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Makes Client Onboarding a Dream
What do you like best about the product?
One of my favorite features of Rocketlane is the ability to quickly, easily, and dynamically create status reports to share with both internal and external project stakeholders.
Instead of going back through notes or spreadsheets to remember what we've accomplished or what's left to do on a project, I can select criteria (e.g., tasks completed in the last two weeks or outstanding tasks) and drag and drop them into a shareable status report.
Instead of going back through notes or spreadsheets to remember what we've accomplished or what's left to do on a project, I can select criteria (e.g., tasks completed in the last two weeks or outstanding tasks) and drag and drop them into a shareable status report.
What do you dislike about the product?
The only challenge we've had is that the native Salesforce integration isn't released yet.
What problems is the product solving and how is that benefiting you?
We've used Rocketlane to streamline a complex and technical client onboarding process.
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True collaboration made easy!
What do you like best about the product?
Rocketlane is not your ordinary project tracking tool. It is meant for collaboration. It is meant for clearer visibility. It is meant for driving ownership of pushing things across. I love that I can assign tasks to internal and external stakeholders at the same time, and have everyone collaborate together. It provides clear visibility on what is pending, what is stuck, with whom is it stuck. It helps me publish an executive summary in a matter of minutes (and not having to run through my emails for searching things).
What do you dislike about the product?
Re-arranging the order of tasks seemed difficult, but that's been fixed.
What problems is the product solving and how is that benefiting you?
- Collaboration
- Visibility
- Communication
- Visibility
- Communication
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