See why companies choose TaskRay.

TaskRay helps companies of any size, in any industry, to onboard customers faster and more efficiently. Our Salesforce-native solution also enables you to build systems that scale whether you have 100 customers or 10,000. Just a few of the benefits of using TaskRay to get your customers up and running:

  • Enables seamless customer onboarding right in Salesforce Sales Cloud® as well as other Salesforce Clouds such as FSC, Service Cloud, HSC, and more.

  • Provides visibility into how your teams are managing your onboarding process.

  • Decreases customer time to value.

  • Increases customer satisfaction, retention and expansion revenue.


Project Implementation

Saas Onboarding

SaaS Onboarding

Medical Systems Installation

Saas Onboarding

Project Implementation

Saas Onboarding

Saas Onboarding


Salesforce App Talks: TaskRay and Smarter HQ

Converting your customers into evangelists on day one is a main advantage of TaskRay. But, we know that seeing is believing, so what better way to walk our talk than to show you a Salesforce segment featuring one of our happy customers?

Don’t have time to watch the full video? Just watch the parts you’re most interested in. Salesforce has segmented the video by topic:

> Part 1: Get Smart About Onboarding 

> Part 2: Making the Right Investment to Scale

> Part 3: Advice for Implementing Technology

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