Rocketlane Erfahrungen

Handing the customers' Go Live with ease

Kommentare: Its been a very effective in handling my customers and their implementation experience

Vorteile:

The most likeable thing about Rocketlane is the ease of use. It is simple to use but very powerful in terms of keeping the user focused on completing the right stages of implementation at the right time.

Nachteile:

The least likeable thing used to be the slowness of loading the pages. But over the last 6 months it has improved considerably.

A User-Friendly Platform with Effective Functionalities

Kommentare: Rocketlane has effectively addressed the challenge of managing multiple platforms by consolidating up to four different tools into a single, unified system. This integration has streamlined our operations, enhancing communication and coordination across teams. By eliminating the need for disparate platforms, Rocketlane has improved our efficiency and productivity, allowing us to focus more on our core tasks and less on managing multiple systems.

Vorteile:

Rocketlane stands out for its user experience (UX), which is exceptionally simple and intuitive. The platform's ease of use and rapid system performance streamline our processes efficiently. Additionally, several functionalities are thoughtfully designed and align perfectly with our needs, enhancing our operational effectiveness. This combination of simplicity, speed, and well-conceived features makes Rocketlane a valuable tool for our team.

Nachteile:

While Rocketlane offers several valuable features, there are some areas that could be improved. The reporting capabilities are too basic, limiting our ability to generate even simple reports. Key functionalities such as adding formulas and using filters with both OR and AND conditions together are missing. Additionally, there is no automation for aggregated reminders to team members, which would allow us to include multiple projects in a single reminder email when they do not meet certain criteria. Addressing these issues would significantly enhance the platform's usability and effectiveness.

In Betracht gezogene Alternativen: GUIDEcx

Warum Rocketlane gewählt wurde: to consolidated those two products into one

Zuvor genutzte Software: Smartsheet

Gründe für den Wechsel zu Rocketlane: platform was faster and better UX. the integration with SF is easier and ootb forms

Rocketlane Review - By someone that is client facing and uses the tool daily. Very eager to update this review, as improvements are made!

Kommentare: Overall, I've enjoyed working with the Rocketlane team and feel that there are upcoming updates that will really make a difference and improve the experience for those with roles similar to mine. I do think that Rocketlane would be a great tool for companies that do not have as much customer interaction as our company. I also think it's great for management, as it does a lot of great resource allocation. After working with the platform for close to two months and being part of a pilot program, I feel I have the experience necessary to provide this feedback. It was only today, after receiving an email from Rocketlane Support, that I decided to leave a review. The email was to inform me that they will not be investigating a solution that would allow for users to mute the jarring notification sound that occurs anytime someone from support responds to your chat. The expectation is I close down all browsers with Rocketlane, any time I'm on a client call and update the specific tab that I'm presenting, to not receive notification sounds. This doesn't seem typical of a product that has a client presentation mode. I really do plan on coming back to make updates as the system improves.

Vorteile:

In theory, it's great. There are many features that will help certain team members, for example, the employee allocated resource tool seems great and the time tracking feature really excels. The ability to customize the projects into certain lists is helpful.

Nachteile:

As a client facing user, who needs to post meeting minutes, communicate with clients, actively working 3-5 projects at a time, with a role on roughly 10 other projects that only requires me to update one task, I find the system has quite a way to go to be robust enough to replace other client facing tools. I'll list out the various items I've encountered since we began using the tool. - If a client shares their login URL with someone else and they both click it, they are both registered to that email and it's not an easy process to undo this. - All training videos have music playing in the background with no ability to silence it. I found it very distracting. - No ability to send private communication to any users. Therefore, communications on sensitive topics (such as payroll) need to be handled outside of Rocketlane. - When adding files to the same project, Rocketlane does not version them. When trying to use their filter to determine the correct file by date, the chronological filter does not work properly. - Clients are confused about where they should communicate because there are so many different options available. And since you can't be certain a client will tag you, you have to agree to receive almost all communication. - If you work multiple roles (Ex, you oversee certain aspects of 1 project, but are the main contact for another) there is no ability to determine notifications per project. It's overwhelming to have to sift through everything received. - Since you have to enable all notifications, I've had to set up email rules to try and reduce how much hits my inbox. I reached out to support for advice and they were able to share tips for Gmail but were unable to give directions for Outlook. Despite trying a variety of filters, I still cannot get it to always work, and despite requesting if someone at rocketlane might be able to assist since our entire company uses outlook, this request has never been fulfilled. - When reporting issues to Rocketlane, they will ping you and chat bubble comes up. The sound is very loud and jarring. Rocketlane does not have internal controls for this, and as a user, you need to update your browser settings. Unfortunately, not all browsers have this setting, and it needs to be completed per tab in some cases. To add to this, the reminder emails they send do not link to the existing ticket or name it, so you have to log in to even know what issue they are referencing. - When on client calls using "Presentation" mode, you cannot make any updates. This means if you want to update something while on the call with a client, they will see the entire board, including the private items they aren't supposed to see. - When using their special features, like @@ to link something, it lists everything that is possible, but not the stage of the project, so unless you have everything named very uniquely, this because challenging. - If someone responds via email, everything will post, include their signature and the message will not have any formatting. - If an employee wants to respond via email, there is nothing in the email to identify the reply as being private or public. - There is no ability to forward emails into the project. Since there is no ability to share private communications with certain clients, payroll conversations become difficult to properly document. - The "what's new" section doesn't just include product updates, but updates on how successful they've been at raising money. I haven't come across this on other platforms and feel it's unnecessary. - The shared space section where you and a client can work on items together only allows for one document, so there is no value in this feature for us.

