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Author: Corinne Oertel

Are Customers Ghosting You? Four Ways to Get Them to Show Up

Corinne Oertel March 13, 2023 No Comments

Your customers don’t show up for meetings. They don’t complete their required tasks during onboarding. They don’t respond to your messages and calls. These are common challenges haunting Customer Success…

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You Are Here: What Customer Onboarding Maturity Means and How to Level Up

Corinne Oertel January 30, 2023 No Comments

You may have just launched a new customer onboarding program or are refining your approach to working with thousands of customers. Regardless, do you know the maturity level of your…

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Feature Highlight: Onboarding Kick-Off Flow

Corinne Oertel January 26, 2023 No Comments

Get your onboarding process off to a fast and smooth start using the Onboarding Kick-Off Flow feature. This feature guides managers and end-users through project creation from an opportunity. We…

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Tips & Tricks: How to Setup Template Versioning in TaskRay

Corinne Oertel January 12, 2023 No Comments

The newest TaskRay release introduces Template Versioning to all editions. We're constantly improving the post-sales work management experience, and template versioning allows for quick iteration of a template to see…

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TaskRay Earns Spot on Built In’s 2023 “Best Places to Work” List

Corinne Oertel January 11, 2023 No Comments

All of us here at TaskRay are absolutely delighted to have been named one of Colorado’s “Best Places to Work” on Built In’s 2023 list. We are proud to be…

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TaskRay Announces Solution Feature Updates on Salesforce AppExchange

Corinne Oertel November 30, 2022 No Comments

Today, TaskRay announced a new update to Post-Sale Work Management on Salesforce AppExchange, equipping customers with new tools to create and optimize consistent processes with enhanced Templates, including an enhanced…

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Your New Favorite Tool: The Ultimate Post-Sale Playbook

Corinne Oertel August 4, 2022 No Comments

Our new Post-Sale Playbook helps you bridge the gap between sales and success with our best resources personalized to you! We’ve spent the last few years compiling these resources to…

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