Loading Events

Upcoming Webinars

Events Search and Views Navigation

June 2021

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.

Find out more »

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.

Find out more »

Plan for Summer Vacation with TaskRay

July 13 @ 10:00 am - 10:45 am MDT

Summer is always something to look forward to: wonderful warm evenings on the patio, happy adventures out in nature, and, of course, vacation time.

When taking time off from work, you want to have peace of mind that your work does not stall and that your team has all the necessary information to keep things moving forward.

In this webinar, we’ll dive into our product features that will make planning for vacation a breeze. We will look at some of the core TaskRay features for reviewing and distributing work as well as explore our more advanced resource planning capabilities. We look forward to having you join us for our vacation planning webinar!

Find out more »

July TaskRay Overview Webinar

July 20 @ 10:00 am - 10:45 am MDT

Join Account Executive A.J. Kamish for a look into TaskRay’s customer onboarding functionality. Live Q&A to follow! 

Find out more »

Onboarding For Impact: An Executive Guide To Customer Success

July 22 @ 12:00 pm - 1:00 pm MDT

Customer success begins with onboarding. If a new customer doesn’t understand how to use your product or service, they won’t remain a customer for very long. However, most companies don’t invest in onboarding, creating gaps in the customer experience and missing crucial opportunities to build trust and loyalty. Join TaskRay CEO Eric Wu in conversation with John Ragsdale, vice president of Technology Ecosystems at TSIA, as they discuss the foundations of customer onboarding and its potential impact on your customer relationships and long-term success.

Find out more »
+ Export Events