Customer Onboarding March 27th, 2023 Tips & Tricks: Three Keys to Unlock End-User Success Many of end-users have yet to harness the full power and potential of their TaskRay capabilities. But for those of you still on yo... Read more
Customer Onboarding December 15th, 2022 Planning for Success in 2023 and Beyond When it comes to setting up your team, and your company, for success, the formula is simple: The best way to have a great year is ... Read more
Customer Onboarding October 20th, 2022 How Do “Happy Meals” Guarantee Your Success with Customer Onboarding? Do you charge for customer onboarding? If not, you better reconsider. Customers who pay for onboarding are more accountable and pa... Read more
Customer Onboarding August 4th, 2022 Your New Favorite Tool: The Ultimate Post-Sale Playbook Our new Post-Sale Playbook helps you bridge the gap between sales and success with our best resources personalized to you! We’ve s... Read more
Resources January 26th, 2022 Get a 5-Star Experience with TaskRay’s Support Plans Our three-tiered support model provides the flexibility to choose between options that include self-service, faster response times... Read more
Company News January 24th, 2022 TaskRay Announces Revamped Support Plans with New Three-Tiered Model TaskRay, a provider of customer onboarding software on the Salesforce AppExchange, today announced it has revamped its support pla... Read more
Customer Onboarding November 17th, 2021 Want to Increase Customer Loyalty? Map the Customer Journey. When it comes to increasing customer loyalty, consider customer journey mapping. A journey map is a visualization of a process peo... Read more
Customer Onboarding November 1st, 2021 Get the Extra-VIP Treatment with Revamped TaskRay Support Plans Coming soon, we will be taking it to the next level with revamped support plans that will provide customers with “extra-VIP” treat... Read more
Customer Onboarding October 6th, 2021 Creating Clear Expectations with Project Management Success Plans A success plan is a single place to capture customer goals and your approach for reaching them. The plan is a document that includ... Read more
Customer Onboarding August 4th, 2021 Building Trust with New Clients During onboarding, it’s critical you combat the challenges of first impressions, buyer’s remorse, and prospection because how you ... Read more
