TaskRay is the Leader in Customer Onboarding in Salesforce

TaskRay, an innovative customer onboarding and project management solution, helps companies manage their onboarding and implementation processes, drive greater efficiencies, and create unmatched customer experiences—all within Salesforce.

TaskRay_Website_Icons_R01.png

Decrease Time to Value

TaskRay helps you deliver onboarding experiences that show you respect your clients’ time by providing value from your product or service quickly and efficiently.

TaskRay_Website_Icons_R012.png

Increase Customer Satisfaction

With TaskRay you’ll be able to provide an onboarding experience that increases customer loyalty, reduces churn, and positively impacts your bottom line. 

TaskRay_Website_Icons_R013.png

Grow Your Business

Whether you have 100 customers or 10,000, TaskRay makes it possible to scale your business by creating visibility, eliminating redundancies, and ensuring consistency.

Does your onboarding experience measure up?

First impressions matter. We’re on a mission to ensure businesses get off to a great start with a flawless customer onboarding experience.

 
 

Wealth Management

Learn More

 

Franchises

LEARN MORE

 
 
 

Companies who care about customer experience choose TaskRay.

 
Richard_Alberg_BW_circle.png

“An excellent solution for our customer implementations.”

Richard Alberg | MWS Technology