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Your New Favorite Tool: The Ultimate Post-Sale Playbook
Our new Post-Sale Playbook helps you bridge the gap between sales and success with our best resources personalized to you! We’ve spent the last few years compiling these resources to enhance your post-sale moments and now you can find it all in one place with our Post-Sale Playbook.
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TaskRay offers a robust feature set to manage and optimize your post-sale processes. Our new blog series called "Feature Highlight," will introduce or reacquaint you with specific features through a quick overview. First up, we are covering External Collaboration features.
Because Templates are so important to optimizing your post-sale processes, they are the star of the show for our upcoming major release. We’re bringing you dynamic new and enhanced features that will elevate how you manage Templates, such as versioning and task assignment, along with a lot of nifty usability improvements.
For the first time since 2019, Dreamforce will be in-person with an expected 35,000+ attendees. You might be new to Dreamforce or you might need a quick refresher after the nearly three-year hiatus and TaskRay has you covered with our top tips and tricks.
Learn about Public Dashboards in this installment of Tips & Tricks. You will learn best practices when it comes to implementing this great feature as well as some cool ways to customize the view. Take external collaboration to the next level with Public Dashboards.
Learn about External Ownership & Completion in this installment of Tips & Tricks. You will learn best practices when it comes to implementing this great new feature as well as some cool ways to customize the notifications. Take external collaboration to the next level with External Ownership & Completion.
Sticking your internal handoff will ensure every customer feels like a VIP as they begin their journey with you. Get TaskRay's essential resources for internal handoffs.
Our March 2022 Release gives your external stakeholders more power and input. You can externally assign tasks to those outside your salesforce org and they also have the ability to complete those tasks so the project can run smoothly and stay on track. We have enhanced our Public Dashboard to give more context into project metrics as well as project notes and insights.
Our March 2022 Release remixes our collaboration features by making it easier to include external teams in the project. We’re enhancing the external link that is shared with those stakeholders outside of your org. Along with that, we are giving the ability for those stakeholders to ‘own’ and ‘complete’ work they may be assigned on a project.
Plan View is one of the main views in TaskRay and it visualizes projects on a Gantt-like timeline. This view makes it easy to schedule tasks, connect dependencies, and see the entire project timeline from start-to-finish.
In part 2 of the tips and tricks for Enhanced Filtering series, we are going to cover the best practices and technical considerations for implementing Enhanced Filtering.
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, 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.