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Supercharge Project Management in Salesforce

Improve speed to revenue, deliver quicker customer value, maximize resources, and make the best first impression – every time.

What we will discuss

Your current process for managing projects and onboarding
Your preferred project management process; Kanban, project boards, calendars, etc.
Confirm the features and functionality you want to see in TaskRay
Coordinate time to see your personalized demo of TaskRay

All-in-One Project Management Features

Manage your customer projects seamlessly

Schedule a TaskRay Demo!

Why Have Project Management in Salesforce?

Data Security

As a 100% Salesforce-native app, TaskRay stores all of your data inside Salesforce with no external access by the app provider or anyone else.

A Seamless Extension of Salesforce

Leverage your existing investment to consolidate your tech stack and integrate workflows for project management.

Enhanced Visibility

Create a single source of truth for everything you need to know about onboarding projects – milestones, assignments, status, and more.

Improved Efficiencies

Identify bottlenecks in your process and automate workflows to reduce your onboarding time by 50%.

Maximized Resources

Monitor and forecast capacities and assign resources based on skills and availability.

Happier Customers & Clients

Implement a smooth, thorough, and collaborative onboarding for every customer and watch your CSAT and NPS soar by 15%.

Trusted by Leading Brands

Fiix Software builds a scalable implementation process with full project visibility using TaskRay

Since implementing TaskRay, Fiix Software has transformed its implementation process from manual spreadsheets and limited oversight into a structured, highly visible delivery operation that supports long-term customer success and a 94% customer renewal rate.

Read Customer Success Story

“TaskRay has helped us improve scheduling, create consistency through templates, and gain full visibility into our projects—things we simply didn’t have before.”

Have Questions?

We’ll take the time to get an understanding of your current situation and ideal state, answer your specific questions, and help you determine how TaskRay can help you master your new customer journey and ensure longterm success for you and your customers.

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