TaskRay

Customer Onboarding Success on Salesforce

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Our leading enterprise customer onboarding solution includes everything companies need to manage new customer projects and maximize secondary revenue—no matter what business you’re in.

TaskRay helps you professionalize your onboarding process and ensures a single source of truth with best practice templates, automated workflows and powerful work management tools.

With TaskRay, you can involve everyone needed—from your sales and customer success teams to partners and even customers—to deliver every customer onboarding project with excellence. We help to ensure you have the visibility you need for continuous improvement and growth—monitor current projects, improve the quality of your initial customer experience, and scale efficiently.

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ONBOARDING JOURNEY

Deliver a flawless customer experience from day one. TaskRay helps you professionalize your onboarding process and ensures a single source of truth with best practice templates, automated workflows and powerful work management tools.

ONBOARDING COLLABORATION

Engage and empower the right people at the right time. With TaskRay, you can involve everyone needed—from your sales and customer success teams to partners and even customers—to deliver every customer onboarding project with excellence.

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What over 150 companies are doing
Learn what over 150 companies are doing to ensure customer onboarding success

Need some help?
Not sure where to start building your onboarding program? Book a call with one of our experts

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