Set Every Customer Up For Success
Maximize revenue and retention with the leading onboarding solution built on Salesforce.
Create Customers for Life with Our Onboarding Playbook
No matter what industry you’re in, getting new customers on board and feeling the love for you and your product or service is job one. The risks of a poor onboarding experience are high. Did you know that 62% of a customer’s decision to renew is based on their installation experience? (Accenture) Or that 75% of cross-selling opportunities occur in the first 90 days after the sale? (Pitney-Bowes) That’s why we’re writing the playbook to help you get every customer off to a great start. Because in business, as in life, first impressions really do matter.
Build Customer Relationships that Last
Trusted by Top Companies Around the World
TaskRay’s Customer Onboarding Suite Provides Everything Companies Need for Long-term Success
ONBOARDING JOURNEY
Deliver a flawless customer experience from day one.
TaskRay helps you professionalize your onboarding process and ensures a single source of truth with best practice templates, automated workflows and powerful work management tools.
ONBOARDING COLLABORATION
Engage and empower the right people at the right time.
With TaskRay, you can involve everyone needed—from your sales and customer success teams to partners and even customers—to deliver every customer onboarding project with excellence.
ONBOARDING COLLABORATION
Engage and empower the right people at the right time.
With TaskRay, you can involve everyone needed—from your sales and customer success teams to partners and even customers—to deliver every customer onboarding project with excellence.
ONBOARDING operations
Ensure the visibilty you need for continuous improvement and growth.
TaskRay enables you to monitor current projects, improve the quality of your initial customer experience, and scale efficiently.
EXPANSION REVENUE
Uncover and capitalize on revenue expansion opportunities.
With TaskRay, you can capture the insights that will help your teams expose opportunities and nurture relationships with new customer champions.
EXPANSION REVENUE
Uncover and capitalize on revenue expansion opportunities.
With TaskRay, you can capture the insights that will help your teams expose opportunities and nurture relationships with new customer champions.
Companies that care about customer experience choose TaskRay.
You may call it something different, but every customer needs to be onboarded.
SAAS
Financial Services
Manufacturing
Franchises
Does your customer onboarding experience measure up?
Organizations that lead in customer experience outperformed laggards on the S&P 500 index by nearly 80%.
Qualtrics
Upgrades and second order revenue make customer success 5x more valuable than sales.
