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.

Customer Onboarding: Tips and Best Practices

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’.

February 2020 TaskRay Overview Webinar

February 2020 TaskRay Overview Webinar

February 20, 2020

TaskRay Account Executive Tim Weinstein demos TaskRay’s latest functionality and gives an inside look at how TaskRay can solve the most common customer onboarding challenges. 

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.

Building A Customer Onboarding Program With TaskRay and Salesforce

August 29, 2019

This overview webinar will cover how teams can use TaskRay to build a customer onboarding program, right within Salesforce. 

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.

Tips and Tricks for Getting the Most from TaskRay

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.

TaskRay Product Release Webinars

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.