Rocketlane

Propel25 is back, and this time we’re going places where no one has gone before 🚀 Propel is Rocketlane’s flagship event, and the world’s only conference dedicated to folks in the professional services and software implementation industry. Our theme for this year is the ‘Intelligent Delivery Organization’, and we’ll be having senior service delivery professionals sharing insights, playbooks and learnings on how best to improve service delivery. Who’s going to be speaking, you ask? Here’s a glimpse of our lineup: - Jeff Kushmerek, CEO and Founder, Infinite Renewals - Brian Hodges & Christopher Darius, Founders of nCloud Integrators - Jenn Brantmier, Principal Consultant at CLV Consultants, LLC - Justin Manduke, VP Professional Services at AuditBoard - Braxton Clement, Senior Director of Professional Services at Searchspring Propel25 will happen in the Bay Area between May 14-May 15,2025. Tickets are currently 60% off and will be till the end of January, after which the prices will go up. If you’re in professional services or implementation, this is one event that you don’t want to miss. The registration link is in the comments below. Hope to see some of you soon!

Customer success leaders in NYC, this is for you. On March 6th, 2025, we’re hosting an event with the good folks in ChurnZero. The event is going to be all about how AI will be used to transform post-sales operations. An event is only going to be as good as the people hosting it, and we have some influential members in the customer success domain who will be attending: - Srikrishnan Ganesan (CEO & Co-founder, Rocketlane)  - You Mon Tsang (Founder and CEO, ChurnZero)  - Jackson Culley (Director of CS, Kajabi) As an attendee, you can expect to gain practical insights on using AI to streamline cross-functional workflows. You’ll also be able to exchange notes with fellow CS leaders in an environment engineered to maximize meaningful discussions. 📆 March 6th, 2025 ⏰ 6:00-9:00 PM 📍 OASIS by Workville, 315 W 35th St, New York, NY 10001 Register here: https://lu.ma/znt4om9u #CustomerSuccess #AIinCS #PostSales #CustomerExperience #Rocketlane #ChurnZero #NYC

🚨 1 Day to Go! Don’t Miss This Webinar! 🚨 Join Soham Basak, David Dixon, Walter Phillips, and Srikrishnan Ganesan as they share how their teams are leveraging data to drive smarter decisions in professional services. Key takeaways: ⏱️ Using time tracking data to refine processes & boost efficiency 🗣️ Communicating confidently with execs using data-backed insights 🚀 Future-proofing service delivery with predictive intelligence If you haven’t signed up yet, now’s the time! Learn from industry leaders who are already putting these strategies into action. Link in the comments section.

We got off to a pretty good start this year. Here’s everything we shipped in January: 1. Client Partners Introducing Client Partners in Rocketlane—where third-party collaborators like brokers, consultants, and agents can now work on behalf of your customers via the Customer Portal. With this update, they can log in, update tasks, and move projects forward—without needing full access to your customer’s account. 2. Email Localization: Speak your customer’s language Managing customers across different regions? Rocketlane now lets you send emails in each customer’s preferred language automatically. For every project, you can set a language preference for individual customers—so Andy in Italy receives emails in Italian, while Sophie in Germany gets them in German. No extra effort required. Currently, we support six languages, including German, French, and Italian, helping teams communicate more effectively across borders.  3. iFrame Widget: Bring external data into Rocketlane The iFrame Widget lets you embed external dashboards, reports, and private content directly into your Rocketlane projects—so everything you need stays in one place. Display live adoption metrics from Mixpanel, Looker, or Amplitude, embed training videos or interactive guides for onboarding, and customize project views for each customer. All of this makes Rocketlane one of the most advanced PSA tools out there, and if January is anything to go by, things are only going to get better. Book a demo of Rocketlane to learn more: https://lnkd.in/gVSDxpP6

We got off to a pretty good start this year. Here’s everything we shipped in January: 1. Client Partners Introducing Client Partners in Rocketlane—where third-party collaborators like brokers, consultants, and agents can now work on behalf of your customers via the Customer Portal. With this update, they can log in, update tasks, and move projects forward—without needing full access to your customer’s account. 2. Email Localization: Speak your customer’s language Managing customers across different regions? Rocketlane now lets you send emails in each customer’s preferred language automatically. For every project, you can set a language preference for individual customers—so Andy in Italy receives emails in Italian, while Sophie in Germany gets them in German. No extra effort required. Currently, we support six languages, including German, French, and Italian, helping teams communicate more effectively across borders.  3. iFrame Widget: Bring external data into Rocketlane The iFrame Widget lets you embed external dashboards, reports, and private content directly into your Rocketlane projects—so everything you need stays in one place. Display live adoption metrics from Mixpanel, Looker, or Amplitude, embed training videos or interactive guides for onboarding, and customize project views for each customer. All of this makes Rocketlane one of the most advanced PSA tools out there, and if January is anything to go by, things are only going to get better. Book a demo of Rocketlane to learn more: https://lnkd.in/gVSDxpP6

