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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 Bonder?

Develop tailored onboarding playbooks designed specifically for your clients to improve their onboarding experiences through enhanced visibility and accountability. Often, organizations are equipped with internal onboarding materials that can leave clients uninformed and reduce accountability. With Bonder, you can create personalized onboarding playbooks and provide targeted versions to different clients, ensuring they are well-informed about crucial steps, who is accountable, and the associated deadlines. Completing a sale is not just a transactional event; it is essential for clients to understand the fundamental value of your product and recognize its potential positive effects on their lives or businesses. By automating tasks and reminders, you can simplify the onboarding process, resulting in faster adoption rates and better long-term client retention. Often, transitions between various departments result in confusion; therefore, it is vital for your organization to ensure a smooth transfer between Sales and Client Success teams. Furthermore, it's important to understand that the buyer persona within your client's organization may not align with the user persona. Bonder enables you to efficiently pinpoint responsible individuals and establish automatic reminders, ensuring everyone remains coordinated throughout the onboarding journey, which ultimately leads to a more unified experience for your clients. This tailored approach not only enhances communication but also builds trust and satisfaction right from the start.

Media

Media

Integrations Supported

Google Calendar
Google Drive
Intercom
Notion
Salesforce
Slack
WhatsApp
Workato
Zapier
Zendesk

Integrations Supported

Google Calendar
Google Drive
Intercom
Notion
Salesforce
Slack
WhatsApp
Workato
Zapier
Zendesk

API Availability

Has API

API Availability

Has API

Pricing Information

$19.00/month/user
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Bracket Labs

Company Website

taskray.com

Company Facts

Organization Name

Bonder

Company Website

www.hellobonder.com

Categories and Features

Project Management

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

Categories and Features

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