TaskRay Discount - Up to 15% off

TaskRay is an enterprise-class solution for onboarding customers at scale in Salesforce.

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What is TaskRay?


TaskRay is an enterprise-class solution designed to streamline customer onboarding within Salesforce. It enables businesses to onboard customers more efficiently, catering to industries like high tech, SaaS, wealth management, manufacturing, and franchising. Key features include templating and automation functions, allowing organizations to scale their onboarding processes effectively, whether managing 100 or 10,000 customers. Additionally, TaskRay serves as a comprehensive project management tool, offering capabilities such as project planning, task management, and collaboration tools to enhance overall project execution.

  1. Native Salesforce integration with project objects
  2. Reusable project templates and automation workflows
  3. Visual timelines, Kanban boards, portfolio views
  4. Robust task assignment, dependencies, and cloning
  5. Enterprise-scale project management for complex organizations
  6. Customizable reporting, dashboards, and customer onboarding

Eligibility


Number of Seats/Users: TaskRay offers discounts based on the number of users or seats. A higher volume typically leads to a better discount structure, especially for enterprise-level usage.

Commitment to a Long-Term Contract: Discounts are often provided to companies that commit to using the service for a longer period (e.g., 1-year or 3-year contracts). A longer commitment shows TaskRay that the company is serious and willing to invest in the platform long-term.

No Active Discounts: Companies that are not already receiving other active discounts may have a better chance of qualifying for additional discounts from TaskRay. TaskRay reserves discounts for new customers or those not currently under promotional pricing.

Volume or Usage Commitment: TaskRay offers discounts if you agree to a minimum amount of usage or transaction volume. This could be based on data storage, transactions, or other metrics tied to how much you will use the platform.

Enterprise-Level Negotiation: Companies that qualify as “enterprise” due to their size or complexity (e.g., having large teams, multiple departments, or geographical presence) may be eligible for additional discounts from TaskRay. Such companies are often in a position to negotiate for better pricing.

Early Renewal or Prepayment: TaskRay often offers discounts if you renew early or prepay for the entire contract period. This is a common approach to securing a lower price.

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TaskRay - Up to 15% off

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Reviews


Here at Spendbase our internal data shows that TaskRay is seen as a strong, enterprise-grade choice for teams that live in Salesforce and need structured onboarding or project delivery at scale. At the same time, many Spendbase clients flag cost, complexity, and usability as key trade‑offs.

Overall sentiment
– TaskRay’s ratings cluster in the 4–5 star range, with only a small portion of negative feedback.
– Satisfaction is highest when companies fully commit to Salesforce as their operational hub and need cross‑team visibility.

What Spendbase clients like most
Our clients consistently highlight:
– Deep Salesforce integration
– Native to Salesforce, no need to juggle multiple apps
– Ability to tie projects directly to accounts, opportunities, and other objects
– Strong project management features
– Templates and cloning for repeatable onboarding and implementation projects
– Milestones, dependencies, sub‑projects, and time tracking
– Multiple views (Kanban-style, Gantt-like, portfolio views)
– Scalability and organization
– Handles large volumes of projects across departments
– Good for complex workflows in SaaS, high tech, services, and internal IT projects
– Support and enablement
– Very positive feedback on responsiveness and problem resolution
– Helpful documentation and training resources once you know where to look

Key pain points and cost drivers
From a Spendbase savings perspective, these are the friction areas that often open room for negotiation or rationalization:
– Price and licensing
– Perceived as “expensive,” especially when additional Salesforce seats are needed just to access TaskRay
– Learning curve and complexity
– Not immediately intuitive; many users feel they are only using a fraction of the product
– Cross‑team inconsistency in usage reduces ROI
– Usability issues
– UI described as “clunky” or overwhelming in some org setups
– Common asks: faster task updates, easier date changes, bulk editing, and fewer clicks
– Occasional glitches and performance lag inside Salesforce
– Visual design and layout
– Functionally rich but not always the most “pleasant” or simple interface for end users

How we at Spendbase typically advise
– Optimize seat allocation: restrict full TaskRay + Salesforce access to power users; explore cheaper viewer/reporting options where possible.
– Leverage templates: standardize onboarding and implementation workflows to justify the license cost.
– Use support for onboarding: push for admin training and setup help as part of the commercial discussion.

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Beyond discounts, you may qualify for up to $100K in AWS credits.

FAQ


1. Does TaskRay offer discounts for non-profit organizations?

Yes, non-profits receive the first 10 Starter Edition licenses free; additional licenses are discounted by 33%.

2. Are there any discounts available for educational institutions?

Currently, TaskRay offers significant discounts specifically for non-profit organizations.

3. Does TaskRay provide volume discounts for large teams?

For large teams, please contact our sales team to discuss potential volume discounts.

4. Are there any seasonal promotions or discounts for TaskRay?

TaskRay occasionally offers promotions; subscribe to our newsletter for updates on upcoming discounts.

5. Is there a free trial available for TaskRay?

Yes, TaskRay offers a free trial period for new users to explore the platform's features.

6. Does TaskRay offer discounts for long-term commitments?

Yes, annual subscriptions may include discounts compared to monthly plans; contact sales for details.

7. Are there any referral discounts available for TaskRay?

TaskRay values referrals; please reach out to our sales team to learn about potential referral incentives.

8. Does TaskRay offer discounts for startups?

TaskRay supports startups; contact our sales team to discuss potential discounts tailored for new businesses.

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