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TaskRay Achieves SOC 2® Type 2 Certification
TaskRay has successfully completed its System and Organization Controls (SOC) audit, resulting in compliance. This certification demonstrates TaskRay’s commitment to operating software, business processes, policies, and procedures that ensure the security and data processing integrity of customer information.
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By now, you probably know that getting your company’s high-touch onboarding program working optimally has a direct impact on your bottom line and can pay off handsomely. But how do you know if your program is going well? And how can you scale it as you grow?
In order to truly help your customers use, know and love your product, you need to think strategically about your company’s onboarding program. There are three specific areas that you need to consider in order to build a successful high-touch onboarding experience that will scale as your business grows.
I’ve been working in “customer-success land for nearly 20 years now. My philosophy that drives the work I do is “treat others as you wish to be treated.” That’s my version of the idea of “delighting customers.”
Change is hard and let’s face it, we sometimes need to get buy-in to the big picture to adopt a new process. Here are our top tips for fostering adoption.
We want you to get the most out of TaskRay, so here are some tips and tricks that we’re hoping will be helpful when it comes to reaching out to our awesome Support team.
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TaskRay is 100% native to Salesforce and helps bridge the gap between sales and service by providing the onboarding team with a powerful tool to keep everyone (including the customer!) on the same page.
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If you’re ready for a customer onboarding solution on ...
Thanks for your interest!
Want more information?
If you’re ready for a customer onboarding solution on ...
Thanks for your interest!
Want more information?
If you’re ready for a customer onboarding solution on ...