Rocket NotesA Utah based company, Rocket Notes develops API based personalization software that helps sales reps, marketers and businesses deliver one-to-one communications for gifts, promotions, and correspondence. The Rocket Notes leadership team recognized the universal shift from the old school mass communications approach and has delivered effective method of personalized engagement, based on the simple psychology of gratitude. The company builds similar affinity with its partners by engaging and valuing their expertise to rapidly build out the new and creative use of the API across the sales and marketing ecosystem.



Direct Mail

Promotional Marketing

Inventory Management

Project Execution

API Development


Salesforce Uber Personalization


The client offers an API based personalization platform for businesses to execute personal gifting and one-to-one direct mail across a multitude of use cases including; employee onboarding, marketing campaigning, sales outreach, customer loyalty and incentive programs.

Rocket Notes required a partner with Salesforce Partner that has platform experience across Sales, Marketing, and Service Cloud in order to architect, develop, integrate and maintain the Rocket Notes deliverable for Salesforce. The client expressed the desire to have more than a technical relationship with the Partner to help impact user experience as one of the key results Rocket Notes wanted a partner to take on the responsibility for the future application enhancements within Salesforce Platform.

Rocket Notes allows for new ways of Salesforce personalization and enhancement of the sales process.


The entire project required a great deal of focus on the UX, simplicity, mobile experience, reporting and complete non-disruptiveness to the original Salesforce interface.


Driving the adoption of the gifting process was centered on making simple buttons and actions similar to the way a sales executive would send an email or create a campaign with standard Salesforce functionality.

For the simplicity, the entire “gift creating” mechanism was developed as pick template process in less than 3 steps. The end user can see a card, gift and other items included in order on a single screen along with pricing and mailing information. Upon submitting, the orders are posted on the Salesforce record in standard history as well as on the Rocket Notes object for greater detail of order.

OMI has also provided Mobile Salesforce users with the same experience from their phone while out in the field to quickly be able to drop cards and gifts directly from the Salesforce1 app.

As a final step, OMI has developed reporting objects both on lead and contact levels. all Rocket Notes fields are built as standard reporting objects that can be customized or used in accounting, reconciliation, lead conversion or marketing attribution reporting.


To deliver Uber Personalization of gifts, cards and promotions on the Salesforce CRM via the Rocket Notes API framework, without disrupting original platform’s UX.

Deliver Clean UI for Salesforce Lighting & Classic

Simple Execution of Sending Gifts or Cards

Visibility of Orders, Tracking, Delivery for Easy Follow Up

Compatibility across Salesforce for Sales, Marketing and Service Cloud

Reduction in Time to Market

Reduction in Cost to develop with OMI vs. internal resources

Return on Investment (ROI)


Utilizing OMI’s Salesforce Consulting team, the client was able to offer Rocket Notes to the Salesforce Marketplace six months ahead of their internal release schedule.

The Client achieved a 30 day ROI based on adding 10 clients within the first 30 days of launch to the companies utilizing Salesforce.

Based on OMI’s agile product scale methodology, additional new market opportunities were created, leveraging OMI’s partnership program to leverage Rocket Notes uber personalization API across other leading CRM, Marketing Automation and Account Based Marketing platforms.

Today, you can get Rocket Notes personalization API on appexchange store.


“As part of our go-to-market acceleration Rocket Notes needed to quickly expand our offering on the Salesforce CRM Platform. After speaking to OMI, we liked the fact that they had their own products and services on the Salesforce.com Platform. Their implementation experience and knowledge of Salesforce allowed us to offer Rocket Notes to the Salesforce Marketplace quickly.

OMI delivered more than expected in less than three weeks and we had customers using Rocket Notes for Salesforce CRM within two weeks of the integration.Their professionalism in designing the right experience was spot on and the customers love the integration.

The Rocket Notes OMI partnership approach has paid dividends with embracing the value and impact to the Salesforce CRM space they quickly adopted the Rocket Notes API framework”

Rocket Notes
Rocket Notes
Justin Biggs, CEO