TaskOnPro is a Project Management solution built natively on the Salesforce platform. It also has customer onboarding solutions that include everything companies need to successfully manage their team, customers, and processes. TaskOnPro is built entirely on the Salesforce platform – provides the best of class capabilities, including security, privacy, scalability, availability, and performance. 

Manage customer projects

Why TaskOnPro?

  • Faster Onboarding - Onboard customers faster and more efficiently
  • Manage and Monitor Projects - Easily manage tasks across all projects. Track the progress, time spent, collaborate with your team without having to leave Salesforce
  • Project Insights - Highlight customer success, bottlenecks and risks with key metrics, prebuilt reports and dashboards on performance in real-time
  • Resourcing - Spot resources who can pick next project
  • Customer360 - 360-degree visibility into every opportunity and account
  • User Adoption - Access deep-dive insights on customer project information and customize reports to include information that is relevant to your business

Benefits

  • Manage projects – onboarding, implementation projects, in Salesforce using re-usable templates,  integrate projects with the rest of your CRM data
  • Provide Relationship/Account Managers with needed visibility on the On-boarding process
  • Allow your Onboarding/Projects teams to work effectively together using collaboration tools available in Salesforce
  • Consistent & better onboarding experience
  • Track Onboarding metrics through OOTB Reports and Dashboards
Taskonbro Benefits

Illuminate Customer Success

Dashboard
Project Insights

Highlight customer success, bottlenecks and risks with key metrics, prebuilt reports and dashboards on performance in real-time.

 
Resourcing

Spot resources who can pick next project.

Customer360

360-degree visibility into every opportunity and account.

User Adoption
User Adoption

Access deep-dive insights on customer project information and customize reports to include information that is relevant to your business.

Customer Success Stories

From an idea to an unforgettable and measurable customer experience

View All
salesforce-managed-services-healthcare-insurance

Managed Services for Salesforce reduced operating costs by 22% for leading healthcare insurance provider

flooring-manufacturer-salesforce-managed-services

Simplify B2B customer experience with Managed Services for Salesforce (Global manufacturer of commercial flooring)

Drives productivity workflow integrated suite salesforce instance

Built a resilient Salesforce instance
that drives productivity and a seamless
workflow

Expertise
matched with
customer success

1500+

Successful Customers

Engagements

4.9/5

AppExchange

CSAT

600+

Salesforce

Certifications

20+

Years Of 

Customer Success

Customer Satisfication

Managed Services
Consulting Partner (Global)
in
Customer Satisfaction

Experties

Managed Services
Consulting Partner (Global)
in
Expertise

Number of Projects

Managed Services
Consulting Partner (Global)
in
Number of Projects

Credentialed People

Managed Services
Consulting Partner (Global)
in
Credentialed People

* Partners with Salesforce Practice Size 200 and above. Ranking are as of November 2023. Please refer to find partners.salesforce.com for current rankings

Want to know more? Get in touch.

We’d love to show you around the product.

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