Real-World Case Studies and Customer Success Stories with Campaign Calendar

TaskRay helped Cloud Giants double their cumulative annual project growth rate. Cloud Giants replaced spreadsheets and Freshbooks with TaskRay for... project management and resource planning. The Salesforce integration and customizability let them track project profitability and improve pricing decisions. They now create 110 new projects and 3,000 tasks each year. TaskRay supports onboarding, collaboration, and standardized processes for Cloud Giants.
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TaskRay helped FieldEdge by Xplor cut their go-live time by 40%, reducing onboarding from 120 days to 70-80 days. Implementation specialists now... manage up to 25 accounts, doubling efficiency. TaskRay's reporting and dashboards give leadership clear project visibility. Flexible templates and task tracking improved customer satisfaction scores. FieldEdge delivers faster value and a smoother customer experience with TaskRay.
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MWS Technology needed a better way to manage customer onboarding. They used Word documents and had trouble with visibility and... automation. TaskRay helped them by providing templates and automation tools. This made their process faster and easier to track. MWS Technology now saves time and money with TaskRay. They say the process is much better, even though they do not have exact numbers yet.
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Kicksaw needed a way to manage project delivery across multiple teams with custom needs. They used TaskRay to build a... centralized project management system. This helped them handle smooth handoffs, track billable hours, and keep data clean for reporting. TaskRay became the main work management tool for the whole company. Its easy-to-use design and Salesforce integration improved project alignment and efficiency.
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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 bigger 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.
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TaskRay helped Fortis standardize customer onboarding. The company used templates, automations, and analytics to make onboarding consistent and visible to... management. TaskRay made it easy to clone processes for every new customer. This saved Fortis a lot of time. The onboarding process is now smoother and more efficient.
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TaskRay helped Fortis improve their customer onboarding process. Fortis needed a way to make onboarding consistent and visible to management.... TaskRay provided templates, automations, and analytics to solve this. The team saves time by cloning processes for each new customer. Management now has better visibility into onboarding steps.
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Prospera Financial needed a way to help their financial advisor partners onboard clients with repeatable action plans. They chose TaskRay... to make onboarding easier and to help advisors follow every step. TaskRay helps Prospera’s advisors manage onboarding, stay compliant, and focus on client relationships. This has made their work more efficient and effective. Prospera values how TaskRay supports their goal of strong customer relationships.
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TaskRay helped Venture Solar grow project volume by 4x over five years. The company managed this growth without adding much... headcount. TaskRay's Salesforce integration improved project visibility and efficiency. Venture Solar saw a 4x faster median time to submit solar applications. Customer referrals grew 5x due to a better customer experience.
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TaskRay helped Venture Solar grow project volume by 4x in five years without adding much staff. The Salesforce-native platform improved... project management, automation, and reporting. Venture Solar cut utility application time from 12-15 minutes to 90 seconds using Power Automate with TaskRay and Salesforce. Customer referrals increased 5x due to better communication and faster installs. TaskRay's easy setup let the team build dashboards and automations without developers.
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TaskRay helped Toast's customer onboarding team manage more customers efficiently. Toast moved from a custom Salesforce object to TaskRay for... better workload management and team capacity. The team uses TaskRay templates and automation to guide onboarding steps like kick-off calls and POS setup. Integration with Salesforce Field Service Lightning keeps tasks and appointments organized. Toast measured success by the number of customers each onboarding team member can handle at once.
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TaskRay helped Butler University’s IT team track 95% of projects in one place. The team moved from fragmented data to... real-time project visibility and easy reporting. TaskRay’s drag-and-drop interface and Salesforce integration made adoption fast and simple. Leadership now uses data-driven insights to prove ROI and allocate resources. Butler expanded TaskRay to facilities and HR for better efficiency across departments.
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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 they 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.
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TaskRay helped ePayPolicy standardize and scale onboarding across all product lines. Before TaskRay, ePayPolicy struggled with manual workflows and lacked... visibility into key metrics like time to go-live. With TaskRay’s Salesforce-native platform, onboarding became efficient and repeatable. The Template Hub and robust reporting improved project kickoffs and KPI tracking. ePayPolicy now delivers smoother customer experiences and can measure onboarding success.
