.
Our customer success expert will share a customized evaluation report for your organization with actionable recommendations to achieve faster time-to-value and a few tips for successful customer onboarding.