What is TaskRay?


TaskRay is an innovative customer onboarding and project management solution, helps companies manage their onboarding and implementation processes, drive greater efficiencies, and create unmatched customer experiences—all within Salesforce.

TaskRay helps businesses onboard customers faster & more efficiently. By using TaskRay’s project templating & automation functions: High Tech, SaaS, Financial Services, Manufacturing & Franchising businesses can build scaling systems whether they have 100 customers or 10,000 customers  

They have a 5 star rating on the Salesforce AppExchange from over 200+ customers who are passionate about the TaskRay solution.

How They Help?

TaskRay use cases are limited only by your Salesforce instance and your imagination. Their solutions helps you delivery the best customer experience through the onboarding lifecycle. TaskRay’s features and tools automates the tasks choices and assignments you then run from Salesforce. Here are just a few applications for TaskRay:

— SaaS onboarding

— Wealth Managment onboarding

— Franchisee onboarding

— Complex Product Installation & Training

 TaskRay and Veltig

We help clients install the initial application ensuring it is setup to help you derive the maximum benefit from it. For example, we will help clients configure their initial workflows and reports. Additionally, we provide training so users can maintain their own workflows and reports.