Which works better for small vs large Salesforce AppExchange admins?

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce typically suits early-stage and growth-mode teams based on its published review base (330 reviews). ServiceMax FieldFX® typically suits early-stage and growth-mode teams based on its published review base (7 reviews). A larger review base generally means the app has been exercised at scale — relevant if you are processing high volume or handling enterprise compliance requirements.

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TaskRay Customer vs ServiceMax FieldFX® — Salesforce

ServiceMax FieldFX® vs TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce

Side-by-side comparison · 24 data points

ServiceMax FieldFX®

5.0·7reviews

The ServiceMax FieldFX® product suite is a complete mobile field operations platform built for oilfield, industrial and environmental services companies. FieldFX provides features for e-field ticketing, quotes, asset management, scheduling & more.

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1. Listing metadata

Field-level data

	TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce	ServiceMax FieldFX®
Tagline	“TaskRay is the go to Agentic Project Management Solution built natively on Salesforce, combining project management, MCP connectivity, AI Agents, and expert services in one system of record for customer onboarding, implementation, and delivery.”244 chars	“The ServiceMax FieldFX® product suite is a complete mobile field operations platform built for oilfield, industrial and environmental services companies. FieldFX provides features for e-field ticketing, quotes, asset management, scheduling & more.”247 chars
Description	1190 / 2000 chars60% used	1143 / 2000 chars57% used
Screenshots	—	—
Languages	en	nlenfifrde+11 more
Platforms	Salesforce	Salesforce
Developer	TaskRay	ServiceMax, Inc.

At a glance

8 metrics · auto-computed

Feature comparison between TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce and ServiceMax FieldFX®
Metric	TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce	ServiceMax FieldFX®
Rating	5.0 ★	★ 5.0 ★
Total reviews	★ 330	7
Free plan	—	—
Pricing	paid	paid
Pricing tiers	★ 3 tiers	1 tier
Listed features	★ 9	3
Languages	1 supported	16 supported
Listed since	Aug 2012	Oct 2013

Listed	August 9, 2012	October 16, 2013

Last updated	—	—

3. Features

As listed by each developer

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce

✔ Transform the Way Your Teams Manage Projects The faster your team can deliver a successful project, the more profitable the outcome. Faster projects result in less operating costs, faster cash collection, and increased people productivity.
✔ Project Management, Built for Salesforce TaskRay is designed to help project managers complete work 2.5x faster. Leverage Agentforce AI Actions to improve project outcomes and delight customers with seamless onboarding experiences.
✔ Native Salesforce Technology TaskRay is built natively in Salesforce. No complicated integrations or systems maintenance required. Don't settle for task management in spreadsheets or outdated PM tools. Keep your data safe and secure in Salesforce.
✔ Task Management with AI Actions Manage projects your way. Automate manual tasks, assign work to AI Agents, speed up handoffs, and increase project capacity by 25%. TaskRay templates improve productivity and create repeatability for complex processes.
✔ Resource Management Bring customers, contractors and partners into your projects easily with TaskRay. Allocate resources quickly and easily for projects to reduce costs by over 21%. Assign work based on skills, capabilities, and resource capacity.
✔ Enhance Project Collaboration Manage resourcing based on capacity and specialized knowledge. Extend visibility and drive accountability with every internal and external stakeholder involved in your project.
✔ Improve Customer Experience More efficient projects lead to higher profits and happier customers. TaskRay customers report seeing 15%+ increase in CSAT and NPS scores. Create lifetime loyalty by speeding up time to value for your customers.
✔ Consolidate Technology Spend Stop piecing together disparate tools for multiple teams and create exactly what you need inside Salesforce. TaskRay is a one-stop shop for project management, customer onboarding, resource management, and collaboration.
✔ Deliver a Complete Customer 360 Vision TaskRay works natively with all major Salesforce Clouds - Sales, Service, Field Service, Revenue and more - to complete the onboarding gap left in the full customer life cycle management process.

ServiceMax FieldFX®

Streamline your field ticketing process between operations, field personnel, and accounting with our industry-leading FX E-Ticketing solution.
With its online/offline capabilities and the fastest sync times in the industry, FieldFX can save your company millions in lost revenue while enhancing cash flow.
Improve your business processes with FieldFX modules such as FX EAM, FX Schedule & Dispatch and FX CPQ to bring value throughout the organization.

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce	ServiceMax FieldFX®
faster and	#1	Not ranked
project management	#1	Not ranked
project	#2	Not ranked
contract form	Not ranked	#113
contract	Not ranked	#117

7. App details

Long-form description · keyword frequency

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce

What is TaskRay? TaskRay is the #1 rated project management application on the AppExchange, now powered by MCP and Agents. Enterprises use TaskRay to manage projects faster, creating repeatable and scalable workflows that outperform conventional tools like spreadsheets or off platform solutions. Ideal for teams seeking to manage onboarding projects natively in their Salesforce platform. TaskRay Use Cases: ✔ Project Management: Take control of your projects and manage delivery your way. ✔ Task Management: Accelerate project cycles times and automating mundane tasks for teams. ✔ Resource Management: Easily assign project work based on skills, capabilities and project requirements. ✔ Onboarding: Onboard customers, clients, partners, and employees faster. Who Uses TaskRay: ✔ Project Managers: Standardize processes, assign tasks internally, manage external resourcing, and collaborate with Customers. ✔ Leadership Teams: Reduce operating expenses, increase revenue collection, and drive greater profitability on every project. ✔ Administrators: Consolidate project management processes and workflows into Salesforce. See TaskRay for yourself: https://taskray.com/book-a-demo/

Top keywords

project8×5.26%
taskray7×4.61%
management5×3.29%
project management3×1.97%
projects3×1.97%
teams3×1.97%
assign2×1.32%
customers2×1.32%
faster2×1.32%
onboarding2×1.32%
platform2×1.32%
processes2×1.32%

ServiceMax FieldFX®

FieldFX® is a complete mobile field operations management solution that empowers companies with the ability to organize and manage jobs, quotes, field tickets, equipment, contracts, price books, and labor, along with customer-specific electronic forms. With its online/offline capabilities and the fastest sync times in the industry, FieldFX can save your company millions in lost revenue while improving operations. Price books, staff, labor rates, equipment, materials, and job related documentation are kept in one consolidated solution, allowing you to reduce mistakes in job quotes and invoicing. This streamlined approach will result in a dramatic reduction in the time between when work is performed and a correct invoice is sent to a customer, resulting in a decrease in your Days Sales Outstanding. Companies that deploy FieldFX also report numerous benefits including increased cash flow, invoice accuracy, and revenue capture, as well as labor reduction, contract compliance, business process improvement, and more. FieldFX is the de facto standard for companies in the oilfield, industrial and environmental service industries.

Top keywords

fieldfx4×2.41%
companies3×1.81%
labor3×1.81%
books2×1.20%
equipment2×1.20%
field2×1.20%
invoice2×1.20%
job2×1.20%

ServiceMax FieldFX® vs TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce

ServiceMax FieldFX®

1. Listing metadata

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

6. Activity in the last 90 days

TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce · 8 changes

ServiceMax FieldFX® · 0 changes

7. App details

Frequently asked

Is TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce or ServiceMax FieldFX® cheaper?

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Should I choose TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce or ServiceMax FieldFX®?

Which is faster to set up, TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce or ServiceMax FieldFX®?

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