TaskRay Plays a Central Role in KickSaw’s Present and Future Project Management Needs

About Kicksaw

Kicksaw offers Salesforce implementation, data migration, process optimization, tool integration, data sourcing/enrichment services, and hands-on training to enhance clients’ revenue team capabilities. They provide Sales and RevOps Consulting tailored to client needs.

Industry: SaaS

Before TaskRay

• ​Kicksaw needed a solution to manage implementations across multiple teams with custom functionality for consulting around Salesforce, Hubspot, and Outreach.
• ​By adopting TaskRay, Kicksaw built a centralized project management organization, enabling smooth handoffs, simultaneous project management, accurate tracking of billable hours, and clean data for financial reporting.

After TaskRay

• ​TaskRay evolved from a tool for Kicksaw’s delivery team to the central work management system for the entire company, aligning projects and teams.
• ​TaskRay’s intuitive UI/UX and seamless Salesforce integration enabled Kicksaw to build a robust project management system for current and future needs.

How Kicksaw Uses TaskRay

Kicksaw delivers sales and revenue operations consulting for commercial software applications such as Salesforce, Hubspot, and Outreach. They required a solution capable of handling implementations across multiple teams with custom functionality and requirements. TaskRay enabled them to build a centralized, streamlined project management organization (PMO).

With TaskRay, project managers at Kicksaw can:

• ​Facilitate smooth handoffs from sales to delivery teams using built-in templates
• ​Manage multiple project workstreams simultaneously
• ​Create and track estimates and billable hours
• ​Maintain connected and clean data to support accurate reporting dashboards for financials and forecasting

Why TaskRay?

As a Salesforce consulting partner, seamless project delivery is a top priority for Kicksaw. They needed a tool to unify all data in a single system of record, improving user experience, efficiency, collaboration, and solution delivery.

After evaluating several tools, Kicksaw chose TaskRay because it is native to Salesforce, user-friendly, and self-implementable. Its elegant UI/UX made it easy to drive the right project management behaviors that previous tool configurations inhibited.

Kicksaw’s Pain Points Before Implementing TaskRay

Before TaskRay, Kicksaw faced challenges with their project management system and operations. Their data model was not robust or responsive enough to handle standard project management at scale, and they used disparate tools, making it difficult to get a single view of client Salesforce and application implementations.

Results

TaskRay began as a tool for Kicksaw’s delivery team but has expanded to become the standard, central work management system for the entire company. From sales to marketing to leadership, everyone at Kicksaw uses TaskRay to keep projects and teams aligned.

According to Casey Long, Director of Operations:

“TaskRay’s UI/UX is simple, flexible, and intuitive. As a Salesforce native application, it integrates smoothly with our other tools and systems, which has enabled us to build a robust project management system that can handle our project pipeline now and well into the future.”

Business Success

"TaskRay really is the engine for our delivery success."

— Casey Long, Director of Operations, Kicksaw

Why Kicksaw Loves TaskRay

• ​On Salesforce: As a Salesforce consulting partner, using a Salesforce native collaborative work management tool is essential for Kicksaw.
• ​Templates: TaskRay’s plug-and-play templates make it easy for Kicksaw to begin new projects and keep processes organized and consistent.
• ​Workload Forecasting: TaskRay drives Kicksaw’s financials by tracking billable hours and enabling them to forecast each team’s workload and make informed decisions about capacity.
• ​Integration: TaskRay integrates seamlessly with Kicksaw’s other crucial tools and systems.