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
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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
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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.

Reviews

"...We run our internal salesforce development team with TaskRay...." Peer review by Ted H, Salesforce Solutions Architect, Insurance

TaskRay, Backlog, BigTime Software, Jama Connect, Zoho Projects, 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.

Comprehensive Insights on TaskRay Use Cases

How efficiently Does TaskRay manage your Onboarding?

What benefits does TaskRay offer for Collaboration?

How can TaskRay optimize your Helpdesk Management Workflow?

How efficiently Does TaskRay manage your Workflow Management?

What benefits does TaskRay offer for Social Media Analytics?

29+ more Business Use Cases

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.

Case Studies

COMPANY INDUSTRY CASE STUDIES
TaskRay case study
NA
CASE STUDY ElevateActual

The team at ElevateActual uses TaskRay to manage internal deliverables as well as drive Salesforce adoption for their customers.

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TaskRay case study
NA
CASE STUDY Toast

Toast's customer onboarding team can manage more customers efficiently and in a more structured way, improving workload management and team capacity.

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TaskRay case study
NA
CASE STUDY Prospera

TaskRay enables Prospera’s financial advisors to focus on what matters most: their client relationships.

Read More

Video

Post-Sale Collaborative Work Management Solution Native to Salesforce

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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 .

What are the top features of TaskRay?

Templates, Dashboard and Recording are some of the top features of TaskRay.

Who uses TaskRay?

TaskRay is used by Computer Software, Information Technology And Services and Internet among other industries.

What are TaskRay alternatives?

Backlog, BigTime Software, Jama Connect and Zoho Projects are popular alternatives for TaskRay.

Where is TaskRay located?

TaskRay is headquartered at 806 S. Public. Rd., Ste. 102, Lafayette, CO 80026, US.
lightning

Peers used TaskRay for onboarding and collaboration

TaskRay Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

3.04/5 ★

Read Reviews (1)
Analytics

4.74/5 ★

Read Reviews (33)
Custom Reports

4.34/5 ★

Read Reviews (183)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.04/5 ★

Read Reviews (1)
Analytics

4.74/5 ★

Read Reviews (33)
Custom Reports

4.34/5 ★

Read Reviews (183)

TaskRay Integrations

TaskRay integrates with a wide range of software applications through its robust data import and export capabilities.

Data Export

4.57/5 ★

Read Reviews (51)
Data Import

4.18/5 ★

Read Reviews (111)

Software Failure Risk Guidance

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for TaskRay

Overall Risk Meter

Low Medium High

Top Failure Risks for TaskRay

TaskRay Profile

Company Name

TaskRay

Company Website

https://taskray.com/

HQ Location

806 S. Public. Rd., Ste. 102, Lafayette, CO 80026, US

Employees

11-50

Social

Financials

PRIVATE