When an organization buys a product from a vendor, its journey does not end with the purchase. Instead, it has just begun. That’s because several steps must take place as the company onboards the product and it becomes a part of the business. Today, we are joined by Sri Ganesan, co-founder and CEO of Rocketlane, a purpose-built project delivery and collaboration software for client facing teams (i.e., implementation/onboarding teams, consulting firms, agencies). Sri and his team at Rocketlane want to ensure that the process from purchasing to fully deploying a new product cannot be categorized as “death by a thousand spreadsheets.” After witnessing customer onboarding challenges at his previous company Freshworks, he is determined to help run customer-facing projects better. In today’s episode, he discusses the importance of creating a first-of-its-kind shared workspace that unifies project task management, customer communication, and document collaboration and how technology that helps to understand customer sentiment improves customer relationship management, helping everyone stay on top of their tasks. Sri explains how he developed a platform that delivers insights to help with onboarding and assist teams with improving their processes, providing value faster for clients. He also discusses how conversational AI is an asset to the customer onboarding experience and how he sees a purpose-built system for customer onboarding as vital to organizations in the coming years. Tune in to hear his thoughts on why.
Say goodbye to “death by a thousand spreadsheets”: Sri Ganesan, CEO of Rocketlane
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