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Deep Dive: High-Touch Customer Onboarding
Learn how to design a high-touch onboarding experience that puts you in the position of a trusted guide and encourages deep customer engagement.
Get a 5-Star Experience with TaskRay’s Support Plans
Our three-tiered support model provides the flexibility to choose between options that include self-service, faster response times, and a proactive, consultative approach. This blog post will help you decide which one is right for you.
TaskRay Announces Revamped Support Plans with New Three-Tiered Model
TaskRay, a provider of customer onboarding software on the Salesforce AppExchange, today announced it has revamped its support plan model to better meet the needs of its growing customer base looking to enhance customer onboarding and project management processes.
Tips & Tricks: Strategies for Setting Up Enhanced Filtering
If you’re brand new to TaskRay filtering overall and aren’t sure where to start, or currently using Classic Filtering and are ready to migrate to Enhanced Filtering and need some help with how to strategize the setup, you’ve come to the right place!
Deep Dive: High-Touch Customer Onboarding
Learn how to design a high-touch onboarding experience that puts you in the position of a trusted guide and encourages deep customer engagement.
Tips & Tricks: Resource Management Contextual Component
TaskRay offers advanced Resource Management capabilities that give you project people a productivity boost in your daily lives. In this post, we’ll show you how to use the Flux Planner Contextual Component, a new Resource Management feature that was included in the Fall 2021 Release.
Tips and Tricks: Get Ready for the New Year by Excluding Modal Tabs
One of the easiest ways to prepare for growth in the new year is to clean up your workspace. TaskRay’s Fall 2021 release introduced a multitude of excellent features that will help you stay organized in the new year. In this blog post we will do a deep dive into one specific Premium feature that is designed to help declutter your users’ views: the Excluding Modal Tabs feature!
Deep Dive: Tech-Touch Customer Onboarding
Customer onboarding should be proactive, not reactive, while also built to scale. With a tech-touch—or automated—approach, you can guide new customers and train them on how to use your product or service on a one-to-many scale. Get all of our resources designing a tech-touch framework for guiding new customers on their onboarding journey.
Want to Increase Customer Loyalty? Map the Customer Journey.
When it comes to increasing customer loyalty, consider customer journey mapping. A journey map is a visualization of a process people go through in order to accomplish defined goals.
Tips and Tricks: Advanced Scheduler and On-Hold
Projects can be delayed due to unforeseen circumstances, and there should be an easy way to account for these changes. This is where TaskRay’s Advanced Scheduler and On-Hold features come in. Both of these features, available to Premium Edition customers, were enhanced in the Fall 2021 Release.
Tips and Tricks: Task Weighting
We’ve introduced new task weighting capabilities in our Fall 2021 Release for Standard and Premium Editions. Here are some tips on how to give your tasks the individuality they deserve.
Deep Dive: New-Customer Journey & Customer Onboarding Journey Maps
Join us for a close look at new-customer journey mapping—a critical process for understanding the touchpoints and interactions new customers have with your company, product, and team members.
Get the Extra-VIP Treatment with Revamped TaskRay Support Plans
Coming soon, we will be taking it to the next level with revamped support plans that will provide customers with “extra-VIP” treatment. Our new three-tiered model will include one free and two paid options so you’ll have the flexibility to choose what’s right for your team.