Case Studies

Marketing Project Implementation | Force Marketing

Marketing Project Implementation | Force Marketing

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.

Franchise Onboarding | Papa Murphy’s

Franchise Onboarding | Papa Murphy’s

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 | 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.

Medical Systems Installations | Mevion

Medical Systems Installations | Mevion

In less than two years, Mevion reduced their installation time from two and a half years to nine months. A large portion of the time savings was related to their use of TaskRay to define their process and escalate issues.

SaaS Onboarding | Smarter HQ

SaaS Onboarding | Smarter HQ

We spoke with Asa Kelly, Operations Manager and Matt Tyner, VP of Finance and Operations about how SmarterHQ’s services and delivery teams are using TaskRay to leverage data to help them manage client work and grow their business.

SaaS Onboarding | Harver

SaaS Onboarding | Harver

With TaskRay, Harver leadership will be able 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.