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TaskRay

TaskRay

4.5
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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.

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What is TaskRay?

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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.

TaskRay Details Provided by: Kirsten C.

TaskRay Details Provided by: Kirsten Carlson Brehmer

Product Marketing Specialist at Bracket Labs
Website
taskray.com
Related Links
FAQ
Languages Supported
English

TaskRay Screenshots

About TaskRay

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.

How do you position yourself against your competitors?

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.

Vendor
Bracket Labs
Company Website
Year Founded
2010
HQ Location
Lafayette, CO
LinkedIn® Page
www.linkedin.com
Employees on LinkedIn®
19
Twitter
@bracketlabs
Twitter Followers
799
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TaskRay
4.5
(53)