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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

Valuecase is an innovative platform that optimizes customer onboarding and sales workflows by creating collaborative work environments that boost teamwork, automate processes, and monitor engagement levels. It features dynamic onboarding schedules complete with due date notifications and designated assignees, significantly minimizing the necessity for manual follow-ups. The system provides 100% automated personalization, showcasing pertinent content and modifying plans autonomously through various parameters. Users benefit from centralized dashboards that offer insights into task management, onboarding status, and customer interaction metrics. Valuecase seamlessly integrates with customer relationship management systems like Salesforce and HubSpot, allowing for effortless data updates and synchronization. Additionally, the platform accommodates multiple content types, such as PDFs, videos, forms, and scheduling applications, enabling users to share resources effectively within a single interface. Fully compliant with GDPR regulations, it guarantees secure monitoring of customer activities. Users can also take advantage of pre-designed best-practice templates and access personalized training and support to maximize their experience. Ultimately, Valuecase aims to enhance operational efficiency and improve customer satisfaction through streamlined processes.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Calendly No 
Google Docs No 
Google Drive No 
Google Forms No 
Google Meet No 
Google Sheets No 
Google Slides No 
HubSpot CRM No 
Loom No 
Make No 
Microsoft Teams No 
Pipedrive No 
Slack No 
Typeform No 
Vimeo No 
Workato Yes 
YouTube No 
Zapier No 
Zoom No 

Integrations

Salesforce Yes 
Calendly Yes 
Google Docs Yes 
Google Drive Yes 
Google Forms Yes 
Google Meet Yes 
Google Sheets Yes 
Google Slides Yes 
HubSpot CRM Yes 
Loom Yes 
Make Yes 
Microsoft Teams Yes 
Pipedrive Yes 
Slack Yes 
Typeform Yes 
Vimeo Yes 
Workato No 
YouTube Yes 
Zapier Yes 
Zoom Yes 

Pricing Details

$19.00/month/user
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
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 No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Bracket Labs

Website

taskray.com

Vendor Details

Company Name

Valuecase

Founded

2021

Country

Germany

Website

www.valuecase.com

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 

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