Case Study: Mixmax streamlines implementations and boosts customer transparency with Rocketlane

How Mixmax moved from Salesforce to Rocketlane to supercharge their implementations

Mixmax, a leading sales engagement SaaS company, needed a better way to manage customer implementations and onboarding. Before Rocketlane, the team relied on Salesforce, which was clunky for CSMs, time-consuming to use for project setup, and lacked customer-facing visibility and reporting.

Rocketlane replaced Salesforce as Mixmax’s implementation platform, automatically generating projects from Salesforce closed-won data and adding a customer-facing portal for transparent onboarding. With Rocketlane, Mixmax improved internal accountability, enhanced customer communication, and gained better reporting and CSAT insights, streamlining setup and reducing manual effort.

Mixmax

Elliott Kohtz

VP of Customer Success