Groove
Groove uses TaskRay automation to manage and streamline its onboarding process without additional headcount.
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Toast
While the customer onboarding process can follow a specific set of criteria, each Toast customer comes with unique needs and challenges. They needed a tool that would provide a templatized process and the ability to customize along the way.
Kicksaw
As a Salesforce consulting partner, effective, seamless project delivery is a top priority for Kicksaw. With TaskRay, they have all of their data in a single system of record, improving efficiency and collaboration in client implementations.
Prospera Financial
With TaskRay, financial advisors can create repeatable action plans for their clients, ensuring no steps get missed and every “t” is crossed and every “i” dotted no matter how busy they get.
LabelInsight
With TaskRay, Label Insight’s cross-functional teams are now able to access project data from each customer onboarding to inform future processes and create long term customer consistency.
Mevion
In less than two years, Mevion reduced their installation time from two and a half years to nine months. A large portion of the time savings was related to their use of TaskRay to define their process and escalate issues.