TaskRay for Renewable Energy Implementation
In an industry with a lot of variables, efficiency is critical. The challenge faced when managing several installations at once is to fine-tune a process that is simultaneously prescriptive and adaptable. Your project managers need a systematic approach to delivering, while your operations groups need a way for different stakeholders to measure and track critical metrics across projects.
TaskRay is a 100% Salesforce-native customer onboarding project and resource management solution designed to give your teams the ability to work, track, and learn. With TaskRay, your teams are guaranteed a source of truth that is always up to date — no more redundancies or inaccuracies — while capitalizing on robust data and metrics tracking. TaskRay’s collaboration capabilities will help you take your installations to the next level.
Simplify & Speed Up Delivery
Set and communicate clear handoff points and track and manage deliverables to help teams get a clear understanding of actual project timelines and to intelligently assign resources.
Move beyond tracking projects in a spreadsheet or a separate tool outside of Salesforce by creating a scalable and repeatable process using templated projects and intuitive collaboration tools.
Engage YOUR Customers
Share project insights with customers in real-time to keep the most important people in the loop and cut down on inquiry-based communication.
Utilize reports, dashboards, and in-app analytics to unlock the keys to improving your overall delivery processes while easily accessing KPI’s.
A modern user interface and smart features allow your project managers to coordinate more projects with less effort.
“The renewable energy industry is primed to enter a new phase of growth driven largely by increasing customer demand, cost competitiveness, innovation, and collaboration.”
Are You Confident Today’s Systems Can Manage Tomorrow’s Workload?
To succeed in today’s environment, organizations need to be methodical, efficient, tactical, and flexible. Is your business set up to achieve this balance? As renewable energy needs expand around the globe, let TaskRay help you prepare to deliver a better future in a better way.
Everything You Need to Deliver An Exceptional Post-Sales Experience
- Build templates, reports and dashboards, and add automation to make it run smoothly.
- Plan workloads, assign tasks, and handle scheduling across projects and 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.
Connect TaskRay with your existing apps to create uninterrupted workflows and end-to-end processes. If an app integrates with Salesforce, you can integrate it with TaskRay.
100% SALESFORCE NATIVE
TaskRay is built entirely on the Salesforce platform so you get all the features and benefits you already know and trust.
A Few of Our Satisfied Customers
There’s A Reason We Have 250+ 5-Star Reviews
“TaskRay has been an absolute game-changer to our business. As we’ve grown and added new customers, it has allowed us to keep headcount steady, and better manage new customer onboarding and other internal projects. Reporting is a breeze with fields being right next to other SF account and opportunity fields. I highly recommend TaskRay if you are struggling with managing your onboarding or project timelines. We couldn’t operate without it!”
CAROLYN HUSHEK, Concept3D
Turn Every Customer Into A Champion
TaskRay helps you build relationships and trust with your customers. The result? More referrals and long-term success for your business. If you’re ready to improve customer satisfaction, increase up-sells and cross-sells, and generate new business from referrals, let’s talk!