Resources
Resources
TaskRay is leveraging our leadership position in customer onboarding and customer success to create content that can help your company navigate the customer onboarding landscape.
Blog
Customer Onboarding Roundtable Insights: Driving Customer Engagement
Customer Onboarding Roundtable Insights: Driving Customer Engagement
An engaged customer is a key factor in successful onboarding. In this blog post, we’re sharing four actionable insights for driving customer engagement from our March Customer Onboarding Roundtable.
Blog
2019: A Year of Milestones for TaskRay and Emerging Industry Trends
2019: A Year of Milestones for TaskRay and Emerging Industry Trends
It’s been a big year for TaskRay, from product releases to leading at industry events. A few of our 2019 highlights include: Offering three exciting product releases. Releasing a collection of educational eBooks, available for download on our website. Leadership at...
Blog
3 Ways Incentive Plans Create More Engaged Internal Teams
3 Ways Incentive Plans Create More Engaged Internal Teams
Our new eBook, “Structuring Incentives for Customer Success,” explains how a properly built incentive plan for customer success can help support communication, reallocate resources, and create accountability. The eBook is co-written by TaskRay and Xactly, a platform...
Blog
The Five Stages of Customer Onboarding
The Five Stages of Customer Onboarding
We can all agree that getting customer onboarding—the first 90 days after the sale—right is critical to creating loyal customers. But, what exactly needs to take place to deliver an exceptional onboarding experience? We have broken onboarding down into five distinct...
Blog
Ready to reopen but don’t know where to start?
Ready to reopen but don’t know where to start?
TaskRay Open helps businesses and communities manage the before, during and ongoing process of reopening/opening (and possibly re-closing) their facilities.
Blog
Customer Spotlight: Label Insight
Customer Spotlight: Label Insight
Learn how Label Insight is building long term customer success by building a human-centric onboarding process.
Blog
Painting a Picture with TaskRay Template Performance
Painting a Picture with TaskRay Template Performance
Data. It’s everywhere and people have tons of it. How you manage it is the key. Learn how TaskRay helps turn that data into a story so you can better manage the onboarding process.
Blog
Launch 2020 April Recap
Launch 2020 April Recap
If you missed Keren Eldad’s workshop on Managing Change in uncertain times, or want to know what the best minds in Customer Success have to say about building onboarding CX strategies, perfecting handoffs, and engaging customers, check out our Launch 2020 April recap.
Blog
Customer Onboarding Roundtable Insights: Perfecting Customer Handoffs
Customer Onboarding Roundtable Insights: Perfecting Customer Handoffs
When a customer feels heard, you exponentially increase your organization’s ability to get them quickly to value with your product or service. In this blog post, we’re sharing five actionable insights from our March Customer Onboarding Roundtable for building and perfecting customer handoffs.
Blog
Enhance Collaboration in TaskRay with the May 2020 Release
Enhance Collaboration in TaskRay with the May 2020 Release
The May 2020 release provides new tools and enhancements that focus on improving how users can collaborate with their customers during onboarding and track their work more accurately and efficiently in TaskRay. We’re especially excited to deliver this new...
Blog
Customer Onboarding Roundtable Insights: Building a Customer Experience Strategy
Customer Onboarding Roundtable Insights: Building a Customer Experience Strategy
Delivering a flawless customer onboarding experience is critical to long term customer success. In this blog post, we’re sharing four actionable insights from our March Customer Onboarding Roundtable for building a successful CX strategy for Customer Onboarding.
Blog
A Q&A with Marissa Laarsen About Keeping Our Team Connected While Working From Home
A Q&A with Marissa Laarsen About Keeping Our Team Connected While Working From Home
This week’s installation of “Making the Transition to Working from Home” blog features an interview with our Senior Customer Success Manager, Marissa Laarsen, in which she shares TaskRay’s approach to keeping collaboration alive and some tips for keeping everyone...
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