CogniSaaS is a customer-centric onboarding and implementation platform that helps enterprise SaaS businesses achieve faster time to value. It minimizes the usage of silos of tools; improves collaboration with customers and internal stakeholders; tracks and prioritizes hundreds of projects for value delivery through data visualization, visibility, and accountability.
Differentiators
1) Visibility - Get effortless visibility at different levels - tasks, use cases or modules, projects, and clients - Know which clients, projects, and use cases are going off track and progressing via alerts and progress
2) Accountability - Get single screen snapshot of revenue at risk, who is responsible for what & accountability - View them how you like, with various view options like Kanban, Gantt chart, list view
3) Customer-Centric Prioritization - CogniSaaS helps you with Customer-Centric Prioritization of implementation tasks & product roadmap - Automate onboarding with templatization for projects and use-cases for tracking customer business outcomes - It also gives leadership teams visibility of revenue impacts
4) Collaboration with Customers - Collaborate with customers via magic link to give them updates about their projects without having them log in - Just one click and your customers get access to a dedicated portal that lets them oversee projects, use cases, or modules and tasks
GUIDEcx is the world's leading Client Onboarding solution that creates a seamless transition between your sales and implementation process. With over five years and 300,000 successful onboarding projects completed, we know how to leverage our wisdom to deliver consistent Customer Onboarding experiences. Our process is designed to drive engagement, increase efficiency, and expand capacity without sacrificing quality of service. Easy to integrate into your existing CRM, GUIDEcx has custom templates, different customer views for each role, purpose-built integrations, and robust reporting.
We don't just move your process to our software, our Professional Services team and Guide University resources are here to Guide and support you through every step of the process to accelerate time to value and maximize your onboarding team productivity. Reach out today to and we can help you bring your Customer Onboarding experience to new heights.
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