Revenue Cloud Advanced
TaskRay integrates Salesforce Sales, Revenue, and Service Clouds with centralized project delivery to automate and streamline the entire quote-to-cash process, accelerating deal closing, onboarding, revenue recognition, and customer success while reducing churn and shortening CAC payback.
Close deals faster, and turn them into revenue even faster. TaskRay connects Salesforce Sales, Revenue, and Service Clouds with centralized project delivery to create a smooth, automated customer journey from quote to cash.
Closing Deals is Just the Beginning
Revenue Cloud Advanced speeds quoting and contracting. But closing the deal is just the start. Many companies stumble, losing momentum when handing off to delivery teams. Manual steps, disconnected tools, and zero visibility block revenue recognition and frustrate customers.
Without TaskRay, Companies Struggle With
- Onboarding delays slow revenue collection
- Stalled customer onboarding
- Fragmented data across tools
- Delayed revenue recognition from missed milestones
Here's How TaskRay Transforms Your Process
- Auto-launch delivery projects on order confirmation
- Use pre-built templates aligned to RCA contracts
- Milestone tracking tied directly to revenue recognition
- A single view across Sales, Delivery, and Service
- Accelerated CAC payback and reduced churn risk
TaskRay + Salesforce Revenue Cloud Advanced
TaskRay powers the journey from “closed won” to “customer success.” By connecting Salesforce Sales Cloud, Revenue Cloud Advanced, and Service Cloud with delivery and onboarding, TaskRay makes the entire quote-to-cash process simple, predictable, and fast.
Deliver Seamlessly Across the Entire Quote-to-Cash Journey
Automated Handoff
- Orders instantly become projects
Standardized Delivery
- Consistent onboarding, every time
Connected Teams
- Sales, Delivery, and Service aligned in Salesforce
Faster Revenue
- Tie delivery milestones to billing
CAC Payback
- Shorten time to value, cut churn risk
Customer Story: Accelerating Quote-to-Cash
Manual processes and disconnected tools, like Smartsheets, were slowing down customer onboarding, creating silos, and delaying revenue. By bringing their entire post-sale process into Salesforce, this global technology leader used repeatable templates and automation to create a single source of truth. Now, their sales, delivery, and service teams are perfectly aligned, delivering compliant projects on time, every time.
- Collect Cash Faster: Recognized revenue faster to eliminate delivery roadblocks that hold up invoicing and payments.
- Automate Manual Work: Delivered customer value sooner to automate manual work and slash onboarding times.
- Scaleable Compliance: Scaled with confidence and grew operations with a repeatable, compliant framework built for the future.
"By connecting TaskRay to RCA, we will gain real-time visibility into every revenue milestone, delivery timeline improvement opportunity, and accelerated revenue recognition. It’s not just operational clarity - it’s a direct path to faster cash and scalable growth."
— Director of Finance
Purpose-Built for Salesforce Quote-to-Cash
TaskRay is the #1 Salesforce-native solution for post-sale delivery. With Revenue Cloud Advanced, TaskRay connects Sales, Delivery, Onboarding, and Service Cloud—helping you deliver faster, recognize revenue sooner, and delight customers from day one.
Book a meeting to learn more
Accelerate delivery, reduce risk, and delight customers with TaskRay and Salesforce Revenue Cloud Advanced.
For Salesforce AEs & Channel Referrals
Want to speak with our partnerships team? Book time with us today and see how TaskRay can support your Revenue Cloud Advanced opportunities.