We have exciting developments on our roadmap, including recently released and planned features that allow you to build project plans and assign teams more efficiently. In this blog, we’ll cover the highlights from the last quarter and give you a glimpse into what’s on the horizon.
We want you to be successful in such changes and ensure that TaskRay is set up to its full potential. As such, we offer our Optimization package, essentially a bank of hours for your team to work alongside a technical expert from TaskRay. Learn more about our Optimization Package.
Many of end-users have yet to harness the full power and potential of their TaskRay capabilities. But for those of you still on your quest, fear not! We’re here to help you along with three little-known tricks that can be utilized for end-user success.
Your customers don’t show up for meetings. They don’t complete their required tasks during onboarding. They don’t respond to your messages and calls. These are common challenges haunting Customer Success and Onboarding teams. So how do you stop customers from ghosting you?
While new sales might be quiet these days, this is not the time for existing customers to wonder why they pay you month after month or year after year, especially when you provide B2B subscription products. Don’t give them a reason to see you as a cost. You need to be regarded as an investment.
While there is no one-size-fits-all approach to post-sale processes and work management, there is Template Hub and Template Builder! Both of these features, available to Starter, Standard, and Premium Edition customers, were enhanced in the latest Fall 2022 Release.
You may have just launched a new customer onboarding program or are refining your approach to working with thousands of customers. Regardless, do you know the maturity level of your customer onboarding program?
Get your onboarding process off to a fast and smooth start using the Onboarding Kick-Off Flow feature. This feature guides managers and end-users through project creation from an opportunity. We love this feature. And you will too!
The newest TaskRay release introduces Template Versioning to all editions. We're constantly improving the post-sales work management experience, and template versioning allows for quick iteration of a template to see results over time. Let's help you get started with Template Versioning.