Collaborative Customer Onboarding Platform to Accelerate time-to-value
Retail Case Studies and Success Stories with Rocketlane
CASE STUDY Earthwise Pet
Rocketlane helped Earthwise Pet improve franchise onboarding. Before, onboarding used Slack, spreadsheets, and emails, causing confusion and lost progress. Now, every store uses a clear project templ...ate. AI features create call summaries and update tasks, saving time. Store owners use a custom portal to track progress and get resources. Earthwise Pet achieved 100% onboarding success with Rocketlane’s platform.
Construction Case Studies and Success Stories with Rocketlane
CASE STUDY Kojo
Rocketlane helped Kojo cut onboarding time by 75%. Kojo used to rely on disconnected tools like Salesforce, Monday.com, and Google Sheets, which made collaboration hard and tracking slow. With Rocket...lane, all onboarding activities moved to one place, integrated with Salesforce and Slack. Projects now start automatically, tasks update in real time, and health scores track progress. Kojo's onboarding is now faster and more transparent for both teams and customers.
Financial Services Case Studies and Success Stories with Rocketlane
CASE STUDY GoCardless
GoCardless needed to give their customers better visibility into project progress. They also wanted to track their team's productivity and speed up customer onboarding. Rocketlane provided a customer... portal for project visibility and a time tracking feature. Interval IQ helped them improve their onboarding process. As a result, GoCardless saw a 20% improvement in time-to-value for their customers.
Qapita is a FinTech startup in Singapore. They had trouble with onboarding because they used many different tools. This made it hard to track projects and keep clients engaged. They used Rocketlane t...o set up automated onboarding projects. This saved them 45 minutes for each project setup. Now, they have better workflows and can see project progress in one place.
GoCardless had trouble managing onboarding and project reporting. Their teams used spreadsheets and manual reports, which took a lot of time and caused errors. They switched to Rocketlane and used on...boarding templates and a customer portal. This helped them get better customer satisfaction. Real-time reports and flexible time-tracking made it easier to see problems and use resources well. GoCardless delivered value to customers 59% faster after using Rocketlane.
Health, Wellness and Fitness Case Studies and Success Stories with Rocketlane
CASE STUDY EngagedMD
Rocketlane helped EngagedMD speed up client onboarding. Before, EngagedMD used Trello and did manual data entry. They could not track project duration or client health. Rocketlane gave them better pr...oject visibility and client collaboration. Its Salesforce integration cut down manual work. Time tracking let them set reliable project timelines. EngagedMD now goes live with clients faster.
Professional Training & Coaching Case Studies and Success Stories with Rocketlane
CASE STUDY Hapi Cloud
Hapi Cloud had trouble managing projects across many tools. Time tracking was hard and team resources were not easy to see. They used Rocketlane to put project communication, resource management, and... time tracking in one place. This made their work easier and more accurate. Now, Hapi Cloud can deliver projects on time and under budget. They reached 85% billable utilization after automating their processes.
Rocketlane helped Comsense Inc. improve onboarding for their customers. Before, Comsense had low customer accountability and poor project visibility. They used many tools and struggled to measure tea...m performance. With Rocketlane, they increased CSAT scores by 10%. Customers now have better visibility and involvement. Comsense tracks projects better and completes them faster.
Growth Molecules had trouble managing projects and tracking time. They used Google Sheets and spent a lot of time on admin work. They also found it hard to talk with customers and keep everyone updat...ed. Rocketlane helped them see project progress and set priorities. They cut project completion times by about 15%. They also improved communication with customers using Slack integration.
LivePerson had trouble managing projects with Certinia and Smartsheet. Their teams faced inefficiencies and poor visibility. Manual data exports took a lot of time and caused errors. Leadership could... not see resource use or project health easily. After switching to Rocketlane, they managed projects, resources, and time in one place. They now get real-time insights and no longer need manual exports. Partner and client collaboration also improved.
Management Consulting Case Studies and Success Stories with Rocketlane
CASE STUDY Growth Molecules
Growth Molecules is a consulting firm that helps SaaS companies with customer success. They used to manage projects with Google Sheets and Slack, which made it hard to track budgets and project statu...s. Meetings were often spent on manual updates. After switching to Rocketlane, they managed projects in one place and had real-time visibility into progress and budgets. Each consultant saved about 5 hours per week by having fewer meetings and better communication.
Education Case Studies and Success Stories with Rocketlane
CASE STUDY Tevera
Rocketlane helped Tevera improve onboarding for educators and counselors. Tevera faced poor client engagement and a hard-to-use onboarding tool. Rocketlane's project communication features boosted us...er engagement and raised CSAT scores by 10%. Flexible templates in Rocketlane cut project timelines by 20%. Clients understood tasks and milestones better, so projects finished faster.
