Want to streamline your onboarding process and grow your business?
TaskRay is the 5-star solution for customer onboarding in Salesforce. When you watch our information-packed 30 minute recorded webinar, you’ll learn about how TaskRay can help you deliver a flawless start to every customer journey. This video/webinar includes a quick introduction to TaskRay, real-time demos of product features and functionality, and lots more.
Salesforce Native Customer Onboarding Software
TaskRay—a Salesforce partner since 2010—is a 100% native customer onboarding solution built on an elegant Agile project management foundation. TaskRay is Lightning-ready and integrates with Sales Cloud, CPQ, Service Cloud, Experience Cloud, Slack, Box and more.
SDO setup takes less than 5-minutes and can be found in QHome.