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Outstanding solution to collaborate with your clients for onboarding
What do you like best about the product?
Super-easy to build a repeatable onboarding process for your clients with Rocketlane. You can ramp up new customer success reps faster and make sure they're delivering a consistent brand experience. The templates and dynamic task templates are amazing.
What do you dislike about the product?
It's not easy to rearrange tasks by using drag and drop. The same limitation applies to task groups as well. But I hope the Rocketlane team can make this UX improvement soon.
What problems is the product solving and how is that benefiting you?
We are able to organise and assign tasks to our clients using Rocketlane projects. It also makes it easier for us to organise task-specific communications which otherwise is impossible to handle through multiple email threads.
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Great and Thoughtful Solution for Client Implementations
What do you like best about the product?
We're excited to use Rocketlane as our first software application for client implementations. It has a very user-friendly Project Plan functionality and collaborative Spaces that can be customized and used as areas to collaborate with clients/other users. Their Magic Link sign in process is a must-have feature, because users (our clients) do not have to be concerned with remembering another user name and password. The Rocketlane team is great to work with, and are deploying new functionality quite rapdily and in very thoughtful ways.
What do you dislike about the product?
The experienced team at Rocketlane is moving very quickly, but it's still a new product. We are excited to see them continue to build more customization so that Rocketlane customers can further customize their client experiences.
What problems is the product solving and how is that benefiting you?
We were looking for an easy to use and secure portal where our clients could visit to see the status of their implementation, and access key reference documents. Rocketlane makes that process easy!
The perfect tool for customer onboarding
What do you like best about the product?
Rocketlane has helped us get started with customer onboarding. It has given us shared visibility on onboarding projects with our customers. There is a clear demarcation of responsibilities & the timely reminders also help us stick to timelines and keep the customer engaged. On top of it, you have the ability to manage conversations within the tool which replaces multiple email threads with the customers.
What do you dislike about the product?
Has a lot of features that might look overwhelming at the beginning but the team is always there to respond and help with questions.
What problems is the product solving and how is that benefiting you?
Rocketlane aids in improving time to value. You have the ability to track the progress on a task at every critical juncture which helps us stay updated with our customers. It has been a gamechanger in terms of improving the onboarding experience for both our customers and internal teams
Rocketlane the product and company are a pleasure to work with
What do you like best about the product?
The team is a pleasure to work with and their solution is easy to use. We can use Rocketlane to collaborate with customers on important projects or processes where transparency is key. We're literally on the same page and everyone knows who is doing what and when to expect results.
What do you dislike about the product?
The team imported my massive project plan template as I needed to upload it before that was feature was available. I'm looking forward to being able to import my CSV files from other project management system to quickly create the templates I need.
What problems is the product solving and how is that benefiting you?
For us it's transparency. It's really important that the customer be aware of all the things we're doing to ensure they are successful. We don't need credit but it's important they understand that we are continually engaging and delivering per our agreed upon SOW.
Recommendations to others considering the product:
If you're doing PS work with customers and need them to be involved with or continually informed of your progress, this is a great solution for your team. Your customer will appreciate it.
Truly a lane to onboard customers in rocket speed!
What do you like best about the product?
Shared visibility on on boarding projects
Clear demarcation of responsibilities
Timely reminders which helps us stick to timelines and keep the customer engaged
Ability to manage confer within the tool replaces multiple email threads with customers
Clear demarcation of responsibilities
Timely reminders which helps us stick to timelines and keep the customer engaged
Ability to manage confer within the tool replaces multiple email threads with customers
What do you dislike about the product?
Nothing so far. We have had a very positive experience.
What problems is the product solving and how is that benefiting you?
Aids in improving time to value
Ability to track the progress on a task at every critical juncture
Reusable and repeatable on boarding play books
Improves the time to value for customers and makes it easy for on boarding and CSM team as well
Ability to track the progress on a task at every critical juncture
Reusable and repeatable on boarding play books
Improves the time to value for customers and makes it easy for on boarding and CSM team as well
Rocketlane has been amazing so far
What do you like best about the product?
We really like how easy it is to track all customer communications in one place without having to use various tools.
