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Supercharge Customer Onboarding in Salesforce

The leading Salesforce onboarding solution trusted by hundreds of teams. Automate your salesforce customer onboarding process, eliminate chaos, and delight every client from day one.

2× Faster onboarding
50% Less onboarding time
+15% CSAT & NPS boost
Salesforce Native Onboarding Automation No Data Migration Kanban & Gantt Views

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The Salesforce Onboarding Flow

How TaskRay's Salesforce Onboarding
Solution Works

 
1

Deal Closes in Salesforce

TaskRay automatically triggers your salesforce onboarding flow the moment an opportunity is won.

2

Template Auto-Populates

Pre-built onboarding templates spin up instantly with tasks, owners, and deadlines with no manual setup.

3

Team & Client Collaborate

Internal teams and external clients work together in a shared portal fully native to Salesforce.

4

Customer Goes Live

Track completion, measure CSAT, and hand off to your CS team all from a single salesforce onboarding dashboard.

The Only Native Salesforce Onboarding Solution You Need

TaskRay is built 100% inside Salesforce. meaning your customer onboarding data never leaves your CRM. No integrations. No data silos. Just seamless, automated onboarding flows.

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Enterprise Data Security

As a 100% Salesforce-native app, all data lives inside your Salesforce org. Zero external access, full compliance. The safest salesforce onboarding solution on the market.

Seamless Salesforce Extension

Leverage your existing Salesforce investment. Consolidate your tech stack for integrated onboarding. from opportunity close to successful customer launch.

Onboard 2x Faster

Identify bottlenecks, automate repetitive tasks, and reduce your salesforce customer onboarding process time by up to 50% with smart workflow automation.

Maximize Team Resources

Monitor capacity, forecast workloads, and assign team members based on skills and availability. for every salesforce onboarding flow across your organization.

Full Visibility & Analytics

Single source of truth for all onboarding projects. milestones, assignments, blockers, and project health. Built-in dashboards for every role in your salesforce onboarding app.

Happier Customers & Higher NPS

Implement smooth, consistent, and collaborative onboarding using salesforce onboarding tools that keep clients informed. Watch CSAT soar by 15%.

Everything You Need for Integrated Onboarding in Salesforce

TaskRay brings together the project management components you need for onboarding in Salesforce. from templates to resource planning to client collaboration.

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Join hundreds of teams already using TaskRay to onboard customers faster and smarter all natively in Salesforce.

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