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Agentic Project Management Built In Salesforce

Name: Project Management for Customer Onboarding | Tasks, Templates, Gantt, Kanban, Agentforce
Availability: InStock
Rating: 4.95 (330 reviews)

Manage Projects Natively in Salesforce

TaskRay Pricing and Editions
Solutions for Large Enterprises
Solutions for Mid Market Businesses
Solutions for Small Business
[Use Case] Customer Onboarding
[Use Case] Project Management
[Use Case] Embedded Systems Projects
[Product Roadmap] See What's New and Coming Soon to TaskRay

[Case Study] 86 Repairs: Onboarding Customers 29% Faster in High Tech Sector
[Case Study] Prospera Financial: Managing Better Project Consistency for Highly Regulated FINS
[Case Study] MCG Health: Increased Project Delivery for Client Onboarding by 20% in HLS
[Case Study] Toast: Increased Customer Onboarding Capacity
[Case Study] Toast - Automations for Projects in High Tech
[Case Study] MIMIT Health: Increased Profitability and Patient Experience in HLS

[Product Feature] Task Management
[Product Feature] Resource Management
[Product Feature] TaskRay Agentforce Actions
[Product Feature] Project Reporting & Dashboards
[Product Feature] Project Collaboration
[AppExchange] TaskRay Agentforce AI for Task Prioritization
[Data Sheet] Learn How to Create Repeatable Project Templates & Workflow Automations in Salesforce

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Elevate Your Agents with AgentExchange Solutions

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Agentic Project Management Built In Salesforce

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