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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 repeatable 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.
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TaskRay helped Metro Wireless increase project manager capacity by 50%. Customer onboarding time dropped by about 25%. Metro Wireless now... completes self-installs in under a week and pro-installs in less than three weeks. The team no longer loses projects or faces process breakdowns. TaskRay's Salesforce-native platform improved project visibility and streamlined onboarding, letting Metro Wireless focus on sales and growth.
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TaskRay helped Metro Wireless increase project manager capacity by 50%. The company cut self-install and professional install times by about... 25%. Before TaskRay, Metro Wireless used a whiteboard and basic software, which led to dropped projects and delays. TaskRay streamlined project management and onboarding, letting Metro Wireless focus on sales and growth. The team now handles more projects without hiring extra staff, and onboarding is faster and more reliable.
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TaskRay helped MIMIT Health increase revenue by 150% and cut costs by 25-28%. Before TaskRay, MIMIT Health used paper and... email to manage tasks, which made operations hard. TaskRay gave them easy project management, automation, and strong Salesforce integration. The solution improved patient onboarding and care. MIMIT Health now saves $1 million a year and keeps patients happy.
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TaskRay helped MCG Health boost project capacity by 20% in one year. The Salesforce-native platform improved project visibility and collaboration... across teams. MCG Health saw a 7% year-over-year and 15% overall increase in NPS. TaskRay made onboarding and upgrades more efficient and scalable. The solution saved time and money by centralizing project management.
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TaskRay helped 86 Repairs cut client onboarding time by 29%, saving an average of 19 days. The onboarding process is... now faster and more organized. 86 Repairs reduced per-location onboarding costs by 21%. Teams use TaskRay’s Salesforce-native project templates for repeatable, efficient workflows. Customer experience and cash flow improved with streamlined project management.
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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 Salesforce. 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.
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TaskRay helped MCG Health replace an outdated project management system. The new solution increased project capacity by 20% in one... year. MCG Health saw a 7% year-over-year increase in NPS and a 15% overall NPS improvement. TaskRay's Salesforce-native platform improved visibility, reporting, and resource management. The onboarding and project management features saved time and made upgrades more scalable.
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UpKeep used ad hoc processes for onboarding new customers. This approach did not work as the company grew quickly. UpKeep... chose TaskRay to build a scalable onboarding system. TaskRay helped their success managers onboard customers more easily. The new system also helped UpKeep find new growth opportunities in existing accounts. UpKeep now launches many customers with a small team using TaskRay.
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Force Marketing needed a better way to manage projects and drive Salesforce adoption. Their old system caused data duplication and... was not efficient. They switched to TaskRay and worked with the TaskRay team for a smooth transition. Now, almost 90 users across departments use TaskRay for both internal and client work. TaskRay helped them streamline project management, remove data issues, and improve efficiency.
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TaskRay helped Fortis standardize customer onboarding. The company used templates, automations, and analytics to make onboarding consistent and visible to... management. TaskRay made it easy to clone processes for every new customer. This saved Fortis a lot of time. The onboarding process became more efficient and reliable.
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ElevateActual needed a way to manage internal deliverables and help their customers adopt Salesforce. They used TaskRay to improve their... project management and onboarding processes. TaskRay helped them grow project sizes from 3- or 4-digit to 5, 6, or 7-digit projects. The tool made training easy for both non-technical and skilled users. Checklists in TaskRay helped them manage tasks in detail, which is important for their clients in regulated industries. TaskRay also increased customer retention for ElevateActual.
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MIMIT Healthcare had trouble managing tasks and projects. They used paper and email, which made tracking hard. They chose TaskRay... because it was easy to use and worked well with their systems. TaskRay helped them manage tasks better and improved patient care. In 18 months, their revenue grew by 150% and costs dropped by 28%.
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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 by 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.
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