TaskRay is the leading customer onboarding solution on Salesforce, providing everything companies need to manage new customer projects and maximize secondary revenue—no matter what business you’re in.
TaskRay helps you professionalize your onboarding process and ensures a single source of truth with best practice templates, automated workflows, and powerful work management tools.
Not sure how you stack up when it comes to new customer onboarding? Visit our booth to take the Customer Onboarding Assessment and see how your company stacks up.