Using TaskRay as the backbone of their operation.
TaskRay is the backbone of NuAge’s operations. Their team relies on it to handle customer onboarding and project management from project kickoff through the handoff to their billing solution.
Why NuAge Experts Loves TaskRay
Custom integrations. NuAge uses a custom integration to kick off new customer projects from their SOW in CPQ. TaskRay also allows them to change the behavior of the app to match the needs of their customers.
Gantt view. NuAge finds the Gantt chart view to be indispensable in managing internal and customer projects.
Dependencies. TaskRay provides the ability to set dependencies from start-to-start to finish-to-finish and everything else in between.
Time tracking. NuAge keeps track of their time in TaskRay and exports the data directly into the billing system.
Service. According to Guy, “The partnership with (our) two organizations has been very powerful. Whenever we need for a demo, the Sales team has always been there to support us. And the responsiveness of the support team has been key with not only our implementation but (also with) our customer’s implementations.”
About NuAge Experts
NuAge Experts is a team of Salesforce Certified experts working to empower organizations to collaborate and work better with their customers, partners, and colleagues by using the entire Salesforce platform to achieve improved productivity, profitability and value.
I’ve been using TaskRay for eight years and brought it with me when we (started) NuAge. We recommend it to our customers, too.