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Text Content

WATCH A TASKRAY PRODUCT OVERVIEW WEBINAR →

 * BOOK A DEMO
   
 * SOLUTIONS
   3 2
   
   
   WHAT IS TASKRAY
   
    * Overview
    * Templates & Automation
    * Resource Management
    * Task Management
    * Collaboration
    * Analytics
   
   
   WHO USES TASKRAY
   
    * Technology & SaaS
    * Healthcare Life Sciences
    * Manufacturing
    * Real Estate & Franchising
    * Financial Services
   
   
   HOW TO USE TASKRAY
   
    * Customer Onboarding
    * Project Management
    * Embedded Systems
   
   
   SALESFORCE NATIVE
   
    * AppExchange Reviews
    * G2 Reviews
    * Product Demo Webinar
    * Customer Stories
 * PRODUCT
   3 2
   
   
   STANDARDIZE
   PROCESSES
   
    * Template Hub
    * Template Migration
    * Stitcher
    * Template Versioning
   
   
   MANAGE
   RESOURCES
   
    * Configuration Hub
    * Dynamic Team Builder
    * Resource Attributes
   
   
   MANAGE
   TASKS
   
    * Project Views
    * Advanced On-Hold
    * Advanced Scheduler
   
   
   ENHANCE
   COLLABORATION
   
    * Public Dashboard
    * External Ownership
   
   
   ANALYZE
   PERFORMANCE
   
    * Project Insights
    * Portfolio View
 * PRICING & FEATURES
   
 * RESOURCES
   3 2
   
   
   POST-SALE
   
    * The Playbook
    * ROI Calculator
   
   
   MATERIALS & LEARNING
   
    * Webinar & Events
    * Ebooks
    * Case Studies
    * Blog
   
   
   SUPPORT
   
    * TaskRay Academy
    * Documentation
    * Privacy & Security
    * Support Plans
 * PARTNERS
   
 * BOOK A DEMO
   



a
M
 * BOOK A DEMO
   
 * SOLUTIONS
   3 2
   
   
   WHAT IS TASKRAY
   
    * Overview
    * Templates & Automation
    * Resource Management
    * Task Management
    * Collaboration
    * Analytics
   
   
   WHO USES TASKRAY
   
    * Technology & SaaS
    * Healthcare Life Sciences
    * Manufacturing
    * Real Estate & Franchising
    * Financial Services
   
   
   HOW TO USE TASKRAY
   
    * Customer Onboarding
    * Project Management
    * Embedded Systems
   
   
   SALESFORCE NATIVE
   
    * AppExchange Reviews
    * G2 Reviews
    * Product Demo Webinar
    * Customer Stories
 * PRODUCT
   3 2
   
   
   STANDARDIZE
   PROCESSES
   
    * Template Hub
    * Template Migration
    * Stitcher
    * Template Versioning
   
   
   MANAGE
   RESOURCES
   
    * Configuration Hub
    * Dynamic Team Builder
    * Resource Attributes
   
   
   MANAGE
   TASKS
   
    * Project Views
    * Advanced On-Hold
    * Advanced Scheduler
   
   
   ENHANCE
   COLLABORATION
   
    * Public Dashboard
    * External Ownership
   
   
   ANALYZE
   PERFORMANCE
   
    * Project Insights
    * Portfolio View
 * PRICING & FEATURES
   
 * RESOURCES
   3 2
   
   
   POST-SALE
   
    * The Playbook
    * ROI Calculator
   
   
   MATERIALS & LEARNING
   
    * Webinar & Events
    * Ebooks
    * Case Studies
    * Blog
   
   
   SUPPORT
   
    * TaskRay Academy
    * Documentation
    * Privacy & Security
    * Support Plans
 * PARTNERS
   
 * BOOK A DEMO
   




MANAGE PROJECTS BETTER WITH TASKRAY


TASKRAY STREAMLINES PROJECT MANAGEMENT PROCESSES DELIVERING MORE EFFICIENT AND
PROFITABLE PROJECT OUTCOMES,  WHILE ENSURING YOU ARE PROVIDING WORLD CLASS
CUSTOMER EXPERIENCES.


HOW DOES IT WORK? EASILY OPTIMIZE PROJECT PLANS, AUTOMATE TASKS, ALLOCATE WORK
TO TEAMS, AND COLLABORATE ON PROJECTS


— ALL ON

Watch an OverviewTake a Tour



TRUSTED BY LEADING BRANDS AROUND THE WORLD



Join thousands of customers who use TaskRay to elevate their project management.
Whether you’re a Fortune 1000 company or a nonprofit,
TaskRay offers solutions that boost project efficiency, accelerate profits, and
improve customer onboarding success.

Explore TaskRay solutions tailored to your industry, including
High Tech, Healthcare and Life Sciences, Franchise Management, Financial
Services, and Manufacturing. 





CUSTOMER ONBOARDING MADE EASY

 

Tear down silos and roll back tech stacks by managing all of your work, data,
and reporting right within Salesforce. TaskRay suite of project management, task
management, and resource management tools enable enterprises to leverage
Salesforce across departments and lines of business to deliver superior customer
onboarding experiences.

