Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
You won't send your customers endless emails with attachments or spreadsheets. Instead, you will focus on creating value. Create widgets to include call recordings and documents, KPIs, contracts or task lists. Create hubs automatically that include tasks, written materials, videos, surveys, and more. Your CSMs spend the most time onboarding new users. They are often asked the same questions repeatedly. Create an automated onboarding experience that feels personal. Communication with customers is difficult because it takes place across so many channels and there is no single-source-of-truth. Customers are often reactive to the efforts of their CSMs, which results in a long onboarding process, and constant follow-ups to complete the necessary steps and master product.
Description
Your ticket to first-class customer onboarding. We are the best Salesforce-native app to help customers onboard. Our TaskRay in 60 second video explains the 4 key steps and best practices for customer onboarding. This is just one of the things that sets us apart. TaskRay is the leader in Salesforce customer onboarding. TaskRay, a customer onboarding and project management tool that helps companies manage their implementation and onboarding processes, increase efficiencies and create exceptional customer experiences - all within Salesforce.
API Access
Has API
No
API Access
Has API
No
Integrations
Salesforce
No
Workato
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$19.00/month/user
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
EverAfter
Country
Israel
Website
www.everafter.ai/
Vendor Details
Company Name
Bracket Labs
Website
taskray.com
Product Features
Customer Success
Account Alerts
No
Account Management
No
Communication Management
No
Customer Engagement
No
Customer Lifecycle Management
No
Health Score
No
Onboarding
No
Revenue Management
No
Usage Tracking / Analytics
No
Win / Loss Analysis
No
Product Features
Project Management
Agile Methodologies
Yes
Budget Management
No
Client Portal
Yes
Collaboration Tools
No
Cost-to-Completion Tracking
Yes
Customizable Templates
Yes
Gantt Charts
Yes
Idea Management
Yes
Kanban Board
Yes
Milestone Tracking
Yes
Portfolio Management
No
Resource Management
No
Time & Expense Tracking
Yes
Traditional Methodologies
Yes