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%
Native Planner Plus
Native Planner Plus's versatility allows it to be adapted for various use cases across different industries and departments. Use Cases: • Project Management, Asset Management, Project Tasks, Work Planning • Sales : Scheduling, Team activities, Appointments, Pipeline Calendar • Manufacturing : Order schedules, Shift schedules, Production line schedules • Service : Field Service schedule, Service Appointments, Shift Management: • Education : Amenity Reservations, student and faculty schedules • Marketing : Campaign timeline, Content calendar • Real Estate : HR Scheduling, Make Ready, Tour / Showing Scheduler, Expirations, Rental, Booking • Healthcare: Patient appointments, Staff rotas, Equipment booking • Staff shifts, Promotional event planning, Inventory restock schedules • Sprint planning, Bug tracking, Release schedules, Interview schedules, Training sessions, Employee onboarding timelines, Case timelines. • Delivery schedules, Vehicle maintenance Salesforce scheduler Field service management, Resources management Projet Planification, la gestion d'actifs, Rendez-vous, Réservation, calendrier Gestión de proyectos, Planificación, Reserva, Gestión de activos, Equipo, calendario
Top keywords
- schedules8×5.80%
- management5×3.62%
- service4×2.90%
- appointments3×2.17%
- planning3×2.17%
- booking2×1.45%
- calendar2×1.45%
- cases2×1.45%
