Templates & Automation
The content highlights TaskRay's enhanced template management features, including the newly generally available Template Sync add-on for Standard and Premium customers, improvements to the Template Hub and Template Builder for efficient and scalable project delivery, and emphasizes the importance of onboarding as a critical link between sales and service in customer lifecycle management.
Efficient & Scalable Project Delivery Starts with Template Management in TaskRay
Have you ever felt overwhelmed trying to manage templates across projects or had that sinking feeling of updating a process in one place only to realize ten projects didn’t get updated?
Onboarding: The Missing Link Between Sales and Service in Customer Lifecycle Management
Most businesses pour time, energy, and resources into winning new customers. Marketing teams launch strategic campaigns. Sales reps work tirelessly to guide prospects through the funnel and deliver the perfect experience.
Sync It, Don’t Sweat It with Template Sync
Template Sync is Now Generally Available
We’re thrilled to announce that Template Sync is officially out of beta and now generally available as an Add-On to all Standard and Premium customers.
Template Sync Beta Program
Update: Template Sync is now available as an Add-On to Standard and Premium Edition customers. At TaskRay, we’re always thinking about how we can help you work smarter, not harder.
Feature Highlight: Template Hub & Template Builder
Template Hub: New and improved for 2023! You may already be aware of the Template Hub feature, which made its debut in 2020. The Template Builder is part of the Template Hub.