Have a minute to spare?
There’s a reason we’re the best Salesforce-native app for customer onboarding.
Our TaskRay in 60 seconds video covers the four critical steps and best practices for onboarding—just a few of the things that make TaskRay the leading enterprise customer onboarding solution on Salesforce.
Salesforce Native Customer Onboarding Software
TaskRay—a Salesforce partner since 2010—is a 100% native customer onboarding solution built on an elegant Agile project management foundation. TaskRay is Lightning-ready and integrates with Sales Cloud, CPQ, Service Cloud, Experience Cloud, Slack, Box and more.
SDO setup takes less than 5-minutes and can be found in QHome.