INDUSTRIES

TaskRay for SaaS

In today’s fast-paced world, customers expect to see value from your product ASAP. That’s why your ability to delight during onboarding is the number one factor that affects churn or creating a customer for life. If you want to ensure renewals, up-sells, cross-sells, and referrals from customer champions, get TaskRay.

Our Value for SaaS Companies

Although every customer is different, we don’t think your process should be. TaskRay, the leading Salesforce-native customer onboarding project management solution, provides the flexibility of a customizable solution with a templated approach that drives a repeatable onboarding process — resulting in strong adoption rates, larger share of wallet, and champions advocating on your behalf. In other words, sales gold.

SPEED UP TIME-TO-VALUE

Set and communicate clear handoff points between teams and easily track and manage key deliverables.

SCALE

Create a repeatable process to deliver a consistent onboarding experience as you grow.

CONNECTION

Share tasks and critical insights in real-time to keep internal and internal stakeholders in the loop.

INCREASE VISIBILITY

Utilize reports, dashboards, and in-app analytics to improve processes and communication.

GAIN WALLET SHARE

Speed time to secondary revenue with onboarding scores and analytics.

A MAJORITY OF CUSTOMERS ABANDON A GIVEN PRODUCT OR SERVICE WITHIN 90 DAYS FOR ONE PRIMARY REASON: A POOR ONBOARDING EXPERIENCE

McKinsey

Everything You Need to Deliver A Flawless Onboarding Experience

FULL SUITE PROJECT & RESOURCE MANAGEMENT

TaskRay’s foundation is a beautifully designed Agile project management solution built inside Salesforce.

100% SALESFORCE NATIVE

Because TaskRay is built on Salesforce, you get all the features and benefits you already know and trust.

Don’t Just Take Our Word For It

Case Study - Toast

“Our workloads have been easier to manage and our customer onboarding team can manage more customers in a more structured way.”

MATT MEROLA, Senior Program Manager
Case Study - SmarterHQ

“With TaskRay, our project manager is saving 10-20 hours a week and our scheduling managers are saving 4-5 hours a week. Each!”

MATT TYNER, Vice President of Finance & Operations
Case Study - LabelInsight

“Every time we bring on a new client, we want to be sure to follow the same steps that lead to success. We knew TaskRay could help us there.”

STEPHEN POPPE, Senior Manager of Customer Success

There’s A Reason We Have 250+ 5-Star Reviews

“TaskRay has been an absolute game-changer to our business. As we’ve grown and added new customers, it has allowed us to keep headcount steady, and better manage new customer onboarding and other internal projects. Reporting is a breeze with fields being right next to other SF account and opportunity fields. I highly recommend TaskRay if you are struggling with managing your onboarding or project timelines. We couldn’t operate without it!”

CAROLYN HUSHEK, Concept3D

Turn Every Customer Into A Champion

TaskRay helps you build relationships and trust so you can nail that first critical interaction. The result? Why only long-term success for both you and your customer. If you’re ready improve customer satisfaction, ensure renewals, up-sells, cross-sells and new business from referrals, let’s talk!