Case Study: Trovata saves 50+ hours monthly with Rocketlane

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

Trovata, a San Diego-based cash management SaaS company, needed a better way to manage and track client onboarding projects. Before using Rocketlane, the team relied on spreadsheets and Salesforce, which made it difficult to see project status, identify delays, gather client feedback, and forecast hiring needs as onboarding demand grew.

With Rocketlane’s PSA platform and native Salesforce integration, Trovata centralized onboarding in one dashboard, automated project creation from closed deals, and improved visibility across the project portfolio. The result was a more organized and repeatable onboarding process, fewer meetings, faster issue resolution, and more than 50 hours saved each month in project setup and meetings.

Trovata