The Executive Education Department within the Columbia Business School provides shorter non-degree higher education programs for executives.
“The way TaskRay is married into Salesforce is very cool. It helps people get into Salesforce and is a neat joining of platform and tool for dev work.”
Sr. Associate Director
Information Design and Technology
Executive Education Department
Interview date: August 2016
Using TaskRay since: 2012
HOW ARE YOU USING TASKRAY?
Initially, a marketing team in a remote location started using TaskRay to get better at meeting and workload management. At the same time, our info design and tech team was using Salesforce as a development platform to build out an application process and other programs specific to higher ed. So, when we saw TaskRay at Dreamforce, it made sense for our core group to start using it.
Today, our entire group uses TaskRay to internally to manage time and workload. Many also use a TaskRay agenda to do their stand-ups. Our tech team manages projects with other teams on TaskRay, which makes it easy for them to jump back and forth between projects. We also work with the curriculum group to develop training programs, a process that can be hard and complicated. With TaskRay, we can put projects into the pipeline early and everyone can see the new ideas, what is on hold, etc.
WHAT PROJECT MANAGEMENT TOOL(S) WERE YOU USING BEFORE TASKRAY?
Docs, whiteboards, meetings, spreadsheets. The remote marketing team was using Word docs, which worked OK for awhile because they all sat close together. When that stopped working, they moved to Google Docs (essentially just large spreadsheets) and then that got overly cumbersome. At the time we chose TaskRay, different teams were looking into different solutions. It would have been a nightmare if everyone had chosen their own.
WHY DID YOU CHOOSE TASKRAY?
We looked at the usual suspects — Asana, Basecamp, and a few others. We liked that TaskRay is Salesforce native and their non-profit pricing made it hard not to try it, 10 free licenses is a big deal. The pricing to roll out to more people is also great.
During installation, we submitted some questions to TaskRay support and I got a call back quickly from one of the founders who helped us on the spot. Customer service is always good and the level of support made it easy to justify staying and paying.
TOP 3 TASKRAY FEATURES
Create a consistent, repeatable post-sale process with TaskRay templates. When a deal closes, launch the appropriate template directly from an opportunity or account using the TaskRay Templates Lightning Component.
TaskRay is powerful out-of-the-box, but it's also flexible and lightweight enough to be customized for any business. Most common customizations can be done by a Salesforce Admin in 30 minutes or less. Have something more complicated? We have a list of trusted implementation partners who can help.
Support Team & Portal
We offer FREE unlimited customer support that consistently gets five-star reviews on the AppExchange. And, our website and support portal provide robust resources for those who want to learn on their own.
HOW HAS TASKRAY IMPROVED YOUR BUSINESS?
When our team switched from Google Docs to TaskRay, our weekly meeting time got cut in half, allowing us to take on more work and increase productivity. And with TaskRay, we always have a document of record that is up to date. In the end, TaskRay helps our cross functional teams work together more effectively and our remote staff stay in the loop.
“TaskRay really helped bring other people into the Salesforce platform and think about it differently.”
The resources provided on the TaskRay site are great. For example, the use cases are really helpful for people who are managing their own projects separately. Also, the marketing team didn’t have a lot of reason to go into Salesforce. But because TaskRay is Salesforce native, it helped them get more comfortable with logging in and creating dashboards, which ultimately helped them better understand the sales process.