You Have Them at Closed Won.

The minute you close a deal, the countdown begins and you have a limited time to turn your new customers into lifelong customers.

Bridge the gap between sales and success with TaskRay. We make it easy to deliver on your sales promise and create customers for life with exceptional onboardings, installations, and implementations.

See Why the Clock Is Ticking

Keep Your Performance at Pace with Your Growth

You’re closing more deals and growing fast (congratulations!). Now it’s time to make sure your teams can handle the influx of new customers. With Salesforce-native TaskRay, standardize processes, manage resources, and free your team up to focus on more important things—like building customer relationships.

Accelerate Time to Value

Help your customers quickly see the benefits of your products and services by delivering an exceptional post-sale experience. Follow through with the promise of the purchase and create happier customers from the moment the deal is done.

75%

of all cross-sell opportunities occur in the first 90 days — PITNEY-BOWES

5x

Loyal customers are worth up to 10x their initial purchaseMARKETING TRENDS

Gain insights that matter to the post-sale experience

TaskRay offers multiple levels of internal and external visibility so everyone—from customers to project managers to the C-suite—understands what’s happening, when it’s happening, and when action needs to be taken to get things back on track. 

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

What a great tool for our delivery team. Customer satisfaction has been improved across the board with Taskray! — Kevin Keelan

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.

Book a Demo

Chat with a TaskRay expert and see if we can help you solve your post-sale challenges. 

Personalized, effective onboarding

Powerful work management tools and automated workflows make onboarding efficient

Include everyone

Involve customer success, sales and everyone else you may need for a successful project.

Powerful reporting

Monitor projects for continuous improvements to your customer onboarding experience.

Capitalize on growth opportunity

Expose insights that lead to growth and new customer champions

Trusted by Top Companies Around the World

Create Customers for Life

Whether you’re just getting started or you’re a pro looking to uplevel your post-sale experiences, there’s a play for you run in our Post-Sale Playbook. Each play includes a detailed, step-by-step PDF along with free resources such as templates, workshops, and Ebook. Take our quick Post-Sale Maturity Assessment to find the plays that are right for you.

 

Slide 2

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

Slide 3

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

Slide 4

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

Still have a question?