Computer Software Case Studies and Success Stories with Rocketlane
CASE STUDY Frontify
Frontify had problems with inconsistent customer onboarding. They used spreadsheets and emails, which caused delays and confusion. They wanted a standard way to onboard customers. Rocketlane gave the...m templates and a central system. This made onboarding faster and easier to track. Frontify cut their time-to-first value by 50%.
Marketing and Advertising Case Studies and Success Stories with Rocketlane
CASE STUDY Craze
Craze is a marketing agency in New York. They had trouble keeping internal work private and giving clients clear updates using Monday.com and Asana. They also struggled to organize over 3,000 weekly ...marketing assets. With Rocketlane, they set up private and shared spaces to protect internal tasks. All marketing assets are now organized and easy to find. Clients get better updates and reminders, which improved engagement.
Internet Case Studies and Success Stories with Rocketlane
CASE STUDY Nezasa
Rocketlane helped Nezasa cut time-to-value by over 50%. Nezasa set up a dedicated onboarding team and clear workflows. CSAT scores reached an average of 4.9 out of 5. The team used project templates,... integrated tools, and chat in one platform. Nezasa improved onboarding consistency and reduced customer churn.
Rocketlane helped Vidyard speed up their onboarding process. Before, Vidyard used spreadsheets and Salesforce, which made onboarding slow and hard to track. With Rocketlane, Vidyard now hosts content... and communicates better, leading to a 3x increase in customer satisfaction scores. Integrating Salesforce with Rocketlane made project creation automatic and improved efficiency. Customizable templates and better project management helped Vidyard achieve 20% faster implementations.
Rocketlane helped Joveo improve onboarding for their clients. Joveo struggled with collaboration and inconsistent onboarding using G-Suite tools. Rocketlane gave them centralized visibility and reusa...ble project templates. Joveo now delivers a consistent onboarding experience. They achieved 9 out of 10 CSAT ratings. Time-to-value for clients is faster with Rocketlane.
Flatfile had trouble managing onboarding projects. They used Salesforce, Zendesk, and Slack, but this made work hard and information was scattered. They needed a tool to track projects and give custo...mers clear updates. Rocketlane helped them by making onboarding faster and easier. Flatfile cut their customer go-live time by 70%, from 86 days to 25 days. The new system also gave customers better project visibility and accountability.
Information Technology and Services Case Studies and Success Stories with Rocketlane
CASE STUDY Go Evo
Rocketlane helped Go Evo improve client onboarding. Before, Go Evo had delays and misalignment due to lack of structure and heavy reliance on email. Manual follow-ups took 10–15 hours per week for ea...ch implementer. With Rocketlane, Go Evo used shared project plans and automated reminders. The team saved over 10 hours weekly and made onboarding faster and clearer for clients.
Rocketlane helped Flycast Partners replace DayPilot and Smartsheet. Before Rocketlane, Flycast Partners managed projects across three tools, causing inefficiencies and manual work. Launching three pr...ojects in a week was nearly impossible, and scheduling 100 tasks each week took extra time. With Rocketlane, they combined three tools into one, removed redundancies, and improved efficiency. They now save 45 seconds per task across 100 tasks weekly, making project launches faster and boosting productivity.
Rocketlane helped Saasgenie cut their implementation timeline by 50%. Saasgenie struggled with slow onboarding and poor project visibility due to old, disconnected tools. Rocketlane’s project templat...es and real-time tracking made onboarding faster and clearer for both teams and clients. Automation and a single platform let Saasgenie handle more projects without hiring more staff. This improved efficiency and client collaboration.
ERPgruppen used spreadsheets to manage customer onboarding. This caused errors, delays, and extra work. Customers could not see updates or stay engaged. ERPgruppen switched to Rocketlane. They used p...roject templates and automated follow-ups. Customers now use a portal to work together. Client engagement increased by 86%.
Replicant managed projects in Asana but had limited visibility and lost key communications in emails. Manual workflows and disconnected tools slowed down their work. They switched to Rocketlane to im...prove project delivery and client collaboration. With Rocketlane, they delivered projects 40% faster using structured templates and milestone tracking. They also improved client satisfaction with real-time updates and better communication.
SupportLogic had trouble managing customer onboarding as their team grew. They used spreadsheets and GuideCX, which caused delays and made tracking hard. They switched to Rocketlane for better onboar...ding and reporting. Rocketlane helped them create projects automatically and track time easily. With Rocketlane, SupportLogic improved their time-to-value by 60% and made customers happier.
