TaskRay - More than Project Management. Customer Onboarding in Salesforce
App Partner
Financial Services Case Studies and Success Stories with TaskRay
CASE STUDY Fortis
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.
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.
Education Case Studies and Success Stories with TaskRay
CASE STUDY Butler University
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 t...hey 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.
Insurance Case Studies and Success Stories with TaskRay
CASE STUDY ePayPolicy
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 repeatab...le 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.
Computer Software Case Studies and Success Stories with TaskRay
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.
Telecommunications Case Studies and Success Stories with TaskRay
CASE STUDY Metro Wireless
Metro Wireless had trouble managing projects and installations. They used a whiteboard and then a basic software, but still had delays and lost revenue. They chose TaskRay to help manage projects and... customer onboarding. TaskRay let them do more work with fewer people and avoid hiring a new project manager. Project manager capacity went up by 50%. Installation times dropped by about 25%. They saw record profits and more closed deals with no onboarding problems.
Information Technology and Services Case Studies and Success Stories with TaskRay
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.
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 bigg...er 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.
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.
Automotive Case Studies and Success Stories with TaskRay
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.
Restaurants Case Studies and Success Stories with TaskRay
CASE STUDY 86 Repairs
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 S...alesforce. 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.
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 b...y 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.
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. TaskRa...y helped them manage tasks better and improved patient care. In 18 months, their revenue grew by 150% and costs dropped by 28%.
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.
