Use Case Archives

TaskRay Customer Story: Revving Up the Client Delivery Engine with Kicksaw

Lindsey Kocel February 22, 2022 No Comments

Enabling consistent and scalable customer experiences during the post-sale phase is something near and dear to our hearts at TaskRay. Learn how Kicksaw has done just that and leveled up…

Want to Increase Customer Loyalty? Map the Customer Journey.

Guest Author November 17, 2021 No Comments

When it comes to increasing customer loyalty, consider customer journey mapping. A journey map is a visualization of a process people go through in order to accomplish defined goals.

Deep Dive: New-Customer Journey & Customer Onboarding Journey Maps

Cory November 4, 2021 No Comments

Join us for a close look at new-customer journey mapping—a critical process for understanding the touchpoints and interactions new customers have with your company, product, and team members.

Get the Extra-VIP Treatment with Revamped TaskRay Support Plans

Lindsey Kocel November 1, 2021 No Comments

Coming soon, we will be taking it to the next level with revamped support plans that will provide customers with “extra-VIP” treatment. Our new three-tiered model will include one free…

Creating Clear Expectations with Project Management Success Plans

Guest Author October 6, 2021 No Comments

A success plan is a single place to capture customer goals and your approach for reaching them. The plan is a document that includes best practices and quick wins while…

Metrics: Showing the Value of Customer Onboarding

Guest Author September 8, 2021 No Comments

It’s not enough to hope leaders notice all the hours you and your team strive to onboard and enable customers. Most likely, management doesn’t fully understand what you do all…

Ticking All the Boxes: Salesforce Ben’s Review of TaskRay

Guest Author August 31, 2021 No Comments

We are proud of the in-depth review Salesforce Ben wrote on TaskRay’s customer onboarding and project management solution.

Paying It Forward to Build Lasting Customer Relationships

Guest Author August 18, 2021 No Comments

We love it when our customers share their story on how they are using TaskRay especially since it highlights creative ways to apply it to their business, and in this…

Building Trust with New Clients

Guest Author August 4, 2021 No Comments

During onboarding, it’s critical you combat the challenges of first impressions, buyer’s remorse, and prospection because how you start with a new customer may determine whether they renew or they…

The Neuroscience of Onboarding

Guest Author July 22, 2021 No Comments

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…

Resource Management That Drives On-Time Delivery

Category: Use Case

TaskRay Customer Story: Revving Up the Client Delivery Engine with Kicksaw

Want to Increase Customer Loyalty? Map the Customer Journey.

Deep Dive: New-Customer Journey & Customer Onboarding Journey Maps

Get the Extra-VIP Treatment with Revamped TaskRay Support Plans

Creating Clear Expectations with Project Management Success Plans

Metrics: Showing the Value of Customer Onboarding

Ticking All the Boxes: Salesforce Ben’s Review of TaskRay

Paying It Forward to Build Lasting Customer Relationships

Building Trust with New Clients

The Neuroscience of Onboarding

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