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The Neuroscience of Onboarding

The Neuroscience of Onboarding

During onboarding, brain science comes into play in three areas: first impressions, buyer’s remorse, and cognitive closure. While I’m no neuroscientist, I’m excited to share with you the impact onboarding has on long-term customer relationships.

How to Use TaskRay’s Baselines

How to Use TaskRay’s Baselines

When it comes to managing projects, metrics help identify inefficiencies, celebrate great wins, and capture vital insights on how the work went. There is a multitude of ways to capture metrics in Salesforce, and one of TaskRay’s features is designed specifically for this purpose: Baselining.

TaskRay Premium & Resource Management

TaskRay Premium & Resource Management

Summer is an exciting time of year. It’s a time for vacations, long weekends, family fun, and adventure. But as a business organization that relies on hard-working resources to deliver on customer promises and deadlines, the Summer season can represent major challenges. 

TaskRay Highlight: External Sharing

TaskRay Highlight: External Sharing

It’s become more important now than ever to keep your customers and external stakeholders informed of project progress and updates. This is a crucial component of customer onboarding, as it’s essential to keep everyone in the loop in order for a project to be successful.

Measuring Success: Dashboards, Reports & More!

Measuring Success: Dashboards, Reports & More!

How does your organization measure success for your onboarding, implementation, or installation? In this post I will share how we manage our onboarding program using Salesforce and TaskRay to give you some ideas on how to manage yours.

Custom Permission Sets, The Easy Way

Custom Permission Sets, The Easy Way

When Salesforce introduced Permission Set Groups in their Spring 2020 release, we all jumped for joy because creating and maintaining custom permission sets for TaskRay got exponentially easier. In this post, we’ll show you how.