Introduction to Rocketlane Essentials
FOR SAAS
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.
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.
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.
A bad implementation can hurt your expansion revenue. With a delightful implementation experience, your Customer Success team can lead expansion conversations with confidence.
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.
Robert Block
Global VP, Professional Services
Shekar Murthy
Chief Customer Officer
Caroline Heil
Lead, Technical Account Management
Make your customer-facing teams more productive with project templates, workflow automation, and in-built document management
Engage your customers with a self-serve portal, real-time collaboration, automated status updates, and periodic CSAT surveys
Understand your team’s bandwidth, forecast demand for roles and resources, and make data-driven 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 SaaS 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
Deliver projects on time and on budget. Collaborate with your team, partners, and customers. Without scope creep, stress, or missed goals.
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