Onboarding & Launch Project Management Tools


For those navigating complex onboarding processes with clients, what is your preferred joint project management tool to multiple threads?
- Onboarding Scope and Goals
- Onboarding Project Management
- Communication Plan and Timeline
Must be able to share/collaborate with clients.
Michelle
VP of CS at Learn In
Comments
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Michelle,
Great question. For tools, I like both Baton and Rocketlane. They both do a great job, so I would encourage to check them both out to see which one maps your needs better. I have found that both can do Project Management and Timeline best.
For Scope and Goals- I like to use a Joint success plan to define the goals and document. From there, I would hope that the scope maps to templates that you have in the tools.
From there, you have weekly status reports, and many companies also have Slack for implementation only. I don't advise for CSM's, but for Onboarding it can be very efficient.
I hope this helps- and happy to answer more in depth questions
5 -
I've heard great things about both Baton and Rocketlane as Jeffrey mentioned.
We've built out a process here using an integration between Salesforce and Monday.com. This passes the right info from Salesforce over into a project management tool that our team can use to then manage the project.
5 -
Hello there, we are using GuideCX for customer onboarding on our SaaS platform. It can integrate into Hubspot and Salesforce. I have heard good things about Rocketlane.
For Scope & Goals - we use a gsheet for internal customer success plans that sales hands off to our implementation team which gets incorporated into our deck for the initial onboarding kick-off call.
0 -
Hi Michelle, I recommend EverAfter, as its main strength is the fact that it is a customer-facing app! So you can not only share the tasks, timeline, but make them an accountable part of the journey.
Read an interesting post recently: https://www.oxx.vc/post/the-revenue-line-that-deserves-more-attention0
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