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Increase efficiency, reduce costs, and unlock revenue potential with
Salesforce-native TaskRay.  Watch a Product Overview.

 * Product
   * Overview
   * Pricing & Features
   * Free Trial
   * Security & Privacy
   * Support Plans
 * Pricing & Features
 * Partners
 * Resources
   * Tools
     * Post-Sale Playbook
     * Post-Sale ROI Calculator
   * Media
     * Webinars & Events
   * Publications
     * EBooks
     * Case Studies
     * Blog
 * Support
 * Book a Demo

 * Product
   * Overview
   * Pricing & Features
   * Free Trial
   * Security & Privacy
   * Support Plans
 * Pricing & Features
 * Partners
 * Resources
   * Tools
     * Post-Sale Playbook
     * Post-Sale ROI Calculator
   * Media
     * Webinars & Events
   * Publications
     * EBooks
     * Case Studies
     * Blog
 * Support
 * Book a Demo


SUPERCHARGE YOUR NEW
BUSINESS STRATEGY


STREAMLINE AND AUTOMATE
POST-SALE PROCESSES —
ALL ON SALESFORCE.


SUPERCHARGE YOUR NEW
BUSINESS STRATEGY


STREAMLINE & AUTOMATE
POST-SALE PROCESSES —
ALL ON SALESFORCE.


CREATE EFFICIENCIES WITH TEMPLATES AND AUTOMATION

TaskRay templates and automation eliminate manual tasks and establish a
streamlined, repeatable process for complex customer onboardings,
implementation, and installations. Decrease costs and increase efficiency while
empowering your team to focus on customer relationships and retention.

Explore the possibilities


ACCELERATE TIME TO VALUE

Today’s customers require a payback period of 6-12 months for new investments —
which means your post-sale delivery has to get faster and better. With
completely customizable templates and workflows, TaskRay is built to streamline
even the most complex processes. 

See how Toast uses TaskRay



UNLOCK BUSINESS POTENTIAL WITH ROBUST REPORTING

TaskRay’s reporting features offer invaluable insights into your customer
onboarding journey, empowering you to identify inefficiencies and enhance
productivity. With access to previously inaccessible data, you can make informed
decisions and optimize your operations, leading to increased business success.

View Reporting Features

TAUNYA BUNTE



CAN’T DO MY JOB WITHOUT IT!

I manage thousands of events a year and TaskRay helps me keep everything on
track from scheduling, team communication, and managing followup tasks. All
while staying connected to the opportunities and accounts in Salesforce!


TASKRAY IS THE LEADING POST-SALE SOLUTION ON THE APPEXCHANGE

What a great tool for our delivery team. Customer satisfaction has been improved
across the board with Taskray! — Kevin Keelan

See Our 275+ Reviews

LYNN O’DONNELL



STREAMLINED OUR CUSTOMER INTERACTIONS

We started using TaskRay about a year ago. Since that time we have been able to
track our projects across all customers and ensure on-time implementations. The
use of templates and dependencies has also helped us plan scenarios for large
projects.


READY TO CHAT?

Talk to Sales

PERSONALIZED, EFFECTIVE ONBOARDING

Powerful work management tools and automated workflows make onboarding efficient

INCLUDE EVERYONE

Involve customer success, sales and everyone else you may need for a successful
project.

POWERFUL REPORTING

Monitor projects for continuous improvements to your customer onboarding
experience.

CAPITALIZE ON GROWTH OPPORTUNITY

Expose insights that lead to growth and new customer champions


TRUSTED BY TOP COMPANIES AROUND THE WORLD




CREATE CUSTOMERS FOR LIFE

Whether you’re just getting started or you’re a pro looking to uplevel your
post-sale experiences, there’s a play for you run in our Post-Sale Playbook.
Each play includes a detailed, step-by-step PDF along with free resources such
as templates, workshops, and Ebook. Take our quick Post-Sale Maturity Assessment
to find the plays that are right for you.

 

Find Your Maturity Level


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Get the Playbook


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Get the Playbook


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laboris nisi ut aliquip ex ea commodo consequat.
Get the Playbook


STILL HAVE A QUESTION?

Schedule a Call

WHY TASKRAY

 * Robust Features

 * Robust Features

PLANS & PRICING

 * Non-Profits
 * Onboarding Plans

 * Non-Profits
 * Onboarding Plans

GET HELP

 * TaskRay Guide
 * Create Ticket
 * Request Feature
 * Success Community

 * TaskRay Guide
 * Create Ticket
 * Request Feature
 * Success Community

PARTNERS

 * Partner Program
 * Become a partner
 * Find a partner
 * Technology Integrations

 * Partner Program
 * Become a partner
 * Find a partner
 * Technology Integrations

COMPANY

 * About
 * Careers
 * Leadership

 * About
 * Careers
 * Leadership

QUESTIONS?

 * Contact Us
 * Request a Call

 * Contact Us
 * Request a Call

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