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.
Whether you are regularly tracking performance, or haven’t gotten that far, you’ve come to the right place! I’ll be sharing some tips and tricks of how TaskRay’s reporting features give you the tools necessary to ensure your projects are hitting all of the metrics of success aligned with your business goals.
Spreadsheet View was introduced in the TaskRay Spring 2021 release and it operates very similarly to an Excel spreadsheet. This view allows you to make bulk updates to tasks in a quick and streamlined manner.
It’s not enough to hope leaders notice all the hours you and your team strive to onboard and enable customers. Most likely, management doesn’t fully understand what you do all day, nor the greater impact you have on the business. So, you need to tell them.
We all know change management is never easy. The investment you have made in TaskRay is worth it if your users find it valuable to scale projects, see project visibility, move efficiently through their work, and come to enjoy TaskRay as a tool to make their job easier.
During onboarding, it’s critical you combat the challenges of first impressions, buyer’s remorse, and prospection because how you start with a new customer may determine whether they renew or they churn.
During onboarding, brain science comes into play in three areas: first impressions, buyer’s remorse, and cognitive closure. While I’m no neuroscientist, I’m excited to share with you the impact onboarding has on long-term customer relationships.
When it comes to managing projects, metrics help identify inefficiencies, celebrate great wins, and capture vital insights on how the work went. There is a multitude of ways to capture metrics in Salesforce, and one of TaskRay's features is designed specifically for this purpose: Baselining.