New Resources


TR-Gainsight-ebook-cover-edited.jpg

ebook: customer success

Is your customer success process as good as it can be? Get best practices and tips from the leaders in customer onboarding / customer success.

MORE INFO  |  GET THE EBOOK

TR-Gainsight-cover-webinar-edited.jpg

webinar: customer success

As a companion to the ebook of the same name, this 45-minute webinar goes into detail on getting the processes right for your customer success handoffs.

WATCH THE WEBINAR

deloitte.jpg

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

 

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