Client Onboarding Software Resources

TaskRay is used for managing Projects and the Tasks within them on the Salesforce Platform. It allows Projects to be broken into Task Groups, Tasks, and Checklists, so you can segment the work in meaningful ways. It's also heavily configurable so you can make the terminology match your process (Onboarding vs. Implementation, etc.). It lets you leverage Salesforce Flow for automation and offers a way to expose the Project progress to external stakeholders (like a client who doesn't have a login to your Salesforce system).

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It allows your team to share tasks within larger group projects and automates many steps or tasks as well.

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A CSM Platform is a Customer Success Manager platform that can track customer engagements, identify risk, manage subscriptions, view support related tickets, track customer goals, etc. The platform ultimately helps track the customer life cycle post sale.

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