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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.

Valoración media

17 opiniones
  • En general 4.3 / 5
  • Facilidad de uso 3.9 / 5
  • Atención al cliente 4.1 / 5
  • Funcionalidades 4.1 / 5
  • Relación calidad-precio 3.9 / 5

Detalles del producto

  • Precio inicial USD 25.00/mes
  • Detalles de precios Annual contract required, with a five license minimum.
  • Versión gratuita No
  • Prueba gratis
  • Implementación En la nube, SaaS, web
  • Formación En directo en línea
    Seminarios web
    Documentación
  • Asistencia Horas laborables
    En línea

Datos del proveedor

  • Bracket Labs
  • http://bracketlabs.com/
  • Fundada en 2010

Sobre 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.

Funciones de TaskRay

  • Diagramas de Gantt
  • Gestión de carteras
  • Gestión de ideas
  • Gestión de presupuestos
  • Gestión de recursos
  • Herramientas de colaboración
  • Metodologías ágiles
  • Modelos personalizables
  • Métodos tradicionales
  • Portal de clientes
  • Seguimiento costes hasta finalización
  • Seguimiento de hitos
  • Seguimiento horas/gastos
  • Tablero kanban
  • Alertas de cuenta
  • Análisis de pérdidas/ganancias
  • Contratación de personal
  • Gestión de cuentas
  • Gestión de ingresos
  • Gestión de la comunicación
  • Gestión del ciclo de vida del cliente
  • Participación del cliente
  • Resultado de salud
  • Seguimiento/Análisis de uso

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Las opiniones más útiles de TaskRay

Taskray has helped us to manager our Open Enrollment Season

Publicado el 7/12/2017
Ashley L.
Account Executive
Hospital y atención sanitaria, 13-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña 
5/5
En general
5 / 5
Facilidad de uso
5 / 5
Características y funcionalidades
5 / 5
Asistencia técnica
5 / 5
Relación calidad-precio
Probabilidad de recomendación:
Muy baja Muy alta

Comentarios: Organization

Puntos a favor: 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.

Contras: 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

Publicado el 18/9/2019
Trang L.
Implementation Project Manager
Tecnología y servicios de la información, 13-50 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña 
3/5
En general
3 / 5
Facilidad de uso
2 / 5
Características y funcionalidades
2 / 5
Asistencia técnica
2 / 5
Relación calidad-precio
Probabilidad de recomendación:
Muy baja Muy alta

Comentarios: 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.

Puntos a favor: 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.

Contras: 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

Publicado el 16/5/2018
Usuario verificado
Customer Support Manager
Software informático, 13-50 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña 
4/5
En general
4 / 5
Facilidad de uso
5 / 5
Características y funcionalidades
4 / 5
Asistencia técnica
3 / 5
Relación calidad-precio

Puntos a favor: 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.

Contras: 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

Publicado el 9/11/2018
Usuario verificado
Marketing & Account Management
Servicios financieros, 13-50 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña 
4/5
En general
2 / 5
Facilidad de uso
3 / 5
Características y funcionalidades
Asistencia técnica
Relación calidad-precio
Probabilidad de recomendación:
Muy baja Muy alta

Puntos a favor: 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.

Contras: 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.

Publicado el 9/6/2017
Kathy L.
Database Admin, Grants Manager
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña 
4/5
En general
4 / 5
Facilidad de uso
4 / 5
Características y funcionalidades
3 / 5
Asistencia técnica
3 / 5
Relación calidad-precio
Probabilidad de recomendación:
Muy baja Muy alta

Puntos a favor: 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.

Contras: 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.

Respuesta de proveedores

por Bracket Labs el 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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