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Streamline your onboarding process and unlock upsell & cross-sell opportunities with CogniSaaS

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CogniSaaS Features for Sales Owners

Seamless Hand-off

  • CRM integrations streamline things by automatically starting the setup process in CogniSaaS for won deals. This gives the implementation team immediate access to all the important client info (modules, agreement details, questionnaires, checklists) right from the CRM.

Visibility into Client Health

  • The customer portfolio dashboard allows you to closely track and monitor customer progress, requests, and satisfaction.

Data-Driven Decisions

  • Leverage reports on project forecasts and profitability to identify expansion opportunities and present data-backed recommendations for upselling additional modules or services.

Portfolio Management & Prioritization

  • Client Portfolio View: Access a centralized dashboard showcasing client-level metrics for a comprehensive overview of your client portfolio.

  • Monitor and adapt: Optimize resources, priorities, and strategies for evolving business goals.

  • Prioritize for Maximum Revenue: Identify the revenue impact of potential delays with a single click and leverage actionable recommendations to prioritize projects for maximum revenue recognition.

Customizable Reporting & Insights

  • Library of pre-built reports: Gain immediate insights tailored to common KPIs like profitability, revenue, and CSATs, facilitating informed decision-making.

  • Track custom KPIs and fields: Craft personalized dashboards and reports enabling tailored data analysis.

  • Data Visualizations & Aggregation: Get diverse visualizations, seamless drill-down, user-controlled filtering, shareable reports, and powerful data aggregation for comprehensive insights.

Resource & Capacity Management

  • Data-driven resource allocation: Assign the right people to the right projects based on skills, workload, and availability.

  • Soft allocation:  Secure the right talent for upcoming projects through soft resource allocation, identifying potential conflicts, and ensuring smooth execution.

  • Efficient Utilization: Effectively balance workloads using real-time data on availability and utilization, preventing burnouts.

  • Data-driven hiring: Leverage data to make informed hiring decisions based on project needs.

Standardization and Governance

  • Customizable Templates: Ensure consistent and efficient onboarding across teams through well-defined playbooks for given industries & segments.

  • RAID Logs: Identify and monitor internal and external risks, actions, issues, and decisions to ensure proactive mitigation.

  • Access Control: Leverage RBAC for granular access control, ensuring team members see only relevant information based on their roles.

Why Our Customers Select Us?

Actionable Insights from Customer Onboarding
Faster Revenue Recognition
Actionable insights on prioritization of product roadmap and implementation tasks
Personalized dashboards for customer onboarding
Reduction in Time to
Personalized dashboards and email notifications that give early warnings on potential delays
Dedicated Portal for Customers in Customer Onboarding
Increase in
Dedicated portal for customers to view project status and get clarity on the next steps
Automation of reporting, templates, resources for client onboarding
Reduction in
Man Hours
Automation of reporting, templates, resource management, and efficient collaboration among teams

CogniSaaS connects with your existing tools

Collaborate seamlessly with other internal teams, keep all the tools in sync, and ensure nothing falls through the cracks

How CogniSaaS integrates with your existing CRM, Communication, CS, Ticketing and Roadmap tools

What our customers are saying

We selected CogniSaaS after evaluating multiple customer onboarding and project management tools. Unlike other tools which are just a system of record for task tracking, CogniSaaS helps track, prioritize, and deliver customer requirements on time at scale with intelligence. What I liked most about CogniSaaS compared to other project management tools, was that it was very practical and you can tell it was made keeping real world problems in mind (i.e. customer and partner pain points, while keeping in mind that there are project managers too). The team is very helpful and I look forward to a great relationship with them going forward.

Rohan Raj BaruaCo-Founder and COO
customer onboarding at capillary

We have undergone a transformative experience with CogniSaaS. This tool has been instrumental in accelerating our project execution, elevating team productivity, and generating significant value through the direct derivation of dashboard insights from the platform. The flexibility of the tool and the actionable insights it generates contributes to a quicker time-to-value for our clients and an accelerated recognition of revenue on our end. The redesigned interface not only offers intuitiveness but is also customizable, fostering widespread adoption throughout all levels of our team. The approachability and openness to diverse viewpoints of the CogniSaaS team have seamlessly facilitated collaboration.

Dr. Kaviraj Singh Managing Director
customer onboarding at capillary

"As part of PeopleStrong's ongoing initiatives to accelerate value delivery for our customers, we evaluated many tools and selected CogniSaaS based on clear product differentiators to track value delivery and, more importantly, because the team understood our challenges in-depth with their strong domain experience in customer success. In the last 12 months, the CogniSaaS team not only provided excellent support for our numerous requests under aggressive timelines but also helped us implement the best practices from their experience. It's been a very successful partnership!"

Ritu Bhardwaj Head, India Delivery and Client Success
customer onboarding at capillary

"CogniSaaS team listens to the customer onboarding challenges and brings the right solution in the product. Getting the value delivery faster is the key for any SaaS business and this tool helps in scaling the project execution, improving productivity within your team and finally it creates a wow experience to the customer by making the first value delivery quicker."

Sridhar Bollam Chief Customer Officer, North America
customer onboarding at capillary

"We selected CogniSaaS after evaluating other customer onboarding tools as the CogniSaaS team truly understands the pain points of the Implementation Team and brings best practices and gives clarity to the customer success team. CogniSaaS has enabled us to have a single source of truth for collaboration with customers as well as tracking internal cross-functional dependencies. Now we can track the RAG status for each business outcome/module within a project instead of just the task status. More interestingly, we also get system-generated actionable insights for prioritization, saving us tons of manual tracking. The result is faster time-to-value for our customers and faster revenue recognition to us at scale."

Jobin Jose Co-founder & CEO
customer onboarding at capillary

"CogniSaaS is truly helping us obtain meaningful insights into our operational model & its deliverables, thereby allowing us to focus on our customer and taking proactive measures to ensure customer delight. The refreshed interface is truly intuitive and the options to customize are very helpful in ensuring good adoption at all levels. With the CogniSaaS team being very approachable to diverse viewpoints, we hope to co-create a whole new way of working for ourselves and the industry."

Rohan Menon Vice President, Customer Onboarding
customer onboarding at capillary

"CogniSaaS provides a single window to both customers & service providers for tracking their ‘Quote to Bill to BAU journey’, while integrating seamlessly with the existing tools.This solves an industry wide problem for not only end users but also influencers and decision makers. Kudos to the CogniSaaS team for this vision and solving the age-old industry problem"

Daryl Mathew Senior Director, Global Service Delivery
customer onboarding at capillary

"For HR tech companies customer implementations can involve significant complexity due to local regulations, company-specific HR policy customizations, multiple integrations, and long implementation cycles.
We evaluated multiple tools for customer onboarding and selected CogniSaaS because of their track record of solving these challenges for many HR tech companies and their domain knowledge of complex enterprise implementations.
CogniSaaS enabled our CS team to streamline the end-to-end project planning and execution with not only standardization, automation, and custom dashboards for actionable insights, but also with best practices from our industry for driving customer success."

Keerthi KariappaChief Customer Officer
customer onboarding at capillary
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