Why choose CogniSaaS over Rocketlane?
It takes a village to raise a child. 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.
Effortless Visibility
The RAG status allows you to prioritize tasks that are of the highest priority.
Revenue milestones and implementation fee tracking at every use case level.
Single click view of all the customers who requested a new feature
Time tracking, Gantt chart, resource management, and more to seamlessly manage projects at scale
Intelligent Focus
Faster customer onboarding with configurable templates for projects and use cases
Automation of RAG status calculation of customer, project, use case or module, and task with no human intervention
Intelligent dashboard to automatically show which clients/projects/modules have recently gone off track and which ones have recently progressed so you can focus on what matters with zero clicks
Cross-Functional Collaboration
Assign tasks to customer stakeholders and internal team members. Collaborate with the customer's team on a shared portal
Generate and share a customizable project status report with customers with a few clicks
Onboarding teams can seamlessly collaborate with product/tech teams on new feature requests, tech tasks, bugs, API integrations
Contextual Insights
A holistic view of customer data in one place eliminates information silos and saves valuable time and bandwidth
Single click view of all the projects, use cases, tasks, and product dependencies associated with a customer
Custom fields to tailor functionality to your business needs with a few clicks
Revenue Risk Mitigation
Gone are the days of manual prioritization in weekly meetings between Sales, CS and Product teams via complex excel sheets
A proprietary algorithm provides actionable insights and recommendations to accelerate prioritization and revenue recognition
Drive product roadmap items and implementation tasks that have the highest impact on the top line and time to value
Document Repository
Complete handover in a structured format via integration with CRM to capture full context of customers and their business outcomes
Templatize all information in a structured format with details of projects, use cases, and tasks
Build a single repository of all important documents so as to never lose any important information down the line
Level Up Your Onboarding & Implementation Process!
Get Started
Sign up for free trial
Join the world's first community that brings together customer-centric folks in B2B SaaS
Join Community