Past Webinars
Here are all of our previously recorded webinars, available on demand. If you’re looking for the most recent TaskRay overview and product demo webinar, you can find that here. Select a topic/section below to see all available webinars in that section.
2020 Customer Success/Customer Onboarding Survey Best Practices
August 26, 2020
Join TaskRay CEO Eric Wu in a discussion of the results of our 2020 CS/CO survey. We’ll cover top takeaways and best practices.
July 2020 TaskRay Overview Webinar 2
July 28, 2020
TaskRay Account Executive AJ Kamish (and special guest Jameson) highlights TaskRay’s different views, automation options and external sharing capabilities.
July 2020 TaskRay Overview Webinar 1
July 14, 2020
TaskRay Account Executive Jon Barlow demos TaskRay’s latest functionality. Includes a product demo, ukulele solo and Q&A.
June 2020 TaskRay Overview Webinar
June 23, 2020
TaskRay Account Executive Tim Weinstein demos TaskRay’s latest functionality. Includes a product demo and Q&A
May 2020 TaskRay Overview Webinar
May 14, 2020
TaskRay Account Executive Elliott Niedens demos TaskRay’s latest functionality (including features from our May Release) and gives an inside look at how TaskRay can solve the most common customer onboarding project management challenges. Includes a product demo and Q&A
The Art of Conversation for Customer Success
February 25, 2020
A great customer experience is based on productive conversations. Join the authors of the eBook The Art of Conversation for Customer Success for a discussion about the elements of a successful customer conversation and getting to ‘yes’.
TaskRay & Xactly: Structuring Incentives for Customer Success
December 10, 2019
In this joint webinar with Xactly’s VP Solutions Evanglist, Erik Charlest, we discuss our latest eBook: Structuring Incentives For Customer Success. We look at how a well-designed internal and external incentive plan for customer success is proven to make a huge difference in organizations of all sizes.
TaskRay and Gainsight Webinar: Perfecting Your Customer Success Handoffs
July 25 1, 2019
This customer success webinar, co-hosted with Gainsight, dives into detail on best practices and processes for smooth handoffs from Sales to other departments/teams/resources on the customer success journey.
Customer Success Starts With Onboarding: A Post-Pulse Conversation
June 4, 2019
In this webinar we welcome Donna Weber of Springboard Solutions to talk about the most important takeaways from Pulse 2019, and specifically how customer onboarding has emerged as the most important part of the customer success journey.
What NOT to do During the Sales to Customer Success Handoff
May 16, 2019
This webinar is a discussion of the mistakes that happen during the sales to customer success handoff—and how to create successful, scalable processes.
Five Steps To Customer Success
FebruarY 27, 2019
This webinar covers the 5 most important steps to customer onboarding success, including defining ‘customer onboarding’ for various industries, why it’s so critical, how to structure an onboarding program, how to measure success, and how using a dedicated onboarding app like TaskRay can help.
Optimizing Salesforce Record Pages With TaskRay Lightning Components
August 6, 2020
This 30 minute webinar covers how to use TaskRay Lightning Components to unlock new functionality and optimize TaskRay workflows on Salesforce Record Pages.
September Getting Started Webinar
September 17, 2020
Tune in to this 30 minute webinar covering the important first few steps to get started successfully with TaskRay.
How To Use TaskRay: Project Insights and Template Performance
April 23, 2020
Want to know how your projects and templates are performing in TaskRay? Learn about TaskRay’s Project Insights and Template Performance View in this informative, 30-minute webinar.
How To Use TaskRay: External Sharing
March 10, 2020
Looking to share your TaskRay projects with clients or external audiences? Join the TaskRay Support Team for a webinar all about external sharing with TaskRay.
How To Use TaskRay: Getting Started
January 14, 2020
This Support Webinar is all about getting started with TaskRay! We cover adding new users, permission sets and licenses, adding TaskRay to page layouts, and creating your first template.