BigChange had problems with onboarding. They used many tools like spreadsheets and emails. This made work slow and confusing. Customers could not see their onboarding progress. Time tracking was hard... and manual. After using Rocketlane, BigChange set up an automated onboarding system. Customers now have a self-serve experience. Teams save time with automated tasks and better handoffs.
Flycast Partners had trouble managing projects using three different tools. This made their work slow and required a lot of manual effort. They could not launch three projects in a week because the p...rocess was too complex. After switching to Rocketlane, they combined all their tools into one. This made their work faster and easier. They saved 45 seconds on each of 100 tasks every week and could launch three projects in a week.
Rocketlane helped Navix cut onboarding timelines by 70%. Navix switched from Monday.com to Rocketlane for better project visibility and client collaboration. Rocketlane’s HubSpot integration made sal...es-to-implementation handoff seamless. Dynamic project templates let Navix tailor workflows for each client. The new platform gave both teams and clients real-time visibility and reduced email back-and-forth.
Rocketlane helped Infinx improve their customer onboarding. Before, Infinx had data scattered across tools and poor project visibility. Rocketlane's customer portal made onboarding smoother and incre...ased NPS by 15%. Productivity went up by 20% with reusable templates. Centralized dashboards improved project management and collaboration.
nCloud Integrators had trouble managing many customer projects. They spent a lot of time on manual work and had little visibility into project status. Reporting was slow and did not give real-time in...sights. After using Rocketlane, they managed over 400 projects with better workflows and automation. Customers could see project updates in real time. nCloud Integrators saved over 2,000 hours in consulting and management time.
Other Industry Case Studies and Success Stories with Rocketlane
CASE STUDY Dwolla
Rocketlane helped Dwolla improve client onboarding. Before, they used Google Sheets and email, which caused confusion and slow approvals. With Rocketlane, Salesforce integration creates onboarding pl...ans automatically. All approvals and documents are managed in one portal. NPS scores are now close to 100%. Customer collaboration success rate reached 90%.
Mixmax used Rocketlane to improve their implementation process. Before, they used Salesforce, which was slow and hard for customer success managers. Project setup took a lot of time and customers cou...ld not see their onboarding status. With Rocketlane, Mixmax automated project creation from Salesforce data. They gave customers a portal to track onboarding. Reporting tools helped them see performance and make better decisions. This made their process faster and more transparent.
Trovata had trouble tracking project statuses and managing client onboarding using sheets and Salesforce. They could not easily gather client feedback or monitor project health. They also struggled t...o manage client information and forecast hiring needs. Rocketlane gave them a dashboard to see all project statuses in one place. This saved them over 50 hours each month in project setup and meetings. Rocketlane's Salesforce integration also automated project creation and saved more time.
Actabl had trouble with unstructured implementation processes. Teams and customers could not track progress or meet milestones. Communication delays caused project kickoffs to take months. Resource a...llocation was based on guesswork, leading to burnout. After using Rocketlane, mean time-to-implement dropped from 450 days to 108 days for one tool, and from 181 days to 65 days for another. Customer engagement improved and resource tracking helped prevent burnout.
Gamify had slow project implementations that took over 6 months. Their clients were frustrated because they did not get real-time updates. The leadership team could not see project statuses easily. G...amify used Rocketlane to centralize project information and improve communication. This cut implementation timelines to 30 days. Customer satisfaction doubled and team stress dropped by 20%.
Graphite had slow onboarding, with each project taking up to 300 hours. Their team roles were not clear, and pricing was inconsistent. They used Rocketlane to create standard workflows. This cut onbo...arding time by 90%, so they could finish projects in just 26 hours. Role separation improved, and time tracking made pricing more accurate.
Rocketlane helped FirstUp improve their client onboarding and implementation process. Before Rocketlane, FirstUp used email and spreadsheets, which made tracking issues and planning work hard. Timesh...eets were manual and leaders struggled to see workload and budgets. With Rocketlane, customers message directly in the client portal, teams see clear weekly tasks, and timesheets link to tasks for easy tracking. Capacity planning and financial dashboards give instant insights. FirstUp achieved a 75% utilization rate after using Rocketlane.
Rocketlane helped Locus speed up their project execution by 45%. Before Rocketlane, Locus used spreadsheets and manual work to manage onboarding. This made it hard to track tasks and prioritize proje...cts. With Rocketlane, Locus used Slack integration and templates to cut project time by 25%. They reduced manual work with automated updates. Both teams and customers now see project status in a central dashboard.
MaintainX had trouble managing many projects as their team grew. Their old tool could not keep up, and teams worked in silos. Specialists had to track up to 30 projects by memory, which led to mistak...es. With Rocketlane, they now have real-time Salesforce sync and automated workflows. They manage over 1,000 projects and 300 active implementations. This has improved project tracking and made their work more efficient.
