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Your data deserves better than a third-party sync

vs. Non-Salesforce-Native Competitors

Non-native tools might look good on the surface, but when your data lives outside Salesforce, things get messy—fast. You’re juggling syncs, extra logins, and disconnected workflows. That might work for a while… until leadership wants visibility, IT flags a security concern, or your team spends more time managing tools than managing projects.

That’s when they turn to TaskRay.

TaskRay Native

Non-Native Platforms

Unified Data

All project data in Salesforce, aligned with sales & support.

Manual syncing, data outside Salesforce = risk.

Cross-Team Workflows

Salesforce automation (Flows, Chatter, Process Builder).

Fragmented, manual workflows.

Reporting & Metrics

Real-time KPI dashboards in Salesforce.

Workarounds needed to access insights.

Security & Governance

Centralized, secure, SSO-compatible.

Siloed data, difficult to govern.

Cost & Complexity

Native = fewer tools, lower cost, less overhead.

More vendors, more integration points, more $$$.

Time-to-Value

Fast deployment, no new platform to learn.

Slow onboarding, complex setup.

Difference #1

Unified Data for Seamless Alignment

TaskRay data is easily surfaced in Salesforce dashboards and reports, meaning you get real-time insights into KPIs and other metrics that empower leaders to make informed decisions.

Non-Native Platforms

While non-native platforms offer integration, all their data lives outside of Salesforce, meaning you put yourself at risk of data discrepancies by having to manually map, import, or interpret it yourself.

Difference #2

Streamlined Cross-Team Workflows

TaskRay leverages Salesforce automation tools like Flows, Chatter, and Process Builder, keeping everyone on the same page and ensuring smooth transitions between teams.

Non-Native Platforms

Integrating third-party tools with Salesforce can lead to fragmented workflows, duplicate updates, and manual intervention to maintain data accuracy.

Difference #3

Effortless Reporting and Metrics

TaskRay data is easily surfaced in Salesforce dashboards and reports, meaning you get real-time insights into KPIs and other metrics that empower leaders to make informed decisions.

Non-Native Platforms

Non-native tools can’t surface data in Salesforce dashboards without cumbersome and time-consuming workarounds–making it hard to track customer lifecycles or tie project outcomes to your business goals.

Difference #4

Enhanced Security and Governance

TaskRay strikes the right balance. It’s easy for users to adopt and built for IT peace of mind—secure, centralized, and fully aligned with your existing SSO, governance, and compliance frameworks as a Salesforce-native solution.

Non-Native Platforms

End users want intuitive, flexible tools—but off-platform solutions often lead to disconnected processes and siloed data. That freedom can quickly become chaos, making it hard for leadership and IT to manage projects, enforce standards, and stay compliant.

Difference #5

Reduced Costs and Complexities

Because TaskRay runs on the Salesforce platform you already know and trust, you can avoid the overhead of working with multiple systems and integrations–as well as those potential data discrepancies.

Non-Native Platforms

With non-native platforms, customers have to manage integration manually, resulting in costly and inefficient syncing issues and data duplication.

Difference #6

Accelerated Time-to-Value

Because it’s a native solution, TaskRay eliminates the learning curve of a third-party tool, making it easy to implement and quickly realize value through an already familiar environment.

Non-Native Platforms

Third-party tools require time and resources to configure and integrate, delaying value realization and adding potential friction for teams.