Holistic visibility across use cases, tasks, projects, and customers through the one-click generation of reports
Collaboration with internal cross-functional teams and customers on a shared platform to track and manage dependencies
Contextual insights on project delays from teams or customers, along with smarter resource management
Proprietary algorithm that provides recommendations for prioritization and revenue risk prevention
Intelligent automation that helps you save time and drive strategic partnerships with customers
Structured handover from Sales to Implementation and Implementation to CS teams to prevent 'information loss.'
"A comprehensive solution to onboard, track and manage your customer life cycle"
The tracking and insights that the platform provides, allow you to make data-backed business decisions and clearly show areas you need to focus on.The project management module offers excellent tracking and reporting
"Extremely helpful tool for project management"
I have been using the platform for a few months now, the platform is extremely helpful when it comes to tracking the status of the projects. The team at CogniSaaS is super helpful. They are constantly updating the platform with new and exciting features.
"Intuitive design, agility in development, timeliness & supportive team . Amazing Experience..."
Intuitive design, with agility in development for a timely delivery. Great support from the team keeps us informed about key releases and also helps us relate to our businesses scenarios or use cases
Collaborate seamlessly with other internal teams, keep all the tools in sync, and ensure nothing falls through the cracks
Customer onboarding software is a tool businesses use to guide new customers through getting started with their products or service.
CogniSaaS is a customer onboarding software that helps businesses achieve successful onboarding by providing personalized and automated onboarding experiences. To know more about how CogniSaaS helps with customer onboarding, visit: https://www.cognisaas.com/features.
Here are three steps for a customer onboarding strategy:
Define the onboarding process
Personalize the onboarding experience
Measure and optimize the onboarding experience.
For more information, read our blog: Universal Guide on Customer Onboarding.
Here are three customer onboarding best practices:
Simplify the onboarding process
Personalize the onboarding experience
Provide ongoing support
For more information, read our blog: Customer Onboarding Best Practices