Customer Onboarding should be done on Project Management Tools
- Said No One Ever!

As part of your customer onboarding deliver what really matters for your customers -
their business outcomes / use cases.
Collaborate seamlessly with customers and internal cross-functional teams with system-generated insights on who needs to do what by when for faster time-to-value and faster ARR recognition.

Effortless Visibility

Get full picture of every situation to make better decisions

  • 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

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SaaS customer onboarding checklist
SaaS customer onboarding checklist
Cross-Functional Collaboration

Manage dependencies with customers and internal teams on a common platform

  • 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

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Contextual Insights

Manage all critical information in a single source of truth

  • 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

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SaaS customer onboarding best practicesSaaS customer onboarding best practices
Revenue Risk Mitigation

Customer-centric prioritization made easy

  • 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 for prioritization and prevent revenue leakage

  • Drive product roadmap items and implementation tasks that have the highest impact on the top line and time to value

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Intelligent Focus

Automate busywork to help the team focus on what matters most

  • 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

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SaaS customer onboarding best practicesSaaS customer onboarding best practices
onboarding and implementation platformonboarding and implementation platform
Document Repository

No more losing important information during ‘Sales to Implementation’ handoff

  • 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 hierarchical 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

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Move from Legacy Project Management to Value Delivery

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