New Releases, Best Practices & Company Updates
We're thrilled to announce the launch of the new Valuecase dashboard, now available to all users. This revamp not only brings a fresh look, but it's also designed to make your user experience easier, faster, and more streamlined. Here's a brief rundown of the most important upgrades.
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In this article we are sharing 13 of our favorite - but sometimes overlooked - features and functionalities to unleash Valuecase's full power.
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We are incredibly excited to unveil our new branding! While Valuecase has grown tremendously over the last months, our corporate identity still felt like an MVP (which it was..). Now, it finally reflects the great company and product we’ve built.
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Modern buyers demand a virtual, seller-free, and streamlined buying experience. But sales tools fail to deliver. While sales enablement software pushed efficiency to the max, buyer-seller collaboration has not changed in the last 20 years.
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Our Forms are ideal for gathering customer data–whether it’s intake forms, customer feedback, KYC, anti-money laundering questionnaires, or any other data.
Read moreOur latest release includes a major dashboard revamp and several quality-of-life improvements.
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Valuecase introduces a powerful Time to Completion Analytics dashboard, featuring reports that track progress, reveal bottlenecks, provide detailed insights, and allow flexible data filtering to enhance project understanding and efficiency.
Read moreValuecase introduces Gantt charts, offering a versatile, customizable block to track project phases, task progress, and deadlines seamlessly in a single view, enhancing your approach to onboarding, deals, and project planning.
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The best way to manage customer onboarding with clients is one shared, login-free space – plan, tasks, forms, and chat in a single link – not an internal tool they never open. A practical guide to joint plans, intake forms, reminders, and at-risk flags.
Read moreFor CS and implementation teams, the best onboarding software is a purpose-built platform like Valuecase – a shared, branded space customers work in, not an internal CS suite or PSA. How it compares to Rocketlane and Gainsight, and when each fits.
Read moreTime to value (TTV) is how long a new customer takes to reach their first real benefit, measured from signature to first value milestone. Learn how to calculate it, what good looks like, and why onboarding – not the product – is the biggest lever for cutting it.
Read moreA clear decision framework for choosing between a customer onboarding platform, a PSA, and a customer success platform – what each category is built for, where they overlap, and the questions that point you to the right one.
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