Seamless Quote-to-Cash Delivery with TaskRay and Revenue Cloud Advanced (RCA)

Close deals faster, and turn them into revenue even faster. TaskRay connects Salesforce Sales, Revenue, and Service Clouds with centralized project delivery to create a smooth, automated customer journey from quote to cash.

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Closing Deals is Just the Beginning

Revenue Cloud Advanced speeds quoting and contracting. But closing the deal is just the start. Many companies stumble, losing momentum when handing off to delivery teams. Manual steps, disconnected tools, and zero visibility block revenue recognition and frustrate customers.

Without TaskRay, Companies Struggle With

Onboarding delays slow revenue collection

Stalled customer onboarding

Fragmented data across tools

Delayed revenue recognition from missed milestones

Here's How TaskRay Transforms Your Process

Auto-launch delivery projects on order confirmation

Use pre-built templates aligned to RCA contracts

Milestone tracking tied directly to revenue recognition

A single view across Sales, Delivery, and Service

Accelerated CAC payback and reduced churn risk

TaskRay + Salesforce Revenue Cloud Advanced

TaskRay powers the journey from “closed won” to “customer success.” By connecting Salesforce Sales Cloud, Revenue Cloud Advanced, and Service Cloud with delivery and onboarding, TaskRay makes the entire quote-to-cash process simple, predictable, and fast.

Connect Your Entire Quote-to-Cash Journey

Deliver Seamlessly Across the Entire Quote-to-Cash Journey

Automated Handoff

Orders instantly become projects

Standardized Delivery

Consistent onboarding, every time

Connected
Teams

Sales, Delivery, and Service aligned in Salesforce

Faster
Revenue

Tie delivery milestones to billing

CAC
Payback

Shorten time to value, cut churn risk

Customer Story

Accelerating Quote-to-Cash

Manual processes and disconnected tools, like Smartsheets, were slowing down customer onboarding, creating silos, and delaying revenue. By bringing their entire post-sale process into Salesforce, this global technology leader used repeatable templates and automation to create a single source of truth. Now, their sales, delivery, and service teams are perfectly aligned, delivering compliant projects on time, every time.

Result

Recognized revenue faster to eliminate delivery roadblocks that hold up invoicing and payments.

Result

Delivered customer value sooner to automate manual work and slash onboarding times.

Result

Scaled with confidence and grew operations with a repeatable, compliant framework built for the future.

"By connecting TaskRay to RCA, we will gain real-time visibility into every revenue milestone, delivery timeline improvement opportunity, and accelerated revenue recognition. It’s not just operational clarity - it’s a direct path to faster cash and scalable growth."

— Director of Finance

Purpose-Built for Salesforce Quote-to-Cash

TaskRay is the #1 Salesforce-native solution for post-sale delivery. With Revenue Cloud Advanced, TaskRay connects Sales, Delivery, Onboarding, and Service Cloud—helping you deliver faster, recognize revenue sooner, and delight customers from day one.