TaskRay is your ultimate solution for streamlined project management and seamless customer onboarding—all within Salesforce. Empower your teams to create project plans, automate repetitive tasks, allocate resources effectively, and foster collaboration across departments. Whether you're managing new customer implementations or driving internal initiatives, TaskRay ensures every project is delivered with precision and efficiency.
100% Salesforce Native
TaskRay integrates seamlessly into your existing Salesforce ecosystem, offering unmatched visibility and alignment across Sales, CPQ, Service, and Experience Clouds.
Designed for Growing Businesses
If your organization has outgrown spreadsheets or non-Salesforce tools and needs better visibility into project performance, TaskRay is your next step. It's ideal for businesses facing challenges like:
✓ Revenue delays caused by lengthy onboarding or implementation timelines.
✓ Complex implementations, where multiple SKUs require custom solutions and support.
✓ Integrated customer management, spanning multiple Salesforce Clouds.
Industry-Specific Expertise
• TaskRay is trusted by industry leaders in:
• Technology & SaaS
• Healthcare & Life Sciences
• Manufacturing
• Real Estate & Franchising
• Financial Services
• Telecommunications
Deliver Faster, Reduce Costs, and Increase Customer Satisfaction
TaskRay helps you accelerate project timelines, cut operational costs, and improve productivity. Here's what our customers achieve:
• 2.5x Faster Project Completion: Streamline workflows and improve efficiency.
• 29% Faster Revenue Realization: Get to value quicker with optimized onboarding.
• 21% Cost Reduction: Save time and resources with automation and visibility.
• 15% Increase in Customer Satisfaction: Delight customers with smooth implementations.
• 200% Boost in Project Visibility: Gain clarity and insight into every project detail.
• 20% More Project Capacity: Handle more work without adding complexity.
Proven Success Across Industries
Join the growing list of businesses transforming their operations with TaskRay. From technology innovators to global manufacturers, our platform drives results.
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Product Description
TaskRay helps businesses onboard customers faster and more efficiently. By using TaskRay’s templating and automation functions high tech, SaaS, Wealth Management, Manufacturing, and Franchising businesses can build systems that scale whether they have 100 customers or 10,000 customers.
Overview by
Lindsey Kocel
