Many of end-users have yet to harness the full power and potential of their TaskRay capabilities. But for those of you still on your quest, fear not! We’re here to…
Do you charge for customer onboarding? If not, you better reconsider. Customers who pay for onboarding are more accountable and partner with the onboarding teams from day one. “Happy meals”…
Our new Post-Sale Playbook helps you bridge the gap between sales and success with our best resources personalized to you! We’ve spent the last few years compiling these resources to…
Our three-tiered support model provides the flexibility to choose between options that include self-service, faster response times, and a proactive, consultative approach. This blog post will help you decide which…
TaskRay, a provider of customer onboarding software on the Salesforce AppExchange, today announced it has revamped its support plan model to better meet the needs of its growing customer base…
When it comes to increasing customer loyalty, consider customer journey mapping. A journey map is a visualization of a process people go through in order to accomplish defined goals.
Coming soon, we will be taking it to the next level with revamped support plans that will provide customers with “extra-VIP” treatment. Our new three-tiered model will include one free…
A success plan is a single place to capture customer goals and your approach for reaching them. The plan is a document that includes best practices and quick wins while…
During onboarding, it’s critical you combat the challenges of first impressions, buyer’s remorse, and prospection because how you start with a new customer may determine whether they renew or they…