Customers

Healthcare Tech

How EngagedMD is using Rocketlane to achieve faster go-live times

Region

US

Industry

Healthcare Tech

Use case

Customer Visibility, Project Management, Reporting, Time-tracking

Results

Enhanced project visibility and client collaboration led to faster go-live times

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Before
  • Manual data entry due to lack of Salesforce integration with Trello.
  • No system to accurately measure project duration and gauge client health.
  • Difficulty separating internal and customer-facing tasks.
After
  • Rocketlane's native Salesforce integration streamlined data flow, reducing manual work.
  • Time tracking capabilities enabled reliable project timelines.
  • Enhanced project visibility and client collaboration, leading to faster go-live times.

About EngagedMD

EngagedMD is a healthcare startup based out of Washington DC, USA. They help patients and healthcare providers by modernizing patient education and informed consent through their platform.

The Challenge

EngagedMD used Trello boards but lacked Salesforce integration, requiring manual data management. They couldn't measure project duration accurately, struggled to separate internal/customer collaboration, and couldn't gauge client health throughout implementations.

The Solution

Rocketlane automated information flow via Salesforce integration, enabled time tracking for reliable timelines, provided centralized project visibility, separated private/shared views, and facilitated CSAT surveys for monitoring customer sentiment.

The Impact

Enhanced project visibility and client collaboration led to faster go-live times, the native Salesforce integration streamlined data flow and reduced manual work, and time tracking capabilities enabled reliable project timelines.

"Rocketlane is our single source of truth, and it helps us track every aspect of our projects efficiently. We've eliminated the need for manual audits since the information we get from Rocketlane is very reliable and accurate. We're very happy to have discovered Rocketlane. As our implementations grow in complexity and as we add more products and verticals, Rocketlane is going to play a crucial role in our growth." — Chris DiAntonio, Revenue Operations Manager, EngagedMD

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