Onboarding is our specialty.
As the leader in Customer Onboarding in Salesforce, we know how important it is for our customers to get off to the right start with TaskRay. Many of our customers feel comfortable getting TaskRay up and running on their own with the help available on our world-class support site.
Programs
TaskRay is proud to offer three onboarding programs designed to enable customers to build their ideal TaskRay experience within their Salesforce org quickly and efficiently. Our three current program offerings include:
Expert
This level program aligns the right TaskRay features for your organization’s needs based on your unique goals and ideal business processes.
Expert + Resource Management
The program combines the Expert level with more technical guidance on implementation and Resource Management capabilities within your Salesforce org.
Resource Management (Add On)
This add-on option offers additional assistance with Resource Management configurations.
Programs Overview
FEATURE
EXPERT
EXPERT + RESOURCE MANAGEMENT
RESOURCE MANAGEMENT (ADD-ON)
Kick off/Introduction
Kick off call includes a TaskRay demo, review of terminology, and resources/program review.
Included
Included
Included
Business Process Overview
Includes a review of roles, metrics, handoffs, and tech stack.
Included
Included
Included
Design
Includes a technical assessment and automations and components review and discussion.
Included
Included
Included
Modules Level 1
Includes assistance in preparing your org, creating templates, automation, and reviewing standard collaboration and notifications.
Included
Included
Not Included
Modules Level 2
Includes project architecture and project security analysis, UI Visualization, and TaskRay Admin and reporting training.
Included
Included
Not Included
Modules for Resource Management
Includes assistance for Resource Management configurations.
Not Included
Included
Included
Reverse Demo
This includes a review of customer progress and final feedback on implementation.
Included
Included
Not Included
Technical Solutions Review
Customers receive blueprint design and trainings written by a TaskRay Technical Solutions Architect.
Included
Included
Not Included
COST
$6000
$6500
$1500
The fine print:
- All meetings will take place on the phone or via Zoom.
- Both plans require the customer to review and complete assigned tasks in TaskRay Onboarding Community.
- Onboarding must be completed within 60 days after start date.
Ongoing Support & Optimization Packages
You can rely on our always-free support for continued support after onboarding. We also offer more comprehensive Support Plans and Optimization Packages. For more information, please speak with your Account Executive.
Maximize Your Success With Optimization Packages
We understand that your processes are constantly evolving. We want you to be successful in such changes and ensure that TaskRay is set up to its full potential. As such, we offer the option to utilize our Optimization Package, which is essentially a bank of hours for your team to work alongside a technical expert from TaskRay. Whether you need to do an in-depth review of a TaskRay feature, discuss best practices around a use case, or to get some assistance on a custom TaskRay configuration or automation – our team is here to help. Please reach out to your Customer Success Manager or Account Executive for more details.
Salesforce Consulting
We don’t handle build-outs or offer Salesforce/business process consulting, but we do have a number of trusted partners that can engage with you on a specific project or an ongoing basis.
Some examples of what we are unable to handle during the TaskRay onboarding process:
-
Configuration within your Salesforce org
-
Building or customizing reports and dashboards
-
Custom Apex not packaged with the TaskRay application
-
Custom Flow and Process Builder Solutions not related to the TaskRay Application
-
Training and guidance specifically on Salesforce automation tools
-
Integrations with applications outside of our official integrations
If you have questions or need help choosing an implementation partner, please feel free to reach out to your Account Executive.