Case Studies: SaaS
With TaskRay, Label Insight’s cross-functional teams are now able to access project data from each customer onboarding to inform future processes and create long term customer consistency.
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.
Within months after deploying TaskRay, the SmarterHQ team was seeing results. And, the measurable insights and visibility into their client work that TaskRay provides are helping them to grow with intention.
MWS Technology uses TaskRay to manage their customer implementation process. We spoke with their CTO, John Brightwell, about some of the ways TaskRay is helping them to get customers up and running faster and more efficiently.
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.
With TaskRay, Harver leadership will be able to see in real-time where customers are in the onboarding process and also how company expansion is proceeding—enabling Harver to be more proactive in terms of sales and ongoing customer success.