TaskRay for SaaS Onboarding
In today’s fast-paced world, customers expect to see value from your product ASAP. That’s why your ability to delight during onboarding is the number one factor that affects churn or creating a customer for life. If you want to ensure renewals, up-sells, cross-sells, and referrals from customer champions, get TaskRay.
Our Value for SaaS Companies
Although every customer is different, we don’t think your process should be. TaskRay, the leading Salesforce-native customer onboarding project management solution, provides the flexibility of a customizable solution with a templated approach that drives a repeatable onboarding process — resulting in strong adoption rates, larger share of wallet, and champions advocating on your behalf. In other words, sales gold.
SPEED UP TIME-TO-VALUE
Set and communicate clear handoff points between teams and easily track and manage key deliverables.
Create a repeatable process to deliver a consistent onboarding experience as you grow.
Share tasks and critical insights in real-time to keep internal and internal stakeholders in the loop.
Utilize reports, dashboards, and in-app analytics to improve processes and communication.
GAIN WALLET SHARE
Speed time to secondary revenue with onboarding scores and analytics.
A MAJORITY OF CUSTOMERS ABANDON A GIVEN PRODUCT OR SERVICE WITHIN 90 DAYS FOR ONE PRIMARY REASON: A POOR ONBOARDING EXPERIENCE
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.
Don’t Just Take Our Word For It
“Our workloads have been easier to manage and our customer onboarding team can manage more customers in a more structured way.”
MATT MEROLA, Senior Program Manager
“With TaskRay, our project manager is saving 10-20 hours a week and our scheduling managers are saving 4-5 hours a week. Each!”
MATT TYNER, Vice President of Finance & Operations
“Every time we bring on a new client, we want to be sure to follow the same steps that lead to success. We knew TaskRay could help us there.”
STEPHEN POPPE, Senior Manager of Customer Success
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 so you can nail that first critical interaction. The result? Why only long-term success for both you and your customer. If you’re ready improve customer satisfaction, ensure renewals, up-sells, cross-sells and new business from referrals, let’s talk!