See How Teams Win with RocketCell
Real stories from real companies using RocketCell to capture every conversation and close more deals.
SHB Real Estate Captures Every Client Conversation with RocketCell
SHB Real Estate is a technology-driven commercial property consultancy helping businesses make smarter decisions about office space and portfolio strategy. With Salesforce at the heart of its operations, SHB needed a communication platform that could match the speed and complexity of its client work, especially across its field-based surveyor team.
The Challenge
SHB's consultants and surveyors were having critical conversations every day, many of them happening on mobile phones, outside of Salesforce. Key project details, lease discussions, and new opportunities were often never logged, creating gaps in visibility and slowing down collaboration.
"Our surveyors are speaking about live projects and potential opportunities, but none of that information was ever captured."
The Solution
SHB selected RocketPhone.ai and RocketCell to unify every customer conversation into a single Salesforce-native system.
With RocketCell, field reps can make and receive calls on their mobiles with full CRM visibility, and every interaction is automatically mapped to the correct Salesforce record. Office teams benefit from AI-powered transcription, call summaries, and bookmarking, allowing them to instantly surface key moments like lease renewals or upcoming projects.
The Impact
RocketPhone.ai has given SHB a true single source of truth across its sales and surveyor network, accelerating deal cycles, improving collaboration, and ensuring no opportunity is missed.
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"The capability for every conversation to be mapped to Salesforce and trigger automation off the back of it just seemed like a no-brainer."Josh Pattison, Head of Technology
Neemar Search Eliminates Manual Admin with Native Seven20 Telephony
Neemar Search is a trusted partner for Executive and Non-Executive recruitment, specialising in permanent and interim placements within the housing sector. Operating in a fast-paced executive search environment, visibility, accuracy, and speed are critical.
The Challenge
As an Exec Search firm, Neemar's recruiters spend the majority of their day on high-value candidate and client conversations. However, their previous telephony setup lacked true native integration with Seven20, leading to manual logging, fragmented reporting, and limited performance visibility.
Recruiters were spending time on admin instead of relationships, and leadership lacked a reliable, real-time view of activity and performance.
The Solution
Neemar selected RocketPhone because it was the only telephony provider offering a native Seven20 integration that fully embedded communications into their CRM.
Every call is now automatically logged, removing manual entry and ensuring data accuracy. Built-in reporting and dashboards provide instant visibility across recruiter performance and pipeline activity, all within Seven20.
"We chose RocketPhone because it was the only telephony solution with a native Seven20 integration that truly solved our challenges as an Exec Search firm. RocketPhone eliminated manual work, improved performance visibility, and enabled recruiters to operate exactly as intended."
The Impact
RocketPhone has transformed Seven20 into a true single source of truth for Neemar Search, improving efficiency, accountability, and operational clarity across the business.
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