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

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

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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

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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. and TaskRay support capabilities include 24/7 Support, Email Support, Phone Support, etc. also TaskRay analytics capabilities include Analytics, and Custom Reports.

Reviews

"...In emails, we tend to explain a lot and do not really show workflows as a big picture...." Peer review by Agency

TaskRay, Prism PPM, 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.

Comprehensive Insights on TaskRay Use Cases

What makes TaskRay ideal for Onboarding?

How efficiently Does TaskRay manage your Collaboration?

What makes TaskRay ideal for Helpdesk Management?

What benefits does TaskRay offer for Workflow Management?

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

Financial Services

CASE STUDY Prospera Financial

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 s...tep. 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.

Computer Software

CASE STUDY UpKeep

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 suc...cess 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.

Automotive

CASE STUDY Force Marketing

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 Task...Ray 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.

Information Technology and Services

CASE STUDY Kicksaw

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, t...rack 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.

Information Technology and Services

CASE STUDY MWS Technology

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 to...ols. 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.

CASE STUDY ElevateActual

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 th...em 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.

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 .