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SaaS Onboarding | Toast

SaaS Onboarding | Toast

While the customer onboarding process can follow a specific set of criteria, each Toast customer comes with unique needs and challenges. They needed a tool that would provide a templatized process and the ability to customize along the way.

SaaS Onboarding | UpKeep

SaaS Onboarding | UpKeep

UpKeep decided to build their entire onboarding and customer lifecycle process around TaskRay’s functionality because they recognized the advantages of using the Salesforce platform as their single source of truth.

SaaS Onboarding | MWS

SaaS Onboarding | MWS

MWS Technology uses TaskRay to manage their customer implementation process. We spoke with their CTO, John Brightwell, about the some of the ways TaskRay is helping them to get customers up and running faster and more efficiently.