CogniSaaS is a customer-centric onboarding and prioritization platform that provides visibility, accountability, and cross-functional collaboration.
Move your teams and customers from legacy project management tools to CogniSaaS to help them drive value delivery at scale & collaborate on a single source of truth platform.
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.
As part of your customer onboarding deliver what really matters for your customers - Their business outcomes/use-cases.
Collaborate seamlessly with other cross-functional teams and customers with system-generated insights on who needs to do what by when for faster time-to-value and faster ARR recognition.
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.
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
Assign tasks to internal team members and customer stakeholders. 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, and API integrations.
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
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
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