Why think about the future of service delivery in silos when you can do it over coffee? Picture this: You're sitting under the California sun, sharing insights with fellow PS leaders who understand the daily challenges of delivery excellence. That's Propel25 for you. 300+ delivery leaders. Two days. One mission: building the intelligent delivery organization of tomorrow. Join us in the Bay Area (May 14-15, 2025) as we explore the secret to bringing whole new levels of efficiency to professional services. In 2025, PS firms can’t just be content with working harder– they need to deliver smarter. If you’re a PS leader looking to overhaul your delivery practices, join us: https://lnkd.in/gpTd7_zu #Propel25 #ProfessionalServices #PSLeadership

Propel's speaker lineup continues to amaze! 🚀 We're happy to welcome Mark Sloan to Propel25, a seasoned executive who has transformed professional services organizations from startups to Fortune 500 companies. If you're looking to scale your services organization or unlock hidden value, Mark's session is unmissable. He's not just a strategist - he's built PS organizations from ground zero to $400M and guided PE-backed companies to achieve $100M+ in growth. Propel25 is happening in the Bay Area on May 14 and 15. Join us to learn the proven frameworks that have helped organizations across industries scale their services operations. Register here: https://lnkd.in/gpTd7_zu #Propel25 #IntelligentDeliveryOrganization #Rocketlane #ProfessionalServices

Unlock the Power of Data for Intelligent Service Delivery 🚀 In today’s fast-paced professional services landscape, data isn’t just numbers—it’s your competitive edge. 📊 Join Walter Phillips, David Dixon, Soham Basak, and Srikrishnan Ganesan on Feb 26 to explore how top teams turn raw data into predictive intelligence to: ✅ Anticipate challenges before they arise ✅ Optimize resources for maximum efficiency ✅ Elevate decision-making with actionable insights Don’t just keep up—stay ahead. Register now! Link in the comments section. #professionalservices #implementation

If you are considering a role in #CustomerSuccess, #CustomerOnboarding, and #ProfessionalServices, explore Preflight's job board. Join us to connect directly with hiring managers and expand your network! Apply to join: preflight.cx 1. Payhawk is looking for a Implementation Manager, English Speaking Location: Sofia, Sofia City, Bulgaria Ref: https://lnkd.in/dhmR2fWi 2. Deel is looking for a Customer Onboarding Manager | EMEA Location: London, England, United Kingdom Ref: https://lnkd.in/dMaEP98D 3. Seaber is looking for a Customer Success & Delivery Manager Location: Finland (Remote) Ref: https://lnkd.in/dnihhgnZ 4. Sinch is looking for a Onboarding Specialist Location: Prague, Prague, Czechia Ref: https://lnkd.in/gFuQTP6f 5. Aptem is looking for a Implementation Associate Location: UK (Remote) Ref: https://lnkd.in/dKckV9wb 6. Pleo is looking for a Partner Enablement Specialist Location: London, England, United Kingdom Ref: https://lnkd.in/dn7rmrBt 7. SevenRooms is looking for a Onboarding Manager Location: Dubai, Dubai, United Arab Emirates Ref: https://lnkd.in/dWMkyz6s 8. SAAS First is looking for a Head of Customer Success Location: Hungary (Remote) Ref: https://lnkd.in/dT5JRzqr 9. Intercom is looking for a Manager, Customer Success Location: Dublin, County Dublin, Ireland Ref: https://lnkd.in/d36NKDyR 10. Valsoft Corporation is looking for a Customer Success Manager Location: UK (Remote) Ref: https://lnkd.in/dCj3CA7n 11. Flipsnack is looking for a Customer Success Specialist Location: Romania (Remote) Ref: https://lnkd.in/dMtC6w8C

Data isn't just numbers — it's your competitive edge in professional services. Join our CEO, Srikrishnan Ganesan for an exclusive webinar on transforming service delivery through data-driven intelligence. Learn how leading organizations are: - Converting raw data into actionable insights that drive strategic decision-making - Building predictive models to stay ahead of industry challenges and optimize resource allocation - Creating sustainable frameworks for continuous improvement in client outcomes 🗓️ February 26th, 2025 ⏰ 10 AM PT We will talk about real-world examples and practical strategies you can implement immediately to enhance your service delivery model. Register here: https://lnkd.in/gVi8YMUN #ProfessionalServices #ServiceDelivery #Rocketlane