You won the deal. Now What? Building a post-sale process with TaskRay

  • MDT

You won the deal, now get your customer up-and-running and keep them happy with TaskRay – the top-rated native Salesforce project management app. TaskRay is designed to allow you to simply visualize and manage complex business processes and projects. With drag and drop ease, built-in collaboration tools, robust reporting and dashboards, TaskRay makes your post-sale process simple, automated, collaborative and dependable. 

Our TaskRay expert, Jake Anderegg, will lead you through a step-by-step overview about how to kick off a templated customer onboarding project automatically when you win a deal in Salesforce as well as best practices for managing the post-sale process for your organization and customers.