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Supercharge Customer Onboarding in Salesforce

Improve speed to revenue, deliver quicker customer value, maximize resources, and make the best first impression – every time.

What we will discuss

  • Your current process for managing projects and onboarding
  • Your preferred project management process; Kanban, project boards, calendars, etc.
  • Confirm the features and functionality you want to see in TaskRay
  • Coordinate time to see your personalized demo of TaskRay
All-in-One Customer Onboarding Features
Manage your customer onboarding projects seamlessly

Schedule a TaskRay Demo!

Why Onboard New Customers & Clients in Salesforce?

onboarding in salesforce

Data Security

As a 100% Salesforce-native app, TaskRay stores all of your data inside Salesforce with no external access by the app provider or anyone else.

A Seamless Extension of Salesforce

Leverage your existing investment to consolidate your tech stack and integrate workflows for onboarding programs.

Enhanced Visibility

Create a single source of truth for everything you need to know about onboarding projects – milestones, assignments, status, and more.

Improved Efficiencies

Identify bottlenecks in your process and automate workflows to reduce your onboarding time by 50%.

Maximized Resources

Monitor and forecast capacities and assign resources based on skills and availability.

Happier Customers & Clients

Implement a smooth, thorough, and collaborative onboarding for every customer and watch your CSAT and NPS soar by 15%.
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Trusted by Leading Brands

Force Marketing Handles High Volume with Ease

Having a system that not only manages internal deliverables but drives Salesforce adoption by customers results in additional profit.
Read Customer Success Story
"We were impressed by the amount of involvement and commitment of the TaskRay team to ensuring that our org was set up correctly from day one."
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Have Questions?

We’ll take the time to get an understanding of your current situation and ideal state, answer your specific questions, and help you determine how TaskRay can help you master your new customer journey and ensure longterm success for you and your customers.
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