Introduction to Rocketlane Essentials
Accounts
Everything you need to know about your customers—projects, sentiments, engagements, is right here with Accounts. Your post-sales team has a unified lens into the customer story, empowering them to stay on top of every customer engagement.
Skip the endless check-ins with project managers and complex project boards. With Accounts Portfolio, all key customer interactions—meeting notes, files, updates, and financials are unified in a single, streamlined view.
Track overall progress or dive into specific milestones at a glance and stay fully informed on your customer relationships.
Get a consolidated snapshot of customer sentiments on ongoing projects. Quickly identify your most satisfied customers and those at risk.
Dive into the details to proactively address customer needs, and ensure every project boosts customer satisfaction.
Get the full picture of revenue, costs, and profits for every customer, all in one place. Analyze each project's profitability, identifying high performers and those affecting your bottom line.
With this comprehensive overview, maintain account-level profitability in the green by leveraging instant insights into project finances and billable utilization.
No more scrambling to piece together information from emails, CRMs, and stale spreadsheets. Everything you need for account reviews—right from project updates and recent engagements to financial summaries and future plans, is organized and readily accessible.
Walk out of your next QBR leaving your customers in awe of your meticulous attention to detail!
With customers’ org chart, effortlessly identify the key influencers and strategic decision-makers driving your projects forward. Stay ahead of leadership transitions that could impact project delivery and future plans.
This holistic view keeps your entire post-sales team in sync, ensuring everyone is aligned and proactive in managing customer relationships.
Deliver projects on time and on budget. Collaborate with your team, partners, and customers. Without scope creep, stress, or missed goals.
