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What is TaskRay?

Experience seamless customer onboarding with our top-tier Salesforce-native application. TaskRay stands out as the premier solution for customer onboarding, and our concise 60-second video highlights four essential steps and best practices that make the process smooth and effective. This unique approach is just one of the many features that distinguishes us in the market. As a leader in Salesforce customer onboarding, TaskRay is a comprehensive tool designed for managing implementation and onboarding workflows. By enhancing operational efficiencies, TaskRay ensures that companies deliver outstanding customer experiences directly within the Salesforce platform. With our solutions, businesses can streamline their processes, resulting in happier customers and more successful onboarding outcomes.

What is Arrows?

Every customer has distinct goals and needs, making a uniform onboarding experience ineffective. With Arrows, you have the power to tailor, rearrange, and adjust tasks in your onboarding templates to suit each customer's unique situation. This adaptability guarantees that every onboarding journey is personalized and addresses specific requirements. You can easily delegate tasks to both your team and your customer's team, fostering clear accountability for each action item. Instead of continually nudging customers about outstanding tasks, let Arrows handle automated reminders, freeing your team to act as the strategic partner your customers seek. Move away from chaotic spreadsheets and adopt a cohesive internal dashboard that highlights customers with overdue or impending tasks, ensuring everything remains organized and easy to access. If you’re looking to automate the development of onboarding plans for each client or update the CRM upon reaching specific onboarding milestones, Arrows has the solution for you! To ensure everyone stays informed and aligned, a weekly email every Monday provides a summary of the current task status, keeping all stakeholders updated on progress and upcoming steps. This systematic approach fosters active engagement and collaboration throughout the onboarding experience, reinforcing a culture of transparency and teamwork.

Media

Media

Integrations Supported

Salesforce
Workato

Integrations Supported

Salesforce
Zapier

API Availability

API Availability

Has API

Pricing Information

$19.00/month/user

Pricing Information

$99 per month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Not specified

Customer Service / Support

Web-Based Support

Training Options

Webinars

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Bracket Labs

Company Website

taskray.com

Company Facts

Organization Name

Arrows

Date Founded

2018

Company Location

United States

Company Website

arrows.to/features/

Categories and Features

Customer Onboarding

Not specified

Project Management

Agile Methodologies
Client Portal
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Time & Expense Tracking
Traditional Methodologies

Categories and Features

Customer Onboarding

Not specified

Customer Success

Not specified

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