How Force Marketing Hits Big Goals With TaskRay
October 1, 2019
One of our main uses is for marketing companies. Join our customer, Force Marketing, as they walk through how they designed, set up, and use TaskRay for onboarding their new customers and for ongoing project management to maximize success.
TaskRay’s Top 3 Tools for Customer Onboarding
September 19, 2019
TaskRay is the top app for customer onboarding within Salesforce. In this webinar we discuss the top three tools we provide to help you streamline, organize, and repeat your onboarding processes.
How To Use TaskRay Record Types…the Right Way!
June 13, 2019
This webinar goes through TaskRay record types and outlines best practices for when to use them, how to set them up, and how they can best be used to get the most out of the app.
TaskRay Shortcuts to Save You Time
MAY 9, 2019
The difference between a casual user and a power user is that a power user knows all the shortcuts. In this webinar we show you how to become a power user of TaskRay.
Get the Most Out of the TaskRay Support Site
April 18, 2019
We’re proud of the fact that we offer world-class support. In addition to several support plans for those that want extra help, our extensive support site can answer most of your questions. Learn how to use our support area to get the help you need.
Our Most Commonly Asked Questions
March 26, 2019
With an app as powerful as TaskRay, most people want to know the best and most effective way to use the features that are important to them. In this webinar we go over the questions most frequently asked to our Support team.
How To Use Checklists vs Tasks in TaskRay
February 19, 2019
Do you prefer checklists or task lists? We don’t judge you for either – we just make it easy for you to use either or both. See where each makes the most sense in this webinar.
Implementing TaskRay Open
June 4, 2020
In this webinar, we walk through how to install and set up TaskRay Open—our technical accelerator for helping businesses reopen facilities safely—including location set up, our new location Lightning component and reports, and opening/closing template import and customization.
Upgrading to the May 2020 Release of TaskRay
June 2, 2020
Join us for a 30 minute webinar detailing how to upgrade to the May 2020 Release of TaskRay. We review new features and cover best practices for how to implement the latest functionality.
Reopening Your Physical Workplace with TaskRay Open
May 28, 2020
In this 30-minute webinar, we show you how our new tech accelerator, TaskRay Open, can help you reopen your facilities and safely get back to work in the time of coronavirus.
May 2020 Release Overview
May 12, 2020
This 25-minute webinar focuses on upgrading to the February 2020 release of TaskRay. We discuss best practices for implementing all of the new features in your organization.
Upgrading to the February 2020 Release
Mar 3, 2020
This 25-minute webinar focuses on upgrading to the February 2020 release of TaskRay. We discuss best practices for implementing all of the new features in your organization.
February 2020 Release Overview
FEB 6, 2020
TaskRay’s Product Team provides an inside look at the new features of the February 2020 Release of TaskRay. .
Upgrading to the November 2019 Release
NOV 12, 2019
This 30-minute webinar focuses on upgrading to the November 2019 release of TaskRay. We discuss best practices for implementing all of the new features in your organization.
TaskRay’s November 2019 Release
October 22, 2019
This webinar walks through all the new features and upgrades in TaskRay’s Fall release in November, 2019.
Webinar #3: Optimizing Your Customer Journey Without Incremental Investment, with Shannah Van Winkle
JUNE 17, 2020
Shannah Van Winkle, a Customer Success and Agile Leadership expert with 25 years experience, shares ideas for engaging your people, building effective processes, and taking advantage of your existing tech.
Webinar #2: Customer Obsessed, with Eric Berridge
May 13, 2020
Eric Berridge, two-time author, TED speaker, and co-founder and former CEO of Bluewolf, an IBM Company (acquired in 2016) shares the keys to a whole company approach for delivering exceptional customer experiences.
Webinar #1: Change With Enthusiasm, with Keren Eldad
April 15, 2020
In this virtual workshop, Coach Keren Eldad—TEDx Speaker, author, the founder of With Enthusiasm Coaching™ and Certified Personal and Executive Coach (ACC, CPC, CEC, CPBA, CPMA)—talks about how to make this a year of transformation, not disintegration.