Embedded Systems » TaskRay

Use Case: Embedded Systems

Streamline Embedded Systems Projects in Salesforce

Wrangle the complexity of managing embedded systems implementations for accelerated time to revenue, quicker customer value, and highly-satisfied customers.

Why Manage Your Projects in Salesforce?

Data Security

As a 100% Salesforce-native app, TaskRay stores all of your data inside Salesforce, leveraging the platform’s security and compliance capabilities.

A Seamless Extension of Salesforce

Reduce disparate tools for managing your work and create integrated workflows.

Enhanced Visibility

Centralize all of your work across teams so you can always have the answer for status updates, assignments, and how you’re tracking towards milestones.

Improved Efficiencies

Automate manual processes, proactively address bottlenecks, and standardize processes for on-time completion.

Maximized Resources

Balance workloads and put the right people with the right skills on the right project to ensure success and improve workforce productivity.

Happier Customers

Implement a smooth, thorough, and collaborative implementation project for every customer and watch your CSAT and NPS soar by 15%.

Dynamic and Scalable Project Management Features

Everything you need to organize the chaos of complex hardware + software implementations and stay connected with large stakeholder networks.

• ​Templates & Automation
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• ​Resource Management
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• ​Task Management
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• ​Collaboration
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• ​Analytics
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Who Uses TaskRay for Embedded Systems Implementations?

• ​Restaurant POS Solutions
  • ​Roll out POS systems to restaurant locations with the functionality you need to scale operations and identify new revenue opportunities.
• ​Medical Device Manufacturers
  • ​Effectively maneuver through the steps of delivery, configuration, testing, and training, while reducing downtime and adhering to compliance requirements.
• ​Transportation Infrastructure Producers
  • ​Manage the process of installing parking meters, electric vehicle charging stations, and other urban transportation equipment that makes the world go round.
• ​Industrial & Commercial Equipment Builders
  • ​Handle all the intricacies of project management for large equipment installations with standardized processes that speed up delivery, training, and everything in between.
• ​Shipping Logistics
  • ​Seamlessly coordinate the transportation of goods, from warehousing to final delivery, minimizing delays and operational costs while enhancing customer satisfaction.
• ​Urban Development Planners
  • ​Oversee the planning and implementation of urban development projects, integrating sustainable practices to create livable, eco-friendly communities.

Toast’s Customer Onboarding Team Optimizes their Workflows with TaskRay

Toast now manages more customers efficiently, improving workload management and team capacity.

Read Customer Success Story

"We wanted to be able to dynamically generate a different customer onboarding experience based on a specific segment and TaskRay could do that."

What Our Customers Say

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.

TaskRay has been great for our company. Before we spent our time in meetings with clients and internal stakeholders to figure out where we were in projects based on data that was manually inputted every day in spreadsheets. Now we are able to create templates, clone, and simply add time to projects with the ability to pull Salesforce reports and share public dashboard links with our clients.

— Ariana Zamora, Senior Operations Analyst at 1upHealth

TaskRay helps our different lines of business organize their roadmap of business easily and with transparency. We are able to share project information across the company allowing the business to understand resource allocation and gaps. This app is so simple to use and configure to our needs. I would highly recommend TaskRay to anyone that needs project management assistance.

— Paula Jarvis, Salesforce Platform Manager at MRA

I work for a Salesforce Partner and have recommended TaskRay to almost every client who has a need for an Salesforce-native project management solution. Out of box, there are a number of automated features that clients can immediately leverage with minimal configuration required. The team at TaskRay is fantastic as well.

— Tim Brevart, Enterprise Architect at NBCU

TaskRay is a really great tool. It has saved our teams a ton of time on project set up and given us unparalleled visibility across all our projects, all natively in Salesforce.

— Jeremy Bannon, Founder | Consultant at Full Circle SFDC LLC

TaskRay is a powerful and easy to use tool to manage complex projects. Customizable to fit the business needs and user-friendly. Great support from the TaskRay customer service team. We highly recommend TaskRay!

— Ludivine Jobit, IT Application Specialist at Amcor

The consolidated analytics of sales to delivery is on point. From an implementation perspective, tool is simple to turn up and customize. The online support and team behind them are frictionless.

— Gita Kulkarni, President at Avinta Services

TaskRay has saved our business so much time! We are able to organize for upcoming events in a whole new way, making us so much more productive. We love that we can delegate and track project tasks to fellow employees, instead of them getting lost in texts and emails. Thank you TaskRay!!

— Shannon Crouse, 3x Salesforce Certified Solutions Architect / Project Manager at Offprem Technology

I have been using TaskRay for years. It is a great tool for planning projects and managing tasks with colleagues and customers alike. I love that everything is baked into Salesforce.

— Jack Flood, VP at Spatial Data Logic Inc.

TaskRay has really helped to fill a huge need in our company. We needed a way to make sure that all new customers get onboarded in a consistent way and that the process be visible to management. TaskRay has enabled us to that with the use of templates, automations, and analytics. We save a lot of time since these processes are easily cloned for every new customer.

— Enrique Pasos, Director of Technology Services at Fortis

Taskray took us to the next level! We looked for a solution to manage our professional services business. We looked for a platform that will allow us to manage projects, tasks and resources and have them all link back to our customer database and opportunities. We definitely made the right choice with Taskray.

— Gil Zilberstein, Co-founder and CTO at BkonectG

I've used TaskRay personally and installed it on many client orgs. This is one of the best project management tools available for the Salesforce Platform. Along side with being my top choice, the TaskRay support team is always available to help out and has been outstanding with quickly resolving issues.

— Kirk Reinzuch, Sr. Consultant at Veltig

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