CUSTOMER ONBOARDING IS EASY WITH TASKRAY

Customer onboarding managers will love the efficiency of TaskRay project templates that automatically kick off when an opportunity is won in Salesforce. 

Our Customer Onboarding Success in Salesforce use case recipe includes detailed visual and written instructions on how to: 

  • Set-up Closed Won opportunities to trigger a new project.
  • Not lose sight of time-sensitive tasks with date-driven templates.
  • Share critical files and updates across your team with Chatter.

Download your Recipe for Success with step-by-step instructions for Customer Onboarding Success in Salesforce!