Attain a comprehensive understanding of every scenario to inform better decision-making.
Utilizing the RAG status enables efficient prioritization of top-priority tasks.
Monitoring revenue milestones and tracking implementation fees at the granularity of each use case.
Instantly access a comprehensive list of customers who have requested new features with a single click.
Streamline project management at a large scale through features like time tracking, Gantt charts, and resource management, among others.
Cut out the busy work so the team can focus on what really counts.
Expedited customer onboarding facilitated by customizable project and use case templates.
Streamlined RAG status calculations for customers, projects, use cases, modules, and tasks, all without the need for manual intervention.
An intelligent dashboard that autonomously highlights clients, projects, and modules that have recently encountered issues or made significant progress, enabling you to concentrate on critical matters without the need for any manual interactions.
Handle dependencies with your team and customers on one shared platform.
Delegate responsibilities to both internal team members and customer stakeholders, fostering collaboration through a shared portal with the customer's team.
Effortlessly create and distribute a tailored project status report to customers with just a few clicks.
Streamline collaboration between onboarding teams and product/technical teams, facilitating communication on new feature requests, technical tasks, bug reports, and API integrations.
Centralize all essential information within a single source of truth platform.
A comprehensive consolidation of customer data in a single location eradicates data segregation, conserving precious time and resources.
Instantly access all customer-related projects, use cases, tasks, and product dependencies with a single click.
Easily customize functionality to align with your business requirements by utilizing custom fields with just a few clicks.
Simplifying customer-focused prioritization.
The era of laborious manual prioritization during weekly meetings involving Sales, Customer Success, and Product teams through intricate Excel spreadsheets is a thing of the past.
An exclusive algorithm delivers practical insights and suggestions to expedite prioritization and revenue recognition.
Propel the progress of product roadmap elements and implementation tasks that hold the utmost potential for enhancing top-line results and expediting time to value.
Put an end to losing vital information during the transition from sales to implementation.
Achieve a seamless transition with a structured handover, integrating with CRM to capture the complete context of customers and their business objectives.
Standardize all information into a structured format, encompassing project specifics, use cases, and task details.
Establish a unified repository for all crucial documents, ensuring that no vital information is ever lost as it progresses through the pipeline.
"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!"
"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."
"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."
"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."
"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"
"CogniSaaS has helped us not only to digitize and structure the onboarding process but also adopt the best practices"