Features:
- Project Management: Create, track, and manage projects with a 360° view of performance.
- Customer Portal: Craft an unforgettable customer experience with dedicated portals.
- Financial Management: Fine-tune each project for maximum profitability, and elevate your bottom-line.
- Partner Central: Streamline your partner processes and enable partners to perform their best.
- Time Tracking: Track how effectively your team's time is translated into billable work.
- Business IQ: Get real-time insights into your financials, utilization, and customer sentiments.
- Resource Management: Balance workloads with real-time visibility into resource allocation and availability.
- Integrations: Connect Rocketlane to the tools you use every day, and eliminate work around work.
- Automations: Automate workflows and tasks, saving time and improving efficiency.
- Customer Experience & Accountability: Drive customer accountability and deliver value like a pro.
Summary:
Rocketlane is a customer onboarding and professional services platform that helps companies streamline their post-sale processes, improve project delivery, and boost customer satisfaction.
Description:
Rocketlane is a comprehensive platform designed to help onboarding and professional services teams manage projects, resources, and finances, while ensuring a seamless and positive customer experience.
Key features include:
- Project management: Rocketlane provides a powerful project management tool to efficiently build, track, and manage projects. Users can gain a 360° view of project performance, streamline collaboration, and leverage automation to deliver projects on time and within budget.
- Customer portal: The platform offers a branded customer portal, enabling clients to access project information, complete tasks, and communicate with the team directly. This promotes transparency and accountability, leading to faster time-to-value.
- Financial management: Rocketlane helps professional services teams monitor and manage their financials. Features like time tracking, budget management, and utilization tracking provide valuable insights into project profitability.
- Resource management: With real-time visibility into resource allocation and availability, Rocketlane enables teams to optimize resource utilization, balance workloads, and ensure project success.
- Integrations: Rocketlane integrates with popular tools such as Slack, Salesforce, HubSpot, Zapier, Jira, and Workato, allowing teams to connect their existing workflows and reduce busywork.
Benefits of using Rocketlane:
- Faster time-to-value: Rocketlane helps organizations accelerate their onboarding and implementation processes, enabling customers to experience value faster.
- Improved customer satisfaction: The platform empowers companies to deliver exceptional customer experiences through personalized communication, real-time collaboration, and proactive problem-solving.
- Increased profitability: By optimizing project management, resource allocation, and financial tracking, Rocketlane helps organizations improve project profitability and maximize revenue.
- Enhanced team productivity: Rocketlane streamlines workflows, automates repetitive tasks, and reduces tool hopping, empowering teams to focus on delivering high-quality service.
Rocketlane is a powerful platform that can significantly enhance the efficiency and effectiveness of onboarding and professional services teams, leading to improved customer satisfaction, increased profitability, and accelerated business growth.