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Customer onboarding manager reviewing project tasks and completed milestones
Use Case
Onboarding

The Salesforce-Native Customer Onboarding Tool for Post-Sale Teams

Launch an onboarding project the moment a deal closes, run every customer on the same template, and track each go-live date inside Salesforce.
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Why Run Customer Onboarding in Salesforce?

Onboarding kickoff branching into assigned tasks, owners, and milestones

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.

Built Inside Your Salesforce Org

TaskRay runs as a managed package, so onboarding projects inherit your permission sets, sharing rules, and reports with no connector to maintain.

Live Onboarding Status

See milestones, owners, and status for every onboarding project on the same Salesforce record your sales and success teams already use.

Fewer Manual Handoffs

Spot bottlenecks in your onboarding process and automate the handoffs that slow it down. Toast's customer onboarding team improved workload management and team capacity after moving onboarding into TaskRay.

Resource Planning

Assign onboarding work by role, skills, and availability, and forecast capacity before a project starts. Resource management is available on the Standard and Premium plans.

Fewer Status Calls

Give customers a shared portal to see project status, submit inputs, and review milestones without a Salesforce license, so your team spends less time on status calls.

Customer Onboarding Software Features, Built on Salesforce

Project templates, auto-launch from closed-won opportunities, Gantt timelines, RAID tracking, a customer portal, and portfolio dashboards, all running on your Salesforce data.

Project Templates

Reusable plans for each onboarding type. Launch a new customer on the right template instead of rebuilding the plan every time.

Auto-Launch From Closed-Won

A Flow creates the onboarding project the moment the opportunity closes, carrying account and product details across so nothing is re-keyed.

Gantt and Critical Path

See the full timeline, dependencies, and the path that decides the go-live date. Move one task and the downstream dates follow.

RAID and Project Health

Track risks, actions, issues, and decisions on the project record, with health status rolled up for review.

Customer Collaboration Portal

Give customers a place to check progress, submit inputs, and review milestones without a Salesforce license.

Portfolio Dashboards

Report on every onboarding project in standard Salesforce Reports and dashboards, with no separate BI tool.
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86 repairs
weave
seesaw
lexia
terminus
identity automation
datadog
app folio
on shift
calix
86 repairs
weave
seesaw
lexia
terminus
identity automation
datadog
app folio
on shift
calix
86 repairs
weave
seesaw
lexia
terminus
identity automation
datadog
app folio
on shift
calix
86 repairs
weave
seesaw
lexia
terminus
identity automation
datadog
app folio
on shift
calix
86 repairs
weave
seesaw
lexia
terminus
identity automation
datadog
app folio
on shift
calix
86 repairs
weave
seesaw
lexia
terminus
identity automation
datadog
app folio
on shift
calix

Who Uses TaskRay For Customer Onboarding?

Onboarding & Implementation Teams

Run every implementation from the same template, so the tenth onboarding follows the same steps as the first without a PM rebuilding the plan.

Customer Success & Account Managers

Pick up the account at go-live with the full onboarding history on the same Salesforce record, so renewal conversations start from what was actually delivered.

Sales and Pre-Sales Teams

Hand off closed-won deals to delivery with account details, products, and commitments already on the project, so nothing gets re-keyed.

Revenue Operations

Track revenue recognition and project profitability against live task status and milestones, on the same Salesforce record as the deal.

Executives

See delivery health, milestone progress, and revenue impact across every onboarding project in standard Salesforce dashboards, without a separate BI tool.

Salesforce Admins and Operations Leaders

Keep customer onboarding inside the org you already govern, with no third-party sync to maintain.

86 Repairs Enjoys a 29% Decrease in Client Onboarding Time

With a standardized onboarding process in TaskRay, 86 Repairs sees higher profitability and greater customer satisfaction.
Read Customer Success Story
“TaskRay has improved our customer experience because they no longer have to follow up with us. We always know exactly where they are. And because TaskRay is Salesforce-native, have brought all of our GTM teams into one tool.”
86 repairs

