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June 2021

A Framework for Great Client Management

June 22 @ 11:00 am - 11:45 am MDT

Good client management is key to a successful onboarding experience and critical for a long-term relationship with your clients. Join our upcoming webinar, where VP of Customer Success & Support, Sunny Harmon, will share her framework for great client management.

In this event, Sunny will cover:

*How to set clients up for success during the sale
*The key elements of clear expectations
*How to manage check-in meetings
*Proper documentation and client follow up
*Rules for the right channels of communication

Don’t miss this event!

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Trust First, Then Deliver: Why Relationships Are More Important Than Your Products or Services

June 29 @ 11:00 am - 12:00 pm MDT

In today’s competitive marketplace, there are really two sales. The first? When you close the original deal. The second? When your customer is convinced they made the right decision to buy your product or service. Fail at the second and you can say goodbye to recurring revenue, expansion sales, and new business from customer referrals. What the second sale really boils down to is trust.

In this webinar, TaskRay’s Mike Davis and Kim Morrow of Forté Consulting will discuss the soft skills required for building long-lasting relationships with your new customers. You’ll walk away with an understanding of why trust is the most important element in successful onboarding and some pro tips on how to build it, including actionable insights you and your team can adopt for immediate impact.

If you’re leading or managing your company’s post-sale (AKA onboarding) efforts, you won’t want to miss this opportunity to join Kim and Mike for what promises to be an engaging and enlightening conversation.

About Kim Morrow: Kim, co-founder of Forté Consulting, is a communications expert with extensive experience partnering with boutique firms and Fortune 500 companies to build capacity and enhance performance at all levels of their organizations. She has coached and consulted with leaders at every level – from CEO’s to sales managers, engineers to Olympic athletes, creative directors to analysts, and countless others.

About Mike Davis: Mike, VP of Sales at TaskRay, believes in driving sales through a relentless focus on customer success. And as one of the top experts in go-to-market sales strategy in the Salesforce ecosystem, Mike knows that every successful deal depends on understanding the customer on a human level and designing solutions that satisfy both their rational and emotional needs.

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July 2021

July Getting Started Webinar

July 8 @ 10:00 am - 10:30 am MDT

Join our Customer Success team for our monthly webinar series covering the basics of working within TaskRay.

Each month, we cover a new topic in addition to the product demo. The webinar will include a live Q&A.

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