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.

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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. 

See how Toast uses TaskRay

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.

View Reporting Features

Taunya Bunte

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
See Our 275+ Reviews

Lynn O’Donnell

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

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.

 

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