Get every customer off to a great start.
Customer onboarding, implementations, installations, delivery—whatever you call it—TaskRay is designed for your post-sale moments, all in Salesforce.
Build templates, reports, and dashboards, and add automation to make it run smoothly.
Plan and prioritize workloads, assign tasks, and handle scheduling across teams.
Stay aligned across projects, teams, and customer accounts for a seamless experience.
See project performance and identify areas of opportunity with robust analytics tools.
Templates & Automation
Don’t reinvent the wheel for every new customer. Create Templates that provide a standardized framework that can be customized with the specifics. Use automation to streamline workflows such as the handoff between sales and post-sales teams. Reduce manual tasks, improve productivity, and create repeatable processes across teams, product lines, locations, and complex requirements.
Project & Resource Management
Forecast resource allocation before the project starts for more informed staffing decisions. Access plans and manage the details in the way you want with multiple views such as Gantt charts or Kanban boards. Get the control you need to assign tasks, manage capacity, proactively make adjustments, and drive towards milestones.
Team & Customer Collaboration
Ensure everyone is on the same page by engaging the right people at the right time, including your internal teams and external stakeholders, such as partners and clients. Keep internal teams aligned with project notes that provide context for now and in the future. Truly bring customers and partners into the mix with Public Dashboards and external task ownership.
Reporting & Dashboards
Always have the answers to questions about project status and outcomes with the ability to quickly surface insights into project health and team performance. Use our built-in analytics tools as well as standard and custom Salesforce reports and dashboards to bring together all of the information you need to monitor progress, compare projects against benchmarks, and identify areas for improvement now and in the future.
Want to see TaskRay in action?
Our Salesforce-native customer onboarding solution is easy to implement and user-friendly. Keep teams and customers connected and the work on track during the initial moments that matter the most.
Features That Make the Difference
TaskRay is purpose-built for post-sale processes and is full of the features you need to deliver consistent, meaningful results for your customers every time.
Build and manage project templates all in one place.
Give project and task visibility to external stakeholders.
Security & Access Controls
SOC2 compliant backed by Salesforce security practices.
Use Salesforce automation tools to grow and scale your business.
Know how much time users are spending on activities.
Assign tasks to external stakeholders without a Salesforce Community
Stitch together portions of your templates for a fully customized post-sale experience.
Make sure you’re hitting your key metrics on time and in scope.
Manage capacity across projects and forecast resources for future needs.
Custom Task Weighting
Tasks are not created equal. Control tasks weight against project completion.
Ready to learn more?
Discover how TaskRay can help you build, manage, and optimize your processes to deliver the best post-sale moments for your customers.