Given Tevera’s limited resources, making sure that every client is engaged and understands the tasks and milestones involved during onboarding was critical for them.
The previous platform Tevera was using wasn't intuitive to use for their onboarding team and it created a lot of tension in the learning outcomes they were trying to achieve.
Tevera was looking for a platform that could allow their users to focus on learning how Tevera worked rather than spending time on a separate onboarding tool.
The in-built project communication, the ability to assign tasks, and tag team members in chats helped them send thoughtful follow-ups and keep everything contextual with their customers. Rocketlane offered them the flexibility they needed, which they couldn't find anywhere else.
The flexibility of editing and re-using templates made life far easier for their onboarding team. It helps them reduce their average project duration by 20%.
Their clients now have more clarity about what they need to be doing at every stage, making task completion faster. User engagement has drastically improved post Rocketlane and the average CSAT score is up by 10%.