TaskRay + Salesforce
TaskRay is a Salesforce-native project and customer onboarding management solution that enhances collaboration, data security, and productivity by seamlessly integrating with Salesforce to provide unified project management, real-time visibility, and streamlined workflows, as praised by users for its flexibility and efficiency in scaling business operations.
Manage Projects Natively in Salesforce
TaskRay is a Salesforce-native solution for project and customer onboarding management. By integrating TaskRay with Salesforce, organizations can streamline project success, enhance collaboration, and maintain customer data security—all within the Salesforce platform.
Why Choose a Salesforce-Native App?
Data Integrity and Security
- Native apps use Salesforce's security measures, keeping your data secure within the platform.
Seamless Integration
- Native apps integrate directly with Salesforce, eliminating the need for complex integrations and saving time and resources.
Enhanced Productivity
- Designed for Salesforce users, native apps offer seamless workflows and align with the platform's interface, boosting team efficiency.
Why TaskRay + Salesforce?
Combining Salesforce, the #1 CRM platform, with TaskRay, a top-rated project management app, provides a unified experience for managing projects across teams and customers. Benefits include:
- Alignment between functional areas
- Clarity among multiple, conflicting sources of truth and improved user experience
- Actionable data and metrics
- Real-time visibility for individuals, managers, and executives
- Streamlined, consistent, and collaborative workflows
Customer Testimonials
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 Cloud Ecosystem
Scope
Sell
Deliver
Support
Grow
Salesforce Clouds Supported
- Sales Cloud
- Configure Price Per Quote (CPQ)
- Healthcare Cloud
- Financial Services Cloud
- Experience Cloud
- Service Cloud
- Field Service Cloud
- Einstein
- Chatter
TaskRay Project 360™ Features
- Project Management
- Automations
- Artificial Intelligence (AI)
- Templates
- Task Management
- Resource Management
- Collaboration Hub
- Project Analytics
Open APIs/Integrations
- Forms
- File & Document Sharing
- E-signatures
- Chat Bots
- Email Communications
- Text Notifications
- Dev PM Tools (JIRA) + TaskRay
- Learning Management (LMS)
- Customer Management (CMS)
Salesforce Clouds Integration
TaskRay integrates seamlessly with Salesforce Clouds to create complete end-to-end workflows. Here’s how TaskRay works with your existing Salesforce products:
- Sales Cloud: TaskRay speeds up the handoff from sales to onboarding by providing on-demand access to all customer data, notes, and documents. Trigger kickoffs and assign work directly to teams to jump-start projects.
- Configure, Price, Quote (CPQ): TaskRay streamlines the transition from quote to onboarding by building bespoke workflows based on customer needs, speeding up time to value with pre-built, standardized processes.
- Experience Cloud: TaskRay enhances project management with centralized communication, file sharing, and seamless integration with other Salesforce Clouds, enabling faster project execution and better compliance.
- Service Cloud: TaskRay works with Service Cloud to manage customer support projects by tracking tasks, setting milestones, and streamlining workflows within Salesforce.
- Field Service: TaskRay enhances Field Service by organizing tasks, tracking work orders, and managing project workflows within Salesforce, ensuring efficient field operations and improved team coordination.
Industry Clouds
TaskRay serves customers across all industries, including:
- Communications Cloud
- Financial Services Cloud
- Energy & Utilities Cloud
- Manufacturing Cloud
- Health Cloud
- Life Sciences Cloud
- Education Cloud
Ready to Learn More?
Discover how TaskRay can help you build, manage, and optimize your processes to deliver the best post-sale moments for your customers.