Case Study: ElevateActual maximizes secondary revenue with TaskRay

ElevateActual turns 3-4 digit projects into 5-7 digit projects with TaskRay

ElevateActual, a technology consulting firm, needed a way to manage complex client onboarding processes, particularly for customers in highly regulated industries like aviation. They sought a solution to manage internal deliverables and drive Salesforce adoption for their clients, which led them to implement TaskRay.

By using TaskRay, ElevateActual was able to create granular checklists for critical tasks and simplify training for all users with the platform's intuitive drag-and-drop functionality. The solution from TaskRay significantly increased customer retention and allowed the firm to grow its business within existing clients, moving projects from a 3- or 4-digit scale to 5, 6, or 7-digit engagements.

ElevateActual