RocketlaneXSalesforce = Smooth customer onboarding process

Enable your sales and customer onboarding teams to work in harmony with Rocketlane’s Salesforce integration.
October 4, 2022
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Have you seen the popular ‘90s Japanese game show, Takeshi’s Castle? In a nutshell, it is a show where people compete in a series of seemingly unwinnable obstacle courses, and the contestants never know what’s coming next or when they will fall flat on their faces.

Customer onboarding can be a lot like that.

Much like the game show, you are given a lot of instructions with barely enough time to process them and have to run in guns-ablaze-style and hope that you get to the finish line. In order to make sure that your customer onboarding team never has to feel that way, it is imperative that a successful sales-to-onboarding handoff happens and the team has both adequate instructions and time to process said instructions. However, a Rocketlane feature can help both your sales team and your onboarding team make the process easier.

Enter Rocketlane’s Salesforce integration!

Salesforce is a popular CRM tool used by salespeople across the SaaS universe to record and store customer information. This can include details ranging from the duration of their product subscription to the points of contact and champions from within the team itself. Salesforce can prove to be a repository of information for the customer onboarding team, but it is a tedious process to keep referring back to the CRM tool for every little update on the customer or manually enter details from Salesforce into Rocketlane.

Rocketlane’s Salesforce integration was engineered keeping in mind the pain points of both teams and is a unique, two-way integration that helps automate most of the sales-to-onboarding handoff process. Here are all the ways how it can help make customer onboarding a breeze!

1. Project set-ups become lightning fast

There are a lot of project fields on Rocketlane to fill in the relevant customer information from Salesforce; it can be time-consuming to keep referring back to Salesforce to fill them manually every time the onboarding team creates a new project for the customer.

With the Salesforce integration, projects can be created on Rocketlane immediately after your sales team closes a deal, with Salesforce fields mapped to the relevant project fields on Rocketlane. This means that your onboarding team already has the information they need from the handoff already set up for them on the customer’s project, buying them more time to focus on the needs of the customer.

You just have to map actions on Salesforce to trigger project creation in Rocketlane using Salesforce information to populate the project.

For example, you can configure the integration to create a Rocketlane project when an opportunity is marked as Closed Won on Salesforce.

What’s more, you can even map onboarding templates to specific customers. Once marked closed on Salesforce, Rocketlane will create the project with the selected template, and your customer onboarding team can breathe easier knowing that they don’t have to create everything from scratch for every new customer!

If you are mapping a dynamic template with a particular customer on Salesforce, the conditions on the template can be set up to customize the project based on the information that is coming in from Salesforce. This means that your customer onboarding project will be tailor-made for your customer!

2. No more hunting for updates and information

With the Rocketlane-Salesforce integration, all updates that are made on Salesforce automatically get fed into the relevant Rocketlane fields. This can include information that is usually obtained by the sales team later on, like a change in the person of contact or a revision to their subscription plan.

Information that is updated on Rocketlane can be fed back into Salesforce as well! For example, when your onboarding team marks a phase of the customer onboarding process complete, this information will get updated on Salesforce so that your salespeople can realize revenue as and when the onboarding progresses!

This happens thanks to our two-way sync feature within the Salesforce customer onboarding integration. Metadata from calculated fields can be mapped to each other across both platforms, and all of this happens in real-time!

3. Reports and projections made as clear as possible

Visibility is extremely important while onboarding a customer, both internally and externally. It’s not just the customer that needs to be kept aware of whatever is going on, but also the sales team so that they can track their progress and make projections for future deals.

One of the biggest advantages of Salesforce is its powerful reporting abilities. With the Rocketlane-Salesforce integration, the sales team can leverage information provided by the onboarding team on Salesforce’s reports functionality and find out important metrics, and map projects.

Whether it is for an internal SLA to measure how projects progress or for an analysis of which phases in the project require more attention, this information can be fed into Salesforce through Rocketlane. This, in turn, would also help the onboarding team conduct future onboarding projects better and more efficiently!

Ensure the best possible experience both internally and externally by leveraging Rocketlane’s Salesforce integration for onboarding customers. With the integration, your teams will be able to work together in sync while making sure that there is complete visibility for all stakeholders. So get rolling, try out the Rocketlane-Salesforce integration for customer onboarding today!

More resources

  1. 4 Ways Rocketlane Makes Customer Onboarding Smoother, Simpler, Smarter
  2. Meet Rocketlane Forms: Collect and organize data in a jiffy
  3. Rocketlane X Slack: Collaborate from the comfort of Slack
  4. Introducing Time Tracking for Customer Projects
  5. Introducing Resource Management by Rocketlane
  6. Measure performance across projects with Operations Insights reports

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Tejasvini Ramesh
Content Marketer @ Rocketlane
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