Co-Sell with TaskRay
TaskRay, a Salesforce-native project management app, offers Salesforce sellers a seamless, secure, and integrated solution that enhances customer onboarding and project delivery across multiple Salesforce Clouds, providing a 14-25% partner net revenue on licenses plus 100% ACV on co-sells, while leveraging AI, automation, and extensive integrations to increase Salesforce investment and stickiness with customers.
TaskRay can serve as a catalyst for achieving your sales objectives, offering an attractive upsell that integrates seamlessly into the Customer 360 narrative and increases Salesforce investment with a trusted ISV partner.
Benefit from a 14-25% PNR on all TaskRay licenses, plus 100% ACV on Salesforce co-sells.
Value to Salesforce Sellers
- De-risk off-platform project management and onboarding investments
- Increase Salesforce footprint and stickiness with a proven ISV
- Unlock cloud opportunities: Sales, Service, Experience, SFS
- Coordinate time to see your personalized demo of TaskRay
TaskRay Cloud Ecosystem
Scope
Sell
Deliver
Support
Grow
Salesforce Clouds
- Sales Cloud
- Configure Price Per Quote (CPQ)
- Healthcare Cloud
- Financial Services Cloud
- Experience Cloud
- Service Cloud
- Field Service Cloud
- Einstein
- Chatter
TaskRay Project 360™
- Project Management
- Automations
- Artificial Intelligence (AI)
- Templates
- Task Management
- Resource Management
- Collaboration Hub
- Project Analytics
Open APIs/Integrations
- Forms
- File & Document Sharing
- E-signatures
- Chat Bots
- Email Communications
- Text Notifications
- Dev PM Tools (JIRA) + TaskRay
- Learning Management (LMS)
- Customer Management (CMS)
Why Salesforce-Native?
Data Integrity and Security
Native apps leverage Salesforce's security measures, keeping your data secure within the platform.
Seamless Integration
Salesforce-native apps integrate seamlessly, eliminating complex integrations and saving time and resources.
Enhanced Productivity
Native apps, designed for Salesforce users, offer seamless workflows and align with the platform's interface, boosting team efficiency.
Why TaskRay + Salesforce?
What happens when you combine the #1 CRM platform with the #1-rated project management app? You get a unified experience for managing projects across teams and customers.
- Increase Salesforce footprint and stickiness with Salesforce Native apps
- Unlock new cloud opportunities: Revenue, Sales, Service, Experience, and SFS
- Additional data and metrics to fuel Einstein and Agentforce models
- Co-sell Customer 360 Vision Org wide Salesforce licensing
- Earn between a 14-25 Percentage of Net Revenue (PNR) on all deals
One of TaskRay’s biggest strengths is its flexibility—it adapts to our workflows rather than forcing us to change how we operate. If you’re looking for a project management solution that scales with your business and delivers real results, TaskRay is the way to go!
Melanie Duke, Director of Business Process Development at TurnKey Marketing
TaskRay has streamlined our project management and operations, boosting efficiency and collaboration. Integrating TaskRay with tools like Formstack and FilePulse 360 has further simplified client onboarding and improved team coordination.
Marissa Lambrecht, Operations Team Lead at Appluent
TaskRay has played a key role in the growth of our Marketing Team. As our team really evolved, the tool evolved with us. It's setup in such a way where the changes were easy to make and quick to roll out. And if there was ever a question, the support is second to none.
Heather Shafland, Business Process Manager at CyberPower Systems USA, Inc.
Have Questions?
We’ll take the time to get an understanding of your current situation and ideal state, answer your specific questions, and help you determine how TaskRay can help your customer manage projects better.