The company ultimately made a wholesale transition from their old technology and process to TaskRay and they worked with the TaskRay support and onboarding teams to ensure this could happen smoothly and successfully.
Force Marketing currently has almost 90 TaskRay users spanning multiple departments—from Marketing and Operations to Client Success and Sales. TaskRay is woven into the very way they do business, both running internal processes and working with external clients.
Lauren and her team were ready to scale and knew the new system solution had to move as fast as the ever-changing and competitive automotive industry. They did not want a “set it and forget it” application, but rather one that would let them regularly iterate on their process without the need for a developer to make changes.
After much discovery, Force Marketing identified key drivers in their decision to choose TaskRay. TaskRay is able to handle a large volume of projects—Force Marketing often works with up to 23 projects per Opportunity per month. TaskRay is also able to accommodate specific task assignment and sharing criteria Force Marketing needs for project and task fulfillment. TaskRay is also able to provide real-time project management reporting all within Salesforce to project track statuses, roadblocks, fulfillment time, etc. Collaboratively with a Senior Salesforce Architect who recommended TaskRay as a great fit, Force Marketing selected TaskRay as a system solution that ultimately supports the company’s core values of teamwork, proactivity, and innovation.
Before TaskRay, Force Marketing was using a homegrown workflow management system that was not native to Salesforce to manage their projects and implementations. As a result of working from disparate systems, they struggled with data duplication issues and had trouble identifying their “ultimate source of truth”. This created a volume of challenges related to accuracy of content, project statuses, and company-wide inefficiencies.
Force Marketing realized they needed a tool that is native to Salesforce and would help improve speed and efficiency while eliminating diverging systems.
“A lot of challenges came as a consequence of disconnected systems,” said Lauren Benton, Salesforce Admin & Business Analyst at Force Marketing. “This issue impacted everything from our ability to track job updates and completion statutes, to forecasting revenue, to expanding integrations with APIs. The operational tentacles of this issue were vast and hindered our ability to quickly and profitably scale.” Force Marketing wanted to bring together their disparate systems and processes under one roof—Salesforce—so a native tool was a requirement.
On the client-facing side, Force Marketing recognized that onboarding an account is a pivotal point of establishing relationships with clients. As part of their TaskRay implementation, they have numerous Process Builders and Flows designed to automate and streamline how new clients to get up and running, quickly and smoothly.
