Systems Integrators & Consultants
Looking at a complex installation or just want some outside help? We have a roster of trusted system integration and consultant partners who can help.
Technology Integrations
We work with a number of technology partners to extend the functionality of TaskRay and Salesforce.
Why TaskRay?
As a 100% native Customer Onboarding solution built on an elegant agile project management foundation. TaskRay is specifically designed to tackle the most common onboarding and implementation failure points. It’s Lightning-ready and integrates with Sales Cloud, CPQ, Service Cloud, Slack, Box and more.
80% of companies say that an increased focus on onboarding offers a positive impact over the life of the contract for revenue, but over half say they don’t do a good job of onboarding their customers.
HARVARD BUSINESS REVIEW
Includes everything required to deliver a flawless onboarding experience.
Plan
- ONBOARDING
Journey
- Professionalize your customer onboarding process and ensure a single source of truth.
Deliver
- ONBOARDING
Collaboration
- Involve all the right people and get the visibility you need to deliver every project with excellence.
Analyze
- ONBOARDING
Operations
- Monitor, improve the quality of your initial customer experience, and scale onboarding efficiently.
Grow
Expansion Revenue
- Uncover opportunities and nurture relationships with new customer champions.
FULL SUITE PROJECT & RESOURCE MANAGEMENT
TaskRay’s foundation is a beautifully designed Agile project management solution built inside Salesforce.
100% SALESFORCE NATIVE
Because TaskRay is built on Salesforce, you get all the features and benefits you already know and trust.