Onboarding in Sales Cloud
Assists businesses in onboarding customers more efficiently in the Salesforce Sales Cloud.
Salesforce · TaskRay Project Management
TaskRay project management: streamline with Twopir Consulting
TaskRay is a native Salesforce project management app, built for customer onboarding and project delivery. Twopir Consulting sets it up inside your org: projects and tasks that open automatically from Accounts and Contacts, emails to project and task owners as work opens and closes, and templates and dashboards that make onboarding repeatable. For growing and mid-market companies, and enterprise teams, that run delivery in Salesforce.
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Trusted by 500+ organizations — growing, mid-market and enterprise teams running sales, onboarding and delivery on Salesforce with Twopir Consulting.
What We Set Up
- Salesforce Partner
- TaskRay
- Salesforce Sales Cloud
- Project Templates
- Project & Task Automation
- Owner Email Alerts
- Onboarding Dashboards
Definition
What is TaskRay?
TaskRay is a versatile project management application. This native Salesforce project management app is designed to empower your teams to be more productive, efficient, and collaborative. Plus, you can manage, support, and track business processes on all bases. It is built on the powerful Salesforce platform and offers consistently great onboarding for clients using built-in and cloneable project templates and powerful reports.
The app and the setup are two different things. TaskRay provides the project, task, template and reporting features inside Salesforce. Twopir Consulting configures them around your own process: which records open a project, which tasks follow, who is told when work moves, and what your dashboards show. TaskRay is one of the Salesforce AppExchange apps we implement, usually alongside Salesforce Sales Cloud, where the deal that starts an onboarding project is closed.
TaskRay features for customer onboarding
What the app does natively, before any configuration. These are the capabilities we build your onboarding process on.
Onboarding Metrics & Dashboards
Out-of-the-box functionalities provide you with an overview of key customer onboarding metrics with robust reporting & dashboards.
Templates & Automation
Utilizes built-in templates & automation tools to onboard customers & clients quickly and efficiently.
Faster Time to Implement
Minimizes the customer’s time to implement the solution & increases customer loyalty and satisfaction.
TaskRay can also work for project management & project automation in Marketing, Consulting, Back Office systems, Non-Profits, and Full-suite project management.
- Marketing
- Consulting
- Back Office Systems
- Non-Profits
- Full-Suite Project Management
The TaskRay customer onboarding process
TaskRay runs customer onboarding in four stages, each one inside Salesforce.
Plan
Customize your customer onboarding process by utilizing templates, automated workflows, and robust work management tools.
Deliver
Involve your sales professional, partners, and customers in your project to get deeper insights and make better decisions to deliver a successful project.
Analyze
Get access to real-time and relevant data that you need to track current projects and scale onboarding efficiently.
Grow
Gain deep insights that will help your teams uncover more growth opportunities and foster long-term customer relationships.
How Twopir helps with TaskRay
Four things we set up in TaskRay, so projects start themselves and the right people hear when work moves.
Project Management
TaskRay projects configured for the way your team delivers, from the template a project starts on to the reports that track it.
Task Management
The tasks inside each project, with owners and the order they run in, so everyone can see what is theirs to do next.
Automations to open Project and Task on Account, Contacts, etc.
A project and its tasks open from the Salesforce record they belong to, instead of being created by hand.
Automated Emails to Project and Task Owner when a Task is opened or closed.
Owners hear about a change when it happens, not at the next status meeting.
What TaskRay with Salesforce brings your business
TaskRay integration with Salesforce can bring several positive benefits to your business. Let’s take a deep dive into some of the benefits of Integrating TaskRay with Salesforce:
All Project Information in One Place
You can keep track of all of your project information like project details, deadlines, credentials, and team member distribution.
Project Status at a Glance
Check the status of your project to move work forward and increase business efficiency.
Tasks, Owners and Hours Tracked
Keep track of the tasks that need to be done, who has the task, how many hours it takes to get the task done, and how long it takes.
Efficient Resource Management
Efficient resource management helps project managers plan and allocate resources for effective planning and management.
For assistance with Salesforce and TaskRay integration, please contact us directly by completing the form below.
Book a Discovery CallTaskRay questions, answered plainly
TaskRay is a native Salesforce project management app. It is built on the Salesforce platform and is used to run customer onboarding and other projects with built-in and cloneable project templates, automation tools, and reports and dashboards.
Project management, task management, automations that open projects and tasks from Accounts, Contacts and other Salesforce records, and automated emails to the project and task owner when a task is opened or closed.
Four: Plan, where you customize the onboarding process with templates, automated workflows and work management tools; Deliver, where sales, partners and customers work in the project; Analyze, where real-time data tracks current projects; and Grow, where insights uncover growth opportunities and support long-term customer relationships.
No. Customer onboarding in Salesforce Sales Cloud is its main use, but TaskRay can also run project management and project automation in marketing, consulting, back office systems, non-profits and full-suite project management.
Project details, deadlines, credentials and team member distribution sit in one place; project status is visible so work moves forward; each task shows who owns it and how many hours it takes; and project managers can plan and allocate resources.
We work with growing, mid-market, and enterprise organizations that need help with complex CRM implementations, integrations, and business system challenges. Twopir Consulting is a Salesforce Partner and HubSpot Partner serving clients in the US, Canada, the UK, the UAE, Australia and New Zealand.
Next Step
Tell us how you onboard, we will set up TaskRay
A first conversation covers how projects start today, who owns each task and what you need to report on: enough to say how TaskRay should be configured in your Salesforce org. No obligation to proceed.
Talk to a Salesforce architect who sets up TaskRay
