Today, TaskRay announced a new update to Post-Sale Work Management on Salesforce AppExchange, equipping customers with new tools to create and optimize consistent processes with enhanced Templates, including an enhanced user experience and improved features.
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.
It’s become more important now than ever to keep your customers and external stakeholders informed of project progress and updates. This is a crucial component of customer onboarding, as it’s essential to keep everyone in the loop in order for a project to be successful.
How does your organization measure success for your onboarding, implementation, or installation? In this post I will share how we manage our onboarding program using Salesforce and TaskRay to give you some ideas on how to manage yours.
When Salesforce introduced Permission Set Groups in their Spring 2020 release, we all jumped for joy because creating and maintaining custom permission sets for TaskRay got exponentially easier. In this post, we’ll show you how.
In a recent article, we provided a helpful overview of Resource Forecasting with an explanation of the importance of this process and tips on how to get started. In this post, we'll build on those concepts to help you take your resource forecasting process to the next level with “Billable Forecasting”.
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?