What is TaskRay?
TaskRay is the LEADING CUSTOMER ONBOARDING solution IN SALESFORCE
As a native app, TaskRay is a powerful extension of the Salesforce platform:
Drives post-sale automation in Salesforce where teams are already closing deals
Allows teams to collaborate internally and with external customers/clients
Provides seamless data integration with Salesforce and other solutions such as Quip
TaskRay Overview Video
This video provides an overview of TaskRay.
For correct results, install the packages in order. If you need any assistance, please contact us at firstname.lastname@example.org.
1. Install TaskRay Base Package
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. TaskRay is set up in less than 3 minutes
How to Demo
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.