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Supercharge Project Management 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 Project Management Features
Manage your customer projects seamlessly

Schedule a TaskRay Demo!

Why Have Project Management 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 project management.

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

ElevateActual is maximizing secondary revenue with TaskRay

The team at ElevateActual uses TaskRay to manage internal deliverables as well as drive Salesforce adoption for their customers.
Read Customer Success Story
"We have been able to take a 3- or 4-digit project and move it into a 5, 6, or 7 digit project. For system integrators, it’s super obvious to me (that) TaskRay is a way to grow your business within a specific client."
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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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