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What is Valuecase?

Valuecase is a cutting-edge platform designed to enhance customer onboarding and streamline sales workflows by fostering collaborative environments that enhance teamwork, automate tasks, and track engagement levels. It includes dynamic onboarding timelines with due date alerts and assigned responsibilities, which greatly reduces the need for manual follow-ups. The platform offers fully automated personalization, showcasing relevant content and autonomously adjusting plans based on various criteria. Users enjoy centralized dashboards that provide valuable insights into task management, onboarding progress, and customer interaction statistics. Valuecase integrates effortlessly with customer relationship management tools such as Salesforce and HubSpot, enabling smooth data updates and synchronization. Moreover, it supports a variety of content formats, including PDFs, videos, forms, and scheduling tools, allowing users to efficiently share resources within one cohesive interface. Adhering to GDPR regulations, the platform ensures secure monitoring of customer activities while safeguarding their data. Users also have access to pre-designed templates based on best practices and personalized training and support to enhance their experience. By simplifying processes and improving communication, Valuecase ultimately strives to boost operational efficiency and elevate customer satisfaction. With its comprehensive features, Valuecase establishes itself as an essential tool for modern businesses looking to optimize their customer engagement strategies.

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.

Media

Media

Integrations Supported

Salesforce
Calendly
Google Docs
Google Drive
Google Forms
Google Meet
Google Sheets
Google Slides
HubSpot CRM
Loom
Microsoft Teams
Pipedrive
Slack
Typeform
Vidyard
Vimeo
Workato
YouTube
Zapier
Zoom

Integrations Supported

Salesforce
Calendly
Google Docs
Google Drive
Google Forms
Google Meet
Google Sheets
Google Slides
HubSpot CRM
Loom
Microsoft Teams
Pipedrive
Slack
Typeform
Vidyard
Vimeo
Workato
YouTube
Zapier
Zoom

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$19.00/month/user
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

Valuecase

Date Founded

2021

Company Location

Germany

Company Website

www.valuecase.com

Company Facts

Organization Name

Bracket Labs

Company Website

taskray.com

Categories and Features

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

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