TaskRay

TaskRay Support Plans Overview

TaskRay offers a three-tiered support model—Standard (free with unlimited email support, access to documentation, community, and feedback channels), Standard Plus (paid with all Standard features plus priority ticket routing for faster responses), and Elite (details not fully provided)—designed to provide flexible, high-quality customer service ranging from self-service to proactive, consultative support to ensure efficient use of their onboarding solution.

At TaskRay, one of our top goals is to provide the best service to our customers. We want to ensure our customers are successful and that our product helps streamline business processes efficiently. One of the ways we do this is with our three-tiered support model, which provides flexibility to choose between options that include self-service, faster response times, and a proactive, consultative approach. This overview will help you decide which support plan is right for you.

What can you expect from TaskRay Support Plans?

While the services included in each plan differ, all levels provide a 5-star experience. Whether it’s robust online documentation, responsive email support from a live person, or designated resources, you’ll have access to our technical expertise and best practices. We’re proud to be the top-rated customer onboarding solution on the Salesforce AppExchange, with users consistently mentioning how amazing our support service is.

Our Three Support Tiers: Standard, Standard Plus, and Elite

Standard Support

The Standard Plan is free to all customers on any Edition and includes:

  • Unlimited email support
  • Access to our robust support site with helpful information for users and admins
  • Access to the Trailblazer user community for sharing ideas and best practices
  • An Ideas Exchange for submitting product feedback or feature requests

TaskRay Support will assist with troubleshooting and configuring documented customizations and automations from our support site. For all technical requests, customers can reach out to TaskRay Support for guidance and next steps.

Standard Plus Support

The Standard Plus plan is a paid option that includes all the services from the Standard Plan, plus:

  • Priority ticket routing for enhanced response times

Standard Plus is ideal for organizations with technical resources on staff who can generally self-service but want faster response times when issues arise.

Elite Support

Elite Support is our most comprehensive paid plan, designed with a proactive and consultative focus. It includes everything in Standard Plus, and more:

  • Proactive case monitoring through monthly updates and quarterly reviews with insights and recommendations
  • Advanced configuration and diagnostics for complex use cases beyond what is documented
  • Annual technical account planning for architectural review and best practices
  • Pre-release support and demos to preview releases and ensure smooth production transitions
  • Two included Optimization Packages per year for building out features, templates, or automation
  • Dedicated Technical Analyst familiar with your build for more targeted support guidance

Elite Support is ideal for organizations with complex use cases, many automations, or advanced configurations. If you lack technical resources or your Salesforce admins are stretched thin, dedicated TaskRay resources provide best practices to help you troubleshoot, build, and maximize your investment in TaskRay.

You can start with one plan and move to another as your needs change and your use of TaskRay grows.

For more information, check out the datasheet and FAQ page on our website. If you’re a current customer interested in upgrading to Standard Plus or Elite Support, reach out to your Customer Success Manager or email success@taskray.com to get started!