Real-World Case Studies and Customer Success Stories with TaskRay

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 onboarding 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.
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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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TaskRay helped UpKeep move from ad hoc onboarding to a scalable system. UpKeep used TaskRay to build their onboarding and... customer lifecycle process on Salesforce. This let their customer success managers onboard new clients faster and more consistently. TaskRay also helped UpKeep spot expansion opportunities in existing accounts. UpKeep’s team can now handle more customers with less effort.
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TaskRay helped Kicksaw centralize project management for all teams. Before TaskRay, Kicksaw struggled with scattered tools and lacked a unified... view of client implementations. With TaskRay, they built a streamlined project management office, improved handoffs, and tracked billable hours accurately. The Salesforce integration and easy-to-use templates made project delivery smoother. Now, every team at Kicksaw uses TaskRay to align projects and manage workloads.
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TaskRay helped MWS Technology improve their customer onboarding process. Before TaskRay, MWS used Word docs and struggled with visibility and... automation. TaskRay provided templates and automation, making the process faster and easier. The sales team can now track implementation milestones. MWS kicked off six new customers in six weeks, which was hard before. TaskRay saves MWS time and money by systemizing their process.
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TaskRay helps ElevateActual manage internal deliverables and boost Salesforce adoption for clients. The consulting team uses TaskRay to streamline onboarding,... especially for customers in regulated industries like aviation. TaskRay's drag-and-drop features make training easy for both non-technical and technical users. Checklists in TaskRay allow for detailed task management, which is key for client success. The platform helps ElevateActual grow project size and increase customer retention.
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TaskRay helped Cloud Giants almost double its annual project growth rate. Before TaskRay, Cloud Giants struggled with spreadsheets and Freshbooks... for project management. TaskRay enabled smarter pricing and resource decisions, improved collaboration, and streamlined onboarding. Cloud Giants now creates 110 new projects and 3,000 tasks each year. The Salesforce integration and custom reporting support better planning and profitability tracking.
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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 MCG Health replace an outdated project management system. The new solution increased project visibility and improved collaboration across... teams. MCG Health saw a 20% rise in projects handled in one year. Net Promoter Score improved by 7% year-over-year and 15% overall. TaskRay's Salesforce-native platform made onboarding easier and resource use more efficient.
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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 tracking hard. TaskRay made project management simple and easy to use. The team now uses Gantt charts, calendar views, and automation to manage tasks and dependencies. This led to better patient care, easier onboarding, and less physician burnout.
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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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TaskRay helps Prospera Financial streamline client onboarding for 140 advisor partners. Advisors use TaskRay to create repeatable action plans and... ensure compliance. The platform makes onboarding faster and reduces errors. Advisors can focus more on client relationships. TaskRay’s reporting and support tools save time and cut support requests. Prospera spends less than eight hours per implementation.
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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 at once. Before TaskRay, Toast used a custom Salesforce object but... struggled as the company grew. TaskRay let them create onboarding templates and track tasks for each customer. The team now works in a more structured way and can handle higher workloads. Keeping everything on Salesforce was important for Toast. Team capacity and workload management improved with TaskRay.
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TaskRay helped Venture Solar quadruple its project volume in five years. The company managed 4x more sales and installations without... adding much staff. TaskRay’s Salesforce integration improved project visibility and reduced dropped tasks. Automation cut utility application time from 15 minutes to 90 seconds. Customer referrals grew 5x due to better communication and faster installs.
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