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How Storable strengthened client trust and hit 4.7 CSAT in just 90 days with Rocketlane

Region

US

Industry

SaaS

Use case

Project management, Onboarding and implementation, Customer visibility and collboration

Before

  • Client onboarding was managed through Salesforce and email, resulting in scattered communication and difficulty in tracking progress.
  • Manual tracking and fragmented forms required constant tab-switching to locate project details or verify completion.
  • Lack of real-time visibility meant internal teams and clients often didn’t know project status or next steps.

After

  • Teams now manage website and software launch projects from start to finish with structured templates and automated phase progression.
  • The client-facing portal provides transparency, so customers can track progress, submit forms, and communicate directly through chat.
  • Resource and workload management capabilities help Storable assign projects efficiently based on capacity and launch timelines.
  • Rocketlane’s Salesforce integration bridges systems, ensuring client and contract data flow seamlessly.

Storable is a leading technology provider for the self-storage industry, combining hardware, software, and digital tools to help storage facility owners manage rentals, gate access, and websites in one unified ecosystem. Recently expanding into marina and RV storage solutions, Storable continues to innovate across verticals that rely on property, space and asset management.

Jennifer McCurdy is a key stakeholder at Storable, leading the charge in optimizing implementation operations. Her focus lies in driving operational excellence, aligning cross-functional teams, and building a connected ecosystem that empowers implementation managers and enhances customer experience. Alexandra Zahan drives the website implementation at Storable, helping customers set up and launch their digital presence through tailored website solutions. In her role, Alexandra manages multiple customer onboarding projects, ensuring each client’s website setup runs smoothly from kickoff to launch.

The search for a new solution at Storable began in the post-pandemic phase, when the team started reassessing how to make their implementation process more transparent and efficient. With growing customer feedback about unclear project stages and slow response loops, it became clear that greater visibility was essential.


Life before Rocketlane

Before adopting Rocketlane, Storable’s onboarding and website creation teams relied heavily on Salesforce for project communication and tracking. While Salesforce remained critical for contracts and billing, it lacked the client-facing visibility the team needed. 

“We were using Salesforce as our main point of contact with clients, but it felt really outdated and clunky. Our clients often complained that it wasn’t very user-friendly. It just wasn’t keeping up with modern tools.”

Outdated tools and disconnected workflows

Project communication, tracking, and documentation all ran through Salesforce and email. The system’s dated UI, frequent glitches, and limited visibility made even simple tasks cumbersome. Team members had to open multiple tabs to locate forms or update progress, and clients often struggled to understand where their projects stood.

Lack of visibility and rising client frustration

Without a clear project roadmap, customers and internal teams alike felt lost in the process. Clients had no way to see which stage their website or software project was in, leading to confusion, missed deadlines, and escalations to support.

Recognizing that this fragmented system couldn’t scale, Storable’s leadership began searching for a modern solution that could bring structure, transparency, and client-facing collaboration to every project. That search led them to Rocketlane.

Transformation after Rocketlane

Rocketlane transformed how Storable manages and delivers client projects. The implementation was seamless, teams quickly adapted to the intuitive interface, structured workflows, and client-facing portals.

“Rocketlane helps us stay organized, know our priorities, and ensure every project moves smoothly. Everything was so easy right from the start. It’s easy, intuitive, and makes my workday much more efficient”

Structured, phase-driven onboarding

Every client project now follows a clear, step-by-step template. It automatically syncs from Salesforce into Rocketlane, where phases, tasks, and owners are predefined to ensure consistency across every onboarding. Clients are introduced early to the project, fill out Rocketlane’s in-built forms, and collaborate directly within the platform’s chat, eliminating messy email chains and saving hours of coordination time.

“It helps me track everything. I know exactly where each client stands, if they’ve completed forms, if they’re in content creation, or if we’re ready for launch. It keeps me organized and helps me prioritize what’s next.”

Real-time client collaboration and impact

Rocketlane’s unified workspace gave both Storable's internal teams and clients complete visibility into every phase of delivery. Internal users can now view progress across projects, spot bottlenecks early, and manage workloads more effectively, while clients feel confident knowing exactly when their websites or software go live.

Quick wins and client delight achieved

With Rocketlane, Storable flipped the switch on tedious manual coordination. What once took endless follow-ups now flows automatically. This was just the start of a streak of quick wins, with the team hitting one efficiency boost after another, unlocking hours, speeding up projects, and reclaiming focus for high-impact work.

Accelerated launches and faster time-to-value

With Rocketlane’s structured templates and automated phase progression, Storable’s website and software deployment timelines have reduced significantly. Teams can now prioritize high-value projects and deliver client websites faster, ensuring new storage locations go live on time, or ahead of schedule.

Customer satisfaction on the rise

Storable has seen a significant lift in customer satisfaction, with CSAT averaging 4.7 over the last 90 days, a standout improvement even among a less tech-savvy customer base. Additionally, customer accountability and communication have improved through structured updates, portal plans, and project update logs. These changes are helping reduce back-and-forth status emails and make ownership and next steps clearer for both customers and internal teams.

“Clients know exactly where their projects are and what we’re working on. They no longer need to chase us for updates.”

Improved resource planning and utilization

Managers now have full visibility into project capacity and daily workload distribution. This means better forecasting, balanced team assignments, and fewer bottlenecks during busy launch periods. The ability to view real-time utilization metrics helps Storable maintain consistent output quality while preventing burnout.

Cross-team visibility and collaboration

Rocketlane eliminates the silos between website, software, and support teams. Anyone can view a project’s current phase, owner, and pending actions, enabling faster internal collaboration and fewer delays during escalations. Teams no longer lose time searching through Salesforce or email threads to get context.

Reduced administrative overhead

Rocketlane helps by automating notifications, task assignments, and phase transitions, so the team can minimize manual coordination. What once required multiple follow-ups via email now happens automatically within Rocketlane, resulting in hours saved per project and higher overall throughput.

Storable’s Rocketlane playbook

Salesforce integration for perfect project sync

New client cases in Salesforce automatically generate projects in Rocketlane, reducing manual creation and ensuring data consistency.

Resource tracking for real-time visibility

Managers view team availability and daily workload directly within Rocketlane, improving scheduling accuracy for website and software launches.

Client collaboration via instant chat

The built-in chat replaces email threads, giving customers and teams a single space for questions, updates, and approvals.

Template-based project setup for consistency

Predefined templates ensure every project follows a consistent structure from kickoff to go-live, improving predictability and quality.

Phase automation to keep teams always in the know

Automatic phase transitions and smart alerts keep both clients and teams informed, minimizing missed steps and manual follow-ups.

Modern delivery teams run on Rocketlane. Yours should too.

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