TaskRay Reviews & Product Details - Page 2

TaskRay Product Details

TaskRay is your ultimate solution for streamlined project management and seamless customer onboarding—all within Salesforce. Empower your teams to create project plans, automate repetitive tasks, allocate resources effectively, and foster collaboration across departments. Whether you're managing new customer implementations or driving internal initiatives, TaskRay ensures every project is delivered with precision and efficiency. 100% Salesforce Native TaskRay integrates seamlessly into your existing Salesforce ecosystem, offering unmatched visibility and alignment across Sales, CPQ, Service, and Experience Clouds. Designed for Growing Businesses If your organization has outgrown spreadsheets or non-Salesforce tools and needs better visibility into project performance, TaskRay is your next step. It's ideal for businesses facing challenges like: ✓ Revenue delays caused by lengthy onboarding or implementation timelines. ✓ Complex implementations, where multiple SKUs require custom solutions and support. ✓ Integrated customer management, spanning multiple Salesforce Clouds. Industry-Specific Expertise • TaskRay is trusted by industry leaders in: • Technology & SaaS • Healthcare & Life Sciences • Manufacturing • Real Estate & Franchising • Financial Services • Telecommunications Deliver Faster, Reduce Costs, and Increase Customer Satisfaction TaskRay helps you accelerate project timelines, cut operational costs, and improve productivity. Here's what our customers achieve: • 2.5x Faster Project Completion: Streamline workflows and improve efficiency. • 29% Faster Revenue Realization: Get to value quicker with optimized onboarding. • 21% Cost Reduction: Save time and resources with automation and visibility. • 15% Increase in Customer Satisfaction: Delight customers with smooth implementations. • 200% Boost in Project Visibility: Gain clarity and insight into every project detail. • 20% More Project Capacity: Handle more work without adding complexity. Proven Success Across Industries Join the growing list of businesses transforming their operations with TaskRay. From technology innovators to global manufacturers, our platform drives results.

Product Website

Seller

TaskRay

Discussions

TaskRay Community

Languages Supported

English

Product Description

TaskRay helps businesses onboard customers faster and more efficiently. By using TaskRay’s templating and automation functions high tech, SaaS, Wealth Management, Manufacturing, and Franchising businesses can build systems that scale whether they have 100 customers or 10,000 customers.

Overview by

Lindsey Kocel

Value at a Glance

Averages based on real user reviews.

Time to Implement

2 months

View More Pricing Information

TaskRay Integrations

(2)

Verified by TaskRay

TaskRay Media

TaskRay Demo - Improve implementations and onboarding speed by 50-70%

TaskRay is delivering results for our customers—improving speed to revenue, increasing CSAT, and enhancing efficiency.

TaskRay Demo - Take full control of your projects

Project managers have a centralized place to manage all the moving parts of their projects.

TaskRay Demo - Effectively manage resources

Staffing projects and assigning tasks based on your team’s unique skills, roles, and capacity is easy.

TaskRay Demo - TaskRay Reporting & Analytics

Gain insights into project performance and profitability with public dashboards and project reports.

TaskRay Demo - Standardize your processes

TaskRay's project plans and automated workflows streamline complex processes

TaskRay Demo - Collaborate with your customers

With External Collaboration, TaskRay helps you communicate project updates and progress with your customers.

TaskRay is the leading project management app that lets you create standardized processes, enhance visibility, facilitate collaboration, and build consistent customer experiences - all natively in Salesforce.

Official Downloads

(4)

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Toast’s Customer Onboarding Team Optimizes their Workflows with TaskRay

MCG Health’s Project Efficiency and NPS Improvement Gets Supercharged

Interactive Demo

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AR

Verified User in Restaurants

Mid-Market (51-1000 emp.)

2/13/2024

"Strongly recommend TaskRay for repeatable processes in Salesforce-native orgs"

4.5/5

What do you like best about TaskRay?

TaskRay is an incredibly straightforward and well-executed tool that allows us to manage repeatable workflows right inside Salesforce — where we already concentrate our customer and prospect data. It has allowed us to move away from cumbersome spreadsheets for tracking the customer onboarding process: We automate TaskRay Project creation at Closed Won, so we no longer ever drop a customer accidentally, and we are now much more able to collect data on the onboarding process, which allows us to keep improving.

If you're already a Salesforce Admin, implementation is extremely easy once you've defined your business processes. I was able to implement without a third-party consultant or a formal Admin certification.

And finally, Customer Support is kind, prompt and thoughtful — best in class. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

There is almost no downside to TaskRay if you are Salesforce-native company. Review collected by and hosted on G2.com.

What problems is TaskRay solving and how is that benefiting you?

1. Customer onboarding: Now more automated, repeatable and trackable than the spreadsheet we used previously — plus, is housed in CRM for a true customer "source of truth"

2. Onboarding of additional SKUs

3. Adoption assurance: We use TaskRay to hold our Account Management team accountable for ensuring adoption milestones are being met in the 90 days after a customer completes onboarding

And we envision more future uses, too! Review collected by and hosted on G2.com.

KD

Katie D.

Small-Business (50 or fewer emp.)

3/5/2024

"Useful, practical, lacks some flexiblity"

2.5/5

What do you like best about TaskRay?

