TaskRay is the 5-star project management solution that makes it easy for teams in every business to plan, execute, and report on their work so they can spend their time focused on the important stuff.
TaskRay: More Than Project Management
TaskRay helps businesses onboard customers faster and more efficiently. By using TaskRay’s templating and automation functions high tech, SaaS, Wealth Management, Manufacturing, and Franchising businesses can build systems that scale whether they have 100 customers or 10,000 customers.
-TaskRay is built on the Salesforce Platform to enable seamless customer onboarding right in Salesforce Sales Cloud ® as well as other Salesforce Clouds such as FSC, Service Cloud, HSC, and more.
-Get an overview of key customer onboarding metrics and health with robust reporting and dashboards.
-Utilize built in templates and automation tools to onboard customers & clients more quickly and efficiently and consistently.
-Decrease your customer’s time to implement your solution and increase your retention and customer satisfaction.
We Are The Leaders in Customer Onboarding In Salesforce
With a focus on continuous innovation, TaskRay offers the Salesforce ecosystem a customer onboarding tool to scale your onboarding process and increase implementation speed efficiently.
TaskRay is the top-rated enterprise customer onboarding solution on the Salesforce AppExchange. Since 2010, TaskRay has provided innovative customer onboarding and project management solutions that help companies scale their onboarding and implementation processes, drive greater efficiencies, and create unmatched customer experiences—all within Salesforce. We are proud to be a Salesforce ISV partner. Learn more at taskray.com.