Turn Customers into Champions in 90 Days or Less

In a world where consumers take to the internet to research and compare products before they ever talk to your sales team, creating champions and advocates out of your customers is sales gold. While delighting customers should be a goal throughout their journey with you, it is imperative to delight them during the onboarding process. How they feel about you in those first 90 days could be the difference between adoption or churn, between a referenceable customer and a poor online review.

A majority of customers (52%) abandon a given product or service within 90 days for one primary reason: a poor onboarding experience

Our Value for SaaS Companies

TaskRay G2 Badges TaskRay is a Salesforce-native customer onboarding project management solution. Although every customer is different, we don’t think your process should be. By providing the flexibility of a customizable solution with a templated approach to drive a repeatable onboarding process, customer adoption rates rise, share of wallet grows and you see champions promote on your behalf beyond just onboarding and into adoption and growth.

  • Simplify and Speed Up Delivery: Set and communicate clear handoff points between teams; track and manage key deliverables including timelines, task dependencies, and ownership; and share critical customer insights throughout your organization.
  • Scale: Move beyond tracking projects in a spreadsheet or in a separate tool outside of Salesforce by creating a scalable and repeatable process.
  • Delight Customers: Share process and project insights with customers in real-time to keep the most important people in the loop.
  • Increase Visibility: Utilize reports, dashboards, and in-app analytics to unlock keys to improve your overall onboarding processes.
  • Gain Wallet Share: Speed the time to secondary revenue by investing in your customer’s long-term success.

TaskRay Customer Onboarding Suite



Professionalize your customer onboarding process and ensure a single source of truth.



Involve the right people and get the visibility you need to deliver every project with excellence.



Monitor, improve and scale your onboarding process with real-time insights and metrics.



Uncover opportunities and nurture relationships with new customer champions.

Full Suite Project Management:  TaskRay’s foundation is a beautifully designed Agile project management solution built inside Salesforce.

Salesforce Cloud Platform:  Because TaskRay is built in Salesforce, you get all the features and benefits you already know and trust.
Security & Access Controls   |   File Management   |   Workflow & Notifications Engine   |   Reports & Business Insights   |   Mobile Apps   |   Configuration Toolkit   |   AI & Analytics   |   APIs

Case Studies

Interested to see what we’ve done for other SaaS companies?  You can check out all of our case studies here.

“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, Toast

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“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, SmarterHQ

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TaskRay Reviews

Because You Only Have One Chance to Make a First Impression

Customer advocates can speak for you in the places you’re not. TaskRay for customer onboarding helps you build relationships and trust, helping you to nail that first critical interaction, which will have your customers leaving 5-star reviews and telling all their friends about you. Let TaskRay help turn your customers into your champions.