CogniSaaS is a customer onboarding platform that will help your onboarding, implementation, CS & customer teams to 🔍Track 📋Prioritize 🏆Deliver Customer Business Outcomes on time
We at Upscale have been using CogniSaaS , the most important pain point for us has been a lot of scattered documentation, customer on-boarding experience. We have been using CogniSaaS since the beta & streamlined the onboarding process! Great team & a Awesome product!
Thank you so much for hunting us @kevin !
Hello Product Hunters!
I'm Rupesh Rao, Founder & CEO of CogniSaaS.
After being in the enterprise SaaS industry for over two decades, I had the opportunity to do customer onboarding and implementation in several companies and experience the associated challenges.
Most B2B SaaS companies are still struggling with silos of legacy project management tools, excels, product management tools, and CRMs used by different cross-functional teams (Sales, Customer Success, Onboarding, Product Management, and Engineering) across the customer journey from the pre-sales to the go-live stage - to track, prioritize and deliver customer requirements.
This leads to the common challenge of the gap between the ‘value promised’ during the sales cycle and the ‘value delivered’.
We have created CogniSaaS to help enterprise SaaS companies achieve customer-centric onboarding and prioritization. CogniSaaS enables collaboration among internal cross-functional teams and external stakeholders on a single source of truth platform to deliver customer business outcomes.
Our goal with CogniSaaS is to help your customers and internal teams with:
- Visibility
- Accountability
- Customer-Centric Prioritization
- Cross-Functional Collaboration
CogniSaaS tracks customer business outcomes and intelligently connects it with associated product dependencies and implementation task dependencies - all on a single source of truth platform!
Here is what you can achieve with CogniSaaS:
- Handover from the Sales to Onboarding/Implementation teams happens in a structured format on what business outcomes/use cases/modules were promised (some of this is automated via API integration with CRM). The users can also define certain fields to be mandatory along with document attachments to ensure handover compliance and nothing ‘falls through the cracks (in emails/slack channels).
- The onboarding team creates a project (via templates) and under this project adds not only the implementation tasks but also all the business outcomes/modules/use cases (via use case templates) - to get RAG status at not just project and task level but also module wise tracking of RAG status.
- Cross-functional teams from Onboarding/Implementation, Solutions, Customer Success, Product, and Engineering collaborate on this common platform to:
- Map the business outcomes/use cases with relevant product modules and features
- Map which customer requirements can be delivered with the existing product features out of the box
- Raise requests for new product features, enhancements, API integrations, configurations, and customizations (create Jira tickets via our bi-directional API integration) for seamless collaboration between teams
- Onboarding teams can also collaborate with customers on any tasks/dependencies from their side and project status reporting with one click. Customers receive magic links in the email that allows them to view/update status from their side with one click (no login required).
- Customer Success leadership teams also have access to a revenue dashboard that shows the revenue impact of any delays.
- Finally, instead of doing manual prioritization in weekly meetings between Sales, Customer Success, and Product teams via complex excel sheets - our customers save significant time and effort and achieve customer-centric prioritization. Our proprietary algorithm shows actionable insights on what should be prioritized in the product roadmap and project implementation tasks to ensure faster time-to-value for customers and minimize revenue risk for the company.
In summary, Onboarding teams achieve successful value delivery for customers with customer-centric collaboration with internal cross-functional teams.
We can’t wait for you to try out our platform and help us be your partner in providing exceptional customer onboarding and implementation for your clients.
We offer a 14-day free trial. You can get started at cognisaas.com
I would also like to thank the CogniSaaS team for working tirelessly over the last few months to provide you with a platform that is reforming the onboarding process from a task-centric and product-centric approach to a customer-centric approach.
We look forward to your feedback and sincerely appreciate the support!
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@kevin@rupeshrao Upvoted. Discovered the launch on Invincible Product Hunters community :)
Hey @ofirenglin! Thank you.
As a part of our Product Hunt Launch, we are offering a 14-day free trial of our product to all new users. 😄
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Great Product to overcome the silos between key teams to achieve ultimate customer success. Myself was part of one of the pilot program. This can really add value to one's work.
Congratulation on the launch, @CogniSaaS team!
As a PM in my previous role, I have seen the problem up close – The sales team would promise features and enhancements to customers for the initial signup or renewal for the SaaS offering. However, post the deal closure, CSMs end up sandwiched between the customer and the product teams. In addition, they end up constantly following both parties regarding their actions and project plan status.
Then there is the communication gap between various teams leading to the failure of value delivery to customers. For example, the product team expects customer data and actions, and PMs expect a detailed capture of the problem statement before prioritization. On the other hand, sales teams want a firm commitment to release timelines. Now add the complexity of changing enterprise environment (people changing jobs, roles) to the equation. All this happens in siloed tools and emails, leading to customer and enterprise teams' frustration.
I believe bringing a single-pane-of-glass approach to customer outcomes through tools like CogniSaaS would improve the effectiveness of value delivery.
All the best for the future! 🚀
thanks @abhispra for sharing the perspective of a Product Manager. Couldn't agree more!
Good Product Managers always want to know not the 'feature request/solution' for the product but what business problem needs to be solved or what is the use case, revenue impact etc. across customers - this information was always pulled manually in excel sheets painfully by CS/Implementation teams (from CRM, emails, slacks, excels etc.) for product roadmap prioritization.
This is one of the use cases we have solved in CogniSaaS - that PMs should be able to get not only these data points but also actionable insights on customer-centric prioritization. Saving a ton of time for multiple teams and they can now collaborate seamlessly for value delivery to their customers.
Having been part of of the B2B startups, getting customers live was a huge challenge since items promised during the sales cycle had to be reprioritised apart from ensuring on time delivery as per specifications. With people working remotely getting a smooth handover of information across teams and ensuring actual customer deliverables are tracked with individual health status was a huge challenge. That's when my path crossed with CogniSaaS and there was no looking back. Hope the community resonates with the pain points and can use the platform to ease and optimise the onboarding and delivery process with faster time to value for customers.
@chirabratadas it's been great to built this together! for Customer Success teams built by an experienced Customer Success team!
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Thanks for sharing this product 🙏. Amazing product! Keep up the good work 😎. Please keep us updated ❤️. If you need feedback on any specific item (e.g. landing page, design, functionality, etc.), feel free to get in touch on my Twitter or LinkedIn.
@rupeshrao Hey, your product seems to have the potential to gain a boost if analytics are shared in public. It will help you grab massive public attention. Many new startups are using this as a successful strategy. I can share some more info on this if you're keen. Twitter/LinkedIn DM?
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