Case Studies

NuAge Experts

NuAge Experts

NuAge Experts needed a solution that gave them the flexibility to adapt it to their individual customer needs. For their Co-founder, it was a no-brainer to choose TaskRay.

Elevate Actual

Elevate Actual

ElevateActual works with customers in highly regulated industries, like aviation, for whom a tight onboarding process is critical. The team at ElevateActual uses TaskRay to manage internal deliverables as well as drive Salesforce adoption for their customers.

JLL

JLL

JLL uses TaskRay to manage their commercial real estate loan closing process. TaskRay gives them the ability to manage a complex set of tasks and to-do’s and keep track of different activities between internal and external stakeholders—from buyers to title companies to insurance agents.

Papa Murphy’s

Papa Murphy’s

Papa Murphy’s is the largest take ‘n bake pizza chain in the U.S. They use TaskRay because it can efficiently accommodate and document their evolving processes, with 360-degree transparency into the entire process.

Force Marketing

Force Marketing

Force Marketing uses omni-channel marketing and cutting-edge technology to transform automotive industry marketing. They use TaskRay for real-time project management and reporting within Salesforce.

Mevion

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.

Toast

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.

UpKeep

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.

MWS

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.

SmarterHQ

SmarterHQ

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.

Harver

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.