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With TaskRay, Kicksaw has unified all of their project data, improving visibility, efficiency, and collaboration in client implementations.

Enabling consistent and scalable customer experiences during the post-sale phase is something near and dear to our hearts at TaskRay. Which is why we love to hear stories from our customers about how they are using TaskRay to better manage work and collaborate across teams as their customer base grows and their processes become more complex.

Take for example, our most recent customer success story with Kicksaw, a Salesforce consulting partner. Kicksaw offers data migration, process optimization, tool integration, data sourcing/enrichment services, and hands-on training to boost their clients’ revenue team capabilities. Since effective, seamless project delivery is top priority for Kicksaw, the team uses TaskRay to improve efficiency, collaboration, and delivery of client solutions.

We spoke with Casey Long, Director of Operations at Kicksaw, who told us, “TaskRay really is the engine for our delivery success.” Here are the some of the things that he and the Kicksaw team love about TaskRay:

  • Built on Salesforce for a single system that unifies all of their customer and project data for enhanced visibility and more accurate reporting
  • Templates make it easy for the delivery team to begin new projects and have repeatable processes for implementations, saving time for client relationships – especially as they scale.
  • Resource Management for tracking billable hours, forecasting capacity, and managing workloads to help ensure projects stay on track.

Check out the full case study to learn more about how Kicksaw has scaled their client implementations with TaskRay.