If the year 2020 showed us anything, it’s that even the best laid plans sometimes have to change. When onboarding new customers, sometimes your templated processes need to be quickly adjusted as unforeseen circumstances arise. With the latest TaskRay release, we are...
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.
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.
What is it good for? Absolutely, everything! So you may be wondering what Advanced Scheduler is and why you should use it. In my opinion, this is one of our most robust and time-saving features that we have across the board. I’ll tell you more about it.
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.
When going on vacation, it’s important that those charged with taking the wheel understand exactly what they’ll be doing while you’re on leave.
Congratulations! You are the proud owner of a brand new TaskRay Project. Take a second to enjoy this moment, because soon enough, it will be time to get to work.
See some of the recommended views and key features in TaskRay to ensure you are confident using the tool.
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.
In this handbook, Sunny Harmon, VP of Customer Success and Support shares her experience and guides readers on how to set up their own high-touch onboarding program.
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.
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.
In a recent article, we provided a helpful overview of Resource Forecasting with an explanation of the importance of this process and tips on how to get started. In this post, we’ll build on those concepts to help you take your resource forecasting process to the next level with “Billable Forecasting”.