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Real-Time Visibility & ROI for Customer Onboarding Executives

Drive growth, accelerate revenue, and make smarter investments with full visibility into project performance and outcomes—all within Salesforce.
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Your Top Business Challenges—Under Control

Accelerate Revenue

Cut onboarding time and speed up revenue recognition.

Full Visibility on Project Milestones

Get high-level KPIs on onboarding progress, customer adoption, and team performance.

Prove ROI on Every Project

Track exactly how your onboarding operations impact retention, customer satisfaction, and cash flow.

Accelerate Time to Value

Standardize and streamline delivery across teams and regions.

From Bottlenecks to Business Outcomes

Your Challenges

Onboarding delays slow revenue collection
Lack of KPI visibility
Inconsistent delivery across teams
High churn in the first year
Disconnected tools create risk & inefficiency
Faster go-live + earlier revenue recognition
Dashboards & reporting with real-time performance data
Standardized, automated processes for scale
Seamless onboarding improves CSAT & retention
Native Salesforce solution keeps data secure & aligned

High-Impact Tools for Better Decisions

Dashboards & Analytics

Real-time visibility into project health, resource allocation, and financial impact.

Reporting

Get the KPIs you need—whether for internal strategy or board presentations.

Platform Consolidation

One solution to manage onboarding & implementation—fully native to Salesforce.

TaskRay Academy

Ensure teams are trained and adopting the tool effectively.

Revenue, Retention, and Results—Delivered

"With TaskRay, we cut onboarding time by 40%—improving cash flow and customer retention dramatically in under 6 months."
— VP of Operations, FinTech Leader

See how executives are driving onboarding and implementation excellence in your industry

Stay Ahead of the Curve

Thought Leadership & Resources

Success Story
MIMIT Healthcare Sees a 150% Revenue Increase and a 28% Decrease in Costs with TaskRay
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Free Ebook
Drive Business Outcomes with the Executive Guide to Customer Success
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From Our Blog
Why Data Accuracy & Centralizing Your Tech Stack Matters
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taskray features

Operational Visibility for Growth-Minded Execs

Make onboarding a competitive advantage. Get the data, tools, and standardization you need to deliver faster — and better.
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