Your time is valuable. Our aim is to quickly uncover if TaskRay aligns to your business needs.
WHAT WE WILL DISCUSS
Your current process for managing projects and onboarding
Your preferred project management process; Spreadsheets, Kanban, project boards, gantt charts, calendars, etc.
Confirm the features and functionality you want to see in TaskRay
Coordinate time to see your personalized demo of TaskRay with our Account and Solutions team
Schedule A Demo!
Why Onboard New Customers & Clients in Salesforce?
TaskRay’s onboarding solution boosts efficiency and resource use for on-time delivery and faster revenue.
Data Security
As a 100% Salesforce-native app, TaskRay stores all of your data inside Salesforce with no external access by the app provider or anyone else.
A Seamless Extension of Salesforce
Leverage your existing investment to consolidate your tech stack and integrate workflows for onboarding programs.
Enhanced Visibility
Create a single source of truth for everything you need to know about onboarding projects – milestones, assignments, status, and more.
Improved Efficiencies
Identify bottlenecks in your process and automate workflows to reduce your onboarding time by 50%.
Maximized Resources
Monitor and forecast capacities and assign resources based on skills and availability.
Happier Customers & Clients
Implement a smooth, thorough, and collaborative onboarding for every customer and watch your CSAT and NPS soar by 15%.
TaskRay is the leading Customer Onboarding App for Salesforce
Plan projects with pre-built templates, easily assign tasks to teams, and collaborate with customers — all natively in Salesforce. Watch the demo video to learn more.
Schedule a call to see how TaskRay can help you manage projects better.
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