Flexible Onboarding Management Application
October 03, 2022

Flexible Onboarding Management Application

Renee Ramig | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Rocketlane

We require annual onboarding from all of our almost 400 customers. Rocketlane is used to manage this onboarding process. It allows the customer to have step-by-step instructions with links to pdfs and videos on what they need to do. But it also gives us visibility into where each of our customers are in the onboarding process. Customers can send messages from within Rocketlane which show up in notifications and can also be sent via email to ensure we are fully supporting our customers.

Pros

  • Gives visibility into where in the process each customer is.
  • Allows for different processes created for different customers.
  • Creates a portal for customers to see and interact with the entire process.

Cons

  • It would be helpful if Rocketlane had a more robust Knowledge base and customer support portal.
  • Being able to support each customer with visibility into where each is in the process.
  • Better communication with customers related to onboarding.
  • Took a bit of time to figure out how to best set up for our company and learn how to use it.
Rocketlane is more robust for onboarding than monday.com with better customer interface. However, Rocketlane does not have some of the advanced features of ChurnZero or GUIDEcx. However, Rocketlane's pricing is aligned well with the features they offer.

Do you think Rocketlane delivers good value for the price?

Yes

Are you happy with Rocketlane's feature set?

Yes

Did Rocketlane live up to sales and marketing promises?

Yes

Did implementation of Rocketlane go as expected?

Yes

Would you buy Rocketlane again?

Yes

Rocketlane would work well for any company that needs to empower their customers to complete steps in a process on their own. For example, if you have a detailed onboarding process, you can break this down in Rocketlane. You can add text information, link to documents and videos, and add attachments for your users. You create a plan for each separate customer / business, you can customize based on each user's needs.

If your needs only involve a few customers or you have very few steps needed to complete the process (e.g. onboarding), Rocketlane might be too complicated or involve too much learning / setup for your company.

Rocketlane Feature Ratings

Project Management
8.9
Task Management
10
Resource Management
7
Workflow Automation
10
Team Collaboration
10
Support for Waterfall Methodology
10
Document Management
6
Email integration
10
Timesheet Tracking
8
Professional Services Automation ()
Not Rated

Using Rocketlane

3 - Customer Support (s)
Company Founder
1 - Customer Support Director - Rocketlane, once set up, is easy to use.
  • Creating customized onboarding workflows for each customer
  • Ensuring customers can reach out with questions that we can respond to quickly
  • Having visibility into where each customer is in the process.
It really helps to support us in supporting our customers.

Comments

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