How Rocketlane helped Trovata save 50+ hours by transforming their client onboarding process

About Trovata

Trovata is a cash management platform based out of San Diego, California, that lets companies instantly know how much cash they have, forecast more quickly, and manage cash flow with precision.

The Challenge

Before Rocketlane, Trovata used excel sheets and Salesforce to manage onboarding projects, making it difficult to determine which projects were delayed or ahead of schedule. They lacked a system for gathering client feedback or monitoring project health. Managing and accessing client information was challenging, and forecasting hiring needs based on project demands proved difficult.

Trovata needed a solution that could:

•  Help them manage and track all their client onboarding projects in one central place

•  Guarantee a successful and repeatable process to onboard new clients

•  Enable them to manage their team resources and forecast their hiring needs

The Solution

With Rocketlane's dashboard, all team members gained centralized visibility of project statuses. The Salesforce integration automated project creation when deals closed, saving significant setup time. Reduced meeting frequency resulted from enhanced visibility into project portfolios.

The Impact

Trovata saved 50+ hours monthly in project setup and meetings, became more organized, and significantly shortened the overall time taken to onboard new customers.

"With Rocketlane, we're more organized and have a better sense of how to approach onboarding projects. We're able to fix problems faster and significantly shorten the overall time taken to onboard new customers." — Trovata