Client Onboarding Software for Enterprise SaaS

Goodbye Unstructured Onboarding, Go-Live Delays, and Manual Prioritization

Simplify your client onboarding process with CogniSaaS by collaborating with your clients and internal teams on a single platform.

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Client Onboarding Quote

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

Client Onboarding Quote
Customer Onboarding Process at Aryaka
Daryl Mathew

Director Global Service Delivery

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How CogniSaaS Helps with Client Onboarding

Visibility

Holistic visibility across use cases, tasks, projects, and clients through the one-click generation of reports

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Customer Onboarding Software Dashboard
Customer Onboarding Software Dashboard

Accountability

Collaboration with internal cross-functional teams and clients on a shared platform to track and manage dependencies

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Actionable Insights

Contextual insights on project delays from teams or clients, along with smarter resource management

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Customer Onboarding Software Dashboard
Customer Onboarding Software Dashboard

Faster Revenue Recognition

Proprietary algorithm that provides recommendations for prioritization and revenue risk prevention

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Productivity

Intelligent automation that helps you save time and drive strategic partnerships with clients

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Customer Onboarding Software Dashboard
CogniSaaS Library

Seamless Handoff

Structured handover from Sales to Implementation and Implementation to CS teams to prevent 'information loss.'

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Customers love CogniSaaS!

Ashwin A SR Director Customer Success
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"A comprehensive solution to onboard, track and manage your customer life cycle"

The tracking and insights that the platform provides, allow you to make data-backed business decisions and clearly show areas you need to focus on.The project management module offers excellent tracking and reporting

Read the full review on G2
Rafeh J Presales Consultant
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"Extremely helpful tool for project management"

I have been using the platform for a few months now, the platform is extremely helpful when it comes to tracking the status of the projects. The team at CogniSaaS is super helpful. They are constantly updating the platform with new and exciting features.

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Amit R Senior Project Manager
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"Intuitive design, agility in development, timeliness & supportive team . Amazing Experience..."

Intuitive design, with agility in development for a timely delivery. Great support from the team keeps us informed about key releases and also helps us relate to our businesses scenarios or use cases

Read the full review on G2

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

Simplify Client Onboarding With CogniSaaS

Talk to our onboarding experts and get apt solutions for your implementation and project teams.

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FAQ

What is client onboarding software?

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Client onboarding software is a tool businesses use to guide new clients through getting started with their products or service.

How does CogniSaaS help with successful client onboarding?

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CogniSaaS is a client onboarding software that helps businesses achieve successful onboarding by providing personalized and automated onboarding experiences. To know more about how CogniSaaS helps with client onboarding, visit: https://www.cognisaas.com/features.

What are a few steps for the client onboarding strategy?

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Here are three steps for a client onboarding strategy:

Define the onboarding process
Personalize the onboarding experience
Measure and optimize the onboarding experience.

For more information, read our blog: Universal Guide on Client Onboarding.

What are client onboarding best practices?

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Here are three client onboarding best practices:

Simplify the onboarding process
Personalize the onboarding experience
Provide ongoing support
For more information, read our blog: Client Onboarding Best Practices