Use Case Archives

Customer Onboarding Roundtable Insights: Building a Customer Experience Strategy

Guest Author April 15, 2020 No Comments

Delivering a flawless customer onboarding experience is critical to long term customer success. In this blog post, we’re sharing four actionable insights from our March Customer Onboarding Roundtable for building…

Announcing The Diversity at Dreamforce Scholarship Winner: NameCoach

Guest Author November 13, 2019 No Comments

We are excited to announce NameCoach as the winner of the Diversity at Dreamforce scholarship winner for 2019! TaskRay was part of a group of co-sponsors that worked together to…

How to Improve Your Onboarding Program Though TaskRay’s Template Performance

Guest Author July 17, 2019 No Comments

By Sunny Harmon, TaskRay Director of Customer Success Are you considering using the new Template Performance feature in the June 2019 release? Reviewing performance is one of the most important…

Three Reasons Why Customer Onboarding Needs Executive Level Insights

Guest Author July 3, 2019 No Comments

Onboarding is unequivocally the most decisive stage in a customer’s journey. It’s no secret that churn rates are the highest when onboarding is insufficient, nor is it that churn is…

Summer eBook Blog Series Part 2: Delivering Customer Success Through Optimized Communication

Guest Author June 26, 2019 No Comments

In business, both internal communication within your company and external communication with your customers are central to customer success. When communication is clear, concise and direct, everyone wins. But in…

Summer eBook Blog Series Part 1: Be Our Guest – Secrets in Customer Success from the Hospitality Industry

Guest Author June 19, 2019 No Comments

Imagine you decide to stay at a gorgeous, new hotel, in a city you’ve never been to for a long weekend vacation. Your enjoyment of the trip is largely dependent…

Three Tips on Scaling Your Customer Onboarding Program – Part 2

Guest Author April 22, 2019 No Comments

This is part 2 of a two-part guest blog post by Elizabeth McAuley-Italiano of WnTD Partners. You can read the first post here. So now that we’ve gone through the…

Three Tips on Scaling Your Customer Onboarding Program – Part 1

Guest Author April 15, 2019 No Comments

This is part 1 of a two-part guest blog post by Elizabeth McAuley-Italiano of WnTD Partners. Building your organization for scale is one of the most critical factors in the…

You Don’t Want Happy Customers

Guest Author March 14, 2019 No Comments

A guest post by Donna Weber, President of Springboard Solutions and Principal of KickStart Alliance. Last month I attended a customer success meet-up in Palo Alto, Calif. At the event, there…

Don’t Let Customers Wander Down Dark Alleys: Why You Need Quick Wins

Guest Author February 6, 2019 No Comments

A guest post by Donna Weber, President of Springboard Solutions and Principal of KickStart Alliance. As soon as the deal closes, your customers start groping in the dark. They dive into the…

Resource Management That Drives On-Time Delivery

Category: Use Case

Customer Onboarding Roundtable Insights: Building a Customer Experience Strategy

Announcing The Diversity at Dreamforce Scholarship Winner: NameCoach

How to Improve Your Onboarding Program Though TaskRay’s Template Performance

Three Reasons Why Customer Onboarding Needs Executive Level Insights

Summer eBook Blog Series Part 2: Delivering Customer Success Through Optimized Communication

Summer eBook Blog Series Part 1: Be Our Guest – Secrets in Customer Success from the Hospitality Industry

Three Tips on Scaling Your Customer Onboarding Program – Part 2

Three Tips on Scaling Your Customer Onboarding Program – Part 1

You Don’t Want Happy Customers

Don’t Let Customers Wander Down Dark Alleys: Why You Need Quick Wins

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