Use Case

Onboarding

Supercharge Customer Onboarding in Salesforce

Improve speed to revenue, deliver quicker customer value, maximize resources, and make the best first impression – every time

Why Onboard New Customers in Salesforce?

onboarding in salesforce

Data Security

As a 100% Salesforce-native app, TaskRay stores all of your data inside Salesforce with no external access by the app provider or anyone else.

A Seamless Extension of Salesforce

Leverage your existing investment to consolidate your tech stack and integrate workflows.

Enhanced Visibility

Create a single source of truth for everything you need to know about onboarding projects – milestones, assignments, status, and more.

Improved Efficiencies

Identify bottlenecks in your onboarding process and automate workflows to reduce your onboarding time by 50%.

Maximized Resources

Monitor and forecast capacities and assign resources based on skills and availability.

Happier Customers

Implement a smooth, thorough, and collaborative onboarding for every customer and watch your CSAT and NPS soar by 15%.

All-in-One Customer Onboarding Features

Everything you need to manage your customer onboarding projects and ensure the start of long-term, successful relationships.

Who Uses TaskRay for Customer Onboarding?

Onboarding & Implementation Teams

Effectively handle onboarding for one product or multiple services to reduce false starts and set customers up for success from day one.

Customer Success & Account Managers

Handle ongoing customer relations, feedback, and upsell opportunities post-onboarding.

Sales & Pre-Sales Teams

Facilitate seamless customer journey handoff processes and high-touch account engagement.

Revenue Operations

Get visibility into revenue recognition and project profitability based on task status and milestones.

Executives

Gain comprehensive project insight into projects right at your fingertips, enabling a deeper understanding of resource allocation, milestones, team effectiveness, and influence on revenue.

HR & Training Leaders

Create standardized and consistent employee onboarding and internal training processes.

86 Repairs Enjoys a 29% Decrease in Client Onboarding Time

With streamlined onboarding, 86 Repairs sees higher profitability and greater customer satisfaction.
“TaskRay has improved our customer experience because they no longer have to follow up with us. We always know exactly where they are. And because TaskRay is Salesforce-native, have brought all of our GTM teams into one tool.”
86 repairs

What Our Customers Say

salesforce app exchange
TaskRay has played a key role in the growth of our Marketing Team. As our team really evolved, the tool evolved with us. It's setup in such a way where the changes were easy to make and quick to roll out. And if there was ever a question, the support is second to none.
heather shafland
Heather Shafland
Business Process Manager at CyberPower Systems USA, Inc.
salesforce app exchange
TaskRay has been great for our company. Before we spent our time in meetings with clients and internal stakeholders to figure out where we were in projects based on data that was manually inputted every day in sheets. Now we are able to create templates, clone, and simply add time to projects with the ability to pull Salesforce reports and share public dashboard links with our clients.
ariana zamora
Ariana Zamora
Senior Operations Analyst at 1upHealth
salesforce app exchange
Taskray helps our different lines of business organize their roadmap of business easily and with transparency. We are able to share project information across the company allowing the business to understand resource allocation and gaps. This app is so simple to use and configure to our needs. I would highly recommend TR to anyone that needs project management assistance.
paula jarvis
Paula Jarvis
Salesforce Platform Manager at MRA
salesforce app exchange
I work for a Salesforce Partner and have recommended TaskRay to almost every client who has a need for an Salesforce-native project management solution. Out of box, there are a number of automated features that clients can immediately leverage with minimal configuration required. The team at TaskRay is fantastic as well.
tim brevart
Tim Brevart
Enterprise Architect at NBCU
salesforce app exchange
Really great tool. Saved us a ton of time on project set up and gave us visibility across all our projects in one place.
jeremy bannon
Jeremy Bannon
Founder | Consultant at Full Circle SFDC LLC
salesforce app exchange
Taskray is a good tool to manage complex projects. Customizable to fit the business needs and user-friendly. Great support from the Taskray customer service team. We recommend Taskray +++++
ludivine jobit
Ludivine Jobit
IT Application Specialist at Amcor
salesforce app exchange
The consolidated analytics of sales to delivery is on point. From an implementation perspective, tool is simple to turn up and customize. The online support and team behind them are frictionless.
gita kulkarni
Gita Kulkarni
President at Avinta Services
salesforce app exchange
TaskRay has saved our nonprofit so much time! We are able to organize for upcoming events in a whole new way, making us so much more productive. We love that we can delegate and track project tasks to fellow employees, instead of them getting lost in texts and emails. Thank you TaskRay!!
shannon crouse
Shannon Crouse
3x Salesforce Certified Solutions Architect / Project Manager at Offprem Technology
salesforce app exchange
Been using it for years. It is a great tool for planning and coordination that is baked into salesforce.
jack flood
Jack Flood
VP at Spatial Data Logic Inc.
salesforce app exchange
TaskRay has really helped to fill a huge need in our company. We needed a way to make sure that all new customers get onboarded in a consistent way and that the process be visible to management. TaskRay has enabled us to that with the use of templates that can be cloned for any new customer.
enrique pasos
Enrique Pasos
Director of Technology Services at Fortis
salesforce app exchange
Taskray took us to the next level! We looked for a solution to manage our professional services business. We looked for a platform that will allow us to manage projects, tasks and resources and have them all link back to our customer database and opportunities. We definitely made the right choice with Taskray.
gil zilberstein
Gil Zilberstein
Co-founder and CTO at BkonectG
salesforce app exchange
I've used TaskRay personally and installed it on many client orgs. This is one of the best project management tools available for the Salesforce Platform. Along side with being my top choice, the TaskRay support team is always available to help out and has been outstanding with quickly resolving issues.
kirk reinzuch
Kirk Reinzuch
Sr. Consultant at Veltig
g2
Before Taskray, new client orders would occasionally get dropped, and other types of projects would go weeks without meaningful progress updates. The visibility and real-time status updates we gained have enabled my team to keep up with our volume, and no orders have been dropped since we got onto the tool.
tyler hoffman
Tyler Hoffman
CEO
salesforce app exchange
We are a federation of healthcare related companies and have used Taskray for the several years now. It has been spectacular and we have used it to run all kinds of small and large projects very effectively. I would highly recommend this to anyone who needs effective project management on the Salesforce platform.
paramjit romi chopra
Paramjit "Romi" Chopra
President at Midwest Institute for Minimally Invasive Therapies
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