After using Rocketlane for customer onboarding we were able to track all the documents, tasks and communication in a single platform and it has made it easy to see the progress of each project and our customers love it
What was really helpful for the customers as they can always go back to the task page to track all the previous conversations without having to scroll through their inbox and the notification for the tasks due really helped us to stay on track with the project and follow up with the customers
After using Rocketlane for customer onboarding we were able to track all the documents, tasks and communication in a single platform and it has made it easy to see the progress of each project and our customers love it
What was really helpful for the customers as they can always go back to the task page to track all the previous conversations without having to scroll through their inbox and the notification for the tasks due really helped us to stay on track with the project and follow up with the customers
What do you dislike about the product?
Sometimes when we change timelines for a particular task we have to manually update the dates on the subtasks which is a little time consuming but overall its a great product
What problems is the product solving and how is that benefiting you?
As we were growing we needed a tool to streamline our customer onboarding process and have to have a place to check the progress and status of all the projects
Rocketlane Implementation
What do you like best about the product?
The overall experience with the Rockelane application. When searching for an application for our PMO, we reviewed several project management applications, Rocketlane kept coming up as the best for our needs. Client engagement, intuitiveness, and support are game-changers.
What do you dislike about the product?
Since we are still very early in the process, I don't have any dislikes at this point. The team at Rocketlane have been supportive through the deployment and have commited to using our feedback on specific enhancements. No show-stoppers yet.
What problems is the product solving and how is that benefiting you?
Collaborative project management with the customer and ease of use to deploy our SaaS applications efficiently. The ability to oversee multiple projects at the same time are key.
Recommendations to others considering the product:
Rocketlane was developed specifically by Project Managers, so it provides my team all the necessary functionality to quickly set up collaborative projects with our clients. The personal care and support through implementation is fantastic. Comparing the experience with other PMO tools, Rocketlane is the clear choice
Project Management Platform to help you simplify onboarding
What do you like best about the product?
The team has been great during the sales process and onboarding. They walk the talk. I like how we can customize each project to match our client branding (or ours) to ensure the experience is seamless for the client during an engagement.
What do you dislike about the product?
Like any platform, if you don't commit to learning a product and including it in your onboarding program, you won't find impact. It is important to commit to a platform before you mention what you dislike.
What problems is the product solving and how is that benefiting you?
Managing multiple projects at one time is challenging, especially when your team is growing quickly and globally. This platform helps us keep track of each project status in a more seamless way.
Rocketlane - A launchpad (pun intended) for your Implementation success !
What do you like best about the product?
1. Collaborative tool , where the customer is engaged at every step of the implementation, instead of receiving boring Excel sheets with multiple rows of taks, the updates are realtime , attaractive dashboards are just a click away
2.The reporting feature is incredibly insightful, and whether it is tasks, updates or timesheets, multiple reports are available to cater to different requirements
3. Adopting Rocketlane is a no-brainer, any organization with customer onboarding should seriously consider using this product
2.The reporting feature is incredibly insightful, and whether it is tasks, updates or timesheets, multiple reports are available to cater to different requirements
3. Adopting Rocketlane is a no-brainer, any organization with customer onboarding should seriously consider using this product
What do you dislike about the product?
The integration with Freshsales is not entirely bullet-proof. Still, teething troubles are typical across all products, and the upside is that Rocketlane has a team of brilliant folks who are super quick to assuage your concerns. The icing on the cake is that they are super friendly as well.
What problems is the product solving and how is that benefiting you?
Instead of using static excel sheets, customers were happy to see dynamic real-time updates to tasks, and the chat feature is hugely popular. Engaging the customer through every step of the implementation process and the transparency is such a game-changer.
Vanilla tool for Onboarding UseCases
What do you like best about the product?
Depth of the features. Re-usability through Object Storage.
Tracking and oversight over the milestones and deadline.
One-stop onboarding communication platform.
Tracking and oversight over the milestones and deadline.
One-stop onboarding communication platform.
What do you dislike about the product?
More integrations would be pretty helpful.
What problems is the product solving and how is that benefiting you?
Transparency in the Onboarding Journey.
Internal/External stakeholder management.
We are cutting down the clutter between different tools.
Internal/External stakeholder management.
We are cutting down the clutter between different tools.
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