TaskRay Doubles Cloud Giants' Cumulative Annual Project Growth Rate

By assisting Cloud Giants in making smarter decisions around pricing and resourcing, TaskRay fosters continual growth at the company.

About Cloud Giants

Founded in 2014, Cloud Giants provides consulting services to midsize B2B organizations in the Salesforce ecosystem. Their focus is on accelerating revenue operations, streamlining revenue lifecycle management, and driving customer and partner engagement. Through a blend of Salesforce strategy, technical expertise, and business acumen, Cloud Giants drives results and influences meaningful KPIs aligned with client business objectives.

Industry: SaaS

Before TaskRay

• ​Cloud Giants initially used spreadsheets and Freshbooks to manage projects, creating one spreadsheet per client.
• ​Tracking resource availability across projects was challenging due to scattered information across multiple documents.
• ​As the company grew and took on larger projects, the inefficient process threatened their growth, prompting a search for a more efficient client delivery solution.

After TaskRay

• ​Cloud Giants expanded their use of TaskRay from team collaboration and task management to client and employee onboarding/offboarding, project tracking, and resource planning.
• ​TaskRay’s customizability allows Cloud Giants to report on real-time and retrospective project profitability data, facilitating smarter decisions in pricing and resourcing.
• ​The integration with Salesforce and continual innovation of TaskRay have helped Cloud Giants standardize processes, support effective collaboration, and significantly grow their annual project growth rate.
• ​Increased visibility into sales pipeline and profitability.

Challenges

When Cloud Giants launched, the company used spreadsheets and Freshbooks to manage projects and operations. Each client had a separate spreadsheet to track project tasks. Tracking resource availability across projects was very difficult, both in real-time and for future planning, because information was spread across many documents. As the company began taking on larger, more complex projects and growing their team, this inefficient process threatened to limit growth. To scale, finding a solution that could efficiently handle client delivery processes became a mission-critical priority.

Why TaskRay

Since adopting TaskRay in 2016, Cloud Giants has created an average of 110 new projects and 3,000 new tasks annually. They needed a Salesforce-native project management solution to view their entire project portfolio when assigning resources and assessing project profitability. The solution also needed to be user-friendly, easy to set up, and customizable, with a proven track record and excellent reviews on the AppExchange.

TaskRay met all these needs. With TaskRay, Cloud Giants immediately improved team collaboration and task management. TaskRay’s reporting and resource capacity planning functionality enabled Cloud Giants to gain a deeper understanding of their business health. With TaskRay’s customizability, they can track:

• ​Anticipated vs. actual project burn rate
• ​Sales pipeline vs. projected consultant availability
• ​Sum of earned revenue forecast
• ​Project profitability

Results

Cloud Giants initially needed TaskRay for team collaboration and task management, but have greatly expanded their use over time. Today, they rely on TaskRay for onboarding and offboarding clients and employees, managing tasks and teams, and overall project tracking. Cloud Giants can easily plan for projects months in advance, assigning team members based on availability and skillset.

TaskRay’s customizability has enabled Cloud Giants to report on real-time and retrospective project profitability data, which is critical in connecting the sales and delivery sides of the business. Reporting is easy when everything is in Salesforce. By enabling smarter decisions around pricing and resourcing, Cloud Giants has doubled its cumulative annual project growth rate. TaskRay’s continual innovation and customizability have been instrumental in helping Cloud Giants deliver best-in-class Salesforce solutions through standardized processes and effective collaboration.

Business Success

Customer Quote

“We initially needed TaskRay for team collaboration and task management between projects, which is still absolutely fundamental. Today, it touches every part of our business as a services company. We can look at upcoming resourcing and project profitability…TaskRay gives us a 360-degree view of the health of our business.”

— Josh Kambour, VP Strategy & Revenue Operations, Cloud Giants

Why Cloud Giants Loves TaskRay

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  Customizability: Cloud Giants tailors TaskRay to meet their needs as they change and grow.

  If you have different needs or maybe different business models, there is the ability to really make changes, and customize it so that it really is providing value specifically geared towards what you do and what you sell.

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  Project Templates: Setting up repeatable tasks and handoffs between teams is easy with TaskRay.

  TaskRay is a big part of the successful execution of our proven process. We’ve built templates for repeatable tasks to get everyone singing from the same song sheet. This ensures we continue to deliver best-in-class services for all clients.

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  Always Innovating: TaskRay’s commitment to product innovation meets the pace of Cloud Giant’s growth.

  We’ve used it for eight years and see continual innovation. They’re always rolling out new features and new functionality. I’m looking right now and the last release for TaskRay was last week!

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  Ease of Use: An intuitive UI makes all the difference when getting started with TaskRay.

  I remember just thinking, ‘Wow, this is pretty slick.’ It was intuitive, it was so integrated and baked into Salesforce. You couldn’t find an excuse for not using it. I’ve used every project management system, and this just right out of the box, I was super impressed.