Return to the main Resources Page.
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.
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.
We are proud of the in-depth review Salesforce Ben wrote on TaskRay’s customer onboarding and project management solution.
We love it when our customers share their story on how they are using TaskRay especially since it highlights creative ways to apply it to their business, and in this case, how their customers use it.
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.
Learn how Label Insight is building long term customer success by building a human-centric onboarding process.