FOR SAAS

Are you letting down customers during SaaS implementation?

Implementation is the new moment of truth - it can make or break customers’ trust in your SaaS platform. With Rocketlane on your side, your implementation can deliver on the promise of rapid time-to-value.

Trusted by the world's best SaaS companies

Spearhead your land and expand strategy with a robust implementation experience

Rocketlane helps your customer-facing teams deliver an implementation experience that is worthy of your SaaS platform
Simplify SaaS implementations

Most customers agree that implementation remains the biggest problem with SaaS adoption. You need to fix your implementation before your competition makes you pay for it.

Slay the Churn Dragon

Nearly 80% of SaaS customers churn due to a poor implementation experience. Your implementation should help drive NRR, and not be a source of revenue leakage.

Set up customers for long-term success

A bad implementation can hurt your expansion revenue. With a delightful implementation experience, your Customer Success team can lead expansion conversations with confidence.

Know the true cost of onboarding

How much time and resource bandwidth are you spending on your implementation projects? With the right insights you can turn implementation from a resource drain into a revenue stream.

Why Customers Love Rocketlane

Rocketlane is shifting our customer onboarding experience into high gear; taking us from just task management to strategic delivery partner with greater visibility and collaboration on project activities, ultimately driving up CSAT.

Robert Block

Global VP, Professional Services

10%

Increase in average CSAT ratings

Our recent customer feedback has shown that our customers appreciate the transparency we can provide them through Rocketlane. Customers now know what to do, they're better engaged, and we see far fewer queries and questions from them on the status of their projects.

Caroline Heil

Lead, Technical Account Management

70%

Improvement in customer go-live time

Our clients get real time information, and we love the ability to internally collaborate on Rocketlane. The intuitive dashboards and the insights we derive from Rocketlane are a couple of things that I absolutely love about the product.

Shekar Murthy

Chief Customer Officer

50k

Hours saved annually on a global scale

Our recent customer feedback has shown that our customers appreciate the transparency we can provide them through Rocketlane. Customers now know what to do, they're better engaged, and we see far fewer queries and questions from them on the status of their projects.

Caroline Heil

Lead, Technical Account Management

10%

Increase in CSAT ratings

consistency and Productivity

Get a headstart
on every project

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.

Templatize project plans

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.

Craft bespoke workflows

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.

Start your expansion journey early

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.

customer experience

Create an engaging customer experience

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.

Keep customers accountable

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.

Simplify customer collaboration

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.

Communicate with clarity

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.

visibility

Optimize your resource utilization

Get complete visibility into resource availability and team bandwidth. Plan your project timelines and resource requirements accurately.

Understand team bandwidth

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!

Predict resource requirements

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.

See how your team spends 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.

Rocketlane is a leader in Mid-Market Client Onboarding on G2
Rocketlane is a leader in Client Onboarding on G2
Rocketlane is a leader in Mid-Market Client Onboarding on G2

Category leader on G2

96%

Ease
of admin

#1

Ease
of use

95%

Likely to
recommend

Accelerate time to value for your customers

Rocketlane unifies project planning, customer communication, and document management - so your team can manage client projects efficiently.