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Rocket Notes

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Average star rating
4.8
Serving customers since
2018
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Brad B.
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Brad B.
CEO at OMI - We make CRM Work for Business!
05/11/2018
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Verified Current User
Review source: Seller invite

Rocket Notes for Salesforce made Personalized gifting and outreach Simple

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.

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HQ Location:
Lehi, UT

Social

@rocket_notes

What is Rocket Notes?

Rocket Notes is a service that specializes in personalized, automated direct mail solutions for businesses. The platform enables companies to create and send customized printed cards, gifts, and other promotional materials to clients and prospects, aiming to enhance customer engagement and strengthen relationships. By integrating with CRM systems, Rocket Notes allows businesses to trigger mail campaigns based on specific customer interactions or sales cycles. The service is designed to streamline the process of maintaining a personal touch in customer correspondence.

Details

Year Founded
2018
Website
rocketnotes.com