TaskRay SDO Onboarding
TaskRay SDO Onboarding offers a seamless integration of its 100% Salesforce-native demo package into SDO or IDO environments with pre-populated project data, automated kickoff, and embedded Lightning components, supporting industries like finance, healthcare, tech, and manufacturing, while providing resources such as datasheets and training, and demonstrating success through clients like 86 Repairs who reduced onboarding time by 29% and improved customer experience.
Effortlessly incorporate TaskRay’s 100% Salesforce native demo package into your SDO or IDO without integration headaches. Benefit from pre-populated project data, automated project kickoff, and embedded Lightning components that can be placed anywhere within Salesforce.
When to Demo TaskRay
We have the expertise to support any vertical! Think of TaskRay when these key industries come up:
FINS
- Banking
- Wealth & Asset Management
- Insurance
HLS
- Pharma
- MedTech
- Provider
TMT
- Tech
- Telecom
MAE
- Manufacturing
- Energy & Utilities
Helpful Resources
Customer Success Story
86 Repairs Enjoys a 29% Decrease in Client Onboarding Time
With streamlined onboarding, 86 Repairs sees higher profitability and greater customer satisfaction.
“TaskRay has improved our customer experience because they no longer have to follow up with us. We always know exactly where they are. And because TaskRay is Salesforce-native, have brought all of our GTM teams into one tool.”