You’re just getting started and want to create and/or standardize your onboarding capabilities.
Templates & Automation ensure seamless handoffs between Sales, Onboarding and Success teams.
Powerful Work Management features such as checklists, dependencies and repeating tasks make planning, organizing and executing customer onboarding a snap.
Basic Reports & Dashboards allow visibility into any data captured in TaskRay.
Multiple Views from My Work and Kanban to Plan and Calendar allow users to acccess and digest information their way.
Lightning Components give users easy access to TaskRay from within Salesforce.
Mobile functionality ensures access when your teams are on-the-go. (Salesforce mobile app required.)
Because TaskRay is Salesforce-native, it uses the same Privacy & Security controls you already know and trust within Salesforce.
Get the help you need with access to our top-rated support site, training webinars and email support.
You’re ready for advanced functionality that will help you take onboarding to the next level.
Advanced Reporting & Analytics provides informative and actionable insights for all levels of your organization.
Time Tracking functionality adds visibility and accountability to the customer onboarding process.
Collaboration features that make it easy to stay aligned with external stakeholders with project access, task ownership, and more.
* Resource Management functionality can be requested as an add on to Standard licensing *
You’re scaling and need more capabilities to manage growing teams and complex processes.
Resource Management to track utilization and gain insight into future resourcing demands.
Advanced Scheduler functionality that simplifies the process of rescheduling tasks in bulk to accurately reflect new deadlines or delays in large projects.
Want to see more?
If you want to learn more about how TaskRay can help you get every customer off to a good start, sign up for our next overview webinar.