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Rocket Notes Reviews & Product Details

Rocket Notes integrates with your CRM platform to send personalized gifts & cards to leads, contacts, existing clients and more. Rocket Notes makes account-based marketing simple and highly personal. Rocket Notes' catalog includes golf balls, water bottles, coffee mugs, gourmet food, apparel, accessories, and much more. All gifts and cards are fully customizable and can be sent directly from your recipient's CRM platform. Leverage Rocket Notes with CRM to nurture relationships, handle employee retention, improve sales cadences, & close more deals. No setup fees, no subscription. Pay-as-you-go pricing.

Seller

Rocket Notes

Product Description

Use the power of your CRM to easily send personalized gifts and cards to your customers and prospects.

Overview by

Justin Biggs

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Rocket Notes Media

Rocket Notes for Salesforce

Rocket Notes Reviews (10)

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Verified User in Business Supplies and Equipment

Small-Business (50 or fewer emp.)

6/30/2020

"Take notes with Rocket Notes"

3.5/5

What do you like best about Rocket Notes?

Quick and easy way to take notes and customize your notes. It's like your very own simple e-notebook. Review collected by and hosted on G2.com.

What do you dislike about Rocket Notes?

I could not arrange images when placing them onto my notes Review collected by and hosted on G2.com.

Verified User in Design

Small-Business (50 or fewer emp.)

9/29/2019

"Review"

5/5

What do you like best about Rocket Notes?

It allows me to send and automate cards and gifts to my ten clients and prospects. Review collected by and hosted on G2.com.

What do you dislike about Rocket Notes?

sometimes the thing goes down and it can be slow Review collected by and hosted on G2.com.

Verified User in Financial Services

Mid-Market (51-1000 emp.)

3/8/2019

"Great for small number of leads!"

4/5

What do you like best about Rocket Notes?

I really like that it does integrate with sales force. It also has a great pay as you go pricing model that was perfect for our business. Review collected by and hosted on G2.com.

What do you dislike about Rocket Notes?

Hard to send out a lot of gifts at once. Takes a lot of time to manually send the cards and gifts. Review collected by and hosted on G2.com.

Recommendations to others considering Rocket Notes:

Consider RocketNotes if you want to do targeted ABM campaigns to a small number of leads. Review collected by and hosted on G2.com.

What problems is Rocket Notes solving and how is that benefiting you?

Helped us improve our ABM Mailers and gives us a much easier way to track our mailers. Getting a much higher conversion rate on our sales. Review collected by and hosted on G2.com.

Brad B.

CEO/Founder

Mid-Market (51-1000 emp.)

5/11/2018

"Rocket Notes for Salesforce made Personalized gifting and outreach Simple"

5/5

What do you like best about Rocket Notes?

The ability to send a follow up card or personalized gift right from our Salesforce CRM across leads, contacts or campaign features with a click of a button. The editor for the cards is super flexible and developing content or messaging for reuse can be saved and reused across cards, logos and personalizing things like Golf balls , water bottles and mugs has been really effective and clients like it. I like the fact that the status of shipped item is right on the contact and lead record so we know when the recipient received item so we can follow up immediately. One nice feature is we can set budgets for our sales team to manage our spend across rocket notes users. We are using the built in reporting in salesforce and dashboards are nice to allow us to see the whole picture across the sales and gifting programs. Review collected by and hosted on G2.com.

What do you dislike about Rocket Notes?

Nothing at this point across our use cases. We are currently expanding the use of additional gifts and they look to have a deep offering of swag and other promotional items we can add as we go. Review collected by and hosted on G2.com.

Recommendations to others considering Rocket Notes:

If you are considering using gifting/swag, direct mail and other physical touch-points in your Salesforce instance for sales, marketing or customer this was so easy. The install took 15 minutes and we were trained within the hour. From a pricing perspective it is a consumption model so no licensing just required to put corporate card and just re-up based on your budget. If you are looking for more sophisticated gifting programs they do have a fulfillment program for any item you want to include in a custom program. We found they have a pretty broad standard offering out of box. Review collected by and hosted on G2.com.

What problems is Rocket Notes solving and how is that benefiting you?

