Unclaimed: Are are working at Rocketlane ?
Rocketlane is a collaborative customer onboarding platform that allows users to see the status and which project each team member is working on. Users can create templates for projects and reuse them which saves time and ensure consistency.
( 1 )
| Capabilities |
|
|---|---|
| Segment |
|
| Deployment | Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone |
| Support | 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support |
| Training | Documentation |
| Languages | English |
The sleek design of projects and the ability to collaborate on projects with clients
So far nothing, its the best onboarding tool we've used so far
Tracking our key tasks and time to value for clients
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
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.
Rocketlane has been a game changer for our Customer Success and Professional Services teams to efficiently manage customer projects. Prior to using Rocketlane, the system we had in place was very rigid and lacked the clear visibility that needed to be easily shared. My favorite feature is the ability to add individual customer's Goals and Tasks to ensure the whole team is focused on making the customer successful
So far nothing! The platform is great and if 'gaps' are ever found their support team is incredibly responsive to help document the requirements and advocate to get the functionality in place!
Rocketlane has enabled our team to easily standardize our customer onboarding program to ensure that value is being achieved each step of the way. Additionally, the product is easily customized so that if any individual customer requests come up, they can be simply incorporated into the existing project. Another key time saver for our team has been setting up the dependencies so that if a project ever gets off track a bit, we just have to update one individual task, and the rest update automatically! This removes our team's concern for tedious yet necessary tasks and keeps our focus solely on finalizing the customers' project
Rocketlane has been a game changer for our process of onboarding new franchisees. It provides a clear pathway from beginning to end, giving much needed transparency and accountability with an easy-to-navigate interface. All the information is right there at their fingertips. We particularly value the way we can categorize information into separate spaces, and separate chat categories. It's taken what had been an overwhelming and largely obscured process into something that's easy for brand-new business owners to understand and proceed through at their own pace. It's been difficult to find something that has worked for our particular needs, and so far Rocketlane is really filling in the gaps!
Our team is eagerly awaiting a mobile interface! Otherwise, the timeline/gantt chart does present some challenges, as not every task needs to have a specific start/end date and it can overcomplicate the timeline - but I understand the limitations and intention of the software. I would also like to see some rules be implemented for those tasks that aren't tied to any specific date, but more to a dependency. If X task is marked done, that triggers the start date for Y.
We previously lacked a method to consolidate client-facing information in a task-based timeline, but have it also function as individual projects with individual dates. Rocketlane does all of the above!
Rocketlane makes it easy to build out templatized implementation processes to be utilized across all customer implementations. The interface and user experience provide for an easy-to-use space to collaborate with customers and internal teams and guide a productive and enjoyable onboarding process. The support team is eager to help and very accessible. I'm so happy to use Rocketlane to support our customer engagements.
I have not identified any issues with the platform or critical missing features. I once had an issue with customizing notifications within projects I am a part of, and the support team quickly reacted and provided a solution to our needs.
Rocketlane helps us stay organized and on top of the onboarding process and necessary tasks to complete the project. Email notifications, filtered views, and documentation have been essential for managing Client Projects.
It was easy to create templates, set up timelines, and create projects. I particulary like the ease with which I can update the status of tasks for each project right from the project page.
So far, I have not found anyting that I don't like. Our onboarding specialist has been helpful and the training videos are short and to the point. I was able to jump right in to using the product.
Rocketlane allows both our company and our clients to keep track of tasks and easily communicate with us. Personally, I find my client meetings are more productive because we can easily see the tasks that need addressing.
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.
What I mostly like about this project is it is very user-friendly.
I am using this product from last 1 month and till date nothing to dislike.
Client Handling, project Management
The best part is we can manage our project in such a proper way also we have transparency with our customers.
We are using Rocketlane from last month and till now nothing about to dislike.
Project Management and client Handling.