
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.
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.
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.
I could not arrange images when placing them onto my notes Review collected by and hosted on G2.com.
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.
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.
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.
Not really anything, in the future I hope our competition does not figure this out. ;) Review collected by and hosted on G2.com.
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.
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.
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.
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.
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.
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.
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.
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.
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 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.