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Better Onboarding experience!
What do you like best about the product?
I have used Rocketlane for a few months now and this tool is very well thought through and focused on onboarding collaboration with customers.
- The product has been easy to use.
- I love the customer view to see the project as a customer without having to have a customer-like account set up for internal users. This might not sound like a big deal but not understanding how your customer will experience the tool can create communication gaps and lead to onboarding failures.
- I like the approval process that helps aligns and sign off on goals and requirements with the customer. It is also useful for documenting any internal approvals on non-standard onboarding processes.
- Streamlining and visibility to customers on their accountability is great by having tasks assigned to them.
- Ease of sending weekly status, though I feel we have not fully used this feature.
- Lastly, the agility to take feedback and make product improvements has been an added advantage. The team is responsive and eager to hear feedback on the product and make meaningful improvements.
- The product has been easy to use.
- I love the customer view to see the project as a customer without having to have a customer-like account set up for internal users. This might not sound like a big deal but not understanding how your customer will experience the tool can create communication gaps and lead to onboarding failures.
- I like the approval process that helps aligns and sign off on goals and requirements with the customer. It is also useful for documenting any internal approvals on non-standard onboarding processes.
- Streamlining and visibility to customers on their accountability is great by having tasks assigned to them.
- Ease of sending weekly status, though I feel we have not fully used this feature.
- Lastly, the agility to take feedback and make product improvements has been an added advantage. The team is responsive and eager to hear feedback on the product and make meaningful improvements.
What do you dislike about the product?
There is nothing to dislike :-) but one thing that might benefit is the option to select more than one template to create a project plan based on multiple facets of the onboarding.
What problems is the product solving and how is that benefiting you?
Improve onboarding experience for both our customers and internal teams.
Bring efficiency and predictability in onboarding new customers.
Improve internal cross-functional teams and Customer communication and collaboration on the project.
Visibility on project status to all stakeholders and executive team.
Bring efficiency and predictability in onboarding new customers.
Improve internal cross-functional teams and Customer communication and collaboration on the project.
Visibility on project status to all stakeholders and executive team.
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Good & User Friendly Platform
What do you like best about the product?
We're able to organize all activities related to our work on a dashboard which is user friendly and a new person can get familiar with it within the first ay itself
What do you dislike about the product?
Sometimes the notifications don't show up on time. I don't know if its only my problem, but I've faced this a few times I used rocketlane
What problems is the product solving and how is that benefiting you?
We're mainly using this to organize our activities related to pre-sales & post-sales. So far we had a great experience
Rocketlane, blasting onboarding to the future!!!!!!!!!!!
What do you like best about the product?
Extremely intuitive software to learn and understand.
What do you dislike about the product?
Lack of Dark Mode, but it is being worked on.
What problems is the product solving and how is that benefiting you?
Smother transition into the software.
Good Project Management Tool
What do you like best about the product?
Sub tasks for each main task and aligning responsibilities on the go
What do you dislike about the product?
Feature of adding google sheets to the rocketlane projects
What problems is the product solving and how is that benefiting you?
It has helped in aligning project properly
Not Just for Onboarding - But for Customer Management
What do you like best about the product?
Rocketlane helps you streamline all communication and tasks between your customers and you.
It centralizes the items reported on email, messengers and slacks and creates a shared workspace for you and your customers. This helps track actual progress of integration/launch and once launched track progress on items thatimpact your customers and make sure they do not drop off the radar.
Your customers get a view of the progress made and you get a view of issues across all your customers. So even after your customers are live, bugs and other communication can be tracked on Rocketlane.
Rocketlane also has templates which allow you to repeat the same succesful playbook across new customers.
It centralizes the items reported on email, messengers and slacks and creates a shared workspace for you and your customers. This helps track actual progress of integration/launch and once launched track progress on items thatimpact your customers and make sure they do not drop off the radar.
Your customers get a view of the progress made and you get a view of issues across all your customers. So even after your customers are live, bugs and other communication can be tracked on Rocketlane.
Rocketlane also has templates which allow you to repeat the same succesful playbook across new customers.
What do you dislike about the product?
Would be better if they added Filtering by custom fields.
What problems is the product solving and how is that benefiting you?
Customer Onboarding - Centralize Communication - Communicate Progress
Ongoing Customer Issues - Centralize Communication - Track Progress on Bugs etc.
New Customer Onboarding - Use Templates for Repeatability
Ongoing Customer Issues - Centralize Communication - Track Progress on Bugs etc.
New Customer Onboarding - Use Templates for Repeatability
Very User Friendly and has everything, you need to track, monitor and report for project management
What do you like best about the product?
Its ability to reuse lots of items, where its project template, document template, and flexibility to make ad-hoc changes on the go in the project.
What do you dislike about the product?
Nothing to dislike, we found it matching 95% of what we were looking for in project management and tracking tool along with customer collaboration ability.
