Webinars and Events
Featured
Webinar: TaskRay Demo & Live Q&A
Watch this webinar for an inside look at how Salesforce-native TaskRay can help your team design, manage, and optimize your post-sale moments.
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There's a misconception that you need really robust data to get started with metrics and reporting in customer onboarding. In truth, all you need are a few back-of-the-napkin calculations to be able to show your impact on the business. WATCH NOW>>
Watch this webinar for an inside look at how TaskRay can help your team design, manage, and optimize your post-sale moments.
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Watch this on-demand Webinar about our enhanced feature: Public Dashboards. Want to give your stakeholders better visibility into your projects? Join our product experts for this webinar! We’ll cover strategies as well as tips & tricks for using Public Dashboards and give you a demo so you can see it all in action. WATCH NOW >>
Assign your external stakeholders tasks within a project and allow them to externally complete those tasks so everyone can stay on the same page throughout the project lifecycle. To learn about this new feature, watch this webinar! We cover how to implement it and demo what it looks like once it's all setup.
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Do you have questions about the new features included in TaskRay’s March 2022 Release? Watch our Admin Office Hours to get answers from our Product team and ensure you're getting the most out of TaskRay's exciting new features.
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Whether you’re brand new to TaskRay filtering or currently using Classic Filtering and ready to migrate to Enhanced Filtering, check out this webinar! We cover strategies for setting up your filters, tips and tricks for using Enhanced Filtering, and give a demo so you can see it all in action.
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Paid onboarding inspires customer commitment and enables you to invest resources into ensuring your customers are successful — leading to better, more profitable, long-term relationships. Join TaskRay CFO Andrew Walker and VP of Customer Success Sunny Harmon to learn the ins and outs of setting up a successful program right-sized for your business. WATCH ON DEMAND >>
Join customer onboarding expert Donna Weber to learn how to stop treating every new customer like a special snowflake and start scaling your customer-facing teams during the crucial onboarding stage.. WATCH NOW>>
In this interactive workshop, you'll learn how to design effective high-touch customer onboarding programs without actually having to take every single new customer out for a coffee date—they’ll just feel like you did. WATCH ON-DEMAND >>
In this 30-minute webinar, we'll cover the basics of getting started as a TaskRay user. Each month we highlight a specific area of the product. WATCH ON-DEMAND >>
Delivering an efficient and successful tech-touch onboarding experience is essential for product adoption and customer loyalty. You need a well-designed strategy for automatically sending new customers the right information, at the right time, and in the right place. WATCH ON-DEMAND >>
Join Salesforce Ben and TaskRay as we discuss three ways to improve sales efficiency throughout the sales and post-sales cycle. WATCH ON-DEMAND >>
Join VP of Customer Success Sunny Harmon and Sr. Customer Success Manager Marissa Laarsen to learn how to create your own Customer Onboarding Journey Maps. They share their best practices for designing, customizing, and using onboarding journey maps to engage with new customers and set them up for success. WATCH ON-DEMAND >>
In this webinar, our Product team provides best practices for new Enhanced Filtering capabilities and answers admin questions.
Join TaskRay Founder Eric Wu in conversation with John Ragsdale, vice president of Technology Ecosystems at TSIA, as they discuss the foundations of customer onboarding and its potential impact on your customer relationships and long-term success.
In this webinar, our Product team provides best practices for new Enhanced Filtering capabilities and answers admin questions about the Fall 2021 TaskRay release.
Join VP of Customer Success Sunny Harmon and Customer Onboarding Specialist Laura Pellar in this workshop and learn how to create Customer Success Plans that will keep your teams focused and aligned around your customers.
In this webinar, our Product team covers the main features included in the Fall 2021 TaskRay release.
Join TaskRay CEO Eric Wu and VP of Sales Mike Davis in a revealing discussion about why and how TaskRay adopted onboarding as a business philosophy. Learn why our executives view onboarding as an avenue to growth rather than a cost center, and hear firsthand how onboarding positively impacts the sales team and drives business outcomes throughout the organization.
In this workshop, TaskRay’s Customer Onboarding Experts dive deeper into the best practices for ensuring your customers feel good about you now and in the future.
In this webinar, TaskRay Customer Onboarding Specialist Ryan Ensign will share the importance of—and best practices for executing—your internal handoffs (including how to automate them). If you want to uplevel your handoff process, you won’t want to miss this webinar!
TaskRay Customer Onboarding Specialists Laura Pellar and Ryan Ensign talk about the importance of—and best practices for executing—the next three plays Customer Onboarding Playbook: Desired Outcomes, Success Plans, and Automating Your Handoffs.
Join our Customer Success team for our monthly webinar series covering the basics of working within TaskRay. Each month we cover a new topic in addition to the overview.
In this webinar, TaskRay’s Mike Davis and Kim Morrow of Forté Consulting discuss the soft skills required for building long-lasting relationships with your new customers.