New TaskRay Academy Course: Implementation Basics

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April 25, 2024

New TaskRay Academy Course: Implementation Basics

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TaskRay

Getting a new tool is exciting! When it comes to business software, the initial implementation phase is critical to achieving long-term success, as it helps align the tool with organizational goals and objectives. Establishing a solid foundation from the get-go sets a positive tone for every other configuration that follows and supports user adoption in the long run. Not only that, but the initial implementation phase is also an opportunity to start fresh and enhance existing business processes by incorporating thoughtful improvements.

Taking all of this into account, implementing a new tool requires thorough planning and prioritization of key requirements to prepare for a smooth launch and set the team up for success.

Our goal is to make you feel confident at every stage of your TaskRay experience. Considering that the implementation phase is one of the key portions of the journey, we’re committed to supporting you every step of the way.

With that in mind, we are excited to announce the launch of our latest TaskRay Academy course: Implementation Basics. This course is designed to make every new TaskRay customer feel confident in taking those first steps in their implementation journey. It covers key foundational topics, including how to effectively prepare for the overall implementation, be strategic with various Salesforce environments and TaskRay configurations, and configure user access.

This track is recommended for all admins and business champions who are involved in the implementation process.

Start your TaskRay journey on the right foot and set your team up for success by getting your Implementation Basics certification today!

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