TaskRay: Use-Cases, Insights and Reviews | 2025 Cuspera

Name: TaskRay
Brand: TaskRay
Rating: 4.34 (1127 reviews)

4.34 5

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(1127)

TaskRay - More than Project Management. Customer Onboarding in Salesforce

App Partner

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

See all use cases See less use cases

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

"...No issues with custom objects, utilizing workflows and process building...." Peer review by Roman K, Sales Operations Manager, Internet

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

How does TaskRay facilitate Onboarding?

How can TaskRay enhance your Collaboration process?

What makes TaskRay ideal for Helpdesk Management?

What solutions does TaskRay provide for Workflow Management?

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.

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.

FieldEdge by Xplor - Technology

FieldEdge by Xplor had a slow onboarding process that took about 120 days. They could not see key project metrics and had trouble tracking progress. After using TaskRay, they cut their go-live time b...y about 40%. Implementation specialists can now handle up to 25 accounts at once, doubling their efficiency. Leadership now has clear visibility into project milestones. Customer satisfaction scores also improved.

ePayPolicy - Insurance

ePayPolicy needed a better way to onboard new customers. They had no easy way to repeat workflows or track key metrics like time to go-live. TaskRay helped them make onboarding efficient and repeatab...le across all product lines. The team can now use templates to start projects quickly. They also gained better reporting to track performance and find ways to improve.

Metro Wireless - Telecommunications

Metro Wireless had trouble managing projects and installations. They used a whiteboard and then a basic software, but still had delays and lost revenue. They chose TaskRay to help manage projects and... customer onboarding. TaskRay let them do more work with fewer people and avoid hiring a new project manager. Project manager capacity went up by 50%. Installation times dropped by about 25%. They saw record profits and more closed deals with no onboarding problems.

Cloud Giants - Information Technology And Services

Cloud Giants used spreadsheets and Freshbooks to manage projects. This made it hard to track resources and slowed their growth. They needed a better way to handle client delivery as they took on bigg...er projects. After switching to TaskRay, they improved collaboration and project tracking. TaskRay helped them make smarter decisions and standardize processes. As a result, Cloud Giants doubled their cumulative annual project growth rate and created 110 new projects and 3,000 new tasks each year.

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.

Post-Sale Collaborative Work Management Solution Native to Salesforce

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 .