TaskRay - Project Management: Use Cases, Capabilities & Competitors

Name: TaskRay
Brand: TaskRay
Rating: 4.3 (1127 reviews)

4.34 5

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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

"...The collaborative easy to which users can assign tasks to different team members and the chat feed that allows you to add anything that is useful to the task at hand...." Peer review by Galata T

Peer review evidence (same sources as the product rating summary)

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

"...Project Management and Team Collaboration are what we enjoy the most with TaskRay...." Peer review by Kenny B, IT & CRM Manager

"...Access to a Dedicated Customer Success Manager helps ensure you maximize your investment in TaskRay. Premium. ..." Product: Editions & Pricing

TaskRay, Prism PPM (formerly WorkOtter), Lokalise, ClickUp, Pipefy, 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 efficiently Does TaskRay manage your Onboarding?

What Are the key features of TaskRay for Collaboration?

What Are the key features of TaskRay for Helpdesk Management?

What makes TaskRay ideal 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.

ElevateActual - Information Technology And Services - Small

USA

ElevateActual uses TaskRay to manage internal deliverables and drive Salesforce adoption for clients. The consulting team supports customers in highly regulated industries, like aviation, where onboa...rding is critical. TaskRay's drag-and-drop features and granular checklists help both technical and non-technical users. ElevateActual has grown project sizes from 3- or 4-digit to 5, 6, or 7-digit engagements. TaskRay also boosts customer retention and business growth.

Butler University - Education - Medium

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 interfac...e 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.

ePayPolicy - Insurance - Medium

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.

MIMIT Health - Hospital & Health Care - Medium

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 pro...ject 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.

Venture Solar - Consumer Services - Medium

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 cu...t 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.

86 Repairs - Restaurants - Medium

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.

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 .