What TaskRay Customers Say

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One of TaskRay’s biggest strengths is its flexibility—it adapts to our workflows rather than forcing us to change how we operate. If you’re looking for a project management solution that scales with your business and delivers real results, TaskRay is the way to go!
Melanie Duke
Melanie Duke
Director of Business Process Development at TurnKey Marketing
salesforce app exchange
TaskRay has streamlined our project management and operations, boosting efficiency and collaboration. Integrating TaskRay with tools like Formstack and FilePulse 360 has further simplified client onboarding and improved team coordination.
Marissa Lambrecht
Marissa Lambrecht
Operations Team Lead at Appluent
salesforce app exchange
TaskRay has played a key role in the growth of our Marketing Team. As our team really evolved, the tool evolved with us. It's setup in such a way where the changes were easy to make and quick to roll out. And if there was ever a question, the support is second to none.
heather shafland
Heather Shafland
Business Process Manager at CyberPower Systems USA, Inc.
salesforce app exchange
TaskRay has been great for our company. Before we spent our time in meetings with clients and internal stakeholders to figure out where we were in projects based on data that was manually inputted every day in spreadsheets. Now we are able to create templates, clone, and simply add time to projects with the ability to pull Salesforce reports and share public dashboard links with our clients.
ariana zamora
Ariana Zamora
Senior Operations Analyst at 1upHealth
salesforce app exchange
TaskRay helps our different lines of business organize their roadmap of business easily and with transparency. We are able to share project information across the company allowing the business to understand resource allocation and gaps. This app is so simple to use and configure to our needs. I would highly recommend TaskRay to anyone that needs project management assistance.
paula jarvis
Paula Jarvis
Salesforce Platform Manager at MRA
salesforce app exchange
I work for a Salesforce Partner and have recommended TaskRay to almost every client who has a need for an Salesforce-native project management solution. Out of box, there are a number of automated features that clients can immediately leverage with minimal configuration required. The team at TaskRay is fantastic as well.
tim brevart
Tim Brevart
Enterprise Architect at NBCU
salesforce app exchange
TaskRay is a really great tool. It has saved our teams a ton of time on project set up and given us unparalleled visibility across all our projects, all natively in Salesforce.
jeremy bannon
Jeremy Bannon
Founder | Consultant at Full Circle SFDC LLC
salesforce app exchange
TaskRay is a powerful and easy to use tool to manage complex projects. Customizable to fit the business needs and user-friendly. Great support from the TaskRay customer service team. We highly recommend TaskRay!
ludivine jobit
Ludivine Jobit
IT Application Specialist at Amcor
salesforce app exchange
The consolidated analytics of sales to delivery is on point. From an implementation perspective, tool is simple to turn up and customize. The online support and team behind them are frictionless.
gita kulkarni
Gita Kulkarni
President at Avinta Services
salesforce app exchange
TaskRay has saved our business so much time! We are able to organize for upcoming events in a whole new way, making us so much more productive. We love that we can delegate and track project tasks to fellow employees, instead of them getting lost in texts and emails. Thank you TaskRay!!
shannon crouse
Shannon Crouse
3x Salesforce Certified Solutions Architect / Project Manager at Offprem Technology
salesforce app exchange
I have been using TaskRay for years. It is a great tool for planning projects and managing tasks with colleagues and customers alike. I love that everything is baked into Salesforce.
jack flood
Jack Flood
VP at Spatial Data Logic Inc.
salesforce app exchange
TaskRay has really helped to fill a huge need in our company. We needed a way to make sure that all new customers get onboarded in a consistent way and that the process be visible to management. TaskRay has enabled us to that with the use of templates, automations, and analytics. We save a lot of time since these processes are easily cloned for every new customer.
enrique pasos
Enrique Pasos
Director of Technology Services at Fortis
salesforce app exchange
Taskray took us to the next level! We looked for a solution to manage our professional services business. We looked for a platform that will allow us to manage projects, tasks and resources and have them all link back to our customer database and opportunities. We definitely made the right choice with Taskray.
gil zilberstein
Gil Zilberstein
Co-founder and CTO at BkonectG
salesforce app exchange
I've used TaskRay personally and installed it on many client orgs. This is one of the best project management tools available for the Salesforce Platform. Along side with being my top choice, the TaskRay support team is always available to help out and has been outstanding with quickly resolving issues.
kirk reinzuch
Kirk Reinzuch
Sr. Consultant at Veltig
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Request a 1:1 demo with the TaskRay team to walk through your onboarding workflow and Salesforce setup.
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Frequently Asked Questions

A Salesforce-native customer onboarding tool runs inside your Salesforce org as an installed app, so onboarding projects, tasks, and milestones are stored as Salesforce records rather than synced from a separate system.

TaskRay is built this way. It installs as a managed package, and onboarding projects inherit the permission sets, sharing rules, and reports already set up in your org.

Most teams automate onboarding by starting a project when an opportunity moves to closed-won, then running it from a reusable template so every customer follows the same steps.

In TaskRay, one Flow automation can auto-launch an onboarding project from the closed-won opportunity and carry the account and product details across, so no one re-enters them.

Look for reusable project templates, task and milestone tracking, a way for customers to see their own progress, risk tracking, and reporting on time to go-live.

TaskRay covers these inside Salesforce: project templates, Gantt and Kanban views, RAID tracking, a customer collaboration portal that doesn't need a Salesforce license, and portfolio dashboards built in standard Salesforce Reports.

Standalone onboarding tools keep data in their own database and sync it to Salesforce through a connector that has to be configured and maintained.

TaskRay stores onboarding data in Salesforce itself, so there is no sync to break, and sales, delivery, and success teams work from the same customer record. It is built for teams already running on Salesforce. Teams that are not on Salesforce are better served by a standalone tool.

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