When it comes to setting up your team, and your company, for success, the formula is simple: The best way to have a great year is to start with a good plan. Because annual planning is key to any business’s success, check out these best practices to get it right in 2023.
See some of the recommended views and key features in TaskRay to ensure you are confident using the tool.
It’s become more important now than ever to keep your customers and external stakeholders informed of project progress and updates. This is a crucial component of customer onboarding, as it’s essential to keep everyone in the loop in order for a project to be successful.
How does your organization measure success for your onboarding, implementation, or installation? In this post I will share how we manage our onboarding program using Salesforce and TaskRay to give you some ideas on how to manage yours.
Sunny Harmon, VP of Customer Success at TaskRay will share her two decades of experience advising clients on their own high-touch onboarding programs.