Great tool missing some stuff to make it perfect

Vorteile:

The transparency it provides on my team projects and also allows our clients to have that same visibility

Nachteile:

Would love to add some way to capture csats

In Betracht gezogene Alternativen: Asana

Warum Rocketlane gewählt wurde: Integration with aged was rocky and not as transparent on the project management side

Zuvor genutzte Software: GUIDEcx

Gründe für den Wechsel zu Rocketlane: Overallfit with Salesforce and the project management capabilities

An excellent Implementation System

Kommentare: It has been a great learning experience and I am currently working on learning even more!

Vorteile:

Rocketlane allows us to personalize our project environments while tracking our employee's involvement on a granular level. I can also see our team's utilization and make better resourcing decisions based on their availability.

Nachteile:

I wish there were not so many bugs recently, but I will say the customer service is EXCELLENT and any issues I report are always fixed very quickly and with a smile.

Effective and efficient tool

Kommentare: Overall i am very satisfied with it as it eases my life of assigning and completing projects/tasks effectively and timely.

Vorteile:

Ease of assigning tasks and following up with the clients.

Nachteile:

It can be complex for new users. Navigating through its features and setting up projects might require a bit of time and effort.

Amazing Experience with Rocketlane

Kommentare: Good and easy to use and accessibility.

Vorteile:

Its easy to use and accessibility, and provides good platform to capture the divisions of multiple projects and time spent in it.

Nachteile:

Look of the application, it feels very basic.

easy to use and customizable to meet your needs

Kommentare: Easy to implement, fast to communicate with, and very client friendly. It has been great to minimize the "millions of conversations" with clients across many emails threads and different communication services and to manage comms with remove teams accross many time zones. It is so easy to use and if there are every any struggles, the support team is extremely responsive, so easy to communcaite with and fast to fix.

Vorteile:

Ability to customize to meet the needs of each individual project

Nachteile:

Not able to move tasks accross projects; but you are able to assign projects to the same clients so it is easy to work around. The only thing "missing" is the ability to manage "support" via RL; with that, you could use RL to manage the ENTIRE lifecycle with a client.

User friendly, transparency and fast

Kommentare: Easy to understand and use and working with the clients directly thru this program and understanding the tasks easier that over the phone

Vorteile:

The transparency between the company and clients

Nachteile:

All notifications that we receive for each task, when a case is assign

related to review

Kommentare: nice ui/ux design to interact with it,not boring also

Vorteile:

good to use ,easy to fill time sheet ,easily fillable

Fastest growing PSA tool in the entire market, with great features.

Kommentare: Nothing short of "breathtaking". It is one of the fastest growing PSA tools in the market and the speed of execution has been immense.

Vorteile:

The speed of execution at which the product team is shipping new features, every month has been a key takeaway for me on the Rocketlane tool as well as the team at Rocketlane. The team is truly focused on making the customers succeed and gave individual attention to the asks that we had in terms of features.

Nachteile:

Nothing specific except the lack of customer success features. Rocketlane should now focus on building its customer success module wherein, it can become a one-stop shop for all customer success and PSA organizations.

In Betracht gezogene Alternativen: Professional Services Cloud, ChurnZero und Replicon

Warum Rocketlane gewählt wurde: We wanted to bring down the number of tools in our tool stacks. In addition, while switching to Rocketlane, we saved a small bit on the costs, as well.

Zuvor genutzte Software: monday.com

Gründe für den Wechsel zu Rocketlane: We found Rocketlane capable of having both functionalities of customer success, project management, and PSA within one umbrella.

A must have product for Team and Client Management

Kommentare: Very good. I needn't track bunch of folders, spreadsheets and Emails to manage my clients. The team internally collaborates well too. One screen, all solutions.

