Salesforce Project Management | Book a TaskRay Demo

TaskRay is ideal for teams managing complex project workflows or time sensitive customer onboarding. Improve speed to revenue, deliver quicker customer value, optimize resources, and make a great first impression.

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

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%.

Supercharge Project Management in Salesforce

WHAT WE WILL DISCUSS

Schedule A Demo!

Why Have Project Management in Salesforce?