TaskRay Customer Onboarding Suite

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.

Contact Sales