TaskRay has really helped to fill a huge need in our company. We needed a way to make sure that all new customers get onboarded in a consistent way and that the process be visible to management. TaskRay has enabled us to that with the use of templates, automations, and analytics. We save a lot of time since these processes are easily cloned for every new customer. Enrique Pasos Director of Technology Services at Fortis
Accelerate Revenue Through Connected Enterprise Delivery Running enterprise implementations outside Salesforce creates silos, delayed kickoffs, and zero visibility for the teams who need it most. In this quick demo, you’ll see: Automated project generation tied directly to closed deals Template versioning to standardize and update work at scale Execution tools built for real delivery: Kanban, Gantt, milestones Native Salesforce reporting tied […] Go to Webinar
TaskRay is a really great tool. It has saved our teams a ton of time on project set up and given us unparalleled visibility across all our projects, all natively in Salesforce. Jeremy Bannon Founder | Consultant at Full Circle SFDC LLC