Case Study: Mosaic saves 120 hours monthly with Rocketlane

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

Mosaic, a US-based SaaS company, was struggling to manage customer onboarding with Google Sheets. Their team found it difficult to track multiple projects, standardize the onboarding process, and ensure that customer requests didn’t slip through the cracks, leading to inconsistent outcomes and a less reliable customer experience.

To solve this, Mosaic implemented Rocketlane, integrating it with Salesforce to automatically create projects from new deals and using Rocketlane’s customer portal and task-specific threads to improve visibility and organization. Rocketlane helped Mosaic save about 120 hours per month, improve request management, and deliver a more transparent and consistent onboarding experience for customers.

Mosaic

Connie Lee

Strategy and Ops