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
Holistic visibility across use cases, tasks, projects, and clients through the one-click generation of reports
See it in ActionCollaboration with internal cross-functional teams and clients on a shared platform to track and manage dependencies
See it in ActionContextual insights on project delays from teams or clients, along with smarter resource management
See it in ActionProprietary algorithm that provides recommendations for prioritization and revenue risk prevention
See it in ActionIntelligent automation that helps you save time and drive strategic partnerships with clients
See it in ActionStructured handover from Sales to Implementation and Implementation to CS teams to prevent 'information loss.'
See it in ActionClient onboarding software is a tool businesses use to guide new clients through getting started with their products or service.
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.
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.
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