How Rocketlane helps Mosaic save 120 hours through a streamlined onboarding process

Region

Industry

Fintech/Financial Services

Use case

Customer Visibility, Project Management

Results

120 hours

saved monthly through streamlined onboarding

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Before

Managing multiple projects with Google Sheets was challenging and inefficient.
Customer requests slipped through the cracks, leading to poor customer experience.
Lack of a standardized onboarding process resulted in inconsistent outcomes.

After

Saved ~120 hours monthly through streamlined onboarding and Salesforce integration for automated project creation.
Improved process and customer request management with task-specific conversations.
Boosted customer satisfaction with greater transparency into onboarding progress.

About Mosaic

Mosaic Tech is a fintech/financial services company based in the US.

The Challenge

Mosaic used Google Sheets to manage onboarding, causing strain on bandwidth. Customer requests were frequently overlooked, and each project followed a different approach without standardization.

The Solution

Rocketlane provided process-oriented onboarding with consistent results, organized task management with dedicated conversation threads, Salesforce integration for automated project creation, and customer portal transparency.

The Impact

Mosaic saved ~120 hours monthly through streamlined onboarding and Salesforce integration for automated project creation, improved process and customer request management with task-specific conversations, and boosted customer satisfaction with greater transparency into onboarding progress.

"Rocketlane has saved us hundreds of hours and it's the most user-friendly onboarding tool in the market. Our customers are very appreciative of how transparent the onboarding process is for them." — Connie Lee, Strategy and Ops, Mosaic Tech