How Mixmax moved from Salesforce to Rocketlane to supercharge their implementations

About Mixmax

Mixmax, a leading sales engagement platform, boosts sales teams' productivity and ensures effective engagement with prospects and customers.

The Challenge

Before Rocketlane, Mixmax utilized Salesforce for implementation processes, which was cumbersome and unpopular among Customer Success Managers (CSMs), lacking the professionalism and intuitive interface that customers appreciated.

The project creation and setup process at Mixmax was time-consuming and manual, leading to inefficiencies and delays in their implementation team's workflow.

Mixmax faced challenges with customer visibility, as there were no means for customers to track and monitor the status of their onboarding projects. This lack of transparency and inadequate reporting capabilities hindered effective communication and data-driven decision-making.

The Solution

Rocketlane has significantly improved internal team accountability, ensuring that tasks are completed on time and with precision. This change has fostered a culture of responsibility and efficiency within the team.

Mixmax's introduction of a customer-facing portal has significantly deepened client interactions. The portal has been a key factor in improving the overall process by enabling more effective communication and smoother onboarding experiences.

The reporting capabilities of Rocketlane, particularly the aggregated Customer Satisfaction (CSAT) scores, are highly valued at Mixmax. These features have provided essential insights into their performance, facilitating data-driven improvements.

The Impact

•  Automatic project generation from Salesforce data streamlined processes and improved efficiency

•  Customer-facing portal enhanced customer transparency and accountability

•  Reporting features allowed for better performance tracking and actionable insights

"Implementing Rocketlane at Mixmax has transformed our implementation and onboarding processes. We've moved from a cumbersome system to a sleek platform that our internal teams enjoy using, while enhancing transparency and offering an intuitive experience for our customers." — Elliott Kohtz, VP of Customer Success, Mixmax