Fluxx had trouble keeping customers engaged and informed with their old project management tool. They used manual spreadsheets to track performance, which caused delays and mistakes. Leadership could... not see project status in real time. After switching to Rocketlane, Fluxx put all project information in one place. This made it easier for customers to stay updated. Tracking key metrics became faster and simpler. Leaders now use real-time dashboards to watch project progress and team performance. Fluxx reached 83% utilization, had a 7% positive margin, and saw 14% less scope creep.
Rocketlane helped Jirav onboard new customers 50% faster. Jirav used Rocketlane to improve project visibility and track time for each task. Before, Jirav struggled with manual data entry and poor pro...ject tracking. After using Rocketlane, Jirav saw a 20% increase in time-to-value. The onboarding process became more structured and reliable for customers.
Rocketlane helped Botminds standardize their onboarding process. Before Rocketlane, Botminds used many tools and had trouble keeping track of projects. Leadership could not see project progress easil...y. After using Rocketlane, Botminds saw a 3x improvement in CSAT scores. Customers now have real-time visibility into project progress. Botminds has a repeatable onboarding process in place.
Observe.AI had trouble with process inefficiency and low visibility because they used many systems for tracking. Their tools were not customer-friendly and made leadership reporting hard. They used R...ocketlane to streamline their implementation with templates and better OKR tracking. This improved client engagement and time tracking. As a result, 80% of accounts went live in less than 80 days, they achieved a 90% success rate in first time-to-value, and kept a 70-80 NPS score quarter after quarter.
Rocketlane helped Yellow.ai save over 50,000 hours each year by streamlining onboarding workflows. Before Rocketlane, Yellow.ai managed 300-350 projects using Jira, Zoho Projects, and Google Sheets, ...which caused inefficient collaboration and poor project visibility. With Rocketlane, Yellow.ai improved customer accountability and gave customers easy access to project updates. This led to higher engagement, better satisfaction, and much greater efficiency in project management.
Verloop.io had trouble managing customer projects. They used Jira and Google Sheets, but could not see project status in real time. This led to missed deadlines and escalations. Rocketlane gave them ...full project visibility and better control over tasks. The Resource Management feature helped assign teams and improved project execution. Timesheet logging and CSAT surveys made billing clear and helped improve processes. Now, Verloop.io has zero go-live delays.
Rocketlane helped WebEngage cut onboarding time by 50%. Before, WebEngage struggled with project tracking and missed deadlines. They had no dedicated onboarding tool and relied too much on project ma...nagers. With Rocketlane, they gained centralized project visibility and a customer-facing portal. Standardized templates made onboarding faster. Clients now get updates on tasks and deadlines. WebEngage can handle more projects and deliver better customer experiences.
Rocketlane helped CLARA Analytics improve their onboarding process. Before, they had poor customer collaboration and slow, manual updates. Rocketlane unified task management for both internal and cus...tomer teams. This made onboarding smoother and improved communication. As a result, CLARA Analytics saw a 10% increase in average CSAT ratings.
Mosaic had trouble managing many projects using Google Sheets. Customer requests were often missed, and the onboarding process was not consistent. They used Rocketlane to create a better onboarding p...rocess and connect with Salesforce for automatic project creation. This new system saved them about 120 hours every month. Mosaic now manages customer requests better and gives customers more visibility into their onboarding progress.
Spendflo had a complex onboarding process with many stakeholders. Communication was scattered and project visibility was poor. The team was reactive to customer issues. After using Rocketlane, onboar...ding became smoother with clear milestones and real-time tracking. Customer interactions are now managed on one platform. Reporting is easier and more efficient. Spendflo increased their time-to-value by 50% and spends 50% less time on reporting. They now have a 5/5 rating on implementation.
Rocketlane helped parcelLab improve customer engagement during onboarding. Before Rocketlane, parcelLab struggled with poor collaboration and slow onboarding. They used Rocketlane to add reusable pro...ject templates and features like magic links and presentation mode. This made onboarding faster and more transparent. As a result, parcelLab saw a 10% increase in customer satisfaction ratings.
Sprinklr Chooses Rocketlane to Power Global Services Delivery
Sprinklr has selected Rocketlane's professional services automation platform to enhance its global services delivery. This decision followed a thorough evaluation by Sprinklr's leadership, highlighti...ng Rocketlane's enterprise-grade capabilities and unique customer portal. Rocketlane's platform is designed to improve service delivery, customer satisfaction, and collaboration, especially for AI-driven enterprises.
