Case Study: EngagedMD achieves faster go-live times with Rocketlane

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

EngagedMD, a healthcare startup based in Washington, DC, used Rocketlane to improve its client onboarding and implementation process. Before Rocketlane, the team relied on Trello and manual work, which made it difficult to sync data with Salesforce, track project duration accurately, separate internal and customer-facing tasks, and gauge client health throughout implementations.

With Rocketlane’s project management, Salesforce integration, time tracking, and customer collaboration features, EngagedMD created a single source of truth for onboarding and implementation work. Rocketlane helped streamline data flow, improve visibility, support more reliable project timelines, and strengthen customer communication, contributing to faster go-live times and better project execution.

EngagedMD

Chris DiAntonio

Revenue Operations Manager