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:

Blueprint
This introductory level program aligns the right Taskray features for your organization’s needs based on your unique goals and ideal business processes.

Foundation
The Foundation level program combines the Blueprint process with more technical guidance on implementation within your Salesforce org.

Expert
The Expert level onboarding program takes your team to the next level by assisting with advanced automation, admin functions, and analytics (reporting/dashboard) trainings.

Programs Overview

FEATURE

BLUEPRINT

Foundation

EXPERT

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

 

 

 

 

Modules Level 2
Includes project architecture and project security analysis, UI Visualization, and TaskRay Admin and reporting training.

—

 

 

—

 

 

Included

 

 

Reverse Demo 
This includes a review of customer progress and final feedback on implementation.

—

Included

Included

 

Technical Solutions Review 
Customers receive blueprint design and trainings written by a TaskRay Technical Solutions Architect. 

—

Included

Included

 

COST

$1500

$3500

$8000

 

The fine print:

  1. All meetings will take place on the phone or via Zoom.
  2. Both plans require the customer to review and complete assigned tasks in TaskRay Onboarding Community.
  3. Onboarding must be completed within 60 days after start date.

Ongoing Support

You can rely on our always-free support for continued support after onboarding. We also offer more comprehensive Platinum Support on its own or as part of our Premium Edition. For more information, please speak with your Account Executive.

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.

 

 

Ask us how TaskRay can help you get every customer off to a great start.

schedule a 15-minute call