Supercharge Your New
Business Strategy
Streamline and Automate
Post-Sale Processes —
All on Salesforce.
Supercharge Your New
Business Strategy
Streamline & Automate
Post-Sale Processes —
All on Salesforce.


Create Efficiencies with Templates and Automation
TaskRay templates and automation eliminate manual tasks and establish a streamlined, repeatable process for complex customer onboardings, implementation, and installations. Decrease costs and increase efficiency while empowering your team to focus on customer relationships and retention.

Accelerate Time to Value
Today’s customers require a payback period of 6-12 months for new investments — which means your post-sale delivery has to get faster and better. With completely customizable templates and workflows, TaskRay is built to streamline even the most complex processes.



Unlock Business Potential with Robust Reporting
TaskRay’s reporting features offer invaluable insights into your customer onboarding journey, empowering you to identify inefficiencies and enhance productivity. With access to previously inaccessible data, you can make informed decisions and optimize your operations, leading to increased business success.

Can’t Do My Job Without It!
I manage thousands of events a year and TaskRay helps me keep everything on track from scheduling, team communication, and managing followup tasks. All while staying connected to the opportunities and accounts in Salesforce!

TaskRay Is the Leading Post-Sale Solution on the AppExchange


Streamlined Our Customer Interactions
We started using TaskRay about a year ago. Since that time we have been able to track our projects across all customers and ensure on-time implementations. The use of templates and dependencies has also helped us plan scenarios for large projects.
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Personalized, effective onboarding

Include everyone

Powerful reporting

Capitalize on growth opportunity
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