Use Case Archives

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…

How to Dial in Your Onboarding Program and Put Your High-Touch Efforts Where They Matter

Cory April 2, 2021 No Comments

By now, you probably know that getting your company’s high-touch onboarding program working optimally has a direct impact on your bottom line and can pay off handsomely. But how do…

3 Things To Keep In Mind When Building Your High-Touch Onboarding Program

Cory March 25, 2021 No Comments

In order to truly help your customers use, know and love your product, you need to think strategically about your company’s onboarding program. There are three specific areas that you…

From Production to Installation to Customer Onboarding, Project Management is the Key to Success

Guest Author March 4, 2021 No Comments

Medical device manufacturers will soon be affected by substantial new government regulations, and those who have the right project management tools and processes in place will weather these changes much…

Category: Use Case

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

How to Dial in Your Onboarding Program and Put Your High-Touch Efforts Where They Matter

3 Things To Keep In Mind When Building Your High-Touch Onboarding Program

From Production to Installation to Customer Onboarding, Project Management is the Key to Success

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