Vorteile:

Ease to work with different stakeholders, all at one place. Task management and follow ups are transparent.

Nachteile:

I do not have any issues with Rocketlane so far. It addresses all my day-to-day requirements pretty well

Helped scale my agency past $700k in 6 months

Kommentare: Love it , it’s a gamechanger for my marketing agency.

Vorteile:

Robust client project management software that has strong automations and features I could find on Trello on clickup.

Nachteile:

User interface for the client could be smoother.

In Betracht gezogene Alternativen: Trello und ClickUp

Gründe für den Wechsel zu Rocketlane: Stronger software for an agency dealing with clients at scale.

Best Application for Project Tracking

Kommentare: Overall experience with team really good, i think less than 1 week we did the implementation. Rocketlane team has also given training to team. Great job [SENSITIVE CONTENT]

Vorteile:

There are various things which i liked in the application - Private space which i can use for actionable within team, same is not visible to client - Use this application to have conversation with client (chat tool too) - Easy to attach documents - Project also have sub task activities (Child -Parent relation) - Overall project status with delay activities - Reminders for the project (next and delayed task) - Play with % of completion with task and subtask and many more

Nachteile:

Nothing as such but yes, i must say i wanted more charts and reports

Rocketlane for onboarding

Vorteile:

Integrated to HubSpot and easy templates and dynamic conditions

Nachteile:

Limited RBAC for sharing with customers

Rocketlane Review

Vorteile:

User friendly and perfect UI to understand the system without training

Nachteile:

Within few clicks your task gets completed, Easy to fill timesheet and other reporting

Rocketlane Efficiency Review

Kommentare: Rocketlane offers a user-friendly interface that is easy to navigate, making it simple for teams to onboard quickly and start using the platform effectively.

Vorteile:

Intuitive Interface Centralized Project Management Integration Capabilities Automation and Efficiency

Nachteile:

Some users may find Rocketlane's features initially overwhelming, requiring time to familiarize themselves with the platform and its functionalities.

A powerful project management tool - ideal for SaaS OnBoarding projects

Kommentare: We are using Rocketlane to accelerate our customer's onBoarding projects and facilitate issue managements with existing clients.

Vorteile:

I really like the Presenter mode, which allow me to show my customers what the project is going to look like, within a synthetic view. I also love the possibility to generate status reports directly from the tool, with a simple click & drop of recently completed or blocked tasks.

Nachteile:

I use project phases for projects with clearly defined tasks but I'm currently missing the opportunity to define custom tags to easily build group of tasks later inside the Kanban board for example

Effective, Intuitive Onboarding

Kommentare: Very good. And would highly recommend the product and the team to any prospective buyers.

Vorteile:

- Interface that is as simple as one needs it to be - Easy-to-understand and intuitive flows - Superb Customer Support and help with initial setup

Nachteile:

- Some features that are there on other competitors (though many are on the roadmap)

SalesVista LOVES Rocketlane!

Kommentare: Amazing and definitely worth the money! Our team’s productivity has skyrocketed with the adoption of the product.

Vorteile:

The drag and drop functionality within the project board helps provide a clean organized visual for task completion.

Nachteile:

Hard to find a negative, but some of the UI calendar functionality could be improved aesthetically.

Preferred Onboarding Platform

Vorteile:

We love using Rocketlane's external view of the project so we can share with our Customer and keep specific tasks internal vs external. Rocketlane allows us to control our branding and onboarding experience better than competitors.

Nachteile:

Rocketlane is new to the scene and thus some of the features will be fresh and rusty. Transfering from Asana just took a little bit of getting used to you. They have a great Care team and resources which eliminate these concerns.

Great Product

Vorteile:

I like that it is able to integrate several things i work on in one place and track tasks and time.

Nachteile:

i wish i could push tasks out to my calendar easier so i didnt have to keep them in rocketlane and on my calendar.

Esay to Use and Track

Kommentare: Very good. It has helped me track tasks for my team and helpful in managing my tasks

Vorteile:

User Friendly and easy to track daily Tasks

Nachteile:

Not able to add half day as a part of leave

Excellent tool for managing the project and tracking the status

Kommentare: It's excellent and more than expectation

Vorteile:

It's efficiency in tracking the status of task.

Nachteile:

Everything is fine. I can't see any feature which is least important

Usage of RocketLane | Good Experience

Kommentare: Overall Experience is good.
Good for project tracking and tasks tracking , better visibility of ongoing task and projects

Vorteile:

- Better Visibility of Ongoing Tasks and Projects - usable Dashboards and Reports. - Better Tracking and subtasks additions

Nachteile:

- Gets laggy sometimes and changes are not visible sometimes.