Get the right people assigned to the right tasks at the right time—all within Salesforce.
Immediately after closing a sale with a new customer, the onboarding process kicks in and sets the tone for the rest of your relationship. Yet, many B2B SaaS companies have broken or non-existent workflows with ill-fitting tools to manage them. TaskRay solves this for Salesforce-powered companies by taking over as soon as an opportunity is marked closed won.
This demo is hosted by Jon Barlow, Enterprise Account Executive—he shows you how TaskRay can improve onboarding process efficiencies, scalability, and deliver consistent customer experiences.
You’ll learn about:
- How TaskRay helps you carry momentum from sale to post-sale.
- How to quickly standardize your processes, streamline handoffs, and reduce manual work.
- Reporting where you’ll evaluate project health, measure capacity, and more.
Watch now for an inside look at how TaskRay’s collaborative work management solution can help your team build a successful and scalable post-sale program.