Rocketlane: The modern, client-centric PSA and onboarding platform

Easy integration, intuitive UI

The Rocketlane integration with Salesforce is simple and easy to use. You can sync fields bidirectionally and they populate almost instantly. This allows for easy project creation and updates, resource allocation, and tracking costs and margin of projects. Our end-users have said it's a lot easier to use than our previous PSA solution (TaskRay). Rocketlane's out-of-the-box reporting has also covered about 80% of our reporting needs, allowing us to get insights immediately post-implementation, with minimal custom reporting needed. Their support team is also responsive and easy to work with. We evaluated Rocketlane against other PSA tools like Kantata and Big Time (aka MavenLink) and we are happy we went with Rocketlane due to the stellar onboarding experience, training, and support we received throughout.

Simplifies data flows during Professional Services projects

We use Salesforce as our source of truth for all account and opportunity related data, but are using Rocketlane for Professional Services project management. Having the ability to bi-directionally synch to and from Salesforce allows for ease of project creation, for surfacing and tracking resource allocation and resource costing back to the account/opty as SF is the source of truth for reporting, and makes coordination between delivery and invoicing for delivery much easier.

Simple to use and clear interface

We have been using rocketlane for the last 3 months. It's been great to see the team adopt the solution with ease and confidence. We have investigates 3-4 leading PSAs but we loved the approach and the vision of Rocketlane.

Streamlined Handoffs and Better Visibility from Sales to Delivery

Rocketlane has made it much easier to move from Closed-Won to project kickoff by streamlining handoffs and ensuring everything flows smoothly into execution. It’s improved visibility into upcoming work, which has helped us plan resources more effectively and avoid last-minute surprises. Having our sales pipeline and project delivery connected in one place has really simplified coordination and kept everyone on the same page.

Integration with Salesforce<>Rocketlane has been great.

The integration with Salesforce<>Rocketlane has been great. The instant sync between the 2 systems allows for quick and efficient results. We are able to get projects set up right at sale closure and completing projects notifies the company instantly from Salesforce.

Easy Integration

Easy integration to manage long term. Very quick and easy functionality for adding and removing fields from the integration. Makes for flexible use.

Setup was a breeze!

Overall the connector, and enabling the connection between RocketLane and Salesforce was easy to set up, and configure. We have complex requirements for projects, and the ability to set multiple conditions, along with Field Linking made this possible.

Outstanding Integration!

The Salesforce <> Rocketlane integration has been a huge win for our organization. It's extremely user-friendly, flexible, and thorough. It allows us to disseminate important project and account information in an effective way to all of our major stakeholders without the need to input in multiple locations. It's simply one of the best integrations I have seen in ANY tool, and was a big deciding factor as to why we decided to procure Rocketlane in the first place!

We love Rocketlane <> Salesforce!

Rocketlane has totally changed our lives here and made our day to day so much easier, and making sure we have one source of truth is phenomenal. The Salesforce integration makes that possible for us. It's easy to set up and manage and very intuitive

Game-Changer

Connecting Salesforce to Rocketlane was simple! The integration work was easy and the functionality is smart. When data changes in Salesforce it feeds over within minutes to Rocketlane and visa versa. I love that you can chose to have it sync either way or both ways. My only suggestion, because we have a good number of custom objects, is to look into allowing data to flow without being dependent on the hierarchy. Overall, I highly recommend both Salesforce and Rocketlane. I don't know what I would do if I didn't have both tools - Salesforce is an amazing CRM and it is complimented by the amazing project management tool in Rocketlane.