Onboarding is a critical moment in a new customer’s experience with your organization. It’s your first, best chance to develop a long-lasting and fruitful relationship.

But without a strong project management solution, customer onboarding can be a little (or a lot!) bumpy. Onboarding teams want to be in the loop. Sales teams want relevant, up-to-date info on their customer’s fulfillment progress. But often, both teams find themselves with no single, shared, up-to-date source of truth, making it difficult to understand what work has started, what is complete, and what remains to be done.

Another common problem is a disconnect between the data collected during the sales process (Sales Cloud) and the data collected during the fulfillment process—if fulfillment data even exists. Wouldn’t it be great if all of your data was in one place and fully analyzable?

TaskRay can help with all of this and more by providing an organized, consistent, pain-free onboarding and post-sale process. Just think—no more onboarding delays, confusion, or important tasks falling through the cracks.

We know one of the hardest things about evaluating a new tool is envisioning, “How would this actually work for us?” Read on to learn more about why TaskRay is the best project management tool for customer onboarding.


1. Manage and track customer fulfillment in real time.

Because TaskRay is 100% Salesforce native, everthing your teams need to manage the onboarding and post-sale process is up-to-date and at their fingertips at all times.

2. Customizable to suit your business’ unique needs.

The great thing about TaskRay is that it’s customizable for virtually any business, making it possible to manage everything from the simple to the complex. Whether you’re managing physical goods, manufacturing, or back office services or are in the business of software, wealth management, or franchising, TaskRay is the solution you’ve been looking for.

3. Easy visualization.

TaskRay’s clean, visual representation of projects, tasks, and schedules makes it a cinch to understand who’s doing what, what’s been done, what’s at risk, and to answer the all-important question, “What do we need to get done today?”

4. Repeatable processes.

With templates and automation, TaskRay enables you to kick-off new projects quickly. For example, when Sales marks an Opportunity “Closed Won”, the project to fulfill is created and scheduled automatically.

5. Seamless communication and file management.

Chatter is built right into TaskRay, making it easy for Sales and Onboarding teams to discuss everything from individual tasks to the big picture, and to share files. And Communities makes collaborating with customers on their fulfillment projects a breeze. The best news? All your communications and files are stored in one place for future reference, eliminating the need to have to dig through emails to find what you’re looking for.

6. Data and metrics you can rely on.

TaskRay summarizes the details of customer projects directly on the Salesforce Account or Opportunity record—where your Sales team already works. And managers can analyze and generate real time dashboards on the current state of your customer fulfillment operations using TaskRay’s FREE Dashboard & Reporting Pack.


To learn more about how TaskRay can support your customer onboarding efforts, please schedule a call with us. We’re here to help!