Welcome Salesforce Users!

Our latest release for Salesforce CRM supports Profession & Enterprise Editions and is Lightning Ready!

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  • Lead & Sales Enablement

    Use personalized gifts and cards for demand generation cadences including, appointment setting, demo follow up or any pre-sale/ postsale activity.

  • Customer Engagement

    Use Rocket Notes for customer life cycle events including on-boarding, renewal, cross-sell, retention or loyalty programs.

  • Dashboards & Reporting

    Measure the Rocket Notes ROI with detailed reports for Classic or Lighting Editions. Dashboard Ready for Sales, Marketing and Service departments.