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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.

What Playground Delight Can Teach Us about Onboarding

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.”

Top Tips for Fostering User Adoption

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.

Common Troubleshooting Tips & Tricks

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.

Resource Forecasting: Why You Can’t Live Without It

What is Resource Forecasting? Resource forecasting is all about predicting the future workload of your team. It ...

From Production to Installation to Customer Onboarding, Project Management is the Key to Success

Medical device manufacturers will soon be affected by substantial new government regulations, and those who ...

Differentiating Your Business in the Solar Energy Boom

Synergies between sales and project management tools are crucial areas of investment for renewable energy business ...

Webinar Video: Salesforce Sales Engineer Learning Hour

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.