TaskRay Overview

TaskRay is a comprehensive customer onboarding and project management app for Salesforce, offering a wide array of features. It is recognized for its robust functionality and extensive capabilities.

Use Cases

Customers recommend Onboarding, Collaboration, Helpdesk Management, as the business use cases that they have been most satisfied with while using TaskRay.

Other use cases:

  • Workflow Management
  • Social Media Analytics
  • Measuring Customer Satisfaction
  • Communication Management
  • Engagement Management
  • Customer Case Management
  • Contact List Management
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Business Priorities

Scale Best Practices and Acquire Customers are the most popular business priorities that customers and associates have achieved using TaskRay.

Other priorities:

  • Enhance Customer Relationships
  • Improve Internal Communications
  • Improve Stakeholder Relations
  • Improve ROI
  • Grow Market Share
  • Increase Sales & Revenue
See all business priorities See less business priorities

TaskRay Use-Cases and Business Priorities: Customer Satisfaction Data

TaskRay works with different mediums / channels such as Social Media.

TaskRay's features include Templates, Dashboard, Recording, etc. and TaskRay support capabilities include 24/7 Support, Email Support, Phone Support, etc. also TaskRay analytics capabilities include Analytics, and Custom Reports.

Reviews

"...We run our internal salesforce development team with TaskRay...." Peer review by Ted H, Salesforce Solutions Architect, Insurance

TaskRay, Prism PPM (formerly WorkOtter), Lokalise, TeamGantt, ClickUp, etc., all belong to a category of solutions that help Project Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for TaskRay

Top Industries

  • Computer Software
  • Information Technology and Services
  • Internet

Popular in

  • Mid Market
  • Small Business
  • Enterprise

TaskRay is popular in Computer Software, Information Technology And Services, and Internet and is widely used by Mid Market, Small Business, and Enterprise.

TaskRay Customer wins, Customer success stories, Case studies

What benefits does TaskRay offer for Onboarding?

How does TaskRay facilitate Collaboration?

How efficiently Does TaskRay manage your Helpdesk Management?

What Are the key features of TaskRay for Workflow Management?

Why is TaskRay the best choice for Social Media Analytics?

11 buyers and buying teams have used Cuspera to assess how well TaskRay solved their Project Management needs. Cuspera uses 1127 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Project Management needs.

Venture Solar - Consumer Services - Medium

TaskRay helped Venture Solar grow project volume by 4x over five years. The company managed this growth without adding much headcount. TaskRay's Salesforce integration improved project visibility and... efficiency. Venture Solar saw a 4x faster median time to submit solar applications. Customer referrals grew 5x due to a better customer experience.

Fortis - Financial Services

TaskRay helped Fortis improve their customer onboarding process. Fortis needed a way to make onboarding consistent and visible to management. TaskRay provided templates, automations, and analytics to... solve this. The team saves time by cloning processes for each new customer. Management now has better visibility into onboarding steps.

Butler University - Education

Butler University had trouble tracking projects and resources because their data was spread across different tools. Their IT team needed a simple way to manage projects and give leaders the reports t...hey needed. TaskRay gave them an easy-to-use system to track tasks, assign work, and see project progress. Leaders could now see real-time data to help make decisions. After success in IT, Butler expanded TaskRay to other teams to improve efficiency.

86 Repairs - Restaurants

86 Repairs had trouble finishing onboarding projects on time. This caused problems with customer experience and cash flow. Their old tools could not handle different project types or work well with S...alesforce. TaskRay helped them manage projects and keep teams working together. Now, onboarding is faster and more organized. They saw a 29% decrease in client onboarding time and lower costs per location.

MIMIT Healthcare - Healthcare

MIMIT Healthcare had trouble managing tasks and projects. They used paper and email, which made tracking hard. They chose TaskRay because it was easy to use and worked well with their systems. TaskRa...y helped them manage tasks better and improved patient care. In 18 months, their revenue grew by 150% and costs dropped by 28%.

Kicksaw - Information Technology And Services

Kicksaw needed a way to manage project delivery across multiple teams with custom needs. They used TaskRay to build a centralized project management system. This helped them handle smooth handoffs, t...rack billable hours, and keep data clean for reporting. TaskRay became the main work management tool for the whole company. Its easy-to-use design and Salesforce integration improved project alignment and efficiency.

Post-Sale Collaborative Work Management Solution Native to Salesforce

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Frequently Asked Questions(FAQ)

for TaskRay

What is TaskRay used for?

TaskRay is a Project Management Software mainly used by its customers to Scale Best Practices and Acquire Customers by Onboarding, Collaboration and Helpdesk Management .

What are the top features of TaskRay?

Templates, Dashboard and Recording are some of the top features of TaskRay.

Who uses TaskRay?

TaskRay is used by Computer Software, Information Technology And Services and Internet among other industries.

What are TaskRay alternatives?

Prism PPM (Formerly WorkOtter), Lokalise, TeamGantt and ClickUp are popular alternatives for TaskRay.

Where is TaskRay located?

TaskRay is headquartered at 806 S. Public. Rd., Ste. 102, Lafayette, CO 80026, US.
lightning

Peers used TaskRay for onboarding and collaboration

TaskRay Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

3.04/5 ★

Read Reviews (1)
Analytics

4.74/5 ★

Read Reviews (33)
Custom Reports

4.34/5 ★

Read Reviews (183)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.04/5 ★

Read Reviews (1)
Analytics

4.74/5 ★

Read Reviews (33)
Custom Reports

4.34/5 ★

Read Reviews (183)

Software Failure Risk Guidance

?

for TaskRay

Overall Risk Meter

Low Medium High

Top Failure Risks for TaskRay

TaskRay Profile

Company Name

TaskRay

Company Website

//taskray.com

HQ Location

806 S. Public. Rd., Ste. 102, Lafayette, CO 80026, US

Employees

11-50

Social

Financials

PRIVATE