CASE STUDIES


TaskRay is the leader in customer onboarding in Salesforce.

TaskRay helps businesses onboard customers faster and more efficiently. By using TaskRay’s templating and automation functions high tech, SaaS, Wealth Management, Manufacturing, and Franchising businesses can build systems that scale whether they have 100 customers or 10,000 customers.

  • TaskRay is built on the Salesforce Platform to enable seamless customer onboarding right in Salesforce Sales Cloud ® as well as other Salesforce Clouds such as FSC, Service Cloud, HSC, and more.

  • Get an overview of key customer onboarding metrics and health with robust reporting and dashboards.

  • Utilize built in templates and automation tools to onboard customers & clients more quickly and efficiently and consistently.

  • Decrease your customer’s time to implement your solution and increase your retention and customer satisfaction.

You can also use TaskRay to manage projects for Agile Dev, Marketing, Consulting, Back Office and Non-Profit program delivery and fundraising.

Additionally, it functions wonderfully as a full suite project management solution.


Customer Onboarding


Full Suite Project Management