What Is TaskRay

TaskRay is the 100% Salesforce native business operations management solution.

As a native app, TaskRay is a powerful extension of the Salesforce platform:

  1. Drives post-sale automation in Salesforce where teams are already closing deals
  2. Allows teams to collaborate internally and with external customers/clients on business processes
  3. Provides seamless data integration with Salesforce and other solutions such as Quip

TaskRay Overview Video

This video provides an overview of TaskRay.


Installation Instructions

For correct results, install the packages in order. If you need any assistance, please contact us at sdo@taskray.com.

Note: You must install TaskRay first and select Install for Admins to successfully install the TaskRay SDO.


2. Install TaskRay SDO Package
The TaskRay SDO package includes everything you need to demonstrate TaskRay in your SDO.  After installing the package, navigate to the *TaskRay SDO* tab in your SDO to complete the setup process.


How to Demo

This video will show you how to demonstrate a customer onboarding solution with TaskRay in your SDO.


Helpful Resources

Data Sheets

> TaskRay

> Security & Privacy

> Support

> TaskRay Live App for Quip

ADDITIONAL RESOURCES

> Features List

> Overview Video

> Case Studies

> Use Cases

> Why Not Just Use Milestones PM That Is Already In My SDO?
Besides the fact that TaskRay is set up in less than 3 minutes, here are some other compelling reasons.