Don't just daydream about customer success
Get the #1 Salesforce native customer onboarding solution

Why is customer onboarding important?  Actually, wait... How do you define customer onboarding?

If someone buys/uses something you sell/provide, they’re a customer and paying attention to their success is the best way to guarantee your success. Getting the onboarding process right at the beginning of the relationship is the best way to do that – there's only one chance to make a first impression.

That's the 'no-brainer' part of the equation. More to the point, with experts saying that by 2020 customer experience will overtake product and price as the key brand differentiator (Walker Info), onboarding becomes even more critical.


Why TaskRay?

There are a number of reasons we're the best choice for growing companies that need a robust onboarding/project management solution:

  • Our app is native within Salesforce, which means all your data lives (and stays) in Salesforce
  • We offer out-of-the-box, customizable templates that help you scale quickly and effectively
  • Our powerful reporting tools offer metrics at both the program level and executive-insight level

We continually leverage our leadership position in customer success to produce best practice webinars, ebooks, survey information, and more. Check out a few resources to see benchmark your current program or learn about what's new and/or how to build one from scratch.

When you're ready to learn more about TaskRay, we're just a click or call away.

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