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TaskRay Customer Onboarding Accelerator Guide

Welcome to the TaskRay Customer Onboarding Accelerator!

The TaskRay Customer Onboarding Accelerator is your first class ticket to customer success. When you close a deal with a new customer, the best way to ensure success is to provide a seamless onboarding process—that's where TaskRay comes in. 

After marketing and sales bring leads into Salesforce, it is the onboarding process that can solidify relationships and set your customers up for long term success. TaskRay helps businesses onboard customers efficiently and effectively by facilitating customer onboarding right within Salesforce. We provide the foundation on which you can build and scale your onboarding process.

Already have a process that works for your organization? TaskRay's flexible templates and integration with Salesforce means that you can customize each step to fit your unique needs. 

Benefits of the TaskRay Customer Onboarding Accelerator 

Having a solid customer onboarding process can produce a wave of positive benefits for your organization. TaskRay's accelerator is specifically design to help: 

  • Decrease time to value by reducing the time it takes to get a customer up and running.
  • Eliminate redundancies and streamline processes in your onboarding process by visualizing each step.
  • Integrate customer onboarding into Salesforce with a 100% native application.

With the right tools in place, your customer onboarding process can become a selling (and staying) point for your organization.

What's In The Box 

 The Customer Onboarding Accelerator includes:

  • A library of customer onboarding project templates to get you started, including:
    • Best Practices Template - Customer Onboarding 
    • SaaS Customer Onboarding
    • Wealth Management Client Onboarding
  • A pre-built process to automatically create new customer onboarding projects for closed-won Opportunities.

Each of these features work together to create a streamlined customer onboarding process. So let's get started! 

Get Started With TaskRay

Are you new to TaskRay? There are a few steps you'll need to take before we jump into the Customer Onboarding Accelerator (don't worry, it only takes a few minutes!). If you already use TaskRay, jump to the next section. 

  1. Install TaskRay from the AppExchange.
  2. Install the TaskRay Dashboard Pack from the AppExchange. 
  3. Each team member using TaskRay will need a TaskRay license and permission set. 
  4. Watch the video below and review the TaskRay Overview page to get familiar with the TaskRay solution and interface. 

Now that you've installed TaskRay, we can get to know each other better! A good place to start is with TaskRay's detailed support documentation. You can start with these articles:

Use The Customer Onboarding Accelerator 

You must be logged into Salesforce to access the TaskRay Customer Onboarding Accelerator. Once logged in, navigate to TaskRay and follow the steps below to access and use the accelerator tools.  

TaskRay Template Library 

The Customer Onboarding Accelerator includes a template library with three onboarding templates. You can find a step-by-step guide to using the template library here. The templates include:

  • Best Practices Template - Customer Onboarding 
  • SaaS - Customer Onboarding 
  • Wealth Management - Client Onboarding

These templates are pre-populated with tasks, task groups, and dependencies to help get you started with implementing your own customer onboarding process in TaskRay.The templates are 100% customizable so you can use them as-is or as a starting point from which you can build your own onboarding process.  You can learn more about customizing templates in this article.

Important! All users with the TaskRay standard access permission set can import templates from the template library, but only users with System Administrator permissions can download and activate automation configurations. 

 

Automation Configurations

  • Automatically Create New Onboarding Projects: This configuration uses the Process Builder. If imported and activated, any time an Opportunity's Stage is set to 'Closed Won' in Salesforce, a new TaskRay Onboarding Project will be created for that new customer. The Project will be related to the original Opportunity and also the customer's Account.  For additional information on importing and activating this automation, please see the Template Library article and the Automatically Clone Templates Using the Process Builder article.

Additional Resources

Additional articles that will be helpful in structuring successful projects in TaskRay include: