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 Director of Technology Services at Fortis
Feature Focus: Boost Customer Engagement with Collaboration Hub Our most-requested feature webinar! Learn how TaskRay’s new Collaboration Hub makes it easy to work alongside customers, partners, and vendors in real time—directly in TaskRay. Go to Webinar
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 Founder | Consultant at Full Circle SFDC LLC
Feature Focus: Boost Customer Engagement with Collaboration Hub Our most-requested feature webinar! Learn how TaskRay’s new Collaboration Hub makes it easy to work alongside customers, partners, and vendors in real time—directly in TaskRay. Go to Webinar
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 Founder | Consultant at Full Circle SFDC LLC
On Demand Feature Focus: Boost Customer Engagement with Collaboration Hub Our most-requested feature webinar! Learn how TaskRay’s new Collaboration Hub makes it easy to work alongside customers, partners, and vendors in real time—directly in TaskRay. Lindsey Kocel Director of Product Marketing Alisa Gezalova Senior Manager, Customer Adoption and Enablement Go to Webinar
Customer Re-Onboarding: How to Keep Your Customers Coming Back for More Looking to grow your business without breaking the bank on customer acquisition? Customer re-onboarding might be your answer. Donna Weber Go to Webinar
Feature Focus Webinar: Template Hub and Versioning Learn more about how to design, optimize, and standardize your repeatable processes with the TaskRay Template Hub and Versioning. Go to Webinar
Is it Even Possible to Scale in an Economic Downturn? You’ll learn how to calculate the cost of onboarding at your company and then explore ways to reduce how much time and money you spend with customers. Go to Webinar
October 2022 Release Office Hours Our Product team covers new features included in TaskRay’s October 2022 Release, plus provides best practices and answers common questions. Go to Webinar
How to Prepare for Your Best Year Ever In this webinar, we share our best practices to prepare your company for success in 2023. Go to Webinar
Deliver Seamless Customer Experiences with TaskRay Jon Barlow shows you how TaskRay can improve onboarding process efficiencies, scalability, and deliver consistent customer experiences. Jon Barlow Go to Webinar
From Paralyzed to Prosperous: How Onboarding Existing Customers Will Grow Your Company Right Now Explore how customer onboarding is your growth engine, even when you aren’t bringing on many new customers. Donna Weber Go to Webinar
October 2022 Release Overview Check out this recording to learn about the new and enhanced features coming in TaskRay’s October 2022 Release. Go to Webinar
Let’s Talk About Metrics: How to Prove the Value of Customer Onboarding There’s a misconception that you need really robust data to get started with metrics and reporting in customer onboarding. Donna Weber Go to Webinar