New Resources

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

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

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.

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.

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.

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.