We were looking for additional ways to engage leads with more personalization, we had invested in several other initiatives like video and found it to be effective so we wanted to include a direct mail and gift offering in our sales cadences. The results were even better with including the rocket notes offering in our outreach efforts. Currently we have been building out other use cases for Customer on-boarding, retention and in our contract renewal processes. Early results and feedback from clients is they love it. The reporting works directly in our Salesforce CRM so we can see an measure the effectiveness of our gifting across leads, accounts and opportunities. Review collected by and hosted on G2.com.

Casey E.

Blogger

Marketing and Advertising

Small-Business (50 or fewer emp.)

5/26/2018

"A gift is the best connection for client referrals and reactivation"

5/5

What do you like best about Rocket Notes?

I like that we set up campaigns to go out to new customers AND set up a reactivation campaign and the response has been staggerting Review collected by and hosted on G2.com.

What do you dislike about Rocket Notes?

Not really anything, in the future I hope our competition does not figure this out. ;) Review collected by and hosted on G2.com.

Recommendations to others considering Rocket Notes:

Worth a try for sure. Might take a little to set up but worth it. My suggestion is to use it to build karma and not just try to sell in a card and gift. We messed this up at first, we started sending cards with logos and sales copy and had WAY better success when we didn't sell but said THANK YOU. Review collected by and hosted on G2.com.

What problems is Rocket Notes solving and how is that benefiting you?

We solve a couple. Reactivation of clients who we have not talked to in over a year and we seem to be getting a lot more word of mouth referrals from people who we have sent cards and gifts to. Plus an added thing we did not plan on was the number of people who actually take the time to post a picture with the water bottles we send out on social media. extra benefit we had not accounted for. Review collected by and hosted on G2.com.

Mike C.

Principal

Marketing and Advertising

Small-Business (50 or fewer emp.)

5/16/2018

"RocketNotes Simplifies Our Appreciation & FollowUp Models"

5/5

What do you like best about Rocket Notes?

As a business owner, Rocket Notes simplifies our follow up practices and appreciation models to makes them very convenient. We are able to login and within minutes send out 1 to 100's of Thank You's with a couple of clicks. If we want to add a gift; which there are a variety, we can selectively add. RocketNotes handles the fulfillment; print, stuff and postage, for a price that beats anything we can do labor wise or personally. It just makes the process clean and simple with the interaction to our CRM and Contact List. Review collected by and hosted on G2.com.

What do you dislike about Rocket Notes?

Nothing at the moment. If we are looking to add/improve they are always open to providing for our requests. Review collected by and hosted on G2.com.

Recommendations to others considering Rocket Notes:

I highly recommend Rocket Notes. Try it! The system will fulfill your needs. Your clients will appreciate your personal touch, it will set you far ahead of your competition. Review collected by and hosted on G2.com.

What problems is Rocket Notes solving and how is that benefiting you?

I had a want to automate our appreciation and follow up practices. For the number of cards/gifts that we send each month; 100-300..triple that at Christmas! The process to purchase, hand-write, mail, etc. was becoming a full-time chore. Rocket Notes automates this to a cost effective process, that also improved out sales/contract conversion rates. Customers actually commented that the card we sent set us apart from our competition. We have become a business that our sales are now 100% referral based. Review collected by and hosted on G2.com.

Alex N.

Chief Operating Officer

Public Relations and Communications

Small-Business (50 or fewer emp.)

5/16/2018

"Customer of Rocket Notes"

5/5

What do you like best about Rocket Notes?

I love the interesting and unique approach to cultivating leads and customer experience. In my career, no matter the industry one thing I've noticed is everyone wants a personal warm fuzzy feeling from their clients or partners. That comes from effort, personal touch, and tangible contact. They had me integrated and up and running within minutes. that fact that it's integrated with my CRM allows me to automate my gifts so I don't have to think about it anymore. Review collected by and hosted on G2.com.

What do you dislike about Rocket Notes?

As of right now, I don't have anything I don't like. The Rocket Notes staff are willing to customize any idea I have so it fits exactly what I want. Review collected by and hosted on G2.com.

What problems is Rocket Notes solving and how is that benefiting you?

Everyone in business wants to take the time to write a personal note or card to their client or potential sale. Let's be honest, that maybe happen 1 out of 10 times. No one has the time to do that these days. Rocket Notes changes this problem with quick easy sending. On my end it takes 30-60 second but what the client see's it looks like it took me hours. Review collected by and hosted on G2.com.

