Customer Onboarding Made Easy
Tear down silos and roll back tech stacks by managing all of your work, data, and reporting right within Salesforce. TaskRay suite of project management, task management, and resource management tools enable enterprises to leverage Salesforce across departments and lines of business to deliver superior customer onboarding experiences.
Customize and Scale Beyond Traditional Project Management Solutions
Out of the box, TaskRay has all of the features you expect of an enterprise work management tool — but with unmatched customization abilities. Because TaskRay is built with Salesforce’s technology and interface, it can be customized in any way that Salesforce can. Create custom fields and objects, automate flows, and set up dashboards to measure KPIs across the business. All of your data stays in Salesforce, ensuring complete continuity and visibility for contributors, project managers, leaders, and customers.
Measure Project Success and Customer Outcomes
TaskRay’s advanced analytics and reporting features offer invaluable insights into your business processes, empowering you to identify inefficiencies and enhance productivity across every project. Extend performance data to system admins, project managers and executives, all natively in Salesforce. Make smarter and informed decisions to increase top line revenue and reduce bottom line costs.
What are the benefits of TaskRay?
Time to value is the most important measurement for any project.
TaskRay helps teams deliver on the following results
Speed to Revenue
Speed to Value
Elevate CSAT, NPS, and overall customer experience on every project
Manage team resourcing based on project capacity and specialized knowledge
Explore Work Management Solutions
Templates & Automation
Create standardized processes allowing you to have consistent experiences and deliver successful projects more quickly.
Gain clear visibility into project progress, proactive planning, and optimal resource utilization that are critical for complex processes.
Collaborate with partners and customers for streamlined task consolidation, customized insights for stakeholders, and clear communication
Gain insights into project performance and profitability with public dashboards and project reports.
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!
Love the App!
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.
Trusted by Leading Brands Around the World
With over a 1,000 Salesforce customers, TaskRay is the leading work management solution for businesses in High Tech, Healthcare and Life Sciences, Franchise Management, Financial Services, and Manufacturing aiming to enhance onboarding and project management. Whether you are a Fortune 1,000 company or a nonprofit, TaskRay has solutions to fit your needs.
Featured Customer Success Stories
See how MCG Health increased their year-over-year project growth capacity by 20%, while also increasing their customer Net Promoter Scores by 15%.
Discover how Toast has increased their productivity and efficiency across delivery teams, while being able to scale projects year over year.
Learn how 86 Repairs streamlined their client onboarding and payment collection process by 29%, while also reducing their per location lost costs by 21%.
Download the Guide to
Create Customers for Life
Whether you’re just getting started or you’re a project management black belt looking to up level your customer onboarding experiences, there’s a play for you to run in our Post-Sale Playbook. Each play includes a detailed, step-by-step guide along with free resources such as templates, workshops, and Ebook.