Item: TaskRay
Rating: 9
Author: Hilary Mohs

Overall Satisfaction with TaskRay

Use Cases and Deployment Scope

Taskray was purchased as a project management solution for our Client Services team. We set up a trial subscription for a year for a small number of users. Our growing company is looking for solutions to standardize how we support our clients as they use our products. Our management team is also looking for a better way to gain insight into the progress made by their teams.

Pros and Cons

Pros

Customer Service - TaskRay customer service representatives are consistently responsive, insightful and professional
Salesforce Integration - TaskRay is based in Salesforce, and is easy to install and customize, if you already know Salesforce
Easy to Use - With a quick start walk through for any first time users, TaskRay quickly educates employees on the core functions.

Cons

Reporting - It was difficult for us to incorporate all the data points we wanted into a single high level report for our management team.

Return on Investment

Positive - We gained a thorough understanding of our current process and what exactly our "best practices" are.

Alternatives Considered

EPM,Smartsheet

We are still in our year long evaluation process. But TaskRay has been the easiest, and most successfully adopted tool so far. Even if we do not end up choosing TaskRay, I do not regret implementing the system or the experience working with the team at TaskRay.
The only reason we may not end up going with TaskRay is lack of templates and slightly stunted reporting features (this is mainly due to Salesforce limitations). Our organization is growing so quickly, we need to consider tools that are better able to regiment processes in a larger group of Customer Service Representatives and give management more detailed insight into those activities.

Likelihood to Recommend

TaskRay is great for any company that is already using (and will stick with) Salesforce. It would be best for smaller companies, since it did not have the ability to use official "Templates" but has you copy and paste standard tasks into something that is quite similar. Overall, most users appreciated its ease of use, since most of the items are either taken from familiar Salesforce fields, or simple click and drag cards. The customer service team was wonderful. If you are looking for a well managed, enthusiastic partner for a project management solution, I would not hesitate to recommend TaskRay.

TaskRay Feature Ratings

Comments

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TaskRay, great service, easy to use, may or may not be the right solution for my company