Before Rocketlane, EngagedMD was using Trello boards to run their implementation projects. For starters, Trello couldn’t allow client data to flow in and out of Salesforce, and they had to take care of this manually.
Measuring project duration was another challenge. Not knowing how long each task/phase took to complete meant that they couldn’t determine project completion timelines accurately.
Trello also fell short when it came to separating internal and customer collaboration. Things like having contextual conversations, setting project/task owners on both sides, and holding people accountable were quite challenging for them.
They couldn’t gauge client health at every stage of the project. Healthcare implementations can get quite messy and chaotic with third-party vendors involved, so it was important for them to know their customers’ sentiments at every step of the way.
Rocketlane solved most of EngagedMD’s onboarding woes. The Salesforce integration automated information flow between Rocketlane and the EngagedMD platform with ease.
With Rocketlane’s time tracking capabilities, EngagedMD were able to commit to more reliable timelines because they knew how long each task/phase of their project takes.
Rocketlane’s Projects screen helps them keep track of all their onboarding projects in one place, giving them the visibility they lacked with Trello.
Private and shared views enabled them to easily separate what’s internal and what’s meant for their clients.
Assigning tasks to people, setting deadlines, keeping documents neatly organized, and monitoring progress on Rocketlane enabled effortless collaboration with customers.
By running CSAT surveys at the end of every project phase, EngagedMD was always on top of customer sentiment. They knew their customers’ health at every stage of the project and could step in immediately if there was any issue raised.