Introduction to Rocketlane Essentials
Exclusive for AWS Activate members
Struggling with client disengagement and churn? Rocketlane's got you covered! We help you get your clients up and running quickly, so they can start experiencing the value of your product ASAP!
our offers for
Eligibility Criteria:
You were founded less than 3 years ago
You were angel funded, pre-seed, seed or debt funded
Not an existing Rocketlane customer
Get 30% off on Standard plan and above
Get 20% off on Standard plan and above
Minimum 10 licences
Average reduction in implementation time
Improvement in CSAT scores
Increase in productivity
Intelligent automation lets your team manage a large project portfolio easily, by boosting your team’s productivity by 20%.
Customer-facing UX enables collaboration, keeps your customers accountable, and reduces the risk of churn by 30%.
See who on your team is occupied, when they will be available, and which roles are in demand to manage project pipeline and hiring decisions.
Take the heavy lifting out of day-to-day project execution with Rocketlane’s advanced templating capabilities. Be it project plans, documents, forms, or status updates - create once, and reuse them any number of times.
Set up project templates for different customer types, and save hours for your team every week. With reusable templates, you can create a project plan with phases, milestones, tasks, boilerplate documents, and forms in just a few clicks.
Use customer attributes to trigger custom execution pathways with Dynamic Templates. You can automate the creation of phases, tasks, forms, et al based on conditional logic. This means you can create customized project plans for a wide spectrum of customers on the fly.
Codify the context of your customer’s fintech implementation into reusable task templates, and fast track your way to implementing additional modules. Merge multiple templates to create the perfect project plan to accelerate every expansion conversation.
With an easy-to-access, self-serve customer portal, Rocketlane helps you deliver on customer-centricity. Make customers feel invested in their implementation journey for a delightful project delivery experience.
Your customers need to do their share of the heavy lifting in implementing a SaaS platform. With the Rocketlane Customer Portal, customers know what tasks they need to complete, which documents they need to share, and what approvals are pending on them.
Have real-time discussions with your customers around tasks and projects on Chat, share-edit-upload documents using Spaces, and collect all the necessary information and approvals with built-in forms. Make sure every implementation project keeps rolling along smoothly.
Share status updates summarizing what you accomplished, send timely reminders about task deadlines, and standardize your communication with templates. In addition to that, you can push project updates directly to your customers’ Slack workspace with our native integration.
Get complete visibility into resource availability and team bandwidth. Plan your project timelines and resource requirements accurately.
Get to know who on your team is available to take on projects, who is occupied, and when they will be available. Make the most of your available resources, and avoid burn out for your team members!
Understand the demand for different roles from projects across your pipeline, and predict when you are likely to face a resource crunch. Use these insights to make accurate hiring decisions ahead of time.
Find out where your team spends their time - Are they executing billable tasks on customer projects? Are administrative tasks eating into their bandwidth? Analyze time sheets and take corrective measures on time.
Ease of admin
Ease of use
Likely to recommend
