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Effortless Project Management, Native Integration

Unlock Salesforce's potential with TaskRay. Streamline projects, boost collaboration, and keep your team focused on success —all within the platform you trust.

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!

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Why Salesforce-Native?

TaskRay’s project management solution boosts efficiency and resource use for on-time delivery and faster revenue.

Data Integrity and Security

Native apps leverage Salesforce's security measures, keeping your data secure within the platform.

Seamless Integration

Salesforce-native apps integrate seamlessly, eliminating complex integrations and saving time and resources.

Enhanced Productivity

Native apps, designed for Salesforce users, offer seamless workflows and align with the platform's interface, boosting team efficiency.

Why TaskRay + Salesforce?

What happens when you combine the #1 CRM platform with the #1-rated project management app? You get a unified experience for managing projects across teams and customers. Consolidate your tech stack and achieve exceptional results with:

  • Alignment between functional areas
  • Clarity among multiple, conflicting sources of truth and poor user experience
  • Actional data and metrics
  • Real-time visibility for individuals, managers, and executives
  • Streamlined, consistent, and collaborative workflows
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Schedule a call to see how TaskRay can help you manage projects better.