TaskRay is the versatile project management app available on the Salesforce AppExchange. This Salesforce native project management app is designed to empower your teams to be more productive, efficient, and collaborative. Moreover, it enables you to manage, support, and track business operations across all bases.
Is TaskRay part of Salesforce?
-TaskRay is built in Salesforce App Cloud to enable seamless customer onboarding right in Sales Cloud. -Get an overview of key customer onboarding metrics and health with robust reporting and dashboards. -Utilize built in templates and automation tools to onboard customers & clients more quickly and efficiently.
How do I use TaskRay?
To access, click on the App Launcher icon in the Salesforce navigational toolbar and select the TaskRay app from one of the tiles. The TaskRay Console App makes it easy to navigate between Projects and Tasks within the standard Salesforce interface by using tab-based navigation, namely tabs and subtabs.
Why use TaskRay?
TaskRay makes customization intuitive and easy. You can have multiple projects running simultaneously and use filters to visually track tasks and project status. We are able to organize our work in a whole new way, making us so much more productive.
Is TaskRay free?
We offer a free trial of TaskRay bundled with a fully functional, free trial of Salesforce. You get full versions of both apps, plus some pre-built templates to see how powerfully TaskRay works with Salesforce. It’s the perfect way to try TaskRay and be worry free about your data.
What is taskray in Salesforce?
TaskRay, 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.
What can taskray do for You?
Marketing, Consulting, Back Office systems, Non-Profits, and full-suite project management. TaskRay is the top-rated enterprise customer onboarding solution on the Salesforce AppExchange. Since 2010, TaskRay has provided innovative customer onboarding and project management solutions—all within Salesforce.
Why choose taskray for customer onboarding?
(Pitney-Bowes) That’s why we’re writing the playbook to help you get every customer off to a great start. Because in business, as in life, first impressions really do matter. Companies that care about customer experience choose TaskRay. You may call it something different, but every customer needs to be onboarded.
What is productivity taskray open?
CATEGORIES Productivity TaskRay Open is the 100% Salesforce native onboarding/offboarding tool designed to help businesses and communities manage the process of reopening/opening (and possibly re-closing) their facilities.
