Collaborating with external partners over email, spreadsheets, or third-party tools outside Salesforce creates data silos, compliance risks, and reporting headaches. TaskRay’s Collaboration Hub brings external collaboration into Salesforce, keeping your data secure, your teams aligned, and your workflows efficient. It’s especially critical for industries like healthcare, financial services, and high tech, where compliance and auditability matter most.
In today’s fast-moving, compliance-conscious world, collaboration can’t just be easy—it needs to be secure, trackable, and tied to your systems of record. But here’s the problem: many teams are still collaborating with external stakeholders using disconnected tools—email, spreadsheets, file shares, or third-party platforms that live outside of Salesforce.
That’s a recipe for data drift, security risk, and a whole lot of wasted time.
With TaskRay’s Collaboration Hub, you can bring external collaboration into Salesforce—so your teams, customers, and partners can work together securely, efficiently, and without leaving the platform you already rely on.
Let’s break down why that matters—and who it matters to most.
Every time you manage external collaboration in a separate tool, you create silos. Project data lives in one system, customer data in another, and your reporting suffers. Not only is that a headache to manage—it’s a risk.
When collaboration happens in Salesforce, everything stays connected:
No syncing issues or duplicate data
Full visibility into project progress, ownership, and outcomes
A single source of truth for internal and external collaboration
For industries with strict governance and regulatory requirements—like Healthcare, Financial Services, and High Tech—data security isn’t optional.
When you collaborate outside Salesforce, you leave behind the protections your org has invested in:
Single Sign-On (SSO)
Role-based permissions
Data residency and access tracking
Audit trails for every action
With TaskRay’s Collaboration Hub, external stakeholders work inside a secure Salesforce Experience Cloud portal. That means your compliance standards extend to everyone involved—whether they’re in your office or halfway around the world.
And while any Salesforce customer can benefit from centralized, secure collaboration, some industries simply can’t afford to compromise:
Healthcare Tech: PHI-sensitive data, vendor coordination, clinical implementation
Financial Services: Auditability, customer onboarding, compliance workflows
High Tech & SaaS: Partner enablement, SOC 2 compliance, customer experience metrics
Enterprise Services: Secure, complex project delivery with multiple stakeholders
If your organization operates in a regulated space—or just needs better alignment between teams and tools—keeping collaboration in Salesforce isn’t just smart. It’s essential.
Need to show leadership how onboarding timelines impact revenue? Want to tie project status to customer health or support escalations?
You can’t do that when your project collaboration data lives outside Salesforce.
With TaskRay, your collaboration data lives where your reporting lives—inside Salesforce. That means real-time dashboards, cross-team visibility, and leadership insights are just clicks away. No spreadsheets, no exporting, no messy data stitching required.
Every tool you bolt onto Salesforce adds cost, complexity, and time-to-implement. Native tools like TaskRay are different.
Because TaskRay is built on Salesforce, your teams:
Work in an environment they already know
Leverage native automation tools like Flows and Chatter
Onboard faster with less training
Scale more easily without introducing more risk
It’s easier for your users and safer for your org.
You’ve invested in Salesforce to bring your teams and customer data together. Don’t let external collaboration undo that.
With TaskRay’s Collaboration Hub, you keep your project data secure, your workflows unified, and your external stakeholders right where they belong—inside Salesforce.
Let’s make external collaboration feel like part of the plan—not a workaround.
Want to see Collaboration Hub in action or talk through your specific use case? Let’s make your external collaboration just as smooth as your internal processes. Book some time to chat.