What problems is the product solving and how is that benefiting you?
Able to give visibility of overall project status to internal and external teams.
Able to automated task tracking, assigning, alerts & reminders.
Able to get feedback and NPS in an automated way.
Able to automated task tracking, assigning, alerts & reminders.
Able to get feedback and NPS in an automated way.
Recommendations to others considering the product:
It's Simple, User Friendly, and has almost everything that you need to track a project. On Top of, they have an amazing team to get you quickly set up, guide you with best practice and use it like a pro.
Great Project Management & Collaboration Platform
What do you like best about the product?
Amazing Project Management Details like Gantt Chart etc..
Deadline notification
Chat option
Customer Invitation
Managing End to end project from this tool
Quick summary by using Drag and drop
Deadline notification
Chat option
Customer Invitation
Managing End to end project from this tool
Quick summary by using Drag and drop
What do you dislike about the product?
Should have duplicate project fields feature
What problems is the product solving and how is that benefiting you?
Project Management
It saved time alot and gives clear visibility to all stakeholdes
Gives clear visibility to all stakeholders whats happening on particular project
It saved time alot and gives clear visibility to all stakeholdes
Gives clear visibility to all stakeholders whats happening on particular project
Recommendations to others considering the product:
My clients are using this platform and they are very happy to see the performance of the project via it
Must tool to have for Onboarding Managers
What do you like best about the product?
I've been using the product for a couple of months now.
What I've loved so far:
1. Better view to the customers on what their tasks are
2. Better accountability because we can assign specific tasks to customer
3. The Executive Sponsors have an overview of the status of the projects
4. Easier to identify bottlenecks
5. Creating templates for different project types
6. Ability to bring in embed files
7. Ability to have a conversation with customers specific to tasks
8. Ability to send weekly updates to Executives
9. Ability to create swimlanes
What I hope to see in the future:
1. Simple Kanban view of open and closed tasks for a specific project
2. Ability to export a project as Gantt Chart
Also, I cannot brag enough about how incredible their customer support/success is.
What I've loved so far:
1. Better view to the customers on what their tasks are
2. Better accountability because we can assign specific tasks to customer
3. The Executive Sponsors have an overview of the status of the projects
4. Easier to identify bottlenecks
5. Creating templates for different project types
6. Ability to bring in embed files
7. Ability to have a conversation with customers specific to tasks
8. Ability to send weekly updates to Executives
9. Ability to create swimlanes
What I hope to see in the future:
1. Simple Kanban view of open and closed tasks for a specific project
2. Ability to export a project as Gantt Chart
Also, I cannot brag enough about how incredible their customer support/success is.
What do you dislike about the product?
Nothing specific. Rocketlane is doing a fantastic job!
What problems is the product solving and how is that benefiting you?
1. Better accountability
2. Faster time to value
2. Faster time to value
A highly recommended tool for any B2B setup
What do you like best about the product?
1. The Product is easy to use and has no learning curve
2. Excellent team to help you find success with the product quickly.
3. Great features added to increase productivity.
2. Excellent team to help you find success with the product quickly.
3. Great features added to increase productivity.
What do you dislike about the product?
Nothing, really. I enjoyed using the platform.
What problems is the product solving and how is that benefiting you?
1. Rocketlane helps us with our onboarding of customers.
2. Visibility of tasks assigned to the customer and your front.
2. Visibility of tasks assigned to the customer and your front.
A very well thought out tool for the enterprise customer onboarding
What do you like best about the product?
The best feature would be the Status Update. I can't stress how important it is to send regular updates to the relevant stakeholders during the pilot/customer onboarding. We have lost a lot of deals in the past, for mere reason of not keeping the decision-maker in loop during the project.
Rocketlane makes it easy and also forces us to send the timely status updates :)
Apart from that, I like the UI/UX which is very nicely built and works smoothly (no point in the product, I'm surprised/confused).
Rocketlane makes it easy and also forces us to send the timely status updates :)
Apart from that, I like the UI/UX which is very nicely built and works smoothly (no point in the product, I'm surprised/confused).
What do you dislike about the product?
To make the best use of Rocketlane, it requires us to slightly organized. It has all the required features built in to help you in customer onboarding but in the end, it's on us to make sure you keep the project updated with the right status, updates etc. Maybe the product could send timely reminders?
What problems is the product solving and how is that benefiting you?
At Clarisights, we use Rocketlane extensively during the pilots and customer onboarding. As a successful onboarding requires efforts from multiple people (both internal team and customers' team), Rocketlane makes it easy to assign tasks to different people and takes care of sending reminders. This helps in making sure that we are on track with the timelines.
Recommendations to others considering the product:
I would strongly suggest anyone selling enterprise software to implement Rocketlane during the customer onboarding. You should surely try it out because you will learn a couple of things on how you can improve the way you have been doing customer onboading.
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