USE CASE ONBOARDING

Supercharge Customer Onboarding in Salesforce

Improve speed to revenue, deliver quicker customer value, maximize resources, and make the best first impression – every time

Why Onboard New Customers in Salesforce?

Data Security: As a 100% Salesforce-native app, TaskRay stores all of your data inside Salesforce with no external access by the app provider or anyone else.

A Seamless Extension of Salesforce: Leverage your existing investment to consolidate your tech stack and integrate workflows.

Enhanced Visibility: Create a single source of truth for everything you need to know about onboarding projects – milestones, assignments, status, and more.

Improved Efficiencies:  Identify bottlenecks in your onboarding process and automate workflows to reduce your onboarding time by 50%.

Maximized Resources: Monitor and forecast capacities and assign resources based on skills and availability.

Happier Customers: Implement a smooth, thorough, and collaborative onboarding for every customer and watch your CSAT and NPS soar by 15%.

All-in-One Customer Onboarding Features

Everything you need to manage your customer onboarding projects and ensure the start of long-term, successful relationships.

Automate Onboarding Kickoffs

Launch customer onboarding projects automatically when opportunities are Closed Won for seamless hand-offs

Manage
Onboarding Templates

Standardize project plans that match your level of complexity for consistent experiences across teams and products.

Manage Project Resourcing

Ensure project success and improve CSAT by putting the right people with the right skills on the right projects. 

Enhance Collaboration

Collaborate with internal teams and external stakeholders in real-time to drive accountability and deliver results.

Monitor Project Performance

Get visibility into project and team performance with robust reporting that drives informed decision-making.

Who Uses TaskRay for Customer Onboarding?

Onboarding & Implementation Teams

Effectively handle onboarding for one product or multiple services to reduce false starts and set customers up for success from day one.

Customer Success & Account Managers

Handle ongoing customer relations, feedback, and upsell opportunities post-onboarding.

Sales & Pre-Sales Teams

Facilitate seamless customer journey handoff processes and high-touch account engagement.

Revenue Operations

Get visibility into revenue recognition and project profitability based on task status and milestones.

Executives

Gain comprehensive project insight into projects right at your fingertips, enabling a deeper understanding of resource allocation, milestones, team effectiveness, and influence on revenue.

Featured Success Story

The 86 Repairs customer onboarding team realized a 29% faster payment collection cycle and revenue realization and 21% reduction in per-location onboarding costs after deploying TaskRay.

“The sooner we can bring a customer live, the sooner their subscription payments start hitting our bank account. It helps cash flow enormously, and helps the business’ growth and profitability if we can get customers to live more quickly.”

Jody Freinkel

Director of Revenue Operations

86 Repairs

Loved by Our Customers

5 stars on G2 and the Salesforce AppExchange

See TaskRay in Action

Navigate through a series of guided product demonstrations to see how easy it is to use TaskRay for Customer Onboarding

Request a Demo

Request a 1:1 demo with our Sales Team to dive deeper into your unique use cases and business goals.

Start a Free Trial

Download your own sandbox environment via AppExchange to kick the tires. We recommend this option for certified salesforce administrators or solution integrators with Salesforce experience.