Customers that don’t materialize when you reach out are a symptom of you ghosting them (yep, we said it). Engaging new customers when the deal closes and providing continuity from the buyer journey to the customer journey are the keys to mutually prosperous relationships. Here are three ways to stop ghosting your customers.
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.
Enabling consistent and scalable customer experiences during the post-sale phase is something near and dear to our hearts at TaskRay. Learn how Kicksaw has done just that and leveled up client implementations.
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.
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.
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!
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.
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!
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.