Watch a demo webinar


CUSTOMIZE AND SCALE BEYOND TRADITIONAL PROJECT MANAGEMENT SOLUTIONS

Out of the box, TaskRay has all of the features you expect of an enterprise work
management tool — but with unmatched customization abilities. Because TaskRay is
built with Salesforce’s technology and interface, it can be customized in any
way that Salesforce can. Create custom fields and objects, automate flows, and
set up dashboards to measure KPIs across the business. All of your data stays in
Salesforce, ensuring complete continuity and visibility for contributors,
project managers, leaders, and customers.

Get a 30-Day Free Trial



MEASURE PROJECT SUCCESS AND CUSTOMER OUTCOMES

TaskRay’s advanced analytics and reporting features offer invaluable insights
into your business processes, empowering you to identify inefficiencies and
enhance productivity across every project. Extend performance data to system
admins, project managers and executives, all natively in Salesforce. Make
smarter and informed decisions to increase top line revenue and reduce bottom
line costs.

View Reporting Features


WHAT ARE THE BENEFITS OF TASKRAY?



Time to value is the most important measurement for any project.
TaskRay helps teams deliver on the following results

Improve

SPEED TO REVENUE

Fast-track revenue realization and order-to-cash (OTC) with quicker project
completion and delivery
Improve

SPEED TO VALUE

Achieve critical business outcomes and milestones faster, enhancing project
velocity and customer adoption
Reduce

CUSTOMER CHURN

Improve customer experience by delivering reliable and effective project
management processes
Reduce

FAILED PROJECTS

Ensure precise and accurate project kickoffs, avoiding costly do-overs and
delays
Improve

CUSTOMER SATISFACTION

Elevate CSAT, NPS, and overall customer experience on every project

Reduce

DISPARATE TOOLS

Consolidate project management process natively into your Salesforce CRM
Maximize

CAPACITY PLANNING

Manage team resourcing based on project capacity and specialized knowledge

Improve

PROJECT EFFICIENCY

Get more done, with the right resources and reduced costs




EXPLORE WORK MANAGEMENT SOLUTIONS


TEMPLATES & AUTOMATION

Create standardized processes allowing you to have consistent experiences and
deliver successful projects more quickly.

Learn more →


RESOURCE MANAGEMENT

Gain clear visibility into project progress, proactive planning, and optimal
resource utilization that are critical for complex processes.

Learn more →


PROJECT COLLABORATION

Collaborate with partners and customers for streamlined task consolidation,
customized insights for stakeholders, and clear communication

Learn more →


ANALYZE PERFORMANCE

Gain insights into project performance and profitability with public dashboards
and project reports.



Learn more →

TAUNYA BUNTE



CAN’T DO MY JOB WITHOUT IT!

I manage thousands of events a year and TaskRay helps me keep everything on
track from scheduling, team communication, and managing followup tasks. All
while staying connected to the opportunities and accounts in Salesforce!


LOVE THE APP!

I love that TaskRay is native to the Salesforce platform, so all of the
excellent features and functionality of Salesforce can be leveraged if you want
to customize it for workflow management. The application goes beyond your
standard Project Management tool, it can be used for Standard Operational
Procedure workflow & automation as well Onboarding, Off boarding, and any
process flow in between.

See Our 300+ 5 Star Customer Reviews

LYNN O’DONNELL



STREAMLINED OUR CUSTOMER INTERACTIONS

We started using TaskRay about a year ago. Since that time we have been able to
track our projects across all customers and ensure on-time implementations. The
use of templates and dependencies has also helped us plan scenarios for large
projects.


FEATURED CUSTOMER SUCCESS STORIES


MCG HEALTH

See how MCG Health increased their year-over-year project growth capacity by
20%, while also increasing their customer Net Promoter Scores by 15%.

Read Case Study →


TOAST

Discover how Toast has increased their productivity and efficiency across
delivery teams, while being able to scale projects year over year.



Read Case Study →


86 REPAIRS

Learn how 86 Repairs streamlined their client onboarding and payment collection
process by 29%, while also reducing their per location lost costs by 21%.

Read Case Study →


DOWNLOAD THE GUIDE TO
CREATE CUSTOMERS FOR LIFE

Whether you’re just getting started or you’re a project management black belt
looking to up level your customer onboarding experiences, there’s a play for you
to run in our Post-Sale Playbook. Each play includes a detailed, step-by-step
guide along with free resources such as templates, workshops, and Ebook. 

Find Your Maturity Level


READY TO CHAT? GET IN TOUCH!

Schedule a Call
 * Follow
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PRODUCT

Why TaskRay?

Features & Pricing

Non-Profits

Roadmap

GET HELP

TaskRay Guide



Create Ticket

Non-Profits

Success Community

PARTNERS

Partner Program

Become a Partner

Find a Partner

COMPANY

About

Careers

Leadership

QUESTIONS?

Contact Us

Request a Call



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