Rocketlane to platforma do współpracy z klientami, która pozwala użytkownikom zobaczyć status i projekt, nad którym pracuje każdy członek zespołu. Użytkownicy mogą tworzyć szablony dla projektów i wykorzystywać je ponownie, co oszczędza czas i zapewnia Wadyistency.
Możliwości |
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Segment |
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Rozlokowanie | Chmura / SaaS / Internet, mobilny Android, mobilny iPad, mobilny iPhone |
Obsługa klienta | 24 godziny na dobę, 7 dni w tygodniu (przedstawiciel na żywo), czat, e-mail/pomoc techniczna, często zadawane pytania/forum, baza wiedzy, pomoc telefoniczna |
Szkolenia | Dokumenty |
Języki | Angielski |
Rocketlane has enhanced the onboarding experience for our customers.
No downsides as of now. The integration with Salesforce is also seamless.
Our onboarding was happening in silos and after we got Rocketlane it is streamlined and solves 95% of our onboarding requirments.
Rocketlane has allowed me to configure a proper onboarding method and track our customers success.
I have yet to find anything I dislike about Rocketlane.
Time & Ease of Use for Client Onboarding.
My entire onboarding is now streamlined and well planned
Been using it for over a year and nothing that I can think of
I do not need to look into emails, chat or any external tool for my onboarding. Rocketlane has it all for you.
The different views for my tasks and projects
Adding more integrations would enhance this tool
My team and I use the tool for our daily/ weekly progress. Our standups are also conducted using this tool
It gives us the structured onboarding flow of customers
No mobile application support which can be looked upon
This tool helps us with managing projects and initiatives easily along with smart auto-fill options that are handy to kick-off new projects.
Financials module and daily notification alerts on Slack and emails
Tool can be little slow at times. overall a good experience
The tasks and projects are broken down really well.
One of Rocketlane's greatest benefits is the ability to work with stakeholders both within and externally.
As of now, I do not see any drawbacks to this product.
My entire team depends on Rocketlane for onboarding our new customers. We do not open emails or Teams since Rocketlane provides a collaborative experience.
tracking onboarding progress has been very smooth with Rocketlane
cant think of any negative aspects, my experience so far has been good
I now have a single tool to track the onboarding progress of various customers
There are many templated available that quickly allows us to kick-off a new project seamlessly. The reports helps us with complete visibility within the team and also with the key stakeholders.
There is no mobile application to my knowledge and this would help us to quickly get notifications, view the reports and track important projects easily without having to use the laptop or a mobile browser.
This application helps us manage various key projects and initiatives easily along with smart auto-fill options that are handy to kick-off new projects. Provides us reports and dashboards that help the team to track their efficiency with ease and helps in driving productivity.
The ability to get a Birds Eye view of my entire org under one dashboard
They could add a few more reporting capabilities
My business entirely depends on Rocketlane and we heavily rely on the financial module. The timesheets is an icing on the cake and saves loads of time!
Reports & Dashboard provides cross functional alignement
Advanced customisable reports will be helpful
Give a Birds Eye view of where all the projects are headed towards. Can foresee delays and work accordingly.
The visibility we have achieved across the team has been exceptional.
The user interface has room for improvement; it could be enhanced to provide a better user experience.
Rocketlane simplifies the onboarding process by providing a centralized platform for all customer-related information, tasks, and communications. This leads to faster and more efficient onboarding, reducing the time-to-value
The communication with our clients is easily improved once we add them on a Rocketlane project. Some will even prefer to use this tool over other communication apps.
After a year of using Rocketlane, there really isn't anything I dislike about it.
Our associates handle multiple projects with multiple clients at the same time, Rocketlane helps us having each of them organized and gives us a glance of their current state.
Its a great product and the support is helpful. They built out our process and held our hand through the implementation.
Had an issue logging in but they fixed it quick...
Communicating and pushing the customer forward.
The tool is easy to use and is specifically designed for customer onboarding. While other project management tools are generic, Rocketlane can look at specific pain points in a SaaS implementation journey and create modular solutions. I love the modularity of the solution with form templates, document templates, and phase templates that can be called in as and when needed. This results in access to the right materials at the right time and also helps in the standardisation of documents across the company. Lastly, the support/CSM teams are extremely approachable and easy to work with :)
Admin reporting capabilities: would love to have an internal hierarchy on Rocketlane that enables automatic reporting of project summary at different levels of leadership based on assigned projects (pod leads, sr managers, directors etc).
Rocketplane is a great tool to track implementation projects. For us, apart from the primary objective, we are also able to drive standardized documentation and efficient flow of information within a project.
Rocketlane has everything needed for successful project management. This completely eliminates the need for an agency which usually does the job for you. This saves a huge amount of time while giving clarity while keeping the power in your hands.
Rocketlane is new and gets developed in an ongoing process. All the features work, only sometimes the systems loading time can be slow. I am sure this will get fixed in a later update though.
We have a comprehensive template with a bunch of checklists, which helps us decreasing the onboarding time of a client from one week to 1 DAY. Rocketlane gives us the base to collaborate together effectively.
All the features and new upcoming enhancements are very good, easy to use and straightforward.
Nothing as of now , everything works fine
Its solving all the project management issues and maintaince issues
The tool is very simple and easy to use. The support was very helpful.
Needs more features like showing photos, files, in creating forms
Rocketlane helps us in organizing the tasks in managing our projects. It also helps our clients to keep track of their onboarding process.
It gave us everything in a single space and that really gave an excellent experience for our customers in the onboarding phase.
Don't have anything yet, it's been pretty smooth so far!
Ours is an onboarding-heavy business. It's imperative that the onboarding process needs to be top-notch for clients to stay and have a good impression. That's what Rocketlane has helped us achieve.
We just started using Rocketlane and there is always a learning curve with a new program. With Rocketlane, we have received support and training every step of the way. They are quick to respond to questions and address any glitches. They also listen to customer input and are willing to make changes to fit your needs/requests as possible.
I cannot think of 1 thing that I dislike!
Rocketlane has given me the ability to create customized projects and tasks and not just use a cookie-cutter template. I use it with my clients and I also use it to organize my tasks/to-do lists.