Doug J.

VP of Sales & Business Development/Partner

Food & Beverages

Mid-Market (51-1000 emp.)

5/16/2018

"This tool is so simple to use but so effective for keeping in touch with my clients and prospects!"

5/5

What do you like best about Rocket Notes?

To have a solution like this fully integrated into Salesforce is huge! With a few clicks I can send out a "Thank You" card or personalize a gift like golf balls or a water bottle and have it sent directly to a client or prospect. Rocket Notes is changing the way companies across all departments stay in contact with their clients. The bottom line is that it is easy and makes a huge impact! Review collected by and hosted on G2.com.

What do you dislike about Rocket Notes?

As of now nothing! I am excited to see how things evolve with additional items becoming available in the catalog. Review collected by and hosted on G2.com.

Recommendations to others considering Rocket Notes:

If your company is looking for a very easy and efficient way to stay in contact with your clients and prospects through gifting that makes an immediate impact and has a lasting impression, you must try Rocket Notes! It is a one stop solution for all of your "gifting" needs. Also, It literally took 15 minutes to install and an additional 15-20 to train how to us it. Review collected by and hosted on G2.com.

What problems is Rocket Notes solving and how is that benefiting you?

We are able to stay personally connected with our clients and prospects without just the typical email thank you or having to find another company to outsource and gifts or swag that we send to clients. It's all in one place, easy to use and fully integrated with our CRM, Salesforce.... Review collected by and hosted on G2.com.

Brent A.

Senior Vice President Of Corporate Relationships and Business Development

Entertainment

Small-Business (50 or fewer emp.)

5/16/2018

"President / CEO"

5/5

What do you like best about Rocket Notes?

I like the ability to give someone a personal touch by sending a handwritten note or personalized gift right from my computer or phone - and do it in just a few minutes. It is quick, easy and very affordable. Everyone is looking for a way to separate yourself from everyone else in your space and this does it. Review collected by and hosted on G2.com.

What do you dislike about Rocket Notes?

Really there isn't much. They could use a few more gift options but that is coming I understand. Review collected by and hosted on G2.com.

Recommendations to others considering Rocket Notes:

Give it a try. No risk and no monthly financial commitment. Your creativity is the only thing holding you back. There is no better way to make an impact than to blow your client or prospective client away than with a personalized gift. Anyone can send something with your logo on it. It is quite impressive to send something with your logo and then their name. Review collected by and hosted on G2.com.

What problems is Rocket Notes solving and how is that benefiting you?

Building relationships that are stronger than normal business relationships. Getting customers and clients to remember you longer than what they normally would. Review collected by and hosted on G2.com.

Verified User in E-Learning

Small-Business (50 or fewer emp.)

5/16/2018

"Rocket Notes is a "must-have" business building and retention tool!"

5/5

What do you like best about Rocket Notes?

Rocket Notes allows for a high touch high feel follow up system that saves a tremendous amount of time , energy and money! Being able to send Thank You cards, gifts, gift cards, and even personalized SWAG from SalesForce is empowering. People do business with those they know, like and trust...trust being the most important...staying in contact with them constantly by sending a card here, a gift there maintains the trust over the sales cycle. Sending a coffee mug with a prospects company logo on one side, and their name personalized on the other is a home run. The fact that it is a "pay-as-you-go" program is phenomenal...that makes it cost efficient and easy to budget...great program! Review collected by and hosted on G2.com.

What do you dislike about Rocket Notes?

What is there to dislike? Nothing really pops to mind...initially, there a limited number of SWAG offerings but as we communicated our needs, the requests have been honored and will continued to be. Review collected by and hosted on G2.com.

Recommendations to others considering Rocket Notes:

There is no better system that has taken into account what was previously available on the market, improved upon it and developed a better mouse trap...use it for yourself...you will recognize the advantages. Review collected by and hosted on G2.com.

What problems is Rocket Notes solving and how is that benefiting you?

ting more touch points along the way, customers and prospects have "felt the love" and express their gratitude for our gratitude. Recognizing special events and circumstances; and acknowledging them with our prospects and customers has caused them to see our organization in a different and better light. People like to be liked, cared for and thought of especially when you are not yet doing business with them. Better business relationships translate into more orders, higher margins, shorter sales cycles, and longer customer engagement. Review collected by and hosted on G2.com.