It is easy to set up initally, easy to navigate, and has simple functions and features. The customer support team is great and always responsive and helpful. We use taskray daily in our org, but only use about 20% of the features. Very easy to intergrate into your Salesforce CR< Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

It is not as easy to customize as I would like at times. There is not an easy way to keep notes on a project and look at them all at once. Review collected by and hosted on G2.com.

AC

Verified User in Computer Software

Mid-Market (51-1000 emp.)

2/15/2024

"Valuable investment"

5/5

What do you like best about TaskRay?

The ability to customize within our workflow and the ability to leverage the power of Salesforce Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

It's a learning curve, however, dedicating time and effort into mastering it transforms it into an invaluable resource. Review collected by and hosted on G2.com.

What problems is TaskRay solving and how is that benefiting you?

TaskRay has really helped us get better at managing our projects. It's easy to use and lets us keep track of everything in one place, which saves us a lot of time and hassle. We can now handle our tasks more efficiently and make sure we're always on the same page as our team. Plus, it works well with the other tools we use, making our customer service smoother and more reliable. In short, TaskRay has made our work a lot easier, helping us finish projects faster and keep our customers happy. Review collected by and hosted on G2.com.

KD

Kari D.

Proposal Development & Contracts Manager

Mid-Market (51-1000 emp.)

8/22/2023

"TaskRay allows me to work smarter, not harder."

4/5

What do you like best about TaskRay?

The customization capabilities are amazing to tailor the system to fit your business and how the users will work within the system. The best feature though is the integration with SalesForce and our existing ERP system to avoid duplicate data entry and mismatched details. My favorite aspect is the ease of reporting. You do not need to be and IT programmer to create and edit custom reports that are most useful for yourself and your teams! Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

So far the only downside I am experiencing is that the functionality between looking as TaskRay Projects and the project in the TaskRay module offer different things and some are easier or more useful in one view or the other which can be frustrating to go back and forth. Hopefully this is a setup item that can be rectified. Review collected by and hosted on G2.com.

What problems is TaskRay solving and how is that benefiting you?

TaskRay has given us the opportunity to better manage project timelines along with the history/status of tasks and linking to all required documents. It is project information in one place to be shared with everyone on the team that needs easy access! This is saving a lot of time circling around to get answers to questions and finding documents and status of tasks. Review collected by and hosted on G2.com.

EC

Verified User in Computer Software

Small-Business (50 or fewer emp.)

4/3/2024

"Fantastic, SF-Native Project Management Tool"

5/5

What do you like best about TaskRay?

TaskRay has been invaluable to our organization. While the learning curve can be steep, the flexibility/customizability of the program is truly excellent. Great support team, consistent, material product enhancements ... you won't be disappointed :) Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

Honestly, not much. Visuals could be better, a mobile app would be a nice touch, but generally speaking it's excellent. Review collected by and hosted on G2.com.

Response from Corinne Oertel of TaskRay

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We're thrilled to hear that TaskRay has been invaluable to your organization!

NC

Noah C.

Mid-Market (51-1000 emp.)

2/15/2024

"Taskray is a great way to organize your Structure."

4/5

What do you like best about TaskRay?

Taskray is easy to use and has alost endless possibilities! Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

Sometimes it takes many button clicks and pages to get to where you want. Not always an easy option for seemingly simple tasks. Review collected by and hosted on G2.com.

AI

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

2/13/2024

"Customer Support is Top Notch"

4/5

What do you like best about TaskRay?

The Customer Support team is top notch. They are speedy with great explanations. Will to go above and beyond to help you solve a unique case. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

can't see into the Apex actions so I don't really understand what is happening when we are using one of them.

The licensing is can be a bit tricky. Review collected by and hosted on G2.com.

AO

Alex O.

Small-Business (50 or fewer emp.)

2/14/2024

"Awesome Tool to get work done :)"

5/5

What do you like best about TaskRay?

It an amazing tool for collaborating on projects and keeping track of the tasks to get the work done. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

The product potentially can be expensive depending on which edition you purchase so carefully evaluate which edition you need and see if that works within your budget. Review collected by and hosted on G2.com.

CS

Christopher S.

Customer Engagement Manager II

Mid-Market (51-1000 emp.)

2/13/2024

"Could use some improvement"

3/5

What do you like best about TaskRay?

I liked the graphical user interface and Gantt views. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

TaskRay lacked workload capacity management tools, as well as being able to share or collaborate with external users. Review collected by and hosted on G2.com.

LH

Lauren H.

Business Intelligence Manager

Mid-Market (51-1000 emp.)

5/22/2023

"Up there with the top-tier project/process management tools."

4/5

What do you like best about TaskRay?

Customer Success and Support teams are there to guide you through any challenges that arise. In terms of usability it has some robust features and functionality. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

While the tool is embedded into Salesforce there are limitations in what this allows you to customize for the user-experience. Lastly for smaller organizations the wealth in functionality and features may be cumbersome to administer and scale. Review collected by and hosted on G2.com.

What problems is TaskRay solving and how is that benefiting you?

TaskRay is solving for both simple and complex processes where companies can easily collaborate with their clients to ensure success. How TaskRay is helping us falls on 3 key areas in managing: to manage client onboarding(proactive), short-term(reactive request management) and long-term reoccurring(proactive process optimization) projects. Review collected by and hosted on G2.com.