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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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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 are proud of the in-depth review Salesforce Ben wrote on TaskRay’s customer onboarding and project management solution.
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.
We love it when our customers share their story on how they are using TaskRay especially since it highlights creative ways to apply it to their business, and in this case, how their customers use it.
We understand that processes are constantly evolving. The good news? TaskRay is built to grow and change with you.
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.
What is it good for? Absolutely, everything! So you may be wondering what Advanced Scheduler is and why you should use it. In my opinion, this is one of our most robust and time-saving features that we have across the board. I’ll tell you more about it.
Summer is an exciting time of year. It’s a time for vacations, long weekends, family fun, and adventure. But as a business organization that relies on hard-working resources to deliver on customer promises and deadlines, the Summer season can represent major challenges.