Project Management for Teams – Book a Demo
The content promotes booking a personalized demo of TaskRay, a 100% Salesforce-native project management app that enhances data security, integrates seamlessly with Salesforce, improves onboarding efficiency by 50%, maximizes resource allocation, and boosts customer satisfaction by 15%, as demonstrated by success stories like Metro Wireless.
What We Will Discuss
- Your current process for managing projects and onboarding
- Your preferred project management process (Kanban, project boards, calendars, etc.)
- Features and functionality you want to see in TaskRay
- Coordinating a time for your personalized demo of TaskRay
All-in-One Project Management Features
Manage your customer projects seamlessly.
Why Have Project Management in Salesforce?
Data Security
As a 100% Salesforce-native app, TaskRay stores all of your data inside Salesforce with no external access by the app provider or anyone else.
A Seamless Extension of Salesforce
Leverage your existing investment to consolidate your tech stack and integrate workflows for project management.
Enhanced Visibility
Create a single source of truth for everything you need to know about onboarding projects – milestones, assignments, status, and more.
Improved Efficiencies
Identify bottlenecks in your process and automate workflows to reduce your onboarding time by 50%.
Maximized Resources
Monitor and forecast capacities and assign resources based on skills and availability.
Happier Customers & Clients
Implement a smooth, thorough, and collaborative onboarding for every customer and watch your CSAT and NPS soar by 15%.
Trusted by Leading Brands
Metro Wireless boosts time to value and efficiency, allowing for a focus on sales and growth
TaskRay streamlines Metro Wireless’ project management and customer onboarding processes, giving them the confidence to grow their business.
“Despite our small team, TaskRay gives us the confidence to secure much bigger clients without fearing a breakdown in our process.”
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 you master your new customer journey and ensure long-term success for you and your customers.