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Description
Develop client-oriented onboarding playbooks to enhance the onboarding journey for your new clients by making them accessible and clear. Many organizations typically maintain internal onboarding guides that limit client visibility, which can lead to a lack of accountability. With Bonder, you have the capability to design tailored onboarding playbook(s) and distribute customized versions to each client, providing them with clarity on essential steps, responsible parties, and timelines. It’s important to remember that a sale is only finalized when the client fully grasps the core value of your product and recognizes how it can positively impact their life or business. Streamline your onboarding workflow by incorporating automation for tasks and reminders, which can facilitate quicker adoption and boost long-term client retention. Transitioning between sales and client success teams often leads to conflicts, so it’s crucial for your organization to ensure a seamless hand-off. Additionally, it’s vital to recognize that the buyer persona within the client’s company may differ from the actual user persona. Bonder allows you to identify responsible parties and set up automatic reminders, ensuring everyone stays aligned throughout the onboarding process. This comprehensive approach not only enhances client satisfaction but also strengthens the overall relationship between your company and its clients.
Description
CogniSaaS is an enterprise SaaS platform that focuses on customer service and enables faster time to value. It reduces the use of silos of software; improves collaboration between customers and internal stakeholders; tracks hundreds of projects and prioritizes them 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 login
API Access
Has API
API Access
Has API
Integrations
Google Calendar
Google Drive
Intercom
Jira
Notion
Salesforce
Slack
WhatsApp
Zapier
Zendesk
Integrations
Google Calendar
Google Drive
Intercom
Jira
Notion
Salesforce
Slack
WhatsApp
Zapier
Zendesk
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
Custom Pricing
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Bonder
Website
www.hellobonder.com
Vendor Details
Company Name
CogniSaaS
Founded
2020
Country
India
Website
www.cognisaas.com