Wie gebruikt deze software?

TaskRay is the first-class solution for onboarding customers at scale in Salesforce. If you have customers you sell to using Salesforce, TaskRay help get them onboarded faster and more efficiently.

Gemiddelde scores

17 beoordelingen
  • In totaal 4.3 / 5
  • Gebruiksgemak 3.9 / 5
  • Klantenservice 4.1 / 5
  • Functies 4.1 / 5
  • Waar voor je geld 3.9 / 5

Productgegevens

  • Beginprijs US$ 25,00/maand
  • Prijsinformatie Annual contract required, with a five license minimum.
  • Gratis versie Nee
  • Gratis proef Ja
  • Implementatie Cloud, SaaS, Web
  • Training Live online
    Webinars
    Documentatie
  • Ondersteuning Kantooruren
    Online

Leveranciergegevens

  • Bracket Labs
  • http://bracketlabs.com/
  • Opgericht in 2010

Over TaskRay

TaskRay is a first-class solution for onboarding customers at scale in Salesforce.

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

And, TaskRay also functions wonderfully as a full-suite project management solution.

Functies van TaskRay

  • Aanstellen (van personeel)
  • Accountbeheer
  • Accountwaarschuwingen
  • Bijhouden en analyseren van gebruik
  • Communicatiebeheer
  • Gezondheidsscore
  • Inkomstenbeheer
  • Klantenbinding
  • Levensduurbeheer van klanten
  • Winst- en verliesanalyse
  • Aanpasbare sjablonen
  • Agile-methodiek
  • Budgetbeheer
  • Gantt-grafieken
  • Ideeënbeheer
  • Kanban-bord
  • Klantenportal
  • Kosten van voltooiing bijhouden
  • Mijlpalen bijhouden
  • Portefeuillebeheer
  • Resourcebeheer
  • Samenwerkingstools
  • Tijd en onkosten bijhouden
  • Traditionele methodologieën

De nuttigste reviews van TaskRay

Taskray has helped us to manager our Open Enrollment Season

Beoordeeld op 7-12-2017
Ashley L.
Account Executive
Ziekenhuis- en gezondheidszorgbranche, 13-50 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer 
5/5
In totaal
5 / 5
Gebruiksgemak
5 / 5
Functies en functionaliteit
5 / 5
Klantenondersteuning
5 / 5
Waar voor je geld
Waarschijnlijkheid van aanbeveling:
Niet waarschijnlijk Zeer waarschijnlijk

Opmerkingen: Organization

Pluspunten: Taskray has made it easy to stay organized during our busy time of year. It give peace of mind that all responsibilities and pending items are neatly listed.

Minpunten: I don't like that there when there are multiple duties, you have to scroll over on the screen to see what stage of the process they are in.

Lacking in a PM tool

Beoordeeld op 18-9-2019
Trang L.
Implementation Project Manager
Informatietechnologie en -diensten, 13-50 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer 
3/5
In totaal
3 / 5
Gebruiksgemak
2 / 5
Functies en functionaliteit
2 / 5
Klantenondersteuning
2 / 5
Waar voor je geld
Waarschijnlijkheid van aanbeveling:
Niet waarschijnlijk Zeer waarschijnlijk

Opmerkingen: Being able to see all projects and tasks in one application. The value of this is that upper management can see where everything is without having to come ask the PM's where the project is. Issue is, upper management doesn't know how to use it, so they still have to come and ask the PM's.

Pluspunten: Easy to add projects and cloning. Good to be able to see all projects and tasks in one application. Integrated with SalesForce, so I don't have to open multiple apps, just moving form screen to screen.

Minpunten: Hard to set up dependencies without shifting all dates. A lot of glitches. No answer to glitches, so there is a lot of workarounds that you have to do. It would be great if you are changing dates, that you can change a bunch of dates at once, instead of individually. For instance, you have 5 tasks that are all due on the same day, would be nice if you can highlight the 5 tasks and change the dates all at once instead of individually. Very time consuming if you have 100 tasks across subprojects that need to change.

It has been a great way to keep track work projects

Beoordeeld op 16-5-2018
Geverifieerde reviewer
Customer Support Manager
Computersoftware, 13-50 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer 
4/5
In totaal
4 / 5
Gebruiksgemak
5 / 5
Functies en functionaliteit
4 / 5
Klantenondersteuning
3 / 5
Waar voor je geld

Pluspunten: It is really nice being able to customize work tasks by assigning it to different and/or multiple people. It is super easy to change the status of the tasks too. It has been pretty great.

Minpunten: It took a while to learn but there is not much to complain about. The integration with Salesforce took a little while

Good for tracking work, overwhelming to get used to

Beoordeeld op 9-11-2018
Geverifieerde reviewer
Marketing & Account Management
Financiële dienstverlening, 13-50 werknemers
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer 
4/5
In totaal
2 / 5
Gebruiksgemak
3 / 5
Functies en functionaliteit
Klantenondersteuning
Waar voor je geld
Waarschijnlijkheid van aanbeveling:
Niet waarschijnlijk Zeer waarschijnlijk

Pluspunten: TaskRay is great for collaborating on projects and keeping track of the tasks to get the work done. Chatter is a handy way to share info with teammates on progress.

Minpunten: It might be the way it’s set up for my office, but it’s really tricky to learn because it can do so much. I can never find what I’m looking for, and our team is not using it the same way. That means we aren’t consistent and it’s not as useful as it could be.

Taskray has been essential in the implementation of Salesforce for our different programs.

Beoordeeld op 9-6-2017
Kathy L.
Database Admin, Grants Manager
Heeft de software gebruikt voor: 1-5 maanden
Bron van de reviewer 
4/5
In totaal
4 / 5
Gebruiksgemak
4 / 5
Functies en functionaliteit
3 / 5
Klantenondersteuning
3 / 5
Waar voor je geld
Waarschijnlijkheid van aanbeveling:
Niet waarschijnlijk Zeer waarschijnlijk

Pluspunten: Taskray was bale to divide our projects into departmentalized sub-projects. We were able to easily assign tasks to other staff and follow the progress of the entire project. It was so beneficial to have access to all the different "pieces" of the puzzle.

Minpunten: Taskray is very well thought out. From the templates we create for similar projects we are able to recreate projects quickly and easily. It was a little clumsy figuring out how to assign taks, but once we got the hang of it it made everything more intuitive.

Antwoord van de leverancier

van Bracket Labs op 9-6-2017

Hello Kathy,
Thank you so much for your review. We're glad TaskRay has helped your teams implement Salesforce. We're glad you were able to figure out how to assign tasks. If you ever run into any other "sticky" areas, please visit our support site at support.taskray.com. We are always happy to help.
Thanks,
Jamie

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