New Client Portal by Rocketlane Aims to Streamline the Digital Customer Journey

Businesses struggle with fragmented communication and inconsistent client experiences, leading to onboarding difficulties and reduced project visibility. In response, Rocketlane announces the launch of its new Client Portal, developed to address these common challenges in project management for B2B services. The Client Portal aims to streamline workflows and improve client interactions, helping organizations overcome these critical obstacles.

As businesses increasingly rely on software solutions to drive efficiency and manage their projects, a recent survey reveals that 58% of companies regret their software purchases, and 34% encounter significant challenges during onboarding, often hindering successful implementation. (1) “Services companies have long struggled with fragmented communications and inefficient processes, making it difficult to consistently deliver exceptional client experiences,” notes Srikrishnan Ganesan, CEO & Co-founder of Rocketlane, a leading SaaS platform for professional services management. “That’s why we are excited to announce our new Client Portal 2.0, which serves as the holistic user experience for your partnership with the customer. It enables our clients to engage with their customers in a way that feels tailored, transparent, and completely intuitive.”

“Rocketlane’s Client Portal 2.0 empowers businesses to deliver a seamless client experience, enabling tailored, transparent, and intuitive interactions that enhance onboarding and boost client satisfaction,” says CEO Srikrishnan Ganesan.

Streamlining Client Interactions in Professional Services
In today’s fast-paced professional services environment, managing client interactions can be challenging due to the use of multiple tools. This often leads to inefficiencies and an increased risk of project failure. These challenges often stem from:

• Fragmented Communication: Effective communication is vital in preventing project failures, as studies indicate that 57% of project issues stem from poor communication. (2) Fragmented conversations can lead to confusion regarding roles and responsibilities, resulting in delays, disorganization, and a breakdown in trust among both team members and stakeholders.
• Inconsistent Client Experience: For service companies, inconsistency in tools can create a disjointed customer journey, negatively impacting client satisfaction. A personalized and seamless customer experience has become a major differentiator, with 73% of customers expecting businesses to understand their unique needs and offer tailored solutions. (2)
• Reduced Project Visibility: Without a unified platform, clients often lack insight into project timelines, budgets, and deliverables. It’s reported that approximately 70% of projects fail because of unclear goals or objectives, which can lead to confusion and misalignment among both team members and stakeholders. (3)

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The Crucial Link Between Onboarding and Client Retention
Improving customer retention can lead to substantial financial gains; research indicates that a 5% increase in customer retention can boost profits by 25% to 95%. (4) First impressions matter greatly: effective onboarding is essential in establishing the client-vendor relationship, leading to a 70% increase in productivity and an 82% improvement in retention rates. (5)
Conversely, poor onboarding is a top factor in customer churn, with 63% of customers weighing onboarding quality in their decision to continue with a service provider. A negative experience can result in lost clients and increased acquisition costs. (6)
By enhancing onboarding processes, companies can significantly boost customer satisfaction and retention. Loyal customers are 50% more likely to try new products, illustrating that effective onboarding not only retains clients but also creates upselling opportunities. “This reinforces Rocketlane’s mission to create a frictionless customer experience through its Client Portal,” points out Ganesan. (7)

Enhancing Professional Services Automation with Rocketlane’s Centralized Client Portal
Effective project management requires seamless communication and transparency, essential for fostering collaboration among teams and clients. Rocketlane’s new Client Portal achieves this through the following traits:

• Fully Customizable Experience: Client Portal 2.0 can be branded and embedded directly into a vendor’s platform, delivering a seamless, website-like experience that aligns with the company’s identity. This capability facilitates effortless adoption by ensuring zero learning curve for clients. In today’s market, such customization is essential, as 71% of customers expect personalized interactions. (8)
• Centralized Communication: All project-related interactions are housed within the portal, eliminating the need for back-and-forth emails, and providing a clear record of all conversations.
• Enhanced Visibility: Clients gain access to real-time updates on project timelines, budgets, and deliverables, transforming the customer journey into an informed, engaging experience. This transparency not only increases client satisfaction but also helps avoid potential conflicts related to scope creep or missed deadlines.
• Time-Saving Automation: By automating repetitive tasks using templates, the portal allows teams to focus on driving value and enhancing client engagement rather than getting bogged down in administrative work. Once the portal is set up, it can be easily reused for future projects, eliminating the need to configure it from scratch each time. Automation has become a crucial tool for businesses to reduce operational costs; over 90% of workers surveyed reported that automation solutions increased their productivity, while 85% indicated that these tools enhanced collaboration across their teams. (9)

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Transforming Client Onboarding with Rocketlane’s Client Portal
Rocketlane’s Client Portal is revolutionizing client onboarding for companies in SaaS, consulting, and professional services by enhancing transparency and streamlining communications. “With Customer Portal 2.0, we’re not just simplifying onboarding; we’re redefining the entire post-sale experience to be faster, smarter, and more personalized. At Rocketlane, we believe your customers deserve seamless journeys from day one because delivering value shouldn’t wait”, concludes Ganesan.