TaskRay: Post-Sales Work Management

TaskRay helps organizations onboard customers faster and more efficiently, getting the relationship off to a good start. By using TaskRay’s templating and automation functions, high tech, SaaS, Wealth Management, Manufacturing, Franchising businesses and more can build systems that scale whether you 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 -Track key business metrics like customer onboarding health scores, time tracking, and more 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

TaskRay can also work for project management & project automation in: Marketing, Consulting, Back Office systems, Non-Profits, and full-suite project management.

Since 2010, TaskRay has provided innovative customer onboarding and project management solutions—all within Salesforce.