CASE STUDY / CUSTOMER STORY

Using TaskRay to increase customer satisfaction.

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.

Why JLL Loves TaskRay

TaskRay provides visibility into the loan losing process, allowing for continuous improvement.

Email automation makes it possible to keep communications and messaging consistent.

Templates make it easy to capture repeatable processes.

Because TaskRay is Salesforce native, Salesforces Admins and Developers don’t have to learn a new language.

About JLL

JLL—a world leader in real estate services—buys, builds, occupies and invests in a variety of assets including industrial, commercial, retail, residential and hotel real estate. From tech startups to global firms, their clients span industries including banking, energy, healthcare, law, life sciences, manufacturing, and technology.

Both from an account standpoint and a support standpoint, TaskRay has made sure our needs are met and has been a great partner throughout our journey.

Chris Pearson

IT Director, JLL

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Salesforce Native Customer Onboarding Software

TaskRay—a Salesforce partner since 2010—is a 100% native customer onboarding solution built on an elegant Agile project management foundation. TaskRay is Lightning-ready and integrates with Sales Cloud, CPQ, Service Cloud, Experience Cloud, Slack, Box and more.

SDO setup takes less than 5-minutes and can be found in QHome.