TaskRay Customer Onboarding Software
Our leading enterprise customer onboarding solution includes everything growing organizations need to onboard new customers and maximize secondary revenue, all on the Salesforce Platform.
Plan
- ONBOARDING
Journey
- Professionalize your customer onboarding process and ensure a single source of truth with best practice templates, automated workflows and powerful work management tools, including resource management.
Deliver
- ONBOARDING
Collaboration
- Involve your sales and customer success teams, partners and even customers in your onboarding projects and get the visibility you need to deliver every project with excellence.
Analyze
- ONBOARDING
Operations
- Get the real-time data you need to monitor current projects, improve the quality of your initial customer experience, and scale onboarding efficiently.
Grow
Expansion Revenue
- Capture insights that will help your teams 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.
Salesforce Cloud Platform
Because TaskRay is built on the Salesforce platform, you get all the features and benefits you already know and trust.
Security & Access Controls
File Management
Workflow & Notifications Engine
Reports & Business Insights
AI & Analytics
Mobile Apps
Configuration Toolkit
APIs
Works With
Integrations like these make TaskRay more powerful and vice versa.
What’s your use case?
If you’re trying to figure out if TaskRay is right for your business, we’re here to help.