Rocketlane è una piattaforma collaborativa di onboarding dei clienti che consente agli utenti di vedere lo stato e su quale progetto sta lavorando ciascun membro del team. Gli utenti possono creare modelli per i progetti e riutilizzarli, risparmiando tempo e garantendo la coerenza.
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Distribuzione | Cloud/SaaS/basato sul Web, dispositivi mobili Android, dispositivi mobili iPad, dispositivi mobili iPhone |
Assistenza | 24 ore su 7, XNUMX giorni su XNUMX (rappresentante dal vivo), chat, e-mail/help desk, domande frequenti/forum, knowledge base, supporto telefonico |
Formazione | Documentazione |
Le Lingue | English |
To track the time spent on the perticular task, and also we can manage our pending tasks by tracking on rocketlane
One of best tool ever to use, no dislike
Its tracking my work and completing it on time
Rocketlane is helpful for maintaining the documents related to our projects.
changes are not reflecting in overview of the projects automatically.
Well maintenance of the record of my project. visibility to both me and my customer
The ability to build personalised project plans and execute them in a structured manner ensuring key kpis and turn around time. We use it regularly to mark the progress on our projects and keep track of deliverable's .
Sometimes it's tooo detailed and it takes time to understand the product initially , but once understood can be scaled easily.
We used to use google sheets and tracking was all over the place - but I personally started using rocket lane to track my projects , insights and bring structure and improve my over all productivity
We use Rocketlane to manage pre production and post production in the form of various steps of a project- before it was not structured but using rocket lane we have got structure and also we handle new project onboarding for our clients.
We have to customise all fields - maybe have industry wise templates to implement.
We are in the production business - today there are many steps in production we tried sheets , then trello but for some reason we still could not bring that structure and have a turn around time for every item there by leading to huge delays costing us money. We started Rocketlane and built a complete process and have proper tracking of time for each sun item.
Rocketlane excels in streamlining project communication, improving project efficiency, and enhancing customer onboarding experiences. The platform's task assignment and tracking features provide a consolidated space for all information related to the project and are also easy to setup given we deal with a good number of moving parts. The customer onboarding templates are a lifesaver and easy to use. We use it regularly to track all of our onboardings and the ability to integrate with popular tools and use them for various automations is a plus!
While it's a fantastic tool, it could definitely benefit from a more nuanced NPS feature!
We work with projects/onboardings that have a number of moving parts. The problem with such projects is that a lot of minute tasks and assignments tend to get lost and go untracked. Rocketlane helps me ensure that all of these tasks and moving parts are tracked in one place. It also helps me get insights into time taken and where more automations are needed. It looks crisp and neat enough to share with customers and gets the information across in a manner that can be interpreted with a glance.
It was a nightmare to manage projects with different tools. With the help of Rocketlane and the planning, the projects have reduced my manual labor.
We are extremely satisfied with Rocktlane. As we are able to look into financials, it would be beneficial to be able to use Rocktlane for billing and invoicing.
Rocketplane has been a savior, as it reduces redundant tasks and helps us focus on customer satisfaction.
Customer Onboarding is really essential to us and with Rocketlane everything has changed for us. We have been able to maximize our service with minimal manual effort by utilizing the help of templatized project plans powered by Rocketlane.
It will be pretty great to see Rocketlane integrated with more platforms that are commonly used in day-to-day but we are delighted with Rocketlane's suite of offerings at the moment.
We are able to reduce our manual effort and focus on our core competencies thereby maximizing our utility.
we make shoes for ajio and we use our vendors to coordinate and plan our consignment in terms of the design, sole, features and when the project is closed we ship the consignment.
If they had a free plan initially to start with and if they can reduce the pricing a little and maybe if we can add some order management customisations.
We manufacture shoes for companies in India - so we make project plans based on the shoe company's requirement of consignment - which includes coordinating the styles , types of shoes , sizes, delivery , packaging and once the project is closed we do the delivery - it helps me track which part of the journey are we in and helps me expedite it which was previously done through google sheets with no overview and tracking.
Since starting our contract with Rocketlane, they have added several features that have helped us build out a more robust onboarding process. Comparing it to some other products in the market, it is definitely user-friendly and easy to train new hires to get them ramped up quickly.
My wish is that we could add non PM seats without any additional cost to be able to keep AEs in the loop during implementation.
It's getting me closer to an all in one solution for onboarding!!
it's easy for me to understand where is everything and how I can manipulate the tools without a lot of time invested
When I create a project with several subtasks, but all are on my side, is very tedious to reflect that I'm the owner one by one.
how to keep a clean track of my daily activities and the time that I'm consuming on these activities
I love that it creates a professional customer portal (and polished!) that brings all data around my ongoing projects together. It's easy to use templates for projects and connects with popular tools like Slack, and HubSpot. Their friendly team is adding more integrations in a short amount of time.
I am waiting for the launch of Rocketlane mobile app so that I can manage the projects on the go.
I used to search various communication channels and emails to keep track of the current ongoing projects, now it's easier for me to stay informed on the ongoing projects and I can time my engagement with customers properly. This has significantly helped me improve communication and manage our company's resources much better.
At UpperInc, we love Rocketlane's user-friendly interface. It's straightforward and makes project management a breeze. The real-time project health feature is a lifesaver, helping us spot and fix issues promptly. It's our go-to tool for smoother, more efficient work processes.
While Rocketlane offers great features, we sometimes find that the mobile version could be more intuitive. A few more customization options would also be a nice addition to tailor the platform exactly to our needs at UpperInc.
Rocketlane has been instrumental at UpperInc in reducing project setup time thanks to its automation features. It also helps us preemptively address issues through its real-time project health monitor, ensuring smoother workflows and happier clients.
We can keep track of the tasks that are completed, to be completed and already completed. The timesheet feature is wonderful and quite user friendly compared to other platforms.
There is no point to dislike in this platform, I love this platform because we can keep track of the tasks that are completed, to be completed and already completed. The timesheet feature is wonderful and quite user friendly compared to other platforms.
We can keep track of the tasks that are completed, to be completed and already completed. The timesheet feature is wonderful and quite user friendly compared to other platforms.
The ability to build different views and customize the display fields as per individual team member requirements
There is a certain level of limitations when it comes to project fields
Rocketlane solves the problem of propagating a certain set of tasks automatically to all the projects, the different views it offers are also useful for different hierarchies within the team
As a sales exec, i have to manage a lot of customer projects on a daily basis. Rocketlane makes life easy. I love that we can templatise projects, manage customer onboardings and give platform visibility to our customers is a game-changer for us. I have just started using the tool and I already see how it impacts my TTV.
A way to learn about their new features would have the team updated. I would like to see some learning videos to share with my team members.
Primarily it solves Project management, Resource and capacity planning. I love using the Board/ kanban views to move tasks around. It also helps me move between assignees. Rocketlane also have all the integrations needs for my org, making this a well - automated product to work with. The new Mobile friendly view has greratly benefitted my customers.
Organization of tasks. I like that we can break down what tasks need to happen in order to compelte a project.
Some customers lean towards email. going back and forth has been tough for me. copying actions from one place to another. or just copying notes.
Organizing the project with a customer and defining the steps that need to happen in order to have a succussfull implementations.I like being able to communitate with the customer.
I've been in the software implementation space since about 2005. I've worked with many PM tools (or other tools that folks have forced into being PM tools (Smartsheet, Asana, Monday, Saviom, SAP, Wrike, ClickUp, Jira, etc.) and each of them has some piece that isn't exactly what Implementation (Onboarding) needs OR they do, but you have to buy it separately. Or they do, but their core product is clunky and requires to much admin support to set it up. Or they don't have a client facing portal. Or they don't have enough automation/repeatability withouth paying for extra API calls. Or they don't have a visual schedule. Or they don't have documentation storage. Or they charge thousands of dollars for an integration to another system. We are just getting ready to go live with Rocketlane, so I will update if anything changes, but frankly speaking, I have not found another tool that gives the right amount of functionality in the way that Rocketlane does. And I have spent what seems like a lifetime looking for a tool that is the right mix of scheduling/resource management, planning with durations and dependencies, integrations, smart forms, and a client facing portal. Rocketlane has these features, and more, as part of their core product. The Sales Process was just the right mix of 'here to help' while also giving me time and space to make the decisions I needed. Kaushik was lovely to work with during that process. During the sales cycle, we also had the opportunity to work with one of their Product team members, Madhu, who was very open to collaborating on one of our more unique use cases. Our Onboarding Lead, Rajesh has been very helpful during this process as well. We've even had some help from the Rocketlane team with our integrations. For a small team and company like mine, a tool like Rocketlane can be a signficant game changer. We already see other ways we could use the tool to improve our workflow outside of Implementations/Onboarding. We are very excited about the possibilities!
It's not that we 'dislike' anything, per se. We do see some areas that could be improved and we beileve they will. As an example, in order for fields sync to work, you have to create an automation using a Salesforce object as a trigger to create a new project. Automation workflows are geared towards creating new projects only. We also can only seem to update 1 Salesforce Object per project. But these are things we can see solutions for already and so we think it's just a matter of time before those improvements are made. I do which there was a 'restricted use' type license at a lower cost that we could use for leadership -- folks that don't need to have their schedules managed but would benefit from being able to access Rocketlane OR would be folks we might want to fill out a form occasionally (like Sales) but aren't needed beyond that. That said, the cost of Rocketlane is also quite reasonable, so I don't have big feelings on that at this moment.
We needed resource management, project management, client facing portal, smart forms, document storage / collaboration tools, and workflow improvements within the organization. Rocketlane has those features as part of the core product.
Rocketlane makes our oboarding process extremely easy and simple. Our collaboration with customers has now become so much more interactive. Rocketlane has reduced our time to value from 100 days to 70 days in just our first 50 project deliveries.
Rocketlane doesnt have a free version to use and test. But their demo makes it up for this.
Rocketlane makes our onboarding process easy and simple. For a PSA process, a complex onboarding is made simple on the tool. We use the chat function for interactions and collaboration. We are very excited for the company's vision and growth.
Absolutely love Rocketlane for our PSA onboardings. We love using Rocketlane for its Kanban boards, writing and sharing scripts for our advertising customers. We create projects for video production, we use the scripts and story boards to collaborate with our customers. The customer portal is very helpful, especially SPACES where we can share embedded URLs
We would love to see a more nuanced customer portal. Our CSM showed us an upcoming customer portal feature that we are very excited about!
Collaboration is our buggest WIN! Our customers get a lot of visbility through the product. We look more professional and are also able to track the various projects we've onboarded
I am a Csm and I want to track progress of my post sales engagement. I believe regular project management tools have just Kannan boards (trello, asana ) the ability of framing my own projects and add fields based on every project or account is very helpful. The reminders and ability to invite a friend and work in a place is a game changer.
I think they should have a free version similar to asana and other project management modules. Having a freemium model helps us get a flavour of the tool which is important.
I believe organising all the accounts in one place is really helpful. I have added each account as a project and add all my engagements as various tasks under the project with deadlines thereby giving me a unified view and also help me prioritize my effort on accounts.