Companies who care about customer experience choose TaskRay.

Because first impressions matter.

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.

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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.

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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. 

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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?

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

 
 

Wealth Management

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Franchises

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New Resources

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ebook: customer success

No matter your company size or focus, you should be incentivizing success for employees (and customers). Get the best strategies and/or see how you compare.

MORE INFO  |  GET THE EBOOK

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ebook & webinar: customer onboarding success

TaskRay and Gainsight provide a 'best practices' ebook and a 45-minute webinar on perfecting your customer handoff processes.

GO TO eBOOK / WEBINAR PAGE

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industry study: customer success

A report from Deloitte covers the current state and future trends in customer success. We summarize the three major takeaways.

READ THE SUMMARY

 
 
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“An excellent solution for our customer implementations.”

Richard Alberg | MWS Technology