Prodotti simili
Chi utilizza questo 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.
Valutazioni medie
17 recensioni- Nel complesso 4.3 / 5
- Facilità d'uso 3.9 / 5
- Servizio clienti 4.1 / 5
- Caratteristiche 4.1 / 5
- Rapporto qualità-prezzo 3.9 / 5
Dettagli del prodotto
- Prezzo di partenza 25,00 USD/mese
- Dettagli sul prezzo Annual contract required, with a five license minimum.
- Versione gratuita No
- Prova gratuita Sì
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Implementazione
Cloud, SaaS, Web
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Formazione
Live Online
Webinar
Documentazione
-
Assistenza
Orario lavorativo
Online
Dettagli del fornitore
- Bracket Labs
- http://bracketlabs.com/
- Fondata nel 2010
Informazioni su 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.
Caratteristiche di TaskRay
- Controllo ore e spese
- Diagramma di Gantt
- Gestione del portafoglio
- Gestione delle risorse
- Gestione di idee
- Gestione finanziaria
- Metodologie agili
- Metodologie tradizionali
- Modelli personalizzabili
- Monitoraggio dei costi di completamento
- Monitoraggio di attività e progressi
- Portale clienti
- Strumenti collaborativi
- Tabella del metodo Kanban
- Analisi acquisizioni / perdite
- Coinvolgimento dei clienti
- Gestione conti
- Gestione del ciclo di vita del cliente
- Gestione delle comunicazioni
- Gestione delle entrate
- Inserimento aziendale
- Notifiche account
- Strumenti d'analisi per il monitoraggio dell'uso
- Valutazione delle condizioni di salute
Prodotti di successo
Le recensioni più dettagliate su TaskRay
Taskray has helped us to manager our Open Enrollment Season
Data della recensione: 7/12/2017
Ashley L.
Commenti: Organization
Vantaggi: 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.
Inconvenienti: 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
Data della recensione: 18/9/2019
Trang L.
Commenti: 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.
Vantaggi: 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.
Inconvenienti: 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
Data della recensione: 16/5/2018
Utente Verificato
Vantaggi: 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.
Inconvenienti: 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
Data della recensione: 9/11/2018
Utente Verificato
Vantaggi: 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.
Inconvenienti: 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.
Data della recensione: 9/6/2017
Kathy L.
Vantaggi: 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.
Inconvenienti: 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.
Risposta del fornitore
da Bracket Labs il giorno 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
