Start off with a flawless customer experience
A customer onboarding suite that sets the stage for long-term success.
We make your onboarding process professional with best practice templates, automated workflows and powerful work management tools, all centered on Taskray in Salesforce as your single source of truth.
Key features
Collaborative onboarding
Deliver every customer onboarding project with excellence by connecting sales, customer success teams and partners with your new customers.
Onboarding operations
Keep an eye on current projects, deliver a great initial customer experience, and scale efficiently in your pursuit of continuous improvement and growth.
Expansion revenue
Find opportunities and build relationships with your customer advocates, to capitalize on revenue expansion opportunities.
Built on Salesforce
TaskRay is an app built on the Salesforce platform, with all its familiar features and benefits.
Onboarding journey
Professionalize your customer onboarding process with best practice templates and automated workflows. Ensure delivery with powerful work management tools, including resource management.
Customizable
Adapt the system for various get-started scenarios, whether it’s onboarding, implementation, installation, build-out or something else.